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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 54 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 First Trust Exchange-Traded Fu 964.0 $32K 0.00% $33.20
1062 First Trust Exchange-Traded Fu 900.0 $32K 0.00% $35.56
1063 HYD VanEck ETFs/USA 606.0 $31K 0.00% -544.0 -47.3% $51.16 -1.8%
1064 DKNG DRAFTKINGS INC Consumer Cyclical 1,235.0 $31K 0.00% +357.0 +40.7% $25.10 +4.3%
1065 DT DYNATRACE INC Technology 707.0 $31K 0.00% +649.0 +1119.0% $43.85 +12.4%
1066 EZBC Franklin Templeton Digital Hol Financial Services 920.0 $31K 0.00% $33.70 +32.2%
1067 GIL GILDAN ACTIVEWEA Consumer Cyclical 595.0 $31K 0.00% $52.10 +7.8%
1068 IVT INVENTRUST PROPE Real Estate 881.0 $31K 0.00% $35.19 -7.1%
1069 CORP Pimco ETF Trust 324.0 $31K 0.00% NEW $95.68 -0.8%
1070 OWL BLUE OWL CAPITAL Financial Services 3,396.0 $30K 0.00% +3K +881.5% $8.83 +32.1%
1071 CMC COMMERCIAL METAL Basic Materials 475.0 $30K 0.00% +133.0 +38.9% $63.16 +5.0%
1072 CCI CROWN CASTLE INC Real Estate 397.0 $30K 0.00% -119.0 -23.1% $75.57 -0.1%
1073 HRI HERC HOLDINGS IN Industrials 212.0 $30K 0.00% -386.0 -64.5% $141.51 +14.4%
1074 PSR Invesco ETFs/USA 290.0 $30K 0.00% -3K -91.3% $103.45 +1.2%
1075 SOXQ Invesco ETFs/USA 271.0 $30K 0.00% $110.70 -16.5%
1076 BSJS Invesco ETFs/USA 1,371.0 $30K 0.00% -557.0 -28.9% $21.88 -0.2%
1077 BSJR Invesco ETFs/USA 1,357.0 $30K 0.00% -831.0 -38.0% $22.11 +1.5%
1078 BSJQ Invesco ETFs/USA 1,305.0 $30K 0.00% -737.0 -36.1% $22.99 -0.2%
1079 BSCR Invesco ETFs/USA 1,514.0 $30K 0.00% -944.0 -38.4% $19.82 -0.7%
1080 PECO PHILLIPS EDISON & COMPANY IN Real Estate 724.0 $30K 0.00% +388.0 +115.5% $41.44 -5.2%
Page 54 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%