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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
-1.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
+$5.64M
Cap. Flow %
1.1%
Top 10 Hldgs %
69.34%
Holding
1,217
New
460
Increased
287
Reduced
92
Closed
65

Top Buys

Rank Stock Value
1
NKE icon
Nike
NKE
+$624K
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$300K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.62M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$633K
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

Rank Sector Weight
1 Technology 2.42%
2 Industrials 1.05%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSA icon
626
Public Storage
PSA
$60.2B
$5.42K ﹤0.01%
20
+16
+400% +$4.59K
QRVO icon
627
Qorvo
QRVO
$7.63B
$5.42K ﹤0.01%
+70
New +$5.67K
CBSH icon
628
Commerce Bancshares
CBSH
$8.5B
$5.41K ﹤0.01%
110
– –
MRSH
629
Marsh
MRSH
$86.3B
$5.38K ﹤0.01%
31
+4
+15% +$719
RGLD icon
630
Royal Gold
RGLD
$17.1B
$5.34K ﹤0.01%
+21
New +$5.58K
PII icon
631
Polaris
PII
$4.15B
$5.34K ﹤0.01%
+98
New +$6.14K
LIVN icon
632
LivaNova
LIVN
$4.3B
$5.34K ﹤0.01%
+84
New +$5.42K
WAL icon
633
Western Alliance Bancorporation
WAL
$9.07B
$5.31K ﹤0.01%
+75
New +$6.25K
ACGL icon
634
Arch Capital
ACGL
$36.1B
$5.28K ﹤0.01%
+55
New +$5.27K
GVA icon
635
Granite Construction
GVA
$5.45B
$5.28K ﹤0.01%
+44
New +$5.49K
ECHO
636
EchoStar
ECHO
$25.5B
$5.27K ﹤0.01%
+45
New +$5.16K
WPM icon
637
Wheaton Precious Metals
WPM
$50.6B
$5.24K ﹤0.01%
+40
New +$5.56K
MMSI icon
638
Merit Medical Systems
MMSI
$4.43B
$5.24K ﹤0.01%
+76
New +$5.94K
HAL icon
639
Halliburton
HAL
$27.9B
$5.22K ﹤0.01%
+134
New +$4.64K
IEO icon
640
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$5.22K ﹤0.01%
42
– –
BCE icon
641
BCE
BCE
$19.9B
$5.2K ﹤0.01%
206
– –
PRGO icon
642
Perrigo
PRGO
$1.4B
$5.17K ﹤0.01%
481
+480
+48,000% +$6.22K
U icon
643
Unity
U
$12.5B
$5.16K ﹤0.01%
+235
New +$6.52K
AMBA icon
644
Ambarella
AMBA
$2.99B
$5.15K ﹤0.01%
100
– –
SNOW icon
645
Snowflake
SNOW
$92.9B
$5.13K ﹤0.01%
34
+7
+26% +$1.3K
CHRD icon
646
Chord Energy
CHRD
$7.79B
$5.12K ﹤0.01%
+36
New +$3.92K
MGPI icon
647
MGP Ingredients
MGPI
$378M
$5.11K ﹤0.01%
+278
New +$6.21K
SXT icon
648
Sensient Technologies
SXT
$5.4B
$5.1K ﹤0.01%
+59
New +$5.52K
JHG
649
DELISTED
Janus Henderson
JHG
$5.09K ﹤0.01%
+99
New +$4.9K
OLLI icon
650
Ollie's Bargain Outlet
OLLI
$4.01B
$5.06K ﹤0.01%
+55
New +$5.94K
24 25
26
27 28

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Cedar Mountain Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Cedar Mountain Advisors held 1,217 positions worth $511M, down 1.4% from $518M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Cedar Mountain Advisors's Q1 2026 filing shows 460 new, 287 increased, 92 reduced and 65 closed positions. Its largest new stake was Unitil: 2,688 shares worth $140K. The largest sale was iShares Russell 1000 Value ETF, an estimated $1.62M.

By sector, the portfolio is most concentrated in Technology at 2.4% of assets, down from 2.5% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q1 2026 buy was Unitil: 2,688 shares worth $140K.
  • Cedar Mountain Advisors added most to Nike in Q1 2026, an estimated $624K increase.
  • Cedar Mountain Advisors's biggest Q1 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $1.62M.
  • Cedar Mountain Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $40.6K.
  • Cedar Mountain Advisors's ten largest holdings make up 69% of its $511M portfolio in Q1 2026.
  • Cedar Mountain Advisors opened 460 new positions and closed 65 in Q1 2026.
  • Cedar Mountain Advisors's portfolio value fell 1.4% quarter-over-quarter to $511M.

Based on Cedar Mountain Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.