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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 73 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 SMFG SUMITOMO MIT-ADR Financial Services 142.0 $3K $21.13 +22.2%
1442 SWMR SWARMER INC Technology 70.0 $3K NEW $42.86 +9.3%
1443 ULS UL SOLUTIONS I-A Industrials 25.0 $3K $120.00 -36.7%
1444 APOG APOGEE ENTERPR Industrials 48.0 $2K $41.67 -1.0%
1445 AN AUTONATION INC Consumer Cyclical 13.0 $2K $153.85 +28.0%
1446 BRCC BRC INC-A Consumer Defensive 2,013.0 $2K NEW $0.99 -17.3%
1447 BBVA BANCO BILBAO-ADR Financial Services 77.0 $2K $25.97 +10.8%
1448 BLCR BlackRock ETF Trust 46.0 $2K NEW $43.48 +14.5%
1449 BRX BRIXMOR PROPERTY Real Estate 58.0 $2K $34.48 -14.1%
1450 CHY Calamos Funds/USA Financial Services 163.0 $2K -306.0 -65.2% $12.27 +8.6%
1451 CCJ CAMECO CORP Energy 16.0 $2K -10.0 -38.5% $125.00 -23.2%
1452 CRS CARPENTER TECH Industrials 4.0 $2K $500.00 +6.4%
1453 CE CELANESE CORP Basic Materials 40.0 $2K $50.00 -10.7%
1454 CLS CELESTICA INC Technology 5.0 $2K $400.00 -22.4%
1455 CAKE CHEESECAKE FACTO Consumer Cyclical 29.0 $2K $68.97 +54.2%
1456 CHE CHEMED CORP Healthcare 4.0 $2K $500.00 +5.8%
1457 YOU CLEAR SECURE I-A Technology 30.0 $2K $66.67 -33.1%
1458 CBSH COMMERCE BCSHS Financial Services 39.0 $2K +1.0 +2.6% $51.28 +16.1%
1459 DNP Duff & Phelps Closed-End Funds Financial Services 208.0 $2K $9.62 +13.6%
1460 EVV Eaton Vance Funds/USA Financial Services 175.0 $2K NEW $11.43 -20.1%
Page 73 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%