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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 51 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PSKY PARAMOUNT SKYDAN Communication Services 4,612.0 $45K 0.00% +1K +38.1% $9.76 +6.1%
1002 EWN iShares ETFs/USA 630.0 $44K 0.00% $69.84 -0.5%
1003 IJT iShares ETFs/USA 246.0 $44K 0.00% $178.86 -2.8%
1004 SOFI SOFI TECHNOLOGIE Financial Services 2,477.0 $44K 0.00% +658.0 +36.2% $17.76 +6.5%
1005 First Trust Exchange-Traded Fu 1,673.0 $44K 0.00% -2K -59.0% $26.30
1006 First Trust Exchange-Traded Fu 1,381.0 $43K 0.00% $31.14
1007 IHE iShares ETFs/USA 432.0 $43K 0.00% -16K -97.3% $99.54 +7.3%
1008 EWQ iShares ETFs/USA 919.0 $42K 0.00% -235.0 -20.4% $45.70 +2.8%
1009 KTB KONTOOR BRAND Consumer Cyclical 506.0 $42K 0.00% +3.0 +0.6% $83.00 -1.2%
1010 CON CONCENTRA GROUP Healthcare 1,382.0 $41K 0.00% -429.0 -23.7% $29.67 +18.0%
1011 IDEV iShares Trust 463.0 $41K 0.00% $88.55 +5.4%
1012 LULU LULULEMON ATH Consumer Cyclical 361.0 $41K 0.00% +286.0 +381.3% $113.57 +6.6%
1013 REYN REYNOLDS CONSUME Consumer Cyclical 1,518.0 $41K 0.00% -4K -71.1% $27.01 -5.7%
1014 SPAB State Street ETF/USA 1,598.0 $41K 0.00% +2K +6292.0% $25.66 -2.2%
1015 AVEM American Century ETF Trust 411.0 $40K 0.00% -412.0 -50.1% $97.32 -3.2%
1016 CGDV Capital Research and Managemen 802.0 $40K 0.00% $49.88 +0.7%
1017 FEP First Trust ETFs/USA 697.0 $40K 0.00% $57.39 +5.5%
1018 FTSL First Trust ETFs/USA 892.0 $40K 0.00% -417.0 -31.9% $44.84 -0.2%
1019 RSPF Invesco ETFs/USA 514.0 $40K 0.00% -5K -90.9% $77.82 +8.9%
1020 IMTM iShares ETFs/USA 755.0 $40K 0.00% -756.0 -50.0% $52.98 +1.8%
Page 51 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%