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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 53 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 QAI New York Life Investments Etf 947.0 $35K 0.00% -62.0 -6.1% $36.96 -1.0%
1042 MDB MONGODB INC Technology 103.0 $35K 0.00% +50.0 +94.3% $339.81 +26.8%
1043 PULS PGIM ETF Trust 700.0 $35K 0.00% $50.00 -0.7%
1044 PTC PTC INC Technology 312.0 $35K 0.00% -418.0 -57.3% $112.18 +37.9%
1045 VVX V2X INC Industrials 472.0 $35K 0.00% $74.15 +5.9%
1046 BP BP PLC-ADR Energy 925.0 $34K 0.00% -1K -52.4% $36.76 +21.8%
1047 FDL First Trust ETFs/USA 689.0 $34K 0.00% +6.0 +0.9% $49.35 +7.6%
1048 IJJ iShares ETFs/USA 232.0 $34K 0.00% $146.55 +1.7%
1049 MFC MANULIFE FIN Financial Services 851.0 $34K 0.00% $39.95 +6.4%
1050 XOP State Street ETF/USA 220.0 $34K 0.00% -47.0 -17.6% $154.55 +22.6%
1051 ARKQ ARK ETF Trust 250.0 $33K 0.00% -21.0 -7.8% $132.00 -4.9%
1052 AVMV American Century ETF Trust 408.0 $33K 0.00% NEW $80.88 +2.3%
1053 NET CLOUDFLARE INC-A Technology 133.0 $33K 0.00% +44.0 +49.4% $248.12 +18.1%
1054 MLPX Global X ETFs/USA 447.0 $33K 0.00% $73.83 +0.7%
1055 JUNM First Trust Exchange-Traded Fu 905.0 $32K 0.00% $35.36 +0.1%
1056 IEF iShares ETFs/USA 343.0 $32K 0.00% -108.0 -23.9% $93.29 -0.5%
1057 IGV iShares ETFs/USA 350.0 $32K 0.00% $91.43 +13.1%
1058 IYK iShares ETFs/USA 438.0 $32K 0.00% -313.0 -41.7% $73.06 +3.1%
1059 PMO Putnam Funds/Closed-End/USA Financial Services 3,074.0 $32K 0.00% +38.0 +1.2% $10.41 -1.1%
1060 UGI UGI CORP Utilities 930.0 $32K 0.00% +10.0 +1.1% $34.41 +9.2%
Page 53 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%