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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 61 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CGUS Capital Research and Managemen 379.0 $17K $44.85 +0.7%
1202 DBEF DWS Xtrackers ETFs/USA 312.0 $17K $54.49 +2.2%
1203 FTGC First Trust ETFs/USA 641.0 $17K +4.0 +0.6% $26.52 +15.3%
1204 IT GARTNER INC Technology 131.0 $17K -434.0 -76.8% $129.77 +48.3%
1205 XSLV Invesco ETFs/USA 323.0 $17K $52.63 +0.9%
1206 GHYG iShares Inc 377.0 $17K NEW $45.09 +0.6%
1207 IYH iShares ETFs/USA 260.0 $17K -11K -97.8% $65.38 +12.2%
1208 KN KNOWLES CORP Technology 400.0 $17K $42.50 -19.8%
1209 LPLA LPL FINANCIAL HO Financial Services 61.0 $17K +17.0 +38.6% $278.69 +28.8%
1210 WWJD Northern Lights Fund Trust IV/ 446.0 $17K $38.12 +8.3%
1211 RLI RLI CORP Financial Services 290.0 $17K $58.62 +11.7%
1212 QSR RESTAURANT BRAND Consumer Cyclical 229.0 $17K $74.24 +6.9%
1213 AMH AMERICAN HOMES-A Real Estate 469.0 $16K $34.12 +0.9%
1214 COKE COCA-COLA CONSOL Consumer Defensive 84.0 $16K NEW $190.48 -1.8%
1215 DKS DICK'S SPORTING Consumer Cyclical 69.0 $16K $231.88 -22.8%
1216 ENTG ENTEGRIS INC Technology 87.0 $16K -880.0 -91.0% $183.91 -21.7%
1217 FFLG Fidelity Covington Trust 448.0 $16K $35.71 -7.5%
1218 GRID First Trust ETFs/USA 82.0 $16K +1.0 +1.2% $195.12 -6.8%
1219 FNV FRANCO-NEVADA CO Basic Materials 79.0 $16K $202.53 +30.7%
1220 IONS IONIS PHARMACEUT Healthcare 203.0 $16K $78.82 -23.9%
Page 61 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 27.9%
Financial Services 16.4%
Healthcare 15.7%
Consumer Cyclical 13.2%
Industrials 8.6%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.0%