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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 69 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ONON ON HOLDING AG-A Consumer Cyclical 169.0 $6K NEW $35.50 -12.0%
1362 LPG DORIAN LPG LTD Energy 160.0 $6K NEW $37.50 +32.3%
1363 CCEP COCA-COLA EUROPA Consumer Defensive 49.0 $5K $102.04 +4.5%
1364 RALLIANT CORP 74.0 $5K $67.57
1365 TXO PARTNERS LP 367.0 $5K +9.0 +2.5% $13.62
1366 DRLL EA Series Trust 154.0 $5K $32.47 +26.3%
1367 CSGP COSTAR GROUP INC Real Estate 181.0 $5K -670.0 -78.7% $27.62 +22.1%
1368 QBTS D-WAVE QUANTUM I Technology 200.0 $5K $25.00 -22.7%
1369 EVTC EVERTEC INC Technology 172.0 $5K -210K -99.9% $29.07 +2.3%
1370 RSPU Invesco ETFs/USA 61.0 $5K -63.0 -50.8% $81.97 -4.6%
1371 LQD iShares ETFs/USA 49.0 $5K +1.0 +2.1% $102.04 +4.4%
1372 LYG LLOYDS BANKING G Financial Services 868.0 $5K +19.0 +2.2% $5.76 +3.1%
1373 MMI MARCUS & MILLICH Real Estate 161.0 $5K -208K -99.9% $31.06 +5.5%
1374 MBC MASTERBRAND Consumer Cyclical 484.0 $5K $10.33 -9.2%
1375 RVP RETRACTABLE TECH Healthcare 7,000.0 $5K $0.71 +0.8%
1376 RGLD ROYAL GOLD INC Basic Materials 23.0 $5K +13.0 +130.0% $217.39 +14.1%
1377 RLY State Street ETF/USA 137.0 $5K $36.50 +2.5%
1378 SAH SONIC AUTOMOTI-A Consumer Cyclical 64.0 $5K -87K -99.9% $78.12 +0.9%
1379 RARE ULTRAGENYX PHARM Healthcare 135.0 $5K $37.04 -29.2%
1380 ASTS AST SPACEMOBILE Technology 41.0 $4K +15.0 +57.7% $97.56 -31.9%
Page 69 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%