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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 65 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 TCBI TEXAS CAPITAL BA Financial Services 117.0 $11K $94.02 +2.1%
1282 ANGL VanEck ETFs/USA 382.0 $11K -3.0 -0.8% $28.80 +0.1%
1283 ZM ZOOM COMMUNICATI Technology 137.0 $11K NEW $80.29 +24.7%
1284 XP XP INC - CLASS A Financial Services 582.0 $11K NEW $18.90 -7.6%
1285 UBS UBS GROUP AG Financial Services 288.0 $11K +64.0 +28.6% $38.19 +19.2%
1286 First Trust Exchange-Traded Fu 303.0 $11K $36.30
1287 SMITHFIELD FOODS 385.0 $11K NEW $28.57
1288 SOMNIGROUP INTER 143.0 $11K NEW $76.92
1289 BLSH BULLISH Technology 291.0 $10K NEW $34.36 +3.5%
1290 RNR RENAISSANCERE Financial Services 35.0 $10K NEW $285.71 +3.0%
1291 Calamos ETF Trust 374.0 $10K $26.74
1292 Calamos ETF Trust 374.0 $10K $26.74
1293 APG API GROUP CORP Industrials 243.0 $10K NEW $41.15 +2.6%
1294 AMKR AMKOR TECH INC Technology 224.0 $10K NEW $44.64 +47.9%
1295 CNA CNA FINL CORP Financial Services 225.0 $10K NEW $44.44 -0.1%
1296 CPRY Calamos ETF Trust 374.0 $10K $26.74 +3.4%
1297 FAF FIRST AMERICAN F Financial Services 164.0 $10K +1.0 +0.6% $60.98 +10.1%
1298 FXN First Trust ETFs/USA 441.0 $10K $22.68 -0.5%
1299 FSMB First Trust ETFs/USA 509.0 $10K -2K -83.1% $19.65 +1.6%
1300 FIVE FIVE BELOW Consumer Cyclical 45.0 $10K NEW $222.22 -3.9%
Page 65 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%