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Cedar Mountain Advisors Portfolio holdings
AUM
$590M
Turnover
11.07%
1-Year Est. Return
11.27%
This Fund
S&P 500
This Quarter Est. Return
-0.6%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
10 Year Est. Return
–
AUM
$590M
AUM Growth
+$9.21M
(+1.6%)
Cap. Flow
+$14.2M
Cap. Flow % of AUM
Cap. Flow %
2.42%
Top 10 Holdings %
Top 10 Hldgs %
66.15%
Holding
1,238
New
63
Increased
136
Reduced
129
Closed
74
Avg Time Held
1.8
years
Top 10 Avg Time Held
5.6
years
Top 20 Avg Time Held
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.29M |
| 2 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$5.16M |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$2.78M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$2.76M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.62M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$5.45M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.85M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$1.91M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.67M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.29% |
| 2 | Technology | 2.6% |
| 3 | Industrials | 1.06% |
| 4 | Financials | 0.68% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1076
LegalZoom.com
LZ
$798M
| $331 | ﹤0.01% |
59
-60
| -50% | -$392 |
2026 Q1
2 quarters
|
|
1077
Dorian LPG
LPG
$2.04B
| $330 | ﹤0.01% |
6
| – | – |
2025 Q4
3 quarters
|
|
1078
Progyny
PGNY
$2.69B
| $327 | ﹤0.01% |
13
| – | – |
2026 Q2
1 quarter
|
|
1079
Intapp
INTA
$3.56B
| $326 | ﹤0.01% |
9
| – | – |
2025 Q3
4 quarters
|
|
1080
Alkermes
ALKS
$8.05B
| $324 | ﹤0.01% |
8
| – | – |
2026 Q2
1 quarter
|
|
1081
Quaker Houghton
KWR
$2.68B
| $316 | ﹤0.01% |
2
| – | – |
2025 Q4
3 quarters
|
|
1082
Sunrun
RUN
$2.2B
| $311 | ﹤0.01% |
40
+24
| +150% | +$237 |
2025 Q3
4 quarters
|
|
1083
Perdoceo Education
PRDO
$1.79B
| $309 | ﹤0.01% |
+10
| New | +$327 |
2026 Q3
0 quarters
|
|
1084
Plug Power
PLUG
$1.9B
| $303 | ﹤0.01% |
156
| – | – |
2021 Q1
22 quarters
|
|
1085
DoubleVerify
DV
$2.12B
| $297 | ﹤0.01% |
22
| – | – |
2026 Q1
2 quarters
|
|
1086
UFP Technologies
UFPT
$2.43B
| $297 | ﹤0.01% |
1
| – | – |
2026 Q1
2 quarters
|
|
1087
Pathward Financial
CASH
$1.56B
| $285 | ﹤0.01% |
4
| – | – |
2025 Q4
3 quarters
|
|
1088
Outfront Media
OUT
$5.93B
| $278 | ﹤0.01% |
10
| – | – |
2026 Q1
2 quarters
|
|
1089
DELISTED
BioLife Solutions
BLFS
| $272 | ﹤0.01% |
7
| – | – |
2026 Q1
2 quarters
|
|
1090
PennyMac Mortgage Investment
PMT
$650M
| $268 | ﹤0.01% |
+34
| New | +$322 |
2026 Q3
0 quarters
|
|
1091
Enphase Energy
ENPH
$3.74B
| $264 | ﹤0.01% |
8
-10
| -56% | -$385 |
2025 Q4
3 quarters
|
|
1092
Sally Beauty Holdings
SBH
$1.8B
| $263 | ﹤0.01% |
+16
| New | +$253 |
2026 Q3
0 quarters
|
|
1093
DuPont de Nemours
DD
$20.6B
| $261 | ﹤0.01% |
2
| – | – |
2026 Q1
2 quarters
|
|
1094
Core Natural Resources Inc
CNR
$4.07B
| $258 | ﹤0.01% |
3
-5
| -63% | -$450 |
2025 Q3
4 quarters
|
|
1095
PDF Solutions
PDFS
$1.77B
| $255 | ﹤0.01% |
5
| – | – |
2025 Q4
3 quarters
|
|
1096
Progress Software
PRGS
$1.81B
| $240 | ﹤0.01% |
+6
| New | +$248 |
2026 Q3
0 quarters
|
|
1097
Tanger
SKT
$4.57B
| $240 | ﹤0.01% |
7
| – | – |
2026 Q1
2 quarters
|
|
1098
MasterBrand
MBC
$1.35B
| $238 | ﹤0.01% |
+34
| New | +$286 |
2026 Q3
0 quarters
|
|
1099
Everforth Inc
EFOR
$1.48B
| $230 | ﹤0.01% |
+7
| New | +$195 |
2026 Q3
0 quarters
|
|
1100
Alignment Healthcare
ALHC
$1.61B
| $220 | ﹤0.01% |
+27
| New | +$403 |
2026 Q3
0 quarters
|
|
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SP
Cedar Mountain Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Cedar Mountain Advisors held 1,238 positions worth $590M, up 1.6% from $581M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Cedar Mountain Advisors's Q3 2026 filing shows 63 new, 136 increased, 129 reduced and 74 closed positions. Its largest new stake was Lifestance Health: 87,717 shares worth $1.06M. The largest sale was iShares Russell 1000 Value ETF, an estimated $5.45M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.
- Cedar Mountain Advisors's largest Q3 2026 buy was Lifestance Health: 87,717 shares worth $1.06M.
- Cedar Mountain Advisors added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $5.29M increase.
- Cedar Mountain Advisors's biggest Q3 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $5.45M.
- Cedar Mountain Advisors fully exited Vanguard Tax-Exempt Bond Index Fund in Q3 2026, selling an estimated $785K.
- Cedar Mountain Advisors's ten largest holdings make up 66% of its $590M portfolio in Q3 2026.
- Cedar Mountain Advisors opened 63 new positions and closed 74 in Q3 2026.
- Cedar Mountain Advisors's portfolio value rose 1.6% quarter-over-quarter to $590M.
Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.