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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 50 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 VYMI Vanguard ETF/USA 524.0 $51K 0.00% -103.0 -16.4% $97.33 +8.1%
982 ARCC ARES CAPITAL COR Financial Services 2,685.0 $50K 0.00% -865.0 -24.4% $18.62 +7.0%
983 FXD First Trust ETFs/USA 716.0 $50K 0.00% -8K -92.0% $69.83 +0.3%
984 ICF iShares ETFs/USA 745.0 $50K 0.00% -738.0 -49.8% $67.11 +2.2%
985 DEHP Dimensional ETF Trust 1,140.0 $49K 0.00% NEW $42.98 -4.1%
986 DFIV Dimensional ETF Trust 903.0 $49K 0.00% -545.0 -37.6% $54.26 +7.5%
987 SLVM SYLVAMO CORP Basic Materials 1,289.0 $49K 0.00% -2K -57.3% $38.01 -3.2%
988 OSK OSHKOSH CORP Industrials 311.0 $48K 0.00% +2.0 +0.7% $154.34 +1.8%
989 UTWO RBB ETFs/F/m Investments 1,011.0 $48K 0.00% NEW $47.48 +1.1%
990 TRU TRANSUNION Industrials 668.0 $48K 0.00% +484.0 +263.0% $71.86 +17.7%
991 CRC CALIFORNIA RESOU Energy 896.0 $47K 0.00% -478.0 -34.8% $52.46 +1.5%
992 FUMB First Trust ETFs/USA 2,347.0 $47K 0.00% +16.0 +0.7% $20.03 -0.0%
993 ILMN ILLUMINA INC Healthcare 265.0 $47K 0.00% -6.0 -2.2% $177.36 +23.7%
994 SEIC SEI INVESTMENTS Financial Services 532.0 $47K 0.00% +164.0 +44.6% $88.35 +24.0%
995 EXPAND ENERGY CO 518.0 $47K 0.00% -836.0 -61.7% $90.73
996 VERSIGENT PLC 1,092.0 $46K 0.00% NEW $42.12
997 GSK GSK PLC-ADR Healthcare 882.0 $46K 0.00% +100.0 +12.8% $52.15 +0.5%
998 IFLN Invesco Exchange-Traded Fund T 2,503.0 $46K 0.00% NEW $18.38 -0.7%
999 SCHC Schwab Strategic Trust 958.0 $46K 0.00% NEW $48.02 +6.7%
1000 CACC CREDIT ACCEPTANC Financial Services 70.0 $45K 0.00% $642.86 -6.5%
Page 50 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%