We are live on ! Find out more
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
PRLB icon
676
Protolabs
PRLB
$1.83B
$202 ﹤0.01%
4
– –
CRSR icon
677
Corsair Gaming
CRSR
$1.01B
$196 ﹤0.01%
33
-39
-54% -$271
DOCN icon
678
DigitalOcean
DOCN
$13.9B
$192 ﹤0.01%
+4
New +$176
WABC icon
679
Westamerica Bancorp
WABC
$1.41B
$191 ﹤0.01%
+4
New +$192
SEZL
680
Sezzle
SEZL
$5.78B
$190 ﹤0.01%
+3
New +$204
GO icon
681
Grocery Outlet
GO
$918M
$182 ﹤0.01%
+18
New +$227
HLX icon
682
Helix Energy Solutions
HLX
$1.39B
$176 ﹤0.01%
28
– –
BMI icon
683
Badger Meter
BMI
$4.33B
$174 ﹤0.01%
+1
New +$180
IART icon
684
Integra LifeSciences
IART
$1.47B
$161 ﹤0.01%
+13
New +$173
PTCT icon
685
PTC Therapeutics
PTCT
$6.47B
$152 ﹤0.01%
+2
New +$145
APOG icon
686
Apogee Enterprises
APOG
$823M
$146 ﹤0.01%
4
-7
-64% -$265
LPG icon
687
Dorian LPG
LPG
$1.84B
$146 ﹤0.01%
+6
New +$157
TMP icon
688
Tompkins Financial
TMP
$1.34B
$145 ﹤0.01%
+2
New +$137
EAT icon
689
Brinker International
EAT
$8.36B
$144 ﹤0.01%
+1
New +$131
PDFS icon
690
PDF Solutions
PDFS
$2.05B
$143 ﹤0.01%
+5
New +$138
SCL icon
691
Stepan Co
SCL
$1.31B
$142 ﹤0.01%
+3
New +$137
AUB icon
692
Atlantic Union Bankshares
AUB
$6.02B
$141 ﹤0.01%
4
– –
CORT icon
693
Corcept Therapeutics
CORT
$9.83B
$139 ﹤0.01%
+4
New +$314
OCGN icon
694
Ocugen
OCGN
$450M
$135 ﹤0.01%
100
– –
CAI
695
Caris Life Sciences
CAI
$4.4B
$135 ﹤0.01%
5
– –
CARS icon
696
Cars.com
CARS
$669M
$134 ﹤0.01%
+11
New +$128
EMBC icon
697
Embecta
EMBC
$204M
$131 ﹤0.01%
+11
New +$145
LCID icon
698
Lucid Motors
LCID
$2.77B
$127 ﹤0.01%
12
– –
VCYT icon
699
Veracyte
VCYT
$4.57B
$126 ﹤0.01%
+3
New +$121
FRPT icon
700
Freshpet
FRPT
$2.8B
$122 ﹤0.01%
+2
New +$113
26 27
28
29 30

Similar funds

KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $582M AUM 17.87% 1-Year Est. Return
DLCIG
D.L. Carlson Investment Group Concord, New Hampshire $582M AUM 29.47% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return

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.