We are live on ! Find out more
CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+1.36%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
-$1.44M
Cap. Flow %
-0.28%
Top 10 Hldgs %
71.43%
Holding
804
New
111
Increased
165
Reduced
100
Closed
47

Top Buys

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$452K
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$328K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.26M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K
3
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

Rank Sector Weight
1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UUUU icon
276
Energy Fuels
UUUU
$2.82B
$7.27K ﹤0.01%
500
– –
TSN icon
277
Tyson Foods
TSN
$20.2B
$7.27K ﹤0.01%
124
-173
-58% -$9.5K
LEVI icon
278
Levi Strauss
LEVI
$9.44B
$7.26K ﹤0.01%
350
– –
LOW icon
279
Lowe's Companies
LOW
$116B
$7.24K ﹤0.01%
30
– –
AMBA icon
280
Ambarella
AMBA
$2.99B
$7.08K ﹤0.01%
100
– –
CHKP icon
281
Check Point Software Technologies
CHKP
$13.3B
$7.05K ﹤0.01%
38
– –
PH icon
282
Parker-Hannifin
PH
$125B
$7.03K ﹤0.01%
8
– –
AXP icon
283
American Express
AXP
$223B
$7.03K ﹤0.01%
19
+2
+12% +$716
CGNX icon
284
Cognex
CGNX
$10.3B
$7.02K ﹤0.01%
195
– –
MTUM icon
285
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$6.79K ﹤0.01%
27
– –
QCOM icon
286
Qualcomm
QCOM
$176B
$6.67K ﹤0.01%
39
-12
-24% -$2.06K
WTRG icon
287
Essential Utilities
WTRG
$11.2B
$6.58K ﹤0.01%
171
+1
+0.6% +$39
QSR icon
288
Restaurant Brands International
QSR
$25.1B
$6.55K ﹤0.01%
96
– –
VCSH icon
289
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$6.44K ﹤0.01%
81
+1
+1% +$80
FCX icon
290
Freeport-McMoran
FCX
$90B
$6.4K ﹤0.01%
126
– –
UAL icon
291
United Airlines
UAL
$38.4B
$6.37K ﹤0.01%
57
– –
REXR icon
292
Rexford Industrial Realty
REXR
$8.7B
$6.31K ﹤0.01%
163
– –
DAL icon
293
Delta Air Lines
DAL
$55.9B
$6.25K ﹤0.01%
90
– –
TIP icon
294
iShares TIPS Bond ETF
TIP
$14.5B
$6.17K ﹤0.01%
56
– –
GS icon
295
Goldman Sachs
GS
$313B
$6.15K ﹤0.01%
7
– –
EMN icon
296
Eastman Chemical
EMN
$7.8B
$6.13K ﹤0.01%
96
+18
+23% +$1.11K
LRCX icon
297
Lam Research
LRCX
$382B
$5.99K ﹤0.01%
35
-4
-10% -$622
SNOW icon
298
Snowflake
SNOW
$92.9B
$5.92K ﹤0.01%
27
– –
WBD icon
299
Warner Bros
WBD
$64.6B
$5.91K ﹤0.01%
205
-19
-8% -$444
XLU icon
300
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$5.89K ﹤0.01%
138
– –
10 11
12
13 14

Similar funds

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $582M AUM 17.87% 1-Year Est. Return
DLCIG
D.L. Carlson Investment Group Concord, New Hampshire $582M AUM 29.47% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Cedar Mountain Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Mountain Advisors held 804 positions worth $518M, up 0.93% from $514M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q4 2025 filing shows 111 new, 165 increased, 100 reduced and 47 closed positions. Its largest new stake was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $1.26M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K.
  • Cedar Mountain Advisors added most to Vanguard Health Care ETF in Q4 2025, an estimated $452K increase.
  • Cedar Mountain Advisors's biggest Q4 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $1.26M.
  • Cedar Mountain Advisors fully exited Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025, selling an estimated $16.2K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $518M portfolio in Q4 2025.
  • Cedar Mountain Advisors opened 111 new positions and closed 47 in Q4 2025.
  • Cedar Mountain Advisors's portfolio value rose 0.93% quarter-over-quarter to $518M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.