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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
COHR icon
526
Coherent
COHR
$55.2B
$923 ﹤0.01%
+5
New +$748
VSTS icon
527
Vestis
VSTS
$2.06B
$920 ﹤0.01%
+138
New +$804
RDDT icon
528
Reddit
RDDT
$32.5B
$919 ﹤0.01%
4
– –
MBC icon
529
MasterBrand
MBC
$1.09B
$905 ﹤0.01%
82
+32
+64% +$375
LDOS icon
530
Leidos
LDOS
$14.1B
$902 ﹤0.01%
5
– –
RUN icon
531
Sunrun
RUN
$2.37B
$902 ﹤0.01%
49
– –
ASO icon
532
Academy Sports + Outdoors
ASO
$2.89B
$899 ﹤0.01%
18
– –
CYBR
533
DELISTED
CyberArk
CYBR
$892 ﹤0.01%
2
– –
WSC icon
534
WillScot Mobile Mini Holdings
WSC
$4.8B
$885 ﹤0.01%
47
-25
-35% -$504
CNR
535
Core Natural Resources Inc
CNR
$4.19B
$885 ﹤0.01%
10
+7
+233% +$597
CSW
536
CSW Industrials
CSW
$4.71B
$881 ﹤0.01%
3
+2
+200% +$533
REZI icon
537
Resideo Technologies
REZI
$5.23B
$878 ﹤0.01%
25
+11
+79% +$407
GLW icon
538
Corning
GLW
$126B
$876 ﹤0.01%
10
– –
PI icon
539
Impinj
PI
$3.89B
$870 ﹤0.01%
5
+3
+150% +$534
MNRO icon
540
Monro
MNRO
$525M
$862 ﹤0.01%
43
+16
+59% +$295
HP icon
541
Helmerich & Payne
HP
$3.53B
$860 ﹤0.01%
30
– –
CTS icon
542
CTS Corp
CTS
$1.72B
$857 ﹤0.01%
+20
New +$839
KAI icon
543
Kadant
KAI
$3.69B
$855 ﹤0.01%
+3
New +$852
CE icon
544
Celanese
CE
$5.09B
$846 ﹤0.01%
20
+6
+43% +$245
SKY icon
545
Champion Homes
SKY
$4.48B
$845 ﹤0.01%
10
+9
+900% +$709
WTFC icon
546
Wintrust Financial
WTFC
$10.7B
$839 ﹤0.01%
6
– –
MAA icon
547
Mid-America Apartment Communities
MAA
$15.6B
$833 ﹤0.01%
6
– –
DDOG icon
548
Datadog
DDOG
$87.9B
$816 ﹤0.01%
+6
New +$948
URI icon
549
United Rentals
URI
$71.1B
$809 ﹤0.01%
1
-33
-97% -$28.6K
HZO icon
550
MarineMax
HZO
$800M
$800 ﹤0.01%
33
-36
-52% -$888
20 21
22
23 24

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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.