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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 53 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 JXI iShares ETFs/USA 366.0 $32K 0.00% +35.0 +10.6% $87.43 -2.2%
1042 SJNK State Street ETF/USA 1,273.0 $32K 0.00% +15.0 +1.2% $25.14 -0.5%
1043 VVX V2X INC Industrials 472.0 $32K 0.00% $67.80 +5.7%
1044 VNQ Vanguard ETF/USA 354.0 $31K 0.00% -473.0 -57.2% $87.57 +10.4%
1045 First Trust Exchange-Traded Fu 964.0 $31K 0.00% $32.16
1046 JUNM First Trust Exchange-Traded Fu 905.0 $31K 0.00% -811.0 -47.3% $34.25 +1.9%
1047 FIGR FIGURE TECHNOL-A Financial Services 927.0 $31K 0.00% NEW $33.44 +2.8%
1048 IJJ iShares ETFs/USA 231.0 $31K 0.00% -134.0 -36.7% $134.20 +4.2%
1049 SUSA iShares ETFs/USA 233.0 $31K 0.00% $133.05 +13.2%
1050 OII OCEANEERING INTL Energy 870.0 $31K 0.00% $35.63 +8.0%
1051 PMO Putnam Funds/Closed-End/USA Financial Services 3,036.0 $31K 0.00% +33.0 +1.1% $10.21 +0.7%
1052 ARKQ ARK ETF Trust 271.0 $30K 0.00% $110.70 +20.6%
1053 ALLY ALLY FINANCIAL I Financial Services 760.0 $30K 0.00% NEW $39.47 +8.3%
1054 CACC CREDIT ACCEPTANC Financial Services 70.0 $30K 0.00% $428.57 +27.7%
1055 FDS FACTSET RESEARCH Financial Services 136.0 $30K 0.00% -146.0 -51.8% $220.59 +2.0%
1056 FMDE Fidelity Covington Trust 839.0 $30K 0.00% +197.0 +30.7% $35.76 +8.4%
1057 PSKY PARAMOUNT SKYDAN Communication Services 3,339.0 $30K 0.00% -10K -75.0% $8.98 +12.7%
1058 BPOP POPULAR INC Financial Services 222.0 $30K 0.00% NEW $135.14 +10.6%
1059 TTEK TETRA TECH INC Industrials 994.0 $30K 0.00% +658.0 +195.8% $30.18 -9.1%
1060 WTMF WisdomTree ETFs/USA 755.0 $30K 0.00% -45.0 -5.6% $39.74 +3.4%
Page 53 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%