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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 71 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 NATWEST GR-S ADR 234.0 $4K $17.09
1402 PINNACLE FINANCI 40.0 $4K $100.00
1403 RAMACO RESOURC-A 270.0 $4K NEW $14.81
1404 W WAYFAIR INC- A Consumer Cyclical 29.0 $3K -131.0 -81.9% $103.45 +3.4%
1405 ICLR ICON PLC Healthcare 20.0 $3K -60.0 -75.0% $150.00 +14.1%
1406 KNOP KNOT OFFSHORE PA Industrials 303.0 $3K $9.90 +7.2%
1407 BROOKFIELD-A 57.0 $3K $52.63
1408 LIBERTY MEDIA CO 32.0 $3K NEW $93.75
1409 THOMSON REUTERS 35.0 $3K -1.0 -2.8% $85.71
1410 AEBI SCHMIDT HOL 254.0 $3K $11.81
1411 AAP ADVANCE AUTO PAR Consumer Cyclical 42.0 $3K $71.43 -21.0%
1412 ADC AGREE REALTY Real Estate 46.0 $3K $65.22 +14.3%
1413 ALK ALASKA AIR GROUP Industrials 62.0 $3K $48.39 -14.0%
1414 ATI ATI INC Industrials 16.0 $3K $187.50 +14.8%
1415 BJ BJ'S WHOLESALE C Consumer Defensive 29.0 $3K -131.0 -81.9% $103.45 -8.9%
1416 BRBR BELLRING BRANDS Consumer Defensive 210.0 $3K -83.0 -28.3% $14.29 -23.0%
1417 BAI BlackRock ETF Trust 56.0 $3K NEW $53.57 -17.6%
1418 THRO BlackRock ETF Trust 70.0 $3K NEW $42.86 +2.5%
1419 CRI CARTER'S INC Consumer Cyclical 75.0 $3K +1.0 +1.4% $40.00 -6.1%
1420 CENX CENTURY ALUMINUM Basic Materials 62.0 $3K $48.39 -15.5%
Page 71 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%