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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 79 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 SYM SYMBOTIC INC Industrials 25.0 $1K $40.00 +1.6%
1562 TEI Franklin Templeton Funds/Close Financial Services 112.0 $1K +2.0 +1.8% $8.93 -23.8%
1563 TRNO TERRENO REALTY C Real Estate 14.0 $1K $71.43 -4.5%
1564 TXRH TEXAS ROADHOUS Consumer Cyclical 4.0 $1K $250.00 -18.3%
1565 THO THOR INDUSTRIES Consumer Cyclical 12.0 $1K $83.33 -6.2%
1566 SPUS Tidal Trust I 15.0 $1K NEW $66.67 -12.7%
1567 TNL TRAVEL AND LEISURE Consumer Cyclical 17.0 $1K $58.82 +26.0%
1568 MOO VanEck ETFs/USA 12.0 $1K $83.33 +2.3%
Page 79 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%