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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 | |
|---|---|---|---|---|---|---|---|
601
Pinnacle Financial Partners Inc
PNFP
$15.3B
| $5.99K | ﹤0.01% |
64
| – | – |
2026 Q1
2 quarters
|
|
602
Annaly Capital Management
NLY
$13.9B
| $5.99K | ﹤0.01% |
317
| – | – |
2026 Q1
2 quarters
|
|
603
Zebra Technologies
ZBRA
$15.3B
| $5.97K | ﹤0.01% |
16
| – | – |
2026 Q1
2 quarters
|
|
604
Omnicom Group
OMC
$24B
| $5.96K | ﹤0.01% |
81
| – | – |
2025 Q3
4 quarters
|
|
605
Merit Medical Systems
MMSI
$5.19B
| $5.95K | ﹤0.01% |
69
| – | – |
2026 Q1
2 quarters
|
|
606
Lyft
LYFT
$6.42B
| $5.85K | ﹤0.01% |
390
+1
| +0.3% | +$16 |
2026 Q1
2 quarters
|
|
607
FNB Corp
FNB
$6.38B
| $5.85K | ﹤0.01% |
340
| – | – |
2026 Q1
2 quarters
|
|
608
Huntsman Corp
HUN
$1.67B
| $5.84K | ﹤0.01% |
695
| – | – |
2026 Q1
2 quarters
|
|
609
Kura Oncology
KURA
$714M
| $5.8K | ﹤0.01% |
542
| – | – |
2026 Q1
2 quarters
|
|
610
Slide Insurance Holdings
SLDE
$3.02B
| $5.78K | ﹤0.01% |
259
| – | – |
2026 Q1
2 quarters
|
|
611
Adobe
ADBE
$94.6B
| $5.76K | ﹤0.01% |
24
| – | – |
2019 Q4
27 quarters
|
|
612
Five Below
FIVE
$13.6B
| $5.71K | ﹤0.01% |
26
| – | – |
2026 Q1
2 quarters
|
|
613
Western Alliance Bancorporation
WAL
$8.04B
| $5.63K | ﹤0.01% |
75
| – | – |
2026 Q1
2 quarters
|
|
614
PG&E
PCG
$29.2B
| $5.6K | ﹤0.01% |
457
+2
| +0.4% | +$32 |
2019 Q4
27 quarters
|
|
615
iShares US Oil & Gas Exploration & Production ETF
IEO
$870M
| $5.56K | ﹤0.01% |
42
| – | – |
2023 Q3
12 quarters
|
|
616
Amdocs
DOX
$4.68B
| $5.55K | ﹤0.01% |
97
| – | – |
2026 Q1
2 quarters
|
|
617
Globus Medical
GMED
$9.6B
| $5.54K | ﹤0.01% |
74
| – | – |
2026 Q1
2 quarters
|
|
618
EverQuote
EVER
$1B
| $5.52K | ﹤0.01% |
275
| – | – |
2026 Q1
2 quarters
|
|
619
First Hawaiian
FHB
$3.02B
| $5.52K | ﹤0.01% |
224
| – | – |
2026 Q1
2 quarters
|
|
620
Energy Fuels
UUUU
$1.75B
| $5.52K | ﹤0.01% |
500
| – | – |
2025 Q3
4 quarters
|
|
621
CME Group
CME
$114B
| $5.5K | ﹤0.01% |
21
| – | – |
2025 Q3
4 quarters
|
|
622
Primerica
PRI
$8.9B
| $5.45K | ﹤0.01% |
20
| – | – |
2026 Q1
2 quarters
|
|
623
Elevance Health
ELV
$92.8B
| $5.44K | ﹤0.01% |
14
| – | – |
2026 Q1
2 quarters
|
|
624
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
| $5.44K | ﹤0.01% |
138
| – | – |
2019 Q4
27 quarters
|
|
625
Park Hotels & Resorts
PK
$3.27B
| $5.41K | ﹤0.01% |
351
| – | – |
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.