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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 | |
|---|---|---|---|---|---|---|---|
426
Cognex
CGNX
$8.42B
| $11.8K | ﹤0.01% |
195
| – | – |
2025 Q3
4 quarters
|
|
427
Eastman Chemical
EMN
$7.43B
| $11.8K | ﹤0.01% |
182
| – | – |
2025 Q3
4 quarters
|
|
428
Incyte
INCY
$24.7B
| $11.8K | ﹤0.01% |
97
| – | – |
2026 Q1
2 quarters
|
|
429
Iridium Communications
IRDM
$4.86B
| $11.7K | ﹤0.01% |
244
| – | – |
2025 Q4
3 quarters
|
|
430
Public Storage
PSA
$62.1B
| $11.6K | ﹤0.01% |
41
+21
| +105% | +$6.57K |
2025 Q3
4 quarters
|
|
431
Allegion
ALLE
$16.3B
| $11.4K | ﹤0.01% |
74
| – | – |
2026 Q1
2 quarters
|
|
432
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.03B
| $11.4K | ﹤0.01% |
121
| – | – |
2019 Q4
27 quarters
|
|
433
Applovin
APP
$136B
| $11.3K | ﹤0.01% |
39
+37
| +1,850% | +$13.6K |
2025 Q3
4 quarters
|
|
434
Associated Banc-Corp
ASB
$5.75B
| $11.3K | ﹤0.01% |
395
| – | – |
2026 Q1
2 quarters
|
|
435
AGCO
AGCO
$7.72B
| $11.2K | ﹤0.01% |
98
| – | – |
2023 Q4
11 quarters
|
|
436
Otis Worldwide
OTIS
$29.5B
| $11.2K | ﹤0.01% |
174
| – | – |
2020 Q3
24 quarters
|
|
437
Eaton
ETN
$137B
| $11.2K | ﹤0.01% |
26
| – | – |
2026 Q1
2 quarters
|
|
438
Harley-Davidson
HOG
$3.27B
| $11.1K | ﹤0.01% |
456
| – | – |
2026 Q1
2 quarters
|
|
439
Duke Energy
DUK
$101B
| $11.1K | ﹤0.01% |
97
| – | – |
2025 Q3
4 quarters
|
|
440
nLIGHT
LASR
$2.4B
| $11K | ﹤0.01% |
282
| – | – |
2021 Q1
22 quarters
|
|
441
Dillards
DDS
$9.7B
| $10.7K | ﹤0.01% |
16
| – | – |
2026 Q1
2 quarters
|
|
442
VICI Properties
VICI
$27.5B
| $10.6K | ﹤0.01% |
463
| – | – |
2024 Q1
10 quarters
|
|
443
Medpace
MEDP
$18.3B
| $10.6K | ﹤0.01% |
17
| – | – |
2025 Q3
4 quarters
|
|
444
Halozyme
HALO
$11.4B
| $10.6K | ﹤0.01% |
96
| – | – |
2026 Q1
2 quarters
|
|
445
Belden
BDC
$3.98B
| $10.6K | ﹤0.01% |
98
| – | – |
2026 Q1
2 quarters
|
|
446
Cabot Corp
CBT
$3.69B
| $10.5K | ﹤0.01% |
137
| – | – |
2026 Q1
2 quarters
|
|
447
DaVita
DVA
$11B
| $10.5K | ﹤0.01% |
60
| – | – |
2026 Q1
2 quarters
|
|
448
Globe Life
GL
$12.1B
| $10.4K | ﹤0.01% |
63
| – | – |
2026 Q1
2 quarters
|
|
449
Vornado Realty Trust
VNO
$6.49B
| $10.4K | ﹤0.01% |
307
| – | – |
2026 Q1
2 quarters
|
|
450
Royalty Pharma
RPRX
$30.9B
| $10.4K | ﹤0.01% |
178
| – | – |
2026 Q1
2 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.