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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+12.49%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$69.3M
Cap. Flow
+$9.92M
Cap. Flow %
1.71%
Top 10 Hldgs %
69.73%
Holding
1,227
New
75
Increased
194
Reduced
79
Closed
52

Top Buys

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.58M
2
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.52M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.12M
4
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$1.02M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$704K

Top Sells

1
MSFT icon
Microsoft
MSFT
+$626K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$410K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$409K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$298K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$105K

Sector Composition

1 Technology 2.47%
2 Industrials 1.1%
3 Consumer Discretionary 0.8%
4 Financials 0.74%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
R icon
226
Ryder
R
$10.6B
$36.1K 0.01%
137
– –
HIG icon
227
Hartford Financial Services
HIG
$37.5B
$36K 0.01%
272
– –
NVTS icon
228
Navitas Semiconductor
NVTS
$2.86B
$35.8K 0.01%
2,000
– –
DELL icon
229
Dell
DELL
$253B
$35.8K 0.01%
83
+2
+2% +$578
COLB icon
230
Columbia Banking Systems
COLB
$9.73B
$35.8K 0.01%
1,117
+2
+0.2% +$59
VNQ icon
231
Vanguard Real Estate ETF
VNQ
$39.6B
$35.7K 0.01%
370
– –
TJX icon
232
TJX Companies
TJX
$171B
$35.3K 0.01%
233
+7
+3% +$1.11K
URI icon
233
United Rentals
URI
$67.1B
$35.1K 0.01%
31
– –
CRWD icon
234
CrowdStrike
CRWD
$207B
$34.3K 0.01%
180
-4
-2% -$568
GILD icon
235
Gilead Sciences
GILD
$169B
$34.2K 0.01%
271
– –
CMI icon
236
Cummins
CMI
$89.4B
$34.2K 0.01%
48
– –
CB icon
237
Chubb
CB
$133B
$34.1K 0.01%
100
+9
+10% +$2.94K
SMTC icon
238
Semtech
SMTC
$11.9B
$33.8K 0.01%
209
– –
TMO icon
239
Thermo Fisher Scientific
TMO
$202B
$33.7K 0.01%
67
– –
PAYX icon
240
Paychex
PAYX
$40.8B
$33.7K 0.01%
343
+5
+1% +$473
MGM icon
241
MGM Resorts International
MGM
$12B
$33.6K 0.01%
702
– –
ORCL icon
242
Oracle
ORCL
$358B
$32.9K 0.01%
225
-16
-7% -$2.9K
HAS icon
243
Hasbro
HAS
$11.6B
$32.6K 0.01%
395
– –
ILCB icon
244
iShares Morningstar US Equity ETF
ILCB
$1.27B
$32.4K 0.01%
313
– –
AXP icon
245
American Express
AXP
$247B
$32.1K 0.01%
95
+35
+58% +$11.2K
AVA icon
246
Avista
AVA
$3.5B
$31.5K 0.01%
769
– –
CFG icon
247
Citizens Financial Group
CFG
$31.5B
$31.4K 0.01%
448
– –
A icon
248
Agilent Technologies
A
$38.4B
$31.3K 0.01%
236
– –
EBAY icon
249
eBay
EBAY
$49.2B
$31K 0.01%
277
– –
VLY icon
250
Valley National Bancorp
VLY
$8.42B
$30.9K 0.01%
2,112
– –
8 9
10
11 12

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Cedar Mountain Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cedar Mountain Advisors held 1,227 positions worth $581M, up 14% from $511M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cedar Mountain Advisors's Q2 2026 filing shows 75 new, 194 increased, 79 reduced and 52 closed positions. Its largest new stake was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M. The largest sale was Microsoft, an estimated $626K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.4% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q2 2026 buy was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Total International Stock ETF in Q2 2026, an estimated $1.58M increase.
  • Cedar Mountain Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $626K.
  • Cedar Mountain Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $101K.
  • Cedar Mountain Advisors's ten largest holdings make up 70% of its $581M portfolio in Q2 2026.
  • Cedar Mountain Advisors opened 75 new positions and closed 52 in Q2 2026.
  • Cedar Mountain Advisors's portfolio value rose 14% quarter-over-quarter to $581M.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.