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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
FOXA icon
726
Fox Class A
FOXA
$23.2B
$3.8K ﹤0.01%
+65
New +$4.15K
NBTB icon
727
NBT Bancorp
NBTB
$2.72B
$3.79K ﹤0.01%
+89
New +$3.86K
MRP
728
Millrose Properties Inc
MRP
$4.74B
$3.78K ﹤0.01%
+135
New +$4.07K
SSD icon
729
Simpson Manufacturing
SSD
$7.98B
$3.78K ﹤0.01%
+22
New +$4.06K
TYL icon
730
Tyler Technologies
TYL
$12.2B
$3.77K ﹤0.01%
+11
New +$4.09K
KNSL icon
731
Kinsale Capital Group
KNSL
$7.95B
$3.76K ﹤0.01%
+11
New +$4.17K
TT icon
732
Trane Technologies
TT
$106B
$3.75K ﹤0.01%
9
– –
ADUS icon
733
Addus HomeCare
ADUS
$2.14B
$3.75K ﹤0.01%
+40
New +$4.24K
RDNT icon
734
RadNet
RDNT
$4.84B
$3.75K ﹤0.01%
+67
New +$4.58K
REYN icon
735
Reynolds Consumer Products
REYN
$5.4B
$3.71K ﹤0.01%
+175
New +$4.01K
PK icon
736
Park Hotels & Resorts
PK
$2.97B
$3.7K ﹤0.01%
+351
New +$3.88K
TXNM
737
TXNM Energy Inc
TXNM
$6.47B
$3.68K ﹤0.01%
+63
New +$3.71K
OSK icon
738
Oshkosh
OSK
$9.67B
$3.68K ﹤0.01%
+25
New +$3.9K
CXT icon
739
Crane NXT
CXT
$3.04B
$3.61K ﹤0.01%
+89
New +$4.32K
MIDD icon
740
Middleby
MIDD
$6.05B
$3.58K ﹤0.01%
+27
New +$4.09K
BLMN icon
741
Bloomin' Brands
BLMN
$680M
$3.56K ﹤0.01%
659
+583
+767% +$3.73K
TEL icon
742
TE Connectivity
TEL
$58.8B
$3.55K ﹤0.01%
17
– –
ATR icon
743
AptarGroup
ATR
$8.45B
$3.53K ﹤0.01%
+28
New +$3.65K
CLOV icon
744
Clover Health Investments
CLOV
$2.28B
$3.52K ﹤0.01%
2,000
– –
PAAS icon
745
Pan American Silver
PAAS
$18.6B
$3.5K ﹤0.01%
64
– –
FBRT
746
Franklin BSP Realty Trust
FBRT
$601M
$3.47K ﹤0.01%
+409
New +$3.89K
EXPE icon
747
Expedia Group
EXPE
$31.2B
$3.46K ﹤0.01%
+15
New +$3.68K
HIW icon
748
Highwoods Properties
HIW
$3.71B
$3.45K ﹤0.01%
+161
New +$3.87K
KRC icon
749
Kilroy Realty
KRC
$4.58B
$3.44K ﹤0.01%
+122
New +$4.01K
QUBT icon
750
Quantum Computing Inc
QUBT
$1.68B
$3.42K ﹤0.01%
500
– –
28 29
30
31 32

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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.