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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
KRMN
651
Karman Holdings
KRMN
$6.29B
$5.04K ﹤0.01%
+63
New +$6.08K
DXCM icon
652
DexCom
DXCM
$27.6B
$5.02K ﹤0.01%
+80
New +$5.57K
XYL icon
653
Xylem
XYL
$28.5B
$5.02K ﹤0.01%
+42
New +$5.51K
PRI icon
654
Primerica
PRI
$9.81B
$5.01K ﹤0.01%
+20
New +$5.16K
OI icon
655
O-I Glass
OI
$1.39B
$4.99K ﹤0.01%
+475
New +$6.54K
SON icon
656
Sonoco
SON
$5.76B
$4.98K ﹤0.01%
+92
New +$4.74K
UHAL icon
657
U-Haul Holding Co
UHAL
$14B
$4.97K ﹤0.01%
104
– –
LIN icon
658
Linde
LIN
$237B
$4.96K ﹤0.01%
10
+1
+11% +$472
TXRH icon
659
Texas Roadhouse
TXRH
$12.7B
$4.95K ﹤0.01%
+30
New +$5.39K
BIIB icon
660
Biogen
BIIB
$29.9B
$4.95K ﹤0.01%
+27
New +$4.97K
AZN icon
661
AstraZeneca
AZN
$263B
$4.93K ﹤0.01%
25
+2
+9% +$386
EQIX icon
662
Equinix
EQIX
$107B
$4.9K ﹤0.01%
+5
New +$4.45K
BKH icon
663
Black Hills Corp
BKH
$5.73B
$4.86K ﹤0.01%
+70
New +$5.04K
SPOT icon
664
Spotify
SPOT
$99.2B
$4.85K ﹤0.01%
10
+2
+25% +$1K
PODD icon
665
Insulet
PODD
$11.3B
$4.83K ﹤0.01%
23
+14
+156% +$3.52K
PENN icon
666
PENN Entertainment
PENN
$2.74B
$4.83K ﹤0.01%
+321
New +$4.46K
ROBO icon
667
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$4.83K ﹤0.01%
71
-141
-67% -$10.4K
DXC icon
668
DXC Technology
DXC
$1.63B
$4.81K ﹤0.01%
+383
New +$5.14K
ONCY
669
Oncolytics Biotech
ONCY
$96.9M
$4.8K ﹤0.01%
5,651
– –
IEZ icon
670
iShares US Oil Equipment & Services ETF
IEZ
$367M
$4.78K ﹤0.01%
165
– –
AA icon
671
Alcoa
AA
$11.7B
$4.78K ﹤0.01%
+72
New +$4.42K
LYFT icon
672
Lyft
LYFT
$5.39B
$4.76K ﹤0.01%
+358
New +$5.54K
UWMC icon
673
UWM Holdings
UWMC
$621M
$4.75K ﹤0.01%
1,312
+816
+165% +$3.75K
HLI icon
674
Houlihan Lokey
HLI
$9.68B
$4.74K ﹤0.01%
+33
New +$5.43K
WH icon
675
Wyndham Hotels & Resorts
WH
$5.46B
$4.71K ﹤0.01%
+58
New +$4.54K
25 26
27
28 29

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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.