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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 72 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BROWN-FORMAN -A 94.0 $3K NEW $31.91
1422 First Trust ETFs/USA 123.0 $3K +2.0 +1.6% $24.39
1423 NATWEST GR-S ADR 234.0 $3K $12.82
1424 PINNACLE FINANCI 40.0 $3K NEW $75.00
1425 RALLIANT CORP 74.0 $3K -206.0 -73.6% $40.54
1426 THOMSON REUTERS 36.0 $3K $83.33
1427 DGS WisdomTree ETFs/USA 29.0 $2K $68.97 -8.2%
1428 SOUTH BOW CORP 70.0 $2K $28.57
1429 AEBI SCHMIDT HOL 254.0 $2K +173.0 +213.6% $7.87
1430 ASTS AST SPACEMOBILE Technology 26.0 $2K NEW $76.92 +8.8%
1431 AAP ADVANCE AUTO PAR Consumer Cyclical 42.0 $2K +1.0 +2.4% $47.62 -0.9%
1432 AFRM AFFIRM HOLDINGS Technology 37.0 $2K NEW $54.05 +21.8%
1433 AEM AGNICO EAGLE MIN Basic Materials 9.0 $2K $222.22 -18.9%
1434 ALK ALASKA AIR GROUP Industrials 62.0 $2K $32.26 +14.5%
1435 AA ALCOA CORP Basic Materials 25.0 $2K NEW $80.00 -21.8%
1436 ATI ATI INC Industrials 16.0 $2K NEW $125.00 +23.4%
1437 APOG APOGEE ENTERPR Industrials 48.0 $2K -53.0 -52.5% $41.67 -18.4%
1438 AUR AURORA INNOVATIO Technology 428.0 $2K NEW $4.67 +65.0%
1439 BBVA BANCO BILBAO-ADR Financial Services 77.0 $2K -81.0 -51.3% $25.97 -15.7%
1440 BRX BRIXMOR PROPERTY Real Estate 58.0 $2K NEW $34.48 -15.2%
Page 72 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%