We are live on ! Find out more
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
ITRI icon
451
Itron
ITRI
$3.73B
$1.39K ﹤0.01%
15
+6
+67% +$654
NET icon
452
Cloudflare
NET
$93B
$1.38K ﹤0.01%
7
– –
ORLY icon
453
O'Reilly Automotive
ORLY
$72.4B
$1.37K ﹤0.01%
15
-12
-44% -$1.17K
FN icon
454
Fabrinet
FN
$17.1B
$1.37K ﹤0.01%
3
– –
TRST
455
Trustco Bank Corp NY
TRST
$977M
$1.36K ﹤0.01%
33
-15
-31% -$598
DCOM icon
456
Dime Commercial Bancshares
DCOM
$1.75B
$1.35K ﹤0.01%
45
+6
+15% +$173
APP icon
457
Applovin
APP
$132B
$1.35K ﹤0.01%
2
– –
XNCR icon
458
Xencor
XNCR
$1.44B
$1.35K ﹤0.01%
88
– –
TDG icon
459
TransDigm Group
TDG
$69.2B
$1.33K ﹤0.01%
1
– –
CLF icon
460
Cleveland-Cliffs
CLF
$6.81B
$1.33K ﹤0.01%
100
– –
AMGN icon
461
Amgen
AMGN
$203B
$1.31K ﹤0.01%
4
– –
NX icon
462
Quanex
NX
$854M
$1.31K ﹤0.01%
85
+28
+49% +$396
CFFN icon
463
Capitol Federal Financial
CFFN
$1.08B
$1.29K ﹤0.01%
190
– –
MKC icon
464
McCormick & Company Non-Voting
MKC
$13.4B
$1.29K ﹤0.01%
19
– –
NBHC icon
465
National Bank Holdings
NBHC
$1.93B
$1.29K ﹤0.01%
+34
New +$1.28K
VB icon
466
Vanguard Small-Cap ETF
VB
$79.5B
$1.29K ﹤0.01%
5
– –
AVB icon
467
AvalonBay Communities
AVB
$27.1B
$1.27K ﹤0.01%
7
– –
CART icon
468
Maplebear
CART
$9.92B
$1.26K ﹤0.01%
28
– –
XPEL icon
469
XPEL
XPEL
$1.18B
$1.25K ﹤0.01%
25
+4
+19% +$167
CCS icon
470
Century Communities
CCS
$2B
$1.25K ﹤0.01%
21
+10
+91% +$609
BSX icon
471
Boston Scientific
BSX
$65.8B
$1.24K ﹤0.01%
13
– –
HE icon
472
Hawaiian Electric Industries
HE
$2.33B
$1.23K ﹤0.01%
100
– –
DCH
473
Dauch Corp
DCH
$1.3B
$1.22K ﹤0.01%
190
– –
CRGY icon
474
Crescent Energy
CRGY
$3.72B
$1.2K ﹤0.01%
143
+80
+127% +$702
ENB icon
475
Enbridge
ENB
$124B
$1.2K ﹤0.01%
25
– –
17 18
19
20 21

Similar funds

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $582M AUM 17.87% 1-Year Est. Return
DLCIG
D.L. Carlson Investment Group Concord, New Hampshire $582M AUM 29.47% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

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.