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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.5B AUM 1,569 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 108 New 610 Added 521 Reduced 87 Exited
Page 5 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JPM JPMORGAN CHASE Financial Services 29,458.0 $9.6M 0.28% -9K -23.9% $327.31 +11.0%
82 HRMY HARMONY BIOSCIE Healthcare 259,496.0 $9.4M 0.27% +15K +6.0% $36.41 +6.6%
83 MRSH MARSH & MCLENNAN Financial Services 56,534.0 $9.4M 0.27% -3K -5.2% $166.68 +11.8%
84 AMGN AMGEN INC Healthcare 25,985.0 $9.4M 0.27% -12K -32.0% $362.13 +17.4%
85 IRIDIUM COMMUNIC 171,098.0 $9.4M 0.27% -102K -37.3% $54.85
86 PAVE Global X ETFs/USA 158,718.0 $9.4M 0.27% -3K -2.1% $58.92 -2.7%
87 CI THE CIGNA GROUP Healthcare 33,831.0 $9.3M 0.27% +2K +5.7% $275.66 +1.0%
88 TRV TRAVELERS COS IN Financial Services 27,665.0 $9.1M 0.26% -946.0 -3.3% $330.13 +11.5%
89 XOM EXXON MOBIL CORP Energy 66,197.0 $9.1M 0.26% -11K -14.6% $136.71 +21.1%
90 HPQ HP INC Technology 410,288.0 $9.0M 0.26% +28K +7.2% $21.94 +36.5%
91 ABNB AIRBNB INC-A Consumer Cyclical 61,163.0 $8.8M 0.25% -12K -16.7% $143.09 +28.1%
92 PG PROCTER & GAMBLE Consumer Defensive 59,588.0 $8.7M 0.25% -7K -10.1% $146.64 -2.2%
93 EEMV iShares Inc 115,931.0 $8.7M 0.25% +3K +2.5% $75.28 -1.3%
94 HCA HCA HEALTHCARE I Healthcare 22,104.0 $8.6M 0.25% +3K +17.7% $389.88 +5.6%
95 AGG iShares ETFs/USA 86,726.0 $8.6M 0.25% +24K +38.7% $98.98 -1.6%
96 ARTY iShares ETFs/USA 112,651.0 $8.6M 0.25% -3K -2.3% $76.16 -3.4%
97 ABT ABBOTT LABS Healthcare 94,489.0 $8.6M 0.25% +14K +17.8% $90.74 +24.2%
98 DHI DR HORTON INC Consumer Cyclical 51,677.0 $8.4M 0.24% +9K +20.7% $162.88 -10.6%
99 MU MICRON TECH Technology 7,270.0 $8.4M 0.24% -270.0 -3.6% $1154.33 -18.5%
100 IDV iShares ETFs/USA 201,194.0 $8.3M 0.24% +5K +2.7% $41.43 +7.6%
Page 5 of 79  ·  1,568 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%