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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
FSS icon
1076
Federal Signal
FSS
$7.11B
$385 ﹤0.01%
3
– –
GDYN icon
1077
Grid Dynamics Holdings
GDYN
$484M
$381 ﹤0.01%
67
– –
TFX icon
1078
Teleflex
TFX
$5.96B
$380 ﹤0.01%
3
– –
PGNY icon
1079
Progyny
PGNY
$2.5B
$375 ﹤0.01%
+13
New +$290
BOX icon
1080
Box
BOX
$4.22B
$372 ﹤0.01%
14
– –
LTH icon
1081
Life Time Group Holdings
LTH
$9.38B
$368 ﹤0.01%
+9
New +$286
FCF icon
1082
First Commonwealth Financial
FCF
$2.15B
$366 ﹤0.01%
18
– –
CNMD icon
1083
CONMED
CNMD
$1.3B
$360 ﹤0.01%
11
– –
PCRX icon
1084
Pacira BioSciences
PCRX
$1.01B
$355 ﹤0.01%
14
– –
PDFS icon
1085
PDF Solutions
PDFS
$2.14B
$354 ﹤0.01%
5
– –
CASH icon
1086
Pathward Financial
CASH
$1.89B
$348 ﹤0.01%
4
-7
-64% -$606
SEZL
1087
Sezzle
SEZL
$5.87B
$343 ﹤0.01%
+2
New +$211
SPSC icon
1088
SPS Commerce
SPSC
$2.41B
$343 ﹤0.01%
6
+4
+200% +$221
DEI icon
1089
Douglas Emmett
DEI
$2.1B
$342 ﹤0.01%
+29
New +$326
WT icon
1090
WisdomTree
WT
$3.07B
$339 ﹤0.01%
20
– –
ADMA icon
1091
ADMA Biologics
ADMA
$2.02B
$335 ﹤0.01%
+40
New +$365
AMR icon
1092
Alpha Metallurgical Resources
AMR
$1.83B
$330 ﹤0.01%
2
– –
SNAP icon
1093
Snap
SNAP
$7.62B
$329 ﹤0.01%
74
– –
WKC icon
1094
World Kinect Corp
WKC
$1.87B
$329 ﹤0.01%
10
+4
+67% +$111
OUT icon
1095
Outfront Media
OUT
$5.85B
$328 ﹤0.01%
10
– –
PRLB icon
1096
Protolabs
PRLB
$1.85B
$326 ﹤0.01%
4
– –
KWR icon
1097
Quaker Houghton
KWR
$2.62B
$318 ﹤0.01%
2
– –
STEL
1098
DELISTED
Stellar Bancorp
STEL
$315 ﹤0.01%
8
– –
MAN icon
1099
ManpowerGroup
MAN
$2.43B
$304 ﹤0.01%
9
– –
HOV icon
1100
Hovnanian Enterprises
HOV
$772M
$285 ﹤0.01%
+2
New +$229
42 43
44
45 46

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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.