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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
+12.49%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$69.3M
Cap. Flow
+$9.92M
Cap. Flow %
1.71%
Top 10 Hldgs %
69.73%
Holding
1,227
New
75
Increased
194
Reduced
79
Closed
52

Top Buys

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.58M
2
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.52M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.12M
4
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$1.02M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$704K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$626K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$410K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$409K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$298K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$105K

Sector Composition

Rank Sector Weight
1 Technology 2.47%
2 Industrials 1.1%
3 Consumer Discretionary 0.8%
4 Financials 0.74%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
THG icon
401
Hanover Insurance
THG
$7.5B
$15.4K ﹤0.01%
72
– –
POR icon
402
Portland General Electric
POR
$6.08B
$15.4K ﹤0.01%
297
– –
CDP icon
403
COPT Defense Properties
CDP
$4.24B
$15.4K ﹤0.01%
422
– –
ZION icon
404
Zions Bancorporation
ZION
$10.6B
$15.3K ﹤0.01%
221
– –
RMBS icon
405
Rambus
RMBS
$10.9B
$15.3K ﹤0.01%
115
– –
G icon
406
Genpact
G
$5.19B
$15.2K ﹤0.01%
554
– –
MPWR icon
407
Monolithic Power Systems
MPWR
$65.3B
$15.2K ﹤0.01%
11
– –
MTG icon
408
MGIC Investment
MTG
$6.2B
$15.2K ﹤0.01%
539
– –
ATMU icon
409
Atmus Filtration Technologies
ATMU
$4.13B
$14.9K ﹤0.01%
293
– –
EME icon
410
Emcor
EME
$33.1B
$14.9K ﹤0.01%
18
– –
PNC icon
411
PNC Financial Services
PNC
$99.8B
$14.8K ﹤0.01%
60
– –
JCI icon
412
Johnson Controls International
JCI
$85B
$14.6K ﹤0.01%
100
+19
+23% +$2.68K
ROG icon
413
Rogers Corp
ROG
$2.33B
$14.6K ﹤0.01%
89
– –
MC icon
414
Moelis & Co
MC
$4.99B
$14.4K ﹤0.01%
220
– –
MCK icon
415
McKesson
MCK
$97.3B
$14.4K ﹤0.01%
19
– –
EYPT icon
416
EyePoint Inc
EYPT
$1.06B
$14.3K ﹤0.01%
1,000
– –
HURN icon
417
Huron Consulting
HURN
$1.83B
$14.2K ﹤0.01%
158
– –
XAR icon
418
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.85B
$14.2K ﹤0.01%
50
– –
DAVE icon
419
Dave Inc
DAVE
$5.57B
$14.2K ﹤0.01%
38
– –
PBH icon
420
Prestige Consumer Healthcare
PBH
$2.39B
$14.1K ﹤0.01%
299
-2
-0.7% -$103
CGNX icon
421
Cognex
CGNX
$10.5B
$14.1K ﹤0.01%
195
– –
SM icon
422
SM Energy
SM
$7.5B
$14K ﹤0.01%
538
– –
IBP icon
423
Installed Building Products
IBP
$6.04B
$14K ﹤0.01%
61
-3
-5% -$729
CIM
424
Chimera Investment
CIM
$1.06B
$13.9K ﹤0.01%
1,043
– –
SCHA icon
425
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$13.9K ﹤0.01%
384
– –
15 16
17
18 19

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Cedar Mountain Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cedar Mountain Advisors held 1,227 positions worth $581M, up 14% from $511M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cedar Mountain Advisors's Q2 2026 filing shows 75 new, 194 increased, 79 reduced and 52 closed positions. Its largest new stake was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M. The largest sale was Microsoft, an estimated $626K.

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

  • Cedar Mountain Advisors's largest Q2 2026 buy was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Total International Stock ETF in Q2 2026, an estimated $1.58M increase.
  • Cedar Mountain Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $626K.
  • Cedar Mountain Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $101K.
  • Cedar Mountain Advisors's ten largest holdings make up 70% of its $581M portfolio in Q2 2026.
  • Cedar Mountain Advisors opened 75 new positions and closed 52 in Q2 2026.
  • Cedar Mountain Advisors's portfolio value rose 14% quarter-over-quarter to $581M.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.