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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 68 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 BSCS Invesco ETFs/USA 352.0 $7K -961.0 -73.2% $19.89 +2.6%
1342 ITB iShares ETFs/USA 63.0 $7K -320.0 -83.5% $111.11 -10.7%
1343 KBR KBR INC Industrials 191.0 $7K +1.0 +0.5% $36.65 +3.6%
1344 ISMD Northern Lights Fund Trust IV/ 148.0 $7K $47.30 +5.0%
1345 RIO RIO TINTO-ADR Basic Materials 69.0 $7K +49.0 +245.0% $101.45 -1.0%
1346 FNDF Schwab Strategic Trust 127.0 $7K NEW $55.12 +0.4%
1347 ARGX ARGENX SE - ADR Healthcare 6.0 $6K $1000.00 +3.3%
1348 ASH ASHLAND INC Basic Materials 90.0 $6K $66.67 +8.7%
1349 BEPC BROOKFIELD RENEW Utilities 167.0 $6K -158.0 -48.6% $35.93 -5.2%
1350 CG CARLYLE GROUP IN Financial Services 142.0 $6K -191.0 -57.4% $42.25 +16.9%
1351 COHR COHERENT CORP Technology 14.0 $6K +11.0 +366.7% $428.57 -32.9%
1352 DISV Dimensional ETF Trust 150.0 $6K NEW $40.00 +10.3%
1353 DFSD Dimensional ETF Trust 120.0 $6K NEW $50.00 -5.3%
1354 FCNCA FIRST CITIZENS-A Financial Services 3.0 $6K $2000.00 +8.5%
1355 EQAL Invesco ETFs/USA 93.0 $6K $64.52 -4.3%
1356 QQQM Invesco Exchange-Traded Fund T 20.0 $6K NEW $300.00 -1.7%
1357 NWN NORTHWEST NATURA Utilities 114.0 $6K $52.63 -3.8%
1358 SSNC SS&C TECHNOLOGIE Technology 93.0 $6K NEW $64.52 +27.5%
1359 SAP SAP SE-SPONS ADR Technology 36.0 $6K -664.0 -94.9% $166.67 +29.4%
1360 STC STEWART INFO SVC Financial Services 91.0 $6K $65.93 +4.5%
Page 68 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%