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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
+12.49%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$69.3M
Cap. Flow
+$9.92M
Cap. Flow %
1.71%
Top 10 Hldgs %
69.73%
Holding
1,227
New
75
Increased
194
Reduced
79
Closed
52

Top Buys

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.58M
2
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.52M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.12M
4
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$1.02M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$704K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$626K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$410K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$409K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$298K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$105K

Sector Composition

Rank Sector Weight
1 Technology 2.47%
2 Industrials 1.1%
3 Consumer Discretionary 0.8%
4 Financials 0.74%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACM icon
776
Aecom
ACM
$8.78B
$3.56K ﹤0.01%
51
– –
UPST icon
777
Upstart Holdings
UPST
$2.82B
$3.54K ﹤0.01%
100
– –
SAM icon
778
Boston Beer
SAM
$1.86B
$3.54K ﹤0.01%
20
– –
LBRT icon
779
Liberty Energy
LBRT
$3.89B
$3.54K ﹤0.01%
135
– –
ATR icon
780
AptarGroup
ATR
$8.46B
$3.51K ﹤0.01%
28
– –
PODD icon
781
Insulet
PODD
$11.4B
$3.5K ﹤0.01%
23
– –
BRKR icon
782
Bruker
BRKR
$8.86B
$3.49K ﹤0.01%
58
– –
VICR icon
783
Vicor
VICR
$10.8B
$3.42K ﹤0.01%
9
-1
-10% -$273
JLL icon
784
Jones Lang LaSalle
JLL
$15.3B
$3.41K ﹤0.01%
11
– –
COLM icon
785
Columbia Sportswear
COLM
$3.25B
$3.4K ﹤0.01%
55
– –
ORI icon
786
Old Republic International
ORI
$10.3B
$3.4K ﹤0.01%
83
– –
DXC icon
787
DXC Technology
DXC
$1.53B
$3.39K ﹤0.01%
383
– –
FOXA icon
788
Fox Class A
FOXA
$24.2B
$3.39K ﹤0.01%
65
– –
ALV icon
789
Autoliv
ALV
$9B
$3.37K ﹤0.01%
29
– –
FBRT
790
Franklin BSP Realty Trust
FBRT
$628M
$3.33K ﹤0.01%
409
– –
W icon
791
Wayfair
W
$11.8B
$3.33K ﹤0.01%
36
– –
MSI icon
792
Motorola Solutions
MSI
$68.6B
$3.32K ﹤0.01%
8
+1
+14% +$419
CARG icon
793
CarGurus
CARG
$3.16B
$3.27K ﹤0.01%
96
– –
ADT icon
794
ADT
ADT
$5.13B
$3.26K ﹤0.01%
501
– –
ITW icon
795
Illinois Tool Works
ITW
$79.4B
$3.25K ﹤0.01%
12
– –
TYL icon
796
Tyler Technologies
TYL
$13.1B
$3.22K ﹤0.01%
11
– –
AZO icon
797
AutoZone
AZO
$49.7B
$3.2K ﹤0.01%
1
– –
IOSP icon
798
Innospec
IOSP
$2.08B
$3.17K ﹤0.01%
39
– –
EQH icon
799
Equitable Holdings
EQH
$13.4B
$3.16K ﹤0.01%
72
– –
KRMN
800
Karman Holdings
KRMN
$6.12B
$3.15K ﹤0.01%
63
– –
30 31
32
33 34

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Cedar Mountain Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cedar Mountain Advisors held 1,227 positions worth $581M, up 14% from $511M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cedar Mountain Advisors's Q2 2026 filing shows 75 new, 194 increased, 79 reduced and 52 closed positions. Its largest new stake was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M. The largest sale was Microsoft, an estimated $626K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.4% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q2 2026 buy was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Total International Stock ETF in Q2 2026, an estimated $1.58M increase.
  • Cedar Mountain Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $626K.
  • Cedar Mountain Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $101K.
  • Cedar Mountain Advisors's ten largest holdings make up 70% of its $581M portfolio in Q2 2026.
  • Cedar Mountain Advisors opened 75 new positions and closed 52 in Q2 2026.
  • Cedar Mountain Advisors's portfolio value rose 14% quarter-over-quarter to $581M.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.