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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 70 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 GT GOODYEAR TIRE Consumer Cyclical 620.0 $4K $6.45 -10.3%
1382 LYG LLOYDS BANKING G Financial Services 849.0 $4K -154.0 -15.3% $4.71 +9.5%
1383 MBC MASTERBRAND Consumer Cyclical 484.0 $4K $8.26 -13.4%
1384 RGA REINSURANCE GROU Financial Services 18.0 $4K NEW $222.22 -5.0%
1385 FNDC Schwab Strategic Trust 78.0 $4K $51.28 -3.8%
1386 SCL STEPAN CO Basic Materials 71.0 $4K -76.0 -51.7% $56.34 -10.4%
1387 ADC AGREE REALTY Real Estate 46.0 $3K NEW $65.22 +14.2%
1388 COLD AMERICOLD REALTY TRUST INC Real Estate 261.0 $3K +5.0 +1.9% $11.49 +26.9%
1389 AN AUTONATION INC Consumer Cyclical 13.0 $3K -61.0 -82.4% $230.77 -20.2%
1390 BSY BENTLEY SYSTEM-B Technology 94.0 $3K +11.0 +13.2% $31.91 +0.5%
1391 OWL BLUE OWL CAPITAL Financial Services 346.0 $3K +200.0 +137.0% $8.67 +13.1%
1392 CCJ CAMECO CORP Energy 26.0 $3K +20.0 +333.3% $115.38 -6.8%
1393 CGGE Capital Group/ETFs 107.0 $3K $28.04 +19.1%
1394 CRI CARTER'S INC Consumer Cyclical 74.0 $3K -66.0 -47.1% $40.54 -16.7%
1395 CE CELANESE CORP Basic Materials 40.0 $3K -61.0 -60.4% $75.00 -24.3%
1396 CNM CORE & MAIN IN-A Industrials 56.0 $3K NEW $53.57 -10.3%
1397 CR CRANE CO Industrials 16.0 $3K NEW $187.50 -4.4%
1398 DFAI Dimensional ETF Trust 70.0 $3K -1K -95.4% $42.86 -4.7%
1399 QBTS D-WAVE QUANTUM I Technology 200.0 $3K $15.00 +47.5%
1400 ELAN ELANCO ANIMAL HE Healthcare 145.0 $3K NEW $20.69 +4.6%
Page 70 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%