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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 74 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 FCN FTI CONSULTING Industrials 16.0 $2K -79.0 -83.2% $125.00 +21.5%
1462 FRMI FERMI INC Utilities 200.0 $2K $10.00 -43.9%
1463 FTSM First Trust ETFs/USA 26.0 $2K $76.92 -22.1%
1464 SIL Global X ETFs/USA 25.0 $2K NEW $80.00 +25.8%
1465 HALO HALOZYME THERAPE Healthcare 27.0 $2K $74.07 +44.5%
1466 IDA IDACORP INC Utilities 15.0 $2K $133.33 +3.6%
1467 ING ING GROEP-ADR Financial Services 54.0 $2K $37.04 -4.0%
1468 PIO Invesco ETFs/USA 42.0 $2K $47.62 -4.7%
1469 EWY iShares ETFs/USA 9.0 $2K $222.22 -19.4%
1470 ENZL iShares ETFs/USA 43.0 $2K $46.51 +4.4%
1471 MCHI iShares ETFs/USA 48.0 $2K $41.67 +32.2%
1472 KYN Kayne Anderson/Closed-end Financial Services 149.0 $2K NEW $13.42 +10.5%
1473 DRS LEONARDO DRS INC Industrials 56.0 $2K -263.0 -82.5% $35.71 +8.1%
1474 LECO LINCOLN ELECTRIC Industrials 6.0 $2K $333.33 -13.0%
1475 LINE LINEAGE INC Real Estate 52.0 $2K $38.46 +5.5%
1476 IX ORIX-ADR Financial Services 50.0 $2K $40.00 -0.7%
1477 PARR PAR PACIFIC HOLD Energy 34.0 $2K $58.82 +28.8%
1478 PEN PENUMBRA INC Healthcare 5.0 $2K $400.00 -19.2%
1479 REZI RESIDEO TECHN Industrials 54.0 $2K $37.04 -46.4%
1480 RHP RYMAN HOSPITALIT Real Estate 17.0 $2K $117.65 +10.8%
Page 74 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 28.1%
Financial Services 16.5%
Healthcare 15.9%
Consumer Cyclical 13.3%
Industrials 8.6%
Communication Services 6.1%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 2.2%
Basic Materials 2.0%