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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 76 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 WCN WASTE CONNECTION Industrials 5.0 $1K $200.00 -17.2%
1502 XSOE WisdomTree ETFs/USA 29.0 $1K -121.0 -80.7% $34.48 +35.2%
1503 AER AERCAP HOLDINGS Industrials 4.0 $1K $250.00 -40.2%
1504 ARMOUR RESIDENTI 32.0 $1K NEW $31.25
1505 ICICI BANK-ADR 40.0 $1K $25.00
1506 LIBERTY MEDIA CO 7.0 $1K $142.86
1507 SMITHFIELD FOODS 26.0 $1K -359.0 -93.2% $38.46
1508 AEVA AEVA TECHNOLOGIE Consumer Cyclical 50.0 $1K $20.00 +5.2%
1509 ARW ARROW ELECTRONIC Technology 6.0 $1K $166.67 +28.1%
1510 BCS BARCLAYS PLC-ADR Financial Services 54.0 $1K +1.0 +1.9% $18.52 +47.8%
1511 BITB Bitwise Funds Trust Financial Services 30.0 $1K $33.33 +5.2%
1512 BFAM BRIGHT HORIZONS Consumer Cyclical 12.0 $1K $83.33 -13.0%
1513 BKE THE BUCKLE INC Consumer Cyclical 30.0 $1K $33.33 +29.3%
1514 CVI CVR ENERGY INC Energy 24.0 $1K NEW $41.67 -12.0%
1515 CGCV Capital Group/ETFs 43.0 $1K $23.26 +43.8%
1516 CGSM Capital Research and Managemen 56.0 $1K $17.86 +47.3%
1517 CTRE CARETRUST REI Real Estate 25.0 $1K $40.00 -1.8%
1518 CC CHEMOURS CO Basic Materials 72.0 $1K $13.89 +11.0%
1519 CPK CHESAPEAKE UTIL Utilities 7.0 $1K $142.86 -4.4%
1520 CHH CHOICE HOTELS Consumer Cyclical 11.0 $1K $90.91 +17.9%
Page 76 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%