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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 68 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FLUTTER ENTER-DI 64.0 $7K NEW $109.38
1342 WAL WESTERN ALLIANCE Financial Services 90.0 $6K NEW $66.67 +11.6%
1343 XSOE WisdomTree ETFs/USA 150.0 $6K -176.0 -54.0% $40.00 +15.5%
1344 MICC MAGNUM ICE CREAM Consumer Defensive 394.0 $6K -222.0 -36.0% $15.23 +9.4%
1345 TELEFONICA-ADR 1,352.0 $6K $4.44
1346 DRLL EA Series Trust 154.0 $6K $38.96 -3.2%
1347 XRPC CSC Delaware Trust Co 388.0 $6K $15.46 -4.7%
1348 ENR ENERGIZER HOLDIN Industrials 379.0 $6K $15.83 +6.2%
1349 FEMY FEMASYS INC Healthcare 15,000.0 $6K $0.40 -9.3%
1350 FCNCA FIRST CITIZENS-A Financial Services 3.0 $6K NEW $2000.00 -3.1%
1351 IYR iShares ETFs/USA 61.0 $6K -884.0 -93.5% $98.36 +2.6%
1352 IHF iShares ETFs/USA 134.0 $6K -46.0 -25.6% $44.78 +13.8%
1353 ISMD Northern Lights Fund Trust IV/ 148.0 $6K $40.54 +10.2%
1354 NWN NORTHWEST NATURA Utilities 114.0 $6K $52.63 -8.0%
1355 PAAS PAN AMER SILVER Basic Materials 101.0 $6K NEW $59.41 -5.1%
1356 SHEL SHELL PLC-ADR Energy 61.0 $6K -33.0 -35.1% $98.36 -13.2%
1357 SNAP SNAP INC - A Communication Services 1,364.0 $6K +1K +277.8% $4.40 +25.7%
1358 STC STEWART INFO SVC Financial Services 91.0 $6K $65.93 +1.3%
1359 BSV Vanguard ETF/USA 73.0 $6K -346.0 -82.6% $82.19 -5.3%
1360 ASH ASHLAND INC Basic Materials 90.0 $5K $55.56 +2.0%
Page 68 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%