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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 76 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 FRMI FERMI INC Utilities 200.0 $1K $5.00 +47.4%
1502 FBCG Fidelity Covington Trust 13.0 $1K $76.92 -20.7%
1503 HYLS FT-TACT HI YIELD 18.0 $1K NEW $55.56 -26.6%
1504 FTSD Franklin LibertyShares ETFs/US 16.0 $1K $62.50 +44.3%
1505 FUL HB FULLER CO Basic Materials 13.0 $1K $76.92 -22.6%
1506 GRAL GRAIL INC Healthcare 25.0 $1K $40.00 +54.5%
1507 HXL HEXCEL CORP Industrials 12.0 $1K -9.0 -42.9% $83.33 +11.0%
1508 HOMB HOME BANCSHARES Financial Services 33.0 $1K -114.0 -77.5% $30.30 -14.7%
1509 ING ING GROEP-ADR Financial Services 54.0 $1K -30.0 -35.7% $18.52 +62.3%
1510 EWY iShares ETFs/USA 9.0 $1K $111.11 +61.0%
1511 WOOD iShares ETFs/USA 14.0 $1K $71.43 -8.8%
1512 EFG ISHARES MSCI EAF 5.0 $1K NEW $200.00 -40.9%
1513 INDA iShares ETFs/USA 11.0 $1K $90.91 -47.2%
1514 KNF KNIFE RIVER Basic Materials 16.0 $1K $62.50 +28.0%
1515 KFY KORN FERRY Industrials 8.0 $1K -847.0 -99.1% $125.00 -48.7%
1516 KLIC KULICKE & SOFFA Technology 21.0 $1K -19.0 -47.5% $47.62 +118.6%
1517 KD KYNDRYL HOLDINGS Technology 96.0 $1K -10.0 -9.4% $10.42 +6.8%
1518 LECO LINCOLN ELECTRIC Industrials 6.0 $1K -3.0 -33.3% $166.67 +59.8%
1519 MDU MDU RES GROUP Industrials 67.0 $1K $14.93 +51.2%
1520 MDGL MADRIGAL PHARMAC Healthcare 2.0 $1K $500.00 +8.0%
Page 76 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%