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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 | |
|---|---|---|---|---|---|---|---|
176
Caterpillar
CAT
$256B
| $43.5K | 0.01% |
54
| – | – |
2019 Q4
27 quarters
|
|
177
American Electric Power
AEP
$68.9B
| $42.8K | 0.01% |
360
+2
| +0.6% | +$253 |
2024 Q4
7 quarters
|
|
178
Aramark
ARMK
$13.9B
| $42.6K | 0.01% |
796
| – | – |
2026 Q1
2 quarters
|
|
179
Evercore
EVR
$10.8B
| $42.5K | 0.01% |
165
| – | – |
2026 Q1
2 quarters
|
|
180
FirstEnergy
FE
$26.9B
| $42.1K | 0.01% |
972
+9
| +0.9% | +$423 |
2024 Q4
7 quarters
|
|
181
Teledyne Technologies
TDY
$28.7B
| $41.3K | 0.01% |
68
| – | – |
2019 Q4
27 quarters
|
|
182
Labcorp
LH
$29.8B
| $41K | 0.01% |
133
| – | – |
2025 Q3
4 quarters
|
|
183
Host Hotels & Resorts
HST
$16.9B
| $41K | 0.01% |
1,830
| – | – |
2026 Q1
2 quarters
|
|
184
Agilent Technologies
A
$49.3B
| $40.7K | 0.01% |
236
| – | – |
2026 Q1
2 quarters
|
|
185
Agree Realty
ADC
$9.09B
| $40.5K | 0.01% |
606
| – | – |
2026 Q1
2 quarters
|
|
186
Gilead Sciences
GILD
$207B
| $40.4K | 0.01% |
271
| – | – |
2025 Q3
4 quarters
|
|
187
Philip Morris
PM
$308B
| $40.1K | 0.01% |
210
| – | – |
2024 Q4
7 quarters
|
|
188
Amphenol
APH
$184B
| $39.9K | 0.01% |
473
+25
| +6% | +$2.01K |
2025 Q1
6 quarters
|
|
189
Sterling Infrastructure
STRL
$7.71B
| $39.8K | 0.01% |
81
| – | – |
2025 Q3
4 quarters
|
|
190
UnitedHealth
UNH
$353B
| $39.7K | 0.01% |
108
+2
| +2% | +$805 |
2019 Q4
27 quarters
|
|
191
Lam Research
LRCX
$251B
| $39.4K | 0.01% |
120
-8
| -6% | -$2.5K |
2025 Q3
4 quarters
|
|
192
Citigroup
C
$197B
| $39.1K | 0.01% |
302
-396
| -57% | -$53.3K |
2019 Q4
27 quarters
|
|
193
iShares MSCI EAFE Growth ETF
EFG
$4.89B
| $38.9K | 0.01% |
972
| – | – |
2024 Q4
7 quarters
|
|
194
Hexcel
HXL
$6.09B
| $38.9K | 0.01% |
463
| – | – |
2026 Q1
2 quarters
|
|
195
CVS Health
CVS
$107B
| $38.8K | 0.01% |
453
+17
| +4% | +$1.66K |
2024 Q4
7 quarters
|
|
196
Evergy
EVRG
$20.5B
| $38.7K | 0.01% |
493
| – | – |
2026 Q1
2 quarters
|
|
197
PepsiCo
PEP
$193B
| $38.5K | 0.01% |
304
| – | – |
2019 Q4
27 quarters
|
|
198
Steel Dynamics
STLD
$31.7B
| $38.3K | 0.01% |
173
| – | – |
2026 Q1
2 quarters
|
|
199
iShares Russell 1000 ETF
IWB
$46.8B
| $38.3K | 0.01% |
92
-276
| -75% | -$115K |
2019 Q4
27 quarters
|
|
200
Valvoline
VVV
$4.44B
| $37.9K | 0.01% |
1,259
| – | – |
2026 Q1
2 quarters
|
|
Similar funds
SP
FFA
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.