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CMA

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
+12.49%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
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
Avg Time Held
1.6 years
Top 10 Avg Time Held
5.5 years
Top 20 Avg Time Held
4.5 years

Top Buys

Rank Stock Value
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 icon
JPMorgan Flexible Debt ETF
JFLX
+$1.02M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$704K

Top Sells

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 93.29%
2 Technology 2.47%
3 Industrials 1.1%
4 Consumer Discretionary 0.8%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PWR icon
176
Quanta Services
PWR
$95B
$50.4K 0.01%
70
-2
-3% -$1.37K
2025 Q3
3 quarters
VVV icon
177
Valvoline
VVV
$4.01B
$49.8K 0.01%
1,259
– –
2026 Q1
1 quarter
MO icon
178
Altria Group
MO
$125B
$49.4K 0.01%
687
+16
+2% +$1.12K
2019 Q4
26 quarters
AIG icon
179
American International
AIG
$42.2B
$49K 0.01%
658
– –
2026 Q1
1 quarter
AEP icon
180
American Electric Power
AEP
$69.2B
$49K 0.01%
358
+2
+0.6% +$263
2024 Q4
6 quarters
AKAM icon
181
Akamai
AKAM
$12.6B
$48.3K 0.01%
409
– –
2026 Q1
1 quarter
TXN icon
182
Texas Instruments
TXN
$252B
$47.7K 0.01%
160
-10
-6% -$2.77K
2019 Q4
26 quarters
NSC icon
183
Norfolk Southern
NSC
$73.4B
$47.2K 0.01%
150
– –
2019 Q4
26 quarters
VTRS icon
184
Viatris
VTRS
$21.4B
$46.9K 0.01%
2,954
– –
2020 Q4
22 quarters
AER icon
185
AerCap
AER
$22.9B
$46.8K 0.01%
321
– –
2026 Q1
1 quarter
HXL icon
186
Hexcel
HXL
$6.82B
$46.3K 0.01%
463
– –
2026 Q1
1 quarter
COHR icon
187
Coherent
COHR
$45.9B
$46.2K 0.01%
117
– –
2025 Q4
2 quarters
ADC icon
188
Agree Realty
ADC
$8.34B
$45.9K 0.01%
606
– –
2026 Q1
1 quarter
FE icon
189
FirstEnergy
FE
$26.7B
$45.8K 0.01%
963
+9
+0.9% +$427
2024 Q4
6 quarters
TDY icon
190
Teledyne Technologies
TDY
$28.7B
$45.3K 0.01%
68
– –
2019 Q4
26 quarters
ARMK icon
191
Aramark
ARMK
$14.6B
$45.3K 0.01%
796
– –
2026 Q1
1 quarter
CVS icon
192
CVS Health
CVS
$118B
$45.1K 0.01%
436
– –
2024 Q4
6 quarters
COP icon
193
ConocoPhillips
COP
$176B
$45.1K 0.01%
434
+13
+3% +$1.54K
2019 Q4
26 quarters
UNH icon
194
UnitedHealth
UNH
$360B
$44.1K 0.01%
106
+4
+4% +$1.48K
2019 Q4
26 quarters
ALK icon
195
Alaska Air
ALK
$3.92B
$43.8K 0.01%
840
+761
+963% +$32.5K
2025 Q3
3 quarters
DTE icon
196
DTE Energy
DTE
$27B
$43.4K 0.01%
285
– –
2025 Q3
3 quarters
HST icon
197
Host Hotels & Resorts
HST
$16.4B
$43.4K 0.01%
1,830
– –
2026 Q1
1 quarter
XLV icon
198
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
$42.8K 0.01%
270
-108
-29% -$16.1K
2019 Q4
26 quarters
PLTR icon
199
Palantir
PLTR
$447B
$42.8K 0.01%
367
– –
2023 Q3
11 quarters
EVRG icon
200
Evergy
EVRG
$19.2B
$42.6K 0.01%
493
– –
2026 Q1
1 quarter
6 7
8
9 10

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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 Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.

  • 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.