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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 51 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 XOP State Street ETF/USA 330.0 $42K 0.00% NEW $127.27 +40.2%
1002 First Trust ETFs/USA 586.0 $42K 0.00% NEW $71.67
1003 CGGO Capital Research and Managemen 1,198.0 $41K 0.00% NEW $34.22 +12.6%
1004 LW LAMB WESTON Consumer Defensive 968.0 $41K 0.00% NEW $42.36 -2.7%
1005 PHIN PHINIA INC Consumer Cyclical 656.0 $41K 0.00% NEW $62.50 +16.9%
1006 AKRE Professionally Managed Portfol 631.0 $41K 0.00% NEW $64.98 -18.0%
1007 FTA First Trust ETFs/USA 468.0 $40K 0.00% NEW $85.47 +8.9%
1008 ULST State Street ETF/USA 985.0 $40K 0.00% NEW $40.61 -0.5%
1009 GSK GSK PLC-ADR Healthcare 797.0 $39K 0.00% NEW $48.93 +4.6%
1010 IBKR INTERACTIVE BROK Financial Services 612.0 $39K 0.00% NEW $63.73 +31.4%
1011 IEI iShares ETFs/USA 324.0 $39K 0.00% NEW $120.37 -3.0%
1012 OSK OSHKOSH CORP Industrials 308.0 $39K 0.00% NEW $126.62 -5.7%
1013 IWP iShares ETFs/USA 278.0 $38K 0.00% NEW $136.69 -1.7%
1014 IGV iShares ETFs/USA 364.0 $38K 0.00% NEW $104.40 -13.1%
1015 IDEV iShares Trust 463.0 $38K 0.00% NEW $82.07 +7.4%
1016 FEP First Trust ETFs/USA 696.0 $37K 0.00% NEW $53.16 +9.3%
1017 GIL GILDAN ACTIVEWEA Consumer Cyclical 595.0 $37K 0.00% NEW $62.18 -11.8%
1018 MFC MANULIFE FIN Financial Services 1,014.0 $37K 0.00% NEW $36.49 +3.7%
1019 WH WYNDHAM HOTELS & Consumer Cyclical 487.0 $37K 0.00% NEW $75.98 +2.2%
1020 IZRL ARK ETF Trust 1,206.0 $36K 0.00% NEW $29.85 +0.9%
Page 51 of 76  ·  1,517 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 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%