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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
-1.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
+$5.64M
Cap. Flow %
1.1%
Top 10 Hldgs %
69.34%
Holding
1,217
New
460
Increased
287
Reduced
92
Closed
65

Top Buys

Rank Stock Value
1
NKE icon
Nike
NKE
+$624K
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$300K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.62M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$633K
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

Rank Sector Weight
1 Technology 2.42%
2 Industrials 1.05%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AU icon
301
AngloGold Ashanti
AU
$38.8B
$19.5K ﹤0.01%
200
– –
GS icon
302
Goldman Sachs
GS
$314B
$19.5K ﹤0.01%
23
+16
+229% +$14.3K
GNTX icon
303
Gentex
GNTX
$5.19B
$19.4K ﹤0.01%
+890
New +$20.6K
INSM icon
304
Insmed
INSM
$23.5B
$19.3K ﹤0.01%
+118
New +$18.1K
IDA icon
305
Idacorp
IDA
$8.24B
$19.2K ﹤0.01%
+134
New +$18.4K
LW icon
306
Lamb Weston
LW
$6.46B
$19K ﹤0.01%
+450
New +$20.1K
MU icon
307
Micron Technology
MU
$959B
$19K ﹤0.01%
56
+11
+24% +$4.31K
VDC icon
308
Vanguard Consumer Staples ETF
VDC
$7.96B
$18.9K ﹤0.01%
84
– –
WBD icon
309
Warner Bros
WBD
$67.4B
$18.8K ﹤0.01%
686
+481
+235% +$13.5K
FCFS icon
310
FirstCash
FCFS
$9.36B
$18.8K ﹤0.01%
+100
New +$18.1K
HON icon
311
Honeywell
HON
$71.3B
$18.8K ﹤0.01%
83
-1
-1% -$229
TFLO icon
312
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$18.7K ﹤0.01%
368
+11
+3% +$556
UNM icon
313
Unum
UNM
$14.2B
$18.6K ﹤0.01%
+255
New +$19K
CRM icon
314
Salesforce
CRM
$140B
$18.6K ﹤0.01%
100
-23
-19% -$4.76K
NMRK icon
315
Newmark Group
NMRK
$2.77B
$18.4K ﹤0.01%
+1,229
New +$19.4K
SHW icon
316
Sherwin-Williams
SHW
$81.7B
$18.3K ﹤0.01%
57
-5
-8% -$1.72K
DVN icon
317
Devon Energy
DVN
$50.6B
$18.2K ﹤0.01%
362
+268
+285% +$11.5K
DE icon
318
Deere & Co
DE
$161B
$18.2K ﹤0.01%
32
– –
ES icon
319
Eversource Energy
ES
$28.1B
$18.2K ﹤0.01%
262
– –
AXP icon
320
American Express
AXP
$242B
$18.1K ﹤0.01%
60
+41
+216% +$13.7K
DFIN icon
321
Donnelley Financial Solutions
DFIN
$1.25B
$18.1K ﹤0.01%
385
– –
FBT icon
322
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$18.1K ﹤0.01%
90
– –
BDX icon
323
Becton Dickinson
BDX
$43.6B
$18.1K ﹤0.01%
115
– –
MAA icon
324
Mid-America Apartment Communities
MAA
$15.5B
$18.1K ﹤0.01%
148
+142
+2,367% +$18.7K
ZBH icon
325
Zimmer Biomet
ZBH
$17.6B
$18K ﹤0.01%
+199
New +$18.3K
11 12
13
14 15

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Cedar Mountain Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Cedar Mountain Advisors held 1,217 positions worth $511M, down 1.4% from $518M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Cedar Mountain Advisors's Q1 2026 filing shows 460 new, 287 increased, 92 reduced and 65 closed positions. Its largest new stake was Unitil: 2,688 shares worth $140K. The largest sale was iShares Russell 1000 Value ETF, an estimated $1.62M.

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

  • Cedar Mountain Advisors's largest Q1 2026 buy was Unitil: 2,688 shares worth $140K.
  • Cedar Mountain Advisors added most to Nike in Q1 2026, an estimated $624K increase.
  • Cedar Mountain Advisors's biggest Q1 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $1.62M.
  • Cedar Mountain Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $40.6K.
  • Cedar Mountain Advisors's ten largest holdings make up 69% of its $511M portfolio in Q1 2026.
  • Cedar Mountain Advisors opened 460 new positions and closed 65 in Q1 2026.
  • Cedar Mountain Advisors's portfolio value fell 1.4% quarter-over-quarter to $511M.

Based on Cedar Mountain Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.