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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 58 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FRI First Trust ETFs/USA 733.0 $23K 0.00% -27K -97.4% $31.38 +2.1%
1142 SNOV First Trust Exchange-Traded Fu 865.0 $23K 0.00% $26.59 +3.3%
1143 DINO HF SINCLAIR CORP Energy 337.0 $23K 0.00% +18.0 +5.6% $68.25 +42.6%
1144 EWP iShares ETFs/USA 391.0 $23K 0.00% +5.0 +1.3% $58.82 +7.0%
1145 KNX KNIGHT-SWIFT TRA Industrials 295.0 $23K 0.00% $77.97 -8.2%
1146 CART MAPLEBEAR INC Consumer Cyclical 493.0 $23K 0.00% +105.0 +27.1% $46.65 +6.8%
1147 RYAN RYAN SPECIALTY H Financial Services 597.0 $23K 0.00% NEW $38.53 +12.3%
1148 HYMB State Street ETF/USA 912.0 $23K 0.00% -193K -99.5% $25.22 -1.6%
1149 TRP TC ENERGY CORP Energy 350.0 $23K 0.00% $65.71 -5.6%
1150 AMG AFFIL MANAGERS Financial Services 66.0 $22K 0.00% $333.33 +6.9%
1151 AR ANTERO RESOURCES Energy 619.0 $22K 0.00% NEW $35.54 +6.7%
1152 ARMK ARAMARK Industrials 394.0 $22K 0.00% +2.0 +0.5% $55.84 +7.0%
1153 CRBG COREBRIDGE FINAN 760.0 $22K 0.00% +93.0 +13.9% $28.95
1154 QTUM ETF Series Solutions 133.0 $22K 0.00% $165.41 -9.0%
1155 FNCL Fidelity Covington Trust 287.0 $22K 0.00% $76.66 +6.9%
1156 HOG HARLEY-DAVIDSON Consumer Cyclical 890.0 $22K 0.00% $24.72 +14.1%
1157 EDEN iShares ETFs/USA 196.0 $22K 0.00% -1.0 -0.5% $112.24 +5.1%
1158 ROIV ROIVANT SCIENCES Healthcare 628.0 $22K 0.00% $35.03 +3.6%
1159 VRT VERTIV HOLDING-A Industrials 62.0 $21K 0.00% +11.0 +21.6% $338.71 -22.7%
1160 WWD WOODWARD INC Industrials 49.0 $21K 0.00% $428.57 -19.9%
Page 58 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%