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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 78 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 WSO WATSCO INC Industrials 4.0 $1K $250.00 +66.4%
1542 WKC WORLD KINECT COR Energy 48.0 $1K $20.83 +34.6%
1543 CHKP CHECK POINT SOFT Technology 7.0 $1K $142.86 -13.2%
1544 AER AERCAP HOLDINGS Industrials 4.0 $1K $250.00 -44.1%
1545 AIR LEASE C 17.0 $1K -19.0 -52.8% $58.82
1546 ICICI BANK-ADR 40.0 $1K $25.00
1547 LIBERTY MEDIA CO 7.0 $1K $142.86
Page 78 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%