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
+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
ECL icon
876
Ecolab
ECL
$76.8B
$1.67K ﹤0.01%
6
-9
-60% -$2.37K
CFFN icon
877
Capitol Federal Financial
CFFN
$1.07B
$1.62K ﹤0.01%
190
– –
UAA icon
878
Under Armour
UAA
$3.17B
$1.6K ﹤0.01%
250
-15
-6% -$89
NX icon
879
Quanex
NX
$835M
$1.58K ﹤0.01%
85
– –
ZTS icon
880
Zoetis
ZTS
$32.1B
$1.58K ﹤0.01%
22
– –
KOP icon
881
Koppers
KOP
$945M
$1.57K ﹤0.01%
35
– –
LEG icon
882
Leggett & Platt
LEG
$1.51B
$1.57K ﹤0.01%
134
-35
-21% -$369
DDOG icon
883
Datadog
DDOG
$92.1B
$1.56K ﹤0.01%
6
– –
FIGR
884
Figure Technology Solutions
FIGR
$6.41B
$1.54K ﹤0.01%
50
– –
VSAT icon
885
Viasat
VSAT
$9.76B
$1.53K ﹤0.01%
17
– –
SMR icon
886
NuScale Power
SMR
$2.67B
$1.5K ﹤0.01%
150
– –
BILS icon
887
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$1.49K ﹤0.01%
15
– –
SITM icon
888
SiTime
SITM
$16.6B
$1.49K ﹤0.01%
2
-2
-50% -$1.26K
Z icon
889
Zillow
Z
$7.76B
$1.48K ﹤0.01%
47
– –
CLS icon
890
Celestica
CLS
$34.6B
$1.46K ﹤0.01%
4
-2
-33% -$751
UEC icon
891
Uranium Energy
UEC
$4.59B
$1.44K ﹤0.01%
135
– –
KMX icon
892
CarMax
KMX
$8.14B
$1.43K ﹤0.01%
27
– –
ARM icon
893
Arm
ARM
$285B
$1.42K ﹤0.01%
+4
New +$1.06K
XNCR icon
894
Xencor
XNCR
$1.3B
$1.42K ﹤0.01%
88
– –
DOCN icon
895
DigitalOcean
DOCN
$12.4B
$1.41K ﹤0.01%
9
-1
-10% -$135
CRGY icon
896
Crescent Energy
CRGY
$3.55B
$1.4K ﹤0.01%
143
– –
HSY icon
897
Hershey
HSY
$34.8B
$1.4K ﹤0.01%
8
– –
VSNT
898
Versant Media Group
VSNT
$5.08B
$1.4K ﹤0.01%
39
+10
+34% +$402
ITGR icon
899
Integer Holdings
ITGR
$3.24B
$1.4K ﹤0.01%
15
+10
+200% +$888
LGIH icon
900
LGI Homes
LGIH
$1.36B
$1.4K ﹤0.01%
22
– –
34 35
36
37 38

Similar funds

KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $581M AUM 18.65% 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

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.