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Cedar Mountain Advisors Portfolio holdings
AUM
$590M
Turnover
11.07%
1-Year Est. Return
11.27%
This Fund
S&P 500
This Quarter Est. Return
-0.6%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
10 Year Est. Return
–
AUM
$590M
AUM Growth
+$9.21M
(+1.6%)
Cap. Flow
+$14.2M
Cap. Flow % of AUM
Cap. Flow %
2.42%
Top 10 Holdings %
Top 10 Hldgs %
66.15%
Holding
1,238
New
63
Increased
136
Reduced
129
Closed
74
Avg Time Held
1.8
years
Top 10 Avg Time Held
5.6
years
Top 20 Avg Time Held
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.29M |
| 2 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$5.16M |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$2.78M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$2.76M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.62M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$5.45M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.85M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$1.91M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.67M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.29% |
| 2 | Technology | 2.6% |
| 3 | Industrials | 1.06% |
| 4 | Financials | 0.68% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
326
Genpact
G
$7.29B
| $18K | ﹤0.01% |
554
| – | – |
2026 Q1
2 quarters
|
|
327
LyondellBasell Industries
LYB
$20.8B
| $17.9K | ﹤0.01% |
311
| – | – |
2026 Q1
2 quarters
|
|
328
PBF Energy
PBF
$8.45B
| $17.9K | ﹤0.01% |
232
| – | – |
2026 Q1
2 quarters
|
|
329
Expro Ltd
XPRO
$1.51B
| $17.8K | ﹤0.01% |
1,131
| – | – |
2026 Q1
2 quarters
|
|
330
Steven Madden
SHOO
$3.07B
| $17.8K | ﹤0.01% |
398
| – | – |
2025 Q3
4 quarters
|
|
331
Univest Financial
UVSP
$1.1B
| $17.8K | ﹤0.01% |
434
| – | – |
2026 Q1
2 quarters
|
|
332
Zimmer Biomet
ZBH
$19.5B
| $17.7K | ﹤0.01% |
199
| – | – |
2026 Q1
2 quarters
|
|
333
Voya Financial
VOYA
$9.11B
| $17.7K | ﹤0.01% |
187
| – | – |
2026 Q1
2 quarters
|
|
334
General Motors
GM
$72.5B
| $17.6K | ﹤0.01% |
229
| – | – |
2024 Q4
7 quarters
|
|
335
Teck Resources
TECK
$29.6B
| $17.6K | ﹤0.01% |
268
-54
| -17% | -$3.45K |
2021 Q4
19 quarters
|
|
336
Starwood Property Trust
STWD
$4.13B
| $17.6K | ﹤0.01% |
1,306
| – | – |
2026 Q1
2 quarters
|
|
337
Idacorp
IDA
$8.63B
| $17.5K | ﹤0.01% |
134
| – | – |
2026 Q1
2 quarters
|
|
338
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$488M
| $17.1K | ﹤0.01% |
320
| – | – |
2025 Q3
4 quarters
|
|
339
Gates Industrial Corp
GTES
$6.38B
| $17.1K | ﹤0.01% |
653
| – | – |
2026 Q1
2 quarters
|
|
340
ROBO Global Robotics & Automation Index ETF
ROBO
$1.81B
| $17.1K | ﹤0.01% |
212
| – | – |
2023 Q2
13 quarters
|
|
341
International Paper
IP
$18.2B
| $17K | ﹤0.01% |
513
+5
| +1% | +$191 |
2022 Q1
18 quarters
|
|
342
Piper Sandler
PIPR
$4.65B
| $16.9K | ﹤0.01% |
256
| – | – |
2023 Q2
13 quarters
|
|
343
L3Harris
LHX
$50.7B
| $16.8K | ﹤0.01% |
71
-12
| -14% | -$3.27K |
2025 Q4
3 quarters
|
|
344
Eversource Energy
ES
$27B
| $16.8K | ﹤0.01% |
262
| – | – |
2025 Q3
4 quarters
|
|
345
Truist Financial
TFC
$59.9B
| $16.8K | ﹤0.01% |
363
| – | – |
2025 Q3
4 quarters
|
|
346
Everest Group
EG
$15.8B
| $16.8K | ﹤0.01% |
46
| – | – |
2026 Q1
2 quarters
|
|
347
Regeneron Pharmaceuticals
REGN
$98.8B
| $16.7K | ﹤0.01% |
22
| – | – |
2026 Q1
2 quarters
|
|
348
Axon Enterprise
AXON
$25.7B
| $16.5K | ﹤0.01% |
39
| – | – |
2025 Q3
4 quarters
|
|
349
Plexus
PLXS
$5.56B
| $16.4K | ﹤0.01% |
63
| – | – |
2026 Q1
2 quarters
|
|
350
McKesson
MCK
$127B
| $16.2K | ﹤0.01% |
19
| – | – |
2025 Q3
4 quarters
|
|
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Cedar Mountain Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Cedar Mountain Advisors held 1,238 positions worth $590M, up 1.6% from $581M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Cedar Mountain Advisors's Q3 2026 filing shows 63 new, 136 increased, 129 reduced and 74 closed positions. Its largest new stake was Lifestance Health: 87,717 shares worth $1.06M. The largest sale was iShares Russell 1000 Value ETF, an estimated $5.45M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.
- Cedar Mountain Advisors's largest Q3 2026 buy was Lifestance Health: 87,717 shares worth $1.06M.
- Cedar Mountain Advisors added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $5.29M increase.
- Cedar Mountain Advisors's biggest Q3 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $5.45M.
- Cedar Mountain Advisors fully exited Vanguard Tax-Exempt Bond Index Fund in Q3 2026, selling an estimated $785K.
- Cedar Mountain Advisors's ten largest holdings make up 66% of its $590M portfolio in Q3 2026.
- Cedar Mountain Advisors opened 63 new positions and closed 74 in Q3 2026.
- Cedar Mountain Advisors's portfolio value rose 1.6% quarter-over-quarter to $590M.
Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.