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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 77 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 CNXC CONCENTRIX CORP Technology 28.0 $1K $35.71 -33.7%
1522 DXC DXC TECHNOLOGY C Technology 155.0 $1K -2K -91.2% $6.45 +62.8%
1523 DJT TRUMP MEDIA & TE Communication Services 179.0 $1K -265.0 -59.7% $5.59 +44.3%
1524 DFIP Dimensional ETF Trust 20.0 $1K NEW $50.00 -19.4%
1525 EPR EPR PROPERTIES Real Estate 18.0 $1K $55.56 +8.7%
1526 ENSG ENSIGN GROUP INC Healthcare 7.0 $1K $142.86 +27.7%
1527 FG F&G ANNUITIES Financial Services 47.0 $1K -14.0 -22.9% $21.28 +20.1%
1528 EXPO EXPONENT INC Industrials 12.0 $1K $83.33 -19.0%
1529 FSS FED SIGNAL CORP Industrials 7.0 $1K $142.86 -14.6%
1530 FBCG Fidelity Covington Trust 13.0 $1K $76.92 -19.6%
1531 HYLS FT-TACT HI YIELD 18.0 $1K $55.56 -26.7%
1532 FTSD Franklin LibertyShares ETFs/US 17.0 $1K +1.0 +6.2% $58.82 +53.1%
1533 FUL HB FULLER CO Basic Materials 13.0 $1K $76.92 -22.1%
1534 PAC GRUPO AEROPO-ADR Industrials 5.0 $1K NEW $200.00 +2.3%
1535 HLNE HAMILTON LANE-A Financial Services 13.0 $1K -106.0 -89.1% $76.92 +31.4%
1536 HXL HEXCEL CORP Industrials 12.0 $1K $83.33 +21.4%
1537 HOMB HOME BANCSHARES Financial Services 33.0 $1K $30.30 +2.2%
1538 IYR iShares ETFs/USA 10.0 $1K -51.0 -83.6% $100.00 +3.8%
1539 WOOD iShares ETFs/USA 14.0 $1K $71.43 -0.8%
1540 INDA iShares ETFs/USA 11.0 $1K $90.91 -45.7%
Page 77 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%