CX Institutional

CIK 0001737089 · Q2 2026

13F Equity AUM

$3.5M

+5.7% QoQ

Positions

1,496

+21 QoQ

AUM Rank

#11,969

Top 95%

Skill Alpha (FF)

-2.8%/yr

Underperformer

Rank #6,688 · Top 81%

vs S&P -5.4%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 13.7%Top 10: 22.2%Top 20: 35.1%

SGOV5.4%

IEFA2.4%

SHY2.1%

AAPL2.0%

NVDA1.8%

VO1.8%

SPMB1.8%

SPBO1.8%

BNDX1.6%

SHM1.6%

Others (1486)77.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.9%

Technology12.9%

Healthcare7.3%

Consumer Cyclical6.2%

Industrials4.0%

Communication Services3.5%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1496Median: 0.01%Avg: 0.07%

0–0.5%

1451(46.6%)

0.5–1%

26(19.3%)

1–3%

18(28.8%)

3–5%

0(0.0%)

5%+

1(5.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,496vs 20 funds

0%Low

1,496

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New108Increased656Decreased542Exited87

New Positions

RWL0.3%

+91K

DEXC0.0%

+8K

SCHZ0.0%

+9K

DFAW0.0%

+3K

DFIS0.0%

+9K

DON0.0%

+540

STIP0.0%

+12

ONON0.0%

+169

BUG0.0%

+68

DCOR0.0%

+150

Increased

SGOV5.4%

+699K(+61%)

VO1.8%

+591K(+335%)

SHY2.1%

+486K(+119%)

MGK0.9%

+270K(+364%)

IJR1.1%

+182K(+218%)

IWF0.8%

+175K(+289%)

SUB0.4%

+118K(+4425%)

VGT0.3%

+93K(+13275%)

UBER0.2%

+86K(+606%)

SCHW0.3%

+80K(+153%)

Decreased

SPTI1.5%

-966,081(-34%)

ITM0.7%

-424,373(-44%)

SCHF0.0%

-383,263(-97%)

MLN0.0%

-314,677(-94%)

XLU0.1%

-307,579(-89%)

SCHV0.8%

-262,270(-25%)

BNDX1.6%

-228,180(-16%)

SCHG0.0%

-218,146(-90%)

EVTC0.0%

-209,692(-100%)

MMI0.0%

-208,130(-100%)

Exited

-180,319

-4,040

-3,675

-85,141

-3,693

-12,718

-283

-145

-4

-100

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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