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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
GEHC icon
751
GE HealthCare
GEHC
$27.6B
$3.42K ﹤0.01%
48
– –
SLGN icon
752
Silgan Holdings
SLGN
$4.91B
$3.41K ﹤0.01%
+88
New +$3.86K
DJT icon
753
Trump Media & Technology Group
DJT
$2.37B
$3.41K ﹤0.01%
+367
New +$4.21K
PDP icon
754
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$3.4K ﹤0.01%
28
– –
AZO icon
755
AutoZone
AZO
$48.3B
$3.38K ﹤0.01%
+1
New +$3.59K
SJM icon
756
J.M. Smucker
SJM
$12.6B
$3.38K ﹤0.01%
+35
New +$3.67K
JLL icon
757
Jones Lang LaSalle
JLL
$15.1B
$3.35K ﹤0.01%
+11
New +$3.55K
ZBRA icon
758
Zebra Technologies
ZBRA
$12.4B
$3.35K ﹤0.01%
+16
New +$3.76K
NCNO icon
759
nCino
NCNO
$1.81B
$3.34K ﹤0.01%
+223
New +$4.19K
JKHY icon
760
Jack Henry & Associates
JKHY
$10.7B
$3.32K ﹤0.01%
+21
New +$3.6K
ORI icon
761
Old Republic International
ORI
$10.3B
$3.31K ﹤0.01%
+83
New +$3.41K
ADT icon
762
ADT
ADT
$5.16B
$3.29K ﹤0.01%
+501
New +$3.76K
DEO icon
763
Diageo
DEO
$46.2B
$3.28K ﹤0.01%
44
– –
CARG icon
764
CarGurus
CARG
$3.01B
$3.27K ﹤0.01%
+96
New +$3.14K
GTLB icon
765
GitLab
GTLB
$5.28B
$3.25K ﹤0.01%
150
– –
WRBY icon
766
Warby Parker
WRBY
$3.01B
$3.25K ﹤0.01%
+154
New +$3.82K
DG icon
767
Dollar General
DG
$25.9B
$3.21K ﹤0.01%
+27
New +$3.85K
SOLS
768
Solstice Advanced Materials
SOLS
$9.62B
$3.2K ﹤0.01%
42
+8
+24% +$548
ITW icon
769
Illinois Tool Works
ITW
$81.4B
$3.12K ﹤0.01%
12
– –
SWKS icon
770
Skyworks Solutions
SWKS
$9.06B
$3.11K ﹤0.01%
+58
New +$3.38K
OLN icon
771
Olin
OLN
$2.64B
$3.09K ﹤0.01%
+104
New +$2.54K
AFRM icon
772
Affirm
AFRM
$23.5B
$3.07K ﹤0.01%
+67
New +$3.87K
ALV icon
773
Autoliv
ALV
$8.6B
$3.05K ﹤0.01%
+29
New +$3.42K
AEM icon
774
Agnico Eagle Mines
AEM
$72.6B
$3.04K ﹤0.01%
15
– –
MSI icon
775
Motorola Solutions
MSI
$69.4B
$3.04K ﹤0.01%
+7
New +$3.03K
29 30
31
32 33

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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.