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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
+1.36%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
-$1.44M
Cap. Flow %
-0.28%
Top 10 Hldgs %
71.43%
Holding
804
New
111
Increased
165
Reduced
100
Closed
47

Top Buys

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$452K
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$328K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.26M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K
3
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

Rank Sector Weight
1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMT icon
426
Kennametal
KMT
$2.68B
$1.59K ﹤0.01%
56
+24
+75% +$613
SBSI icon
427
Southside Bancshares
SBSI
$1.02B
$1.58K ﹤0.01%
52
+47
+940% +$1.38K
WGO icon
428
Winnebago Industries
WGO
$870M
$1.58K ﹤0.01%
39
– –
UEC icon
429
Uranium Energy
UEC
$4.71B
$1.58K ﹤0.01%
135
– –
ZS icon
430
Zscaler
ZS
$23B
$1.57K ﹤0.01%
7
– –
VRSK icon
431
Verisk Analytics
VRSK
$26.4B
$1.57K ﹤0.01%
7
– –
CDNS icon
432
Cadence Design Systems
CDNS
$90B
$1.56K ﹤0.01%
5
– –
MCO icon
433
Moody's
MCO
$81.7B
$1.53K ﹤0.01%
3
– –
CMI icon
434
Cummins
CMI
$91.7B
$1.53K ﹤0.01%
3
-2
-40% -$935
EXLS icon
435
EXL Service
EXLS
$4.23B
$1.53K ﹤0.01%
36
– –
SONO icon
436
Sonos
SONO
$1.75B
$1.51K ﹤0.01%
86
– –
GTM
437
ZoomInfo Technologies
GTM
$861M
$1.5K ﹤0.01%
147
– –
PPLI
438
People Inc
PPLI
$3.1B
$1.49K ﹤0.01%
38
-43
-53% -$1.51K
LGIH icon
439
LGI Homes
LGIH
$1.4B
$1.46K ﹤0.01%
34
-7
-17% -$328
HSY icon
440
Hershey
HSY
$35.4B
$1.46K ﹤0.01%
8
– –
LZB icon
441
La-Z-Boy
LZB
$1.59B
$1.45K ﹤0.01%
39
+7
+22% +$245
VSH icon
442
Vishay Intertechnology
VSH
$5.86B
$1.45K ﹤0.01%
100
-28
-22% -$424
LUMN icon
443
Lumen
LUMN
$6.53B
$1.45K ﹤0.01%
186
+26
+16% +$214
AEO icon
444
American Eagle Outfitters
AEO
$2.85B
$1.42K ﹤0.01%
54
-7
-11% -$138
SITM icon
445
SiTime
SITM
$16.6B
$1.41K ﹤0.01%
4
– –
SNN icon
446
Smith & Nephew
SNN
$12.9B
$1.41K ﹤0.01%
43
-59
-58% -$2.02K
PHM icon
447
Pultegroup
PHM
$24.5B
$1.41K ﹤0.01%
12
– –
FMC icon
448
FMC
FMC
$1.42B
$1.4K ﹤0.01%
+101
New +$1.93K
SMTC icon
449
Semtech
SMTC
$11.7B
$1.4K ﹤0.01%
19
– –
BCC icon
450
Boise Cascade
BCC
$2.74B
$1.4K ﹤0.01%
19
+18
+1,800% +$1.31K
16 17
18
19 20

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Cedar Mountain Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Mountain Advisors held 804 positions worth $518M, up 0.93% from $514M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q4 2025 filing shows 111 new, 165 increased, 100 reduced and 47 closed positions. Its largest new stake was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $1.26M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K.
  • Cedar Mountain Advisors added most to Vanguard Health Care ETF in Q4 2025, an estimated $452K increase.
  • Cedar Mountain Advisors's biggest Q4 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $1.26M.
  • Cedar Mountain Advisors fully exited Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025, selling an estimated $16.2K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $518M portfolio in Q4 2025.
  • Cedar Mountain Advisors opened 111 new positions and closed 47 in Q4 2025.
  • Cedar Mountain Advisors's portfolio value rose 0.93% quarter-over-quarter to $518M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.