CX Institutional

CIK 0001737089 · Q1 2026

13F Equity AUM

$3.3M

-2.2% QoQ

Positions

1,475

+61 QoQ

AUM Rank

#11,807

Top 95%

Skill Alpha (FF)

-3.1%/yr

Underperformer

Rank #6,363 · Top 77%

vs S&P -8.0%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 12.7%Top 10: 21.5%Top 20: 34.3%

SGOV3.5%

IEFA2.7%

SPTI2.5%

BNDX2.0%

AAPL2.0%

IVV1.9%

SPMB1.8%

SPBO1.8%

NVDA1.7%

SHM1.6%

Others (1465)78.5%

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

Sector Allocation

Financial Services59.5%

Technology12.3%

Healthcare7.3%

Consumer Cyclical6.1%

Industrials4.3%

Communication Services3.3%

Energy2.0%

Other5.0%

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

Position Sizing

Positions: 1475Median: 0.01%Avg: 0.07%

0–0.5%

1431(48.2%)

0.5–1%

24(17.4%)

1–3%

19(30.8%)

3–5%

1(3.5%)

5%+

0(0.0%)

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

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Portfolio Overlap

Shared: 1,429Unique: 46vs 20 funds

19.5%Moderate

1,475

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

26.8%

BANK OF AMERICA CORP /DE/

29.2%

26.4%

35.7%

26.3%

25.2%

GEODE CAPITAL MANAGEMENT, LLC

23.6%

VANGUARD CAPITAL MANAGEMENT LLC

24%

VANGUARD PORTFOLIO MANAGEMENT LLC

27%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New170Increased570Decreased624Exited140

New Positions

TDC0.3%

+323K

IRDM0.2%

+273K

INVA0.2%

+278K

SNEX0.2%

+79K

EVTC0.2%

+210K

SAH0.2%

+87K

S7V0.2%

+418K

LEG0.2%

+549K

MMI0.2%

+208K

FTI0.1%

+72K

Increased

7HP0.2%

+374K(+4281%)

XLU0.5%

+291K(+525%)

APA0.2%

+168K(+1170%)

QEFA0.9%

+129K(+67%)

BOTZ0.1%

+123K(+219246%)

EEMV0.2%

+113K(+452416%)

FNF0.2%

+108K(+549%)

BBY0.2%

+97K(+1223%)

ARTY0.2%

+94K(+437%)

CTSH0.2%

+91K(+1594%)

Decreased

SCHV1.0%

-793,286(-43%)

MAT0.0%

-390,214(-99%)

REYN0.0%

-340,332(-98%)

GAP0.0%

-293,979(-99%)

TILE0.0%

-279,860(-83%)

SHOO0.1%

-214,067(-76%)

CMCSA0.0%

-189,098(-81%)

IUSG0.8%

-176,853(-51%)

TIGO0.1%

-144,718(-81%)

SGOV3.5%

-134,092(-10%)

Exited

-4,096

-4,449

-4,050

-15

-11

-21

-4

-574

-100

-574

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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