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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
FTI icon
376
TechnipFMC
FTI
$30.6B
$14.1K ﹤0.01%
+204
New +$12.3K
LSCC icon
377
Lattice Semiconductor
LSCC
$17.6B
$13.9K ﹤0.01%
150
– –
EMN icon
378
Eastman Chemical
EMN
$7.8B
$13.9K ﹤0.01%
182
+86
+90% +$6.2K
ISRG icon
379
Intuitive Surgical
ISRG
$121B
$13.8K ﹤0.01%
30
-3
-9% -$1.52K
MET icon
380
MetLife
MET
$61B
$13.7K ﹤0.01%
194
+172
+782% +$12.9K
VMI icon
381
Valmont Industries
VMI
$9.44B
$13.6K ﹤0.01%
+34
New +$14.8K
SHOO icon
382
Steven Madden
SHOO
$3.12B
$13.5K ﹤0.01%
398
+135
+51% +$5.23K
NRG icon
383
NRG Energy
NRG
$29.8B
$13.4K ﹤0.01%
92
-11
-11% -$1.73K
ET icon
384
Energy Transfer Partners
ET
$70.1B
$13.4K ﹤0.01%
694
+64
+10% +$1.17K
OTIS icon
385
Otis Worldwide
OTIS
$27.4B
$13.4K ﹤0.01%
174
+1
+0.6% +$87
DELL icon
386
Dell
DELL
$283B
$13.3K ﹤0.01%
+81
New +$10.8K
EME icon
387
Emcor
EME
$33.1B
$13.3K ﹤0.01%
18
+13
+260% +$9.46K
MTZ icon
388
MasTec
MTZ
$26.7B
$13.2K ﹤0.01%
+41
New +$11.1K
NVS icon
389
Novartis
NVS
$295B
$13.1K ﹤0.01%
86
-53
-38% -$8.12K
CIM
390
Chimera Investment
CIM
$1.05B
$13.1K ﹤0.01%
+1,043
New +$13.6K
UTHR icon
391
United Therapeutics
UTHR
$26.3B
$13K ﹤0.01%
+22
New +$11K
MORN icon
392
Morningstar
MORN
$6.56B
$13K ﹤0.01%
77
– –
CDP icon
393
COPT Defense Properties
CDP
$4.31B
$12.9K ﹤0.01%
+422
New +$13.1K
EYPT icon
394
EyePoint Inc
EYPT
$1.02B
$12.9K ﹤0.01%
1,000
– –
VOYA icon
395
Voya Financial
VOYA
$8.94B
$12.8K ﹤0.01%
+187
New +$13.6K
PLXS icon
396
Plexus
PLXS
$6.81B
$12.8K ﹤0.01%
+63
New +$12K
ZION icon
397
Zions Bancorporation
ZION
$10.1B
$12.7K ﹤0.01%
+221
New +$13K
XAR icon
398
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$12.7K ﹤0.01%
50
– –
CTAS icon
399
Cintas
CTAS
$82.4B
$12.7K ﹤0.01%
75
+60
+400% +$11.5K
NFG icon
400
National Fuel Gas
NFG
$7.84B
$12.7K ﹤0.01%
+135
New +$11.8K
14 15
16
17 18

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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.