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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
BHE icon
651
Benchmark Electronics
BHE
$2.91B
$299 ﹤0.01%
+7
New +$303
CASH icon
652
Pathward Financial
CASH
$1.81B
$284 ﹤0.01%
+4
New +$287
CZR icon
653
Caesars Entertainment
CZR
$6.1B
$281 ﹤0.01%
+12
New +$270
SM icon
654
SM Energy
SM
$7.96B
$281 ﹤0.01%
15
-19
-56% -$385
KWR icon
655
Quaker Houghton
KWR
$2.63B
$275 ﹤0.01%
+2
New +$270
ROG icon
656
Rogers Corp
ROG
$2.33B
$275 ﹤0.01%
+3
New +$258
NSP icon
657
Insperity
NSP
$1.85B
$271 ﹤0.01%
+7
New +$280
SBH icon
658
Sally Beauty Holdings
SBH
$1.4B
$271 ﹤0.01%
19
– –
NEO icon
659
NeoGenomics
NEO
$1.81B
$270 ﹤0.01%
+23
New +$248
MAN icon
660
ManpowerGroup
MAN
$2.39B
$268 ﹤0.01%
+9
New +$281
AZTA icon
661
Azenta
AZTA
$1.26B
$266 ﹤0.01%
+8
New +$261
HCC icon
662
Warrior Met Coal
HCC
$4.23B
$265 ﹤0.01%
+3
New +$226
KGS icon
663
Kodiak Gas Services
KGS
$5.96B
$262 ﹤0.01%
+7
New +$248
IBP icon
664
Installed Building Products
IBP
$6.13B
$259 ﹤0.01%
1
– –
OSIS icon
665
OSI Systems
OSIS
$3.57B
$255 ﹤0.01%
+1
New +$261
WWW icon
666
Wolverine World Wide
WWW
$1.54B
$254 ﹤0.01%
14
+13
+1,300% +$263
GIL icon
667
Gildan
GIL
$9.25B
$250 ﹤0.01%
+4
New +$238
HPE icon
668
Hewlett Packard
HPE
$63.2B
$245 ﹤0.01%
10
– –
TMDX icon
669
Transmedics
TMDX
$2.5B
$243 ﹤0.01%
2
+1
+100% +$125
LNN icon
670
Lindsay Corp
LNN
$1.16B
$236 ﹤0.01%
+2
New +$241
GBX icon
671
The Greenbrier Companies
GBX
$1.61B
$234 ﹤0.01%
+5
New +$224
URBN icon
672
Urban Outfitters
URBN
$5.99B
$226 ﹤0.01%
3
– –
THRM icon
673
Gentherm
THRM
$1.31B
$218 ﹤0.01%
+6
New +$216
PRG icon
674
PROG Holdings
PRG
$1.75B
$206 ﹤0.01%
+7
New +$209
KW
675
DELISTED
Kennedy-Wilson Holdings
KW
$203 ﹤0.01%
+21
New +$188
25 26
27
28 29

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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.