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

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
TMP icon
1126
Tompkins Financial
TMP
$1.35B
$189 ﹤0.01%
2
– –
JOE icon
1127
St. Joe Company
JOE
$3.48B
$188 ﹤0.01%
3
– –
PZZA icon
1128
Papa John's
PZZA
$1.08B
$184 ﹤0.01%
+5
New +$173
TNDM icon
1129
Tandem Diabetes Care
TNDM
$1.17B
$181 ﹤0.01%
12
– –
VCEL icon
1130
Vericel Corp
VCEL
$2.38B
$178 ﹤0.01%
4
-4
-50% -$144
CLSK icon
1131
CleanSpark
CLSK
$3.34B
$175 ﹤0.01%
12
+11
+1,100% +$155
STRZ
1132
Starz Entertainment Corp
STRZ
$449M
$173 ﹤0.01%
6
– –
GLIBK
1133
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$876M
$172 ﹤0.01%
8
– –
SAH icon
1134
Sonic Automotive
SAH
$3.17B
$170 ﹤0.01%
+2
New +$154
AUB icon
1135
Atlantic Union Bankshares
AUB
$6.1B
$169 ﹤0.01%
4
– –
EAT icon
1136
Brinker International
EAT
$8.12B
$168 ﹤0.01%
1
-5
-83% -$739
MSEX icon
1137
Middlesex Water
MSEX
$1.07B
$168 ﹤0.01%
+3
New +$158
KTB icon
1138
Kontoor Brands
KTB
$4.73B
$167 ﹤0.01%
+2
New +$146
SCL icon
1139
Stepan Co
SCL
$1.33B
$167 ﹤0.01%
3
– –
YOU icon
1140
Clear Secure
YOU
$5.65B
$167 ﹤0.01%
3
– –
CPRX icon
1141
Catalyst Pharmaceutical
CPRX
$157 ﹤0.01%
5
– –
OCGN icon
1142
Ocugen
OCGN
$460M
$153 ﹤0.01%
100
– –
BMI icon
1143
Badger Meter
BMI
$4.36B
$148 ﹤0.01%
+1
New +$131
APOG icon
1144
Apogee Enterprises
APOG
$856M
$137 ﹤0.01%
3
– –
AMSF icon
1145
AMERISAFE
AMSF
$634M
$135 ﹤0.01%
+4
New +$127
MATW icon
1146
Matthews International
MATW
$857M
$135 ﹤0.01%
5
– –
QNST icon
1147
QuinStreet
QNST
$964M
$132 ﹤0.01%
+9
New +$113
MTUS icon
1148
Metallus
MTUS
$807M
$131 ﹤0.01%
7
– –
TRUP icon
1149
Trupanion
TRUP
$1.16B
$124 ﹤0.01%
+5
New +$122
CARS icon
1150
Cars.com
CARS
$670M
$120 ﹤0.01%
11
– –
44 45
46
47 48

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.