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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 53 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SUSA iShares ETFs/USA 233.0 $32K 0.00% NEW $137.34 +8.3%
1042 PMO Putnam Funds/Closed-End/USA Financial Services 3,003.0 $32K 0.00% NEW $10.66 -4.0%
1043 SJNK State Street ETF/USA 1,258.0 $32K 0.00% NEW $25.44 -2.1%
1044 TTD TRADE DESK INC-A Technology 846.0 $32K 0.00% NEW $37.83 -41.1%
1045 ARKQ ARK ETF Trust 271.0 $31K 0.00% NEW $114.39 +13.3%
1046 ARES ARES MANAGEM- A Financial Services 190.0 $31K 0.00% NEW $163.16 -25.8%
1047 CACC CREDIT ACCEPTANC Financial Services 70.0 $31K 0.00% NEW $442.86 +23.7%
1048 FDL First Trust ETFs/USA 703.0 $31K 0.00% NEW $44.10 +14.5%
1049 EWT iShares ETFs/USA 495.0 $31K 0.00% NEW $62.63 +43.4%
1050 First Trust Exchange-Traded Fu 964.0 $31K 0.00% NEW $32.16
1051 First Trust Exchange-Traded Fu 900.0 $31K 0.00% NEW $34.44
1052 Millrose Properties Inc 1,051.0 $31K 0.00% NEW $29.50
1053 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 612.0 $30K 0.00% NEW $49.02 -6.5%
1054 DDOG DATADOG INC-A Technology 218.0 $30K 0.00% NEW $137.61 +51.7%
1055 DKNG DRAFTKINGS INC Consumer Cyclical 878.0 $30K 0.00% NEW $34.17 -26.8%
1056 HOG HARLEY-DAVIDSON Consumer Cyclical 1,475.0 $30K 0.00% NEW $20.34 +19.7%
1057 KTB KONTOOR BRAND Consumer Cyclical 499.0 $30K 0.00% NEW $60.12 +6.9%
1058 WTMF WisdomTree ETFs/USA 800.0 $30K 0.00% NEW $37.50 +9.1%
1059 LMBS First Trust ETFs/USA 574.0 $29K 0.00% NEW $50.52 -1.8%
1060 SCZ iShares ETFs/USA 370.0 $29K 0.00% NEW $78.38 +6.8%
Page 53 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%