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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
EMN icon
451
Eastman Chemical
EMN
$7.87B
$12.2K ﹤0.01%
182
– –
QSR icon
452
Restaurant Brands International
QSR
$25.7B
$12.2K ﹤0.01%
168
+17
+11% +$1.29K
ASB icon
453
Associated Banc-Corp
ASB
$5.83B
$12.2K ﹤0.01%
395
– –
MORN icon
454
Morningstar
MORN
$6.27B
$12.1K ﹤0.01%
77
– –
VNO icon
455
Vornado Realty Trust
VNO
$7.48B
$12.1K ﹤0.01%
307
– –
SFM icon
456
Sprouts Farmers Market
SFM
$6.75B
$12K ﹤0.01%
142
– –
ISRG icon
457
Intuitive Surgical
ISRG
$126B
$11.9K ﹤0.01%
30
– –
UTHR icon
458
United Therapeutics
UTHR
$26.5B
$11.9K ﹤0.01%
22
– –
GPC icon
459
Genuine Parts
GPC
$16.1B
$11.9K ﹤0.01%
101
+34
+51% +$3.55K
IMCG icon
460
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.92B
$11.9K ﹤0.01%
121
– –
USAR
461
USA Rare Earth Inc
USAR
$3.88B
$11.9K ﹤0.01%
550
-100
-15% -$2.28K
IONQ icon
462
IonQ
IONQ
$13.2B
$11.8K ﹤0.01%
221
– –
BDC icon
463
Belden
BDC
$3.99B
$11.8K ﹤0.01%
98
– –
AGCO icon
464
AGCO
AGCO
$8.16B
$11.7K ﹤0.01%
98
– –
EXC icon
465
Exelon
EXC
$46.8B
$11.7K ﹤0.01%
251
+2
+0.8% +$93
CAKE icon
466
Cheesecake Factory
CAKE
$4.33B
$11.5K ﹤0.01%
145
– –
MIR icon
467
Mirion Technologies
MIR
$3.98B
$11.5K ﹤0.01%
641
– –
H icon
468
Hyatt Hotels
H
$17.9B
$11.4K ﹤0.01%
59
– –
CPAY icon
469
Corpay
CPAY
$23.8B
$11.3K ﹤0.01%
34
– –
ELAN icon
470
Elanco Animal Health
ELAN
$12.7B
$11.3K ﹤0.01%
460
– –
GL icon
471
Globe Life
GL
$14.3B
$11.3K ﹤0.01%
63
– –
FFIN icon
472
First Financial Bankshares
FFIN
$4.97B
$11.2K ﹤0.01%
323
– –
HOG icon
473
Harley-Davidson
HOG
$2.97B
$11.2K ﹤0.01%
456
– –
BBIO icon
474
BridgeBio Pharma
BBIO
$16.1B
$11.1K ﹤0.01%
149
– –
ETN icon
475
Eaton
ETN
$157B
$11.1K ﹤0.01%
26
– –
17 18
19
20 21

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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.