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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 51 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WTM WHITE MOUNTAINS Financial Services 19.0 $42K 0.00% NEW $2210.53 -3.0%
1002 First Trust Exchange-Traded Fu 1,381.0 $42K 0.00% -144.0 -9.4% $30.41
1003 First Trust ETFs/USA 578.0 $41K 0.00% -8.0 -1.4% $70.93
1004 HYS Pimco ETF Trust 439.0 $41K 0.00% -77.0 -14.9% $93.39 +0.0%
1005 ARES ARES MANAGEM- A Financial Services 363.0 $40K 0.00% +173.0 +91.0% $110.19 +12.5%
1006 CGGO Capital Research and Managemen 1,198.0 $40K 0.00% $33.39 +18.3%
1007 IXJ iShares ETFs/USA 428.0 $40K 0.00% -291.0 -40.5% $93.46 +0.7%
1008 ULST State Street ETF/USA 985.0 $40K 0.00% $40.61 -0.4%
1009 CON CONCENTRA GROUP Healthcare 1,811.0 $39K 0.00% -378.0 -17.3% $21.54 +18.8%
1010 IDEV iShares Trust 463.0 $39K 0.00% $84.23 +6.6%
1011 SMH VanEck ETFs/USA 101.0 $39K 0.00% $386.14 +47.0%
1012 VKTX VIKING THERAPEUT Healthcare 1,201.0 $39K 0.00% NEW $32.47 -9.3%
1013 FSCO Corp Trust Inc Financial Services 7,509.0 $38K 0.00% $5.06 -2.0%
1014 FEP First Trust ETFs/USA 697.0 $38K 0.00% $54.52 +8.4%
1015 EQH EQUITABLE HOLDIN Financial Services 985.0 $37K 0.00% NEW $37.56 +13.2%
1016 EZBC Franklin Templeton Digital Hol Financial Services 920.0 $36K 0.00% $39.13 +14.7%
1017 EWN iShares ETFs/USA 628.0 $36K 0.00% -140.0 -18.2% $57.32 +16.6%
1018 IJT iShares ETFs/USA 246.0 $36K 0.00% +22.0 +9.8% $146.34 +9.7%
1019 AVY AVERY DENNISON Industrials 205.0 $35K 0.00% -381.0 -65.0% $170.73 -6.9%
1020 FDL First Trust ETFs/USA 683.0 $35K 0.00% -20.0 -2.8% $51.24 -1.6%
Page 51 of 78  ·  1,547 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 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%