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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
IP icon
326
International Paper
IP
$19.2B
$18K ﹤0.01%
503
+129
+34% +$5.36K
CRWD icon
327
CrowdStrike
CRWD
$202B
$18K ﹤0.01%
184
-4
-2% -$424
PBH icon
328
Prestige Consumer Healthcare
PBH
$2.39B
$17.8K ﹤0.01%
+301
New +$19.5K
FN icon
329
Fabrinet
FN
$17.7B
$17.7K ﹤0.01%
34
+31
+1,033% +$15.8K
SOLV icon
330
Solventum
SOLV
$13.7B
$17.6K ﹤0.01%
269
+31
+13% +$2.3K
XLK icon
331
State Street Technology Select Sector SPDR ETF
XLK
$114B
$17.5K ﹤0.01%
132
+26
+25% +$3.66K
NVTS icon
332
Navitas Semiconductor
NVTS
$2.81B
$17.5K ﹤0.01%
2,000
– –
KBE icon
333
State Street SPDR S&P Bank ETF
KBE
$1.64B
$17.4K ﹤0.01%
292
-59
-17% -$3.67K
SSB icon
334
SouthState Bank Corp
SSB
$10B
$17.3K ﹤0.01%
+187
New +$18.3K
PSX icon
335
Phillips 66
PSX
$83.7B
$17.1K ﹤0.01%
94
+52
+124% +$8.15K
AEIS icon
336
Advanced Energy
AEIS
$11.2B
$17.1K ﹤0.01%
53
+50
+1,667% +$14.5K
GM icon
337
General Motors
GM
$68.3B
$17.1K ﹤0.01%
229
+228
+22,800% +$18.1K
LNC icon
338
Lincoln National
LNC
$7.96B
$17K ﹤0.01%
+479
New +$18.4K
REGN icon
339
Regeneron Pharmaceuticals
REGN
$70.5B
$17K ﹤0.01%
+22
New +$16.8K
IBP icon
340
Installed Building Products
IBP
$6.04B
$17K ﹤0.01%
64
+63
+6,300% +$18.9K
SM icon
341
SM Energy
SM
$7.5B
$16.8K ﹤0.01%
538
+523
+3,487% +$11.9K
IONS icon
342
Ionis Pharmaceuticals
IONS
$8.75B
$16.7K ﹤0.01%
+223
New +$17.6K
TECK icon
343
Teck Resources
TECK
$26.7B
$16.7K ﹤0.01%
322
– –
ATMU icon
344
Atmus Filtration Technologies
ATMU
$4.13B
$16.6K ﹤0.01%
+293
New +$17.3K
LFUS icon
345
Littelfuse
LFUS
$10.2B
$16.6K ﹤0.01%
+49
New +$15.9K
QCOM icon
346
Qualcomm
QCOM
$180B
$16.6K ﹤0.01%
129
+90
+231% +$13.1K
SPXC icon
347
SPX Corp
SPXC
$10.7B
$16.6K ﹤0.01%
+83
New +$17.8K
MCK icon
348
McKesson
MCK
$97.3B
$16.4K ﹤0.01%
19
-2
-10% -$1.78K
ESS icon
349
Essex Property Trust
ESS
$18.9B
$16.2K ﹤0.01%
+67
New +$16.9K
LASR icon
350
nLIGHT
LASR
$3.85B
$16.1K ﹤0.01%
282
– –
12 13
14
15 16

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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.