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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 Miscellaneous 93.24%
2 Technology 2.42%
3 Industrials 1.05%
4 Consumer Discretionary 0.87%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROK icon
1051
Rockwell Automation
ROK
$48.2B
$369 ﹤0.01%
1
– –
TFX icon
1052
Teleflex
TFX
$5.86B
$359 ﹤0.01%
+3
New +$331
PLUG icon
1053
Plug Power
PLUG
$3.03B
$353 ﹤0.01%
156
– –
Q
1054
Qnity Electronics Inc
Q
$25.2B
$346 ﹤0.01%
+3
New +$318
PRG icon
1055
PROG Holdings
PRG
$1.56B
$344 ﹤0.01%
12
+5
+71% +$161
LZ icon
1056
LegalZoom.com
LZ
$1.05B
$340 ﹤0.01%
+60
New +$455
SNAP icon
1057
Snap
SNAP
$9.25B
$340 ﹤0.01%
74
– –
RBLX icon
1058
Roblox
RBLX
$30.9B
$339 ﹤0.01%
6
– –
SIG icon
1059
Signet Jewelers
SIG
$3.31B
$339 ﹤0.01%
4
-2
-33% -$182
IIIN icon
1060
Insteel Industries
IIIN
$605M
$336 ﹤0.01%
+10
New +$343
PLAY icon
1061
Dave & Buster's
PLAY
$303M
$336 ﹤0.01%
31
– –
NSIT icon
1062
Insight Enterprises
NSIT
$4.72B
$335 ﹤0.01%
5
-1
-17% -$82
DFH icon
1063
Dream Finders Homes
DFH
$1.25B
$334 ﹤0.01%
24
-78
-76% -$1.39K
SXC icon
1064
SunCoke Energy
SXC
$877M
$332 ﹤0.01%
51
– –
BOX icon
1065
Box
BOX
$4.83B
$331 ﹤0.01%
+14
New +$352
FSS icon
1066
Federal Signal
FSS
$7.28B
$324 ﹤0.01%
+3
New +$339
CZR icon
1067
Caesars Entertainment
CZR
$6.05B
$317 ﹤0.01%
12
– –
FCF icon
1068
First Commonwealth Financial
FCF
$2.16B
$316 ﹤0.01%
+18
New +$317
PCRX icon
1069
Pacira BioSciences
PCRX
$1.05B
$316 ﹤0.01%
+14
New +$311
CNR
1070
Core Natural Resources Inc
CNR
$4.94B
$314 ﹤0.01%
3
-7
-70% -$666
SHO icon
1071
Sunstone Hotel Investors
SHO
$2.06B
$306 ﹤0.01%
+34
New +$312
GLIBK
1072
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.05B
$298 ﹤0.01%
+8
New +$302
MOG.A icon
1073
Moog Inc Class A
MOG.A
$11.8B
$293 ﹤0.01%
+1
New +$306
STEL
1074
DELISTED
Stellar Bancorp
STEL
$293 ﹤0.01%
+8
New +$287
WT icon
1075
WisdomTree
WT
$3.77B
$291 ﹤0.01%
+20
New +$309
41 42
43
44 45

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SC
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GFI
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PM
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CCWM
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MIP
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MFS
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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 Miscellaneous at 93% of assets, down from 95% a quarter earlier, followed by Technology and Industrials.

  • 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.