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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

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

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

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
GKOS icon
901
Glaukos
GKOS
$9.21B
$1.4K ﹤0.01%
10
– –
CORT icon
902
Corcept Therapeutics
CORT
$9.72B
$1.39K ﹤0.01%
+16
New +$966
ORLY icon
903
O'Reilly Automotive
ORLY
$71.3B
$1.38K ﹤0.01%
15
– –
AAP icon
904
Advance Auto Parts
AAP
$3.21B
$1.37K ﹤0.01%
22
– –
MCO icon
905
Moody's
MCO
$89.2B
$1.36K ﹤0.01%
3
– –
ENB icon
906
Enbridge
ENB
$124B
$1.35K ﹤0.01%
25
– –
CUBI icon
907
Customers Bancorp
CUBI
$2.65B
$1.34K ﹤0.01%
17
– –
WSC icon
908
WillScot Mobile Mini Holdings
WSC
$4.93B
$1.33K ﹤0.01%
46
– –
AVB icon
909
AvalonBay Communities
AVB
$27.4B
$1.32K ﹤0.01%
7
– –
CTS icon
910
CTS Corp
CTS
$1.7B
$1.3K ﹤0.01%
20
– –
CMS icon
911
CMS Energy
CMS
$22.8B
$1.3K ﹤0.01%
17
– –
OGN icon
912
Organon & Co
OGN
$3.55B
$1.3K ﹤0.01%
96
– –
ESI icon
913
Element Solutions
ESI
$9.11B
$1.29K ﹤0.01%
27
– –
ETSY icon
914
Etsy
ETSY
$7.98B
$1.28K ﹤0.01%
+17
New +$1.1K
RCL icon
915
Royal Caribbean
RCL
$77B
$1.27K ﹤0.01%
4
– –
P
916
Everpure Inc
P
$23.1B
$1.26K ﹤0.01%
16
– –
XPEL icon
917
XPEL
XPEL
$1.19B
$1.24K ﹤0.01%
25
– –
LUMN icon
918
Lumen
LUMN
$6.47B
$1.24K ﹤0.01%
161
– –
CRI icon
919
Carter's
CRI
$1.4B
$1.24K ﹤0.01%
30
– –
RHI icon
920
Robert Half
RHI
$4.28B
$1.23K ﹤0.01%
40
+33
+471% +$924
NOK icon
921
Nokia
NOK
$56.5B
$1.22K ﹤0.01%
92
– –
LZB icon
922
La-Z-Boy
LZB
$1.6B
$1.2K ﹤0.01%
30
+4
+15% +$145
SFL icon
923
SFL Corp
SFL
$1.48B
$1.2K ﹤0.01%
118
+2
+2% +$23
UPBD icon
924
Upbound Group
UPBD
$1.29B
$1.19K ﹤0.01%
56
– –
DXPE icon
925
DXP Enterprises
DXPE
$2.6B
$1.18K ﹤0.01%
7
– –
35 36
37
38 39

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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.