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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 65 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 HDB HDFC BANK-ADR Financial Services 422.0 $11K $26.07 -10.5%
1282 SCZ iShares ETFs/USA 130.0 $11K -7.0 -5.1% $84.62 +1.6%
1283 VVV VALVOLINE INC Energy 284.0 $11K $38.73 -12.7%
1284 APG API GROUP CORP Industrials 243.0 $10K $41.15 +1.9%
1285 BWXT BWX TECHNOLOGIES Industrials 53.0 $10K -46.0 -46.5% $188.68 -17.1%
1286 CPRY Calamos ETF Trust 374.0 $10K $26.74 +5.4%
1287 EWBC EAST WEST BNCRP Financial Services 77.0 $10K $129.87 +0.0%
1288 FXN First Trust ETFs/USA 482.0 $10K +41.0 +9.3% $20.75 +13.7%
1289 FSMB First Trust ETFs/USA 513.0 $10K +4.0 +0.8% $19.49 +2.2%
1290 HLN HALEON-ADR Healthcare 1,040.0 $10K +125.0 +13.7% $9.62 +2.6%
1291 GSY Invesco Actively Managed Excha 199.0 $10K $50.25 +0.1%
1292 RSPM Invesco ETFs/USA 260.0 $10K -7K -96.4% $38.46 +5.1%
1293 XMHQ Invesco ETFs/USA 87.0 $10K +1.0 +1.2% $114.94 +3.3%
1294 IFRA iShares ETFs/USA 160.0 $10K $62.50 -3.6%
1295 JEPQ JP Morgan Exchange-Traded Fund 155.0 $10K -1.0 -0.6% $64.52 -7.5%
1296 SHEL SHELL PLC-ADR Energy 131.0 $10K +70.0 +114.8% $76.34 +22.7%
1297 SFM SPROUTS FARMERS Consumer Defensive 116.0 $10K -26.0 -18.3% $86.21 -9.1%
1298 ESGV Vanguard World Fund 77.0 $10K NEW $129.87 +3.9%
1299 Calamos ETF Trust 374.0 $10K $26.74
1300 Calamos ETF Trust 374.0 $10K $26.74
Page 65 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%