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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
-1.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
+$5.64M
Cap. Flow %
1.1%
Top 10 Hldgs %
69.34%
Holding
1,217
New
460
Increased
287
Reduced
92
Closed
65

Top Buys

Rank Stock Value
1
NKE icon
Nike
NKE
+$624K
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$300K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.62M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$633K
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

Rank Sector Weight
1 Miscellaneous 93.24%
2 Technology 2.42%
3 Industrials 1.05%
4 Consumer Discretionary 0.87%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDX icon
201
FedEx
FDX
$76.3B
$33.4K 0.01%
94
+41
+77% +$14.2K
TMO icon
202
Thermo Fisher Scientific
TMO
$227B
$33K 0.01%
67
+19
+40% +$10.3K
TXN icon
203
Texas Instruments
TXN
$236B
$33K 0.01%
170
+33
+24% +$6.68K
C icon
204
Citigroup
C
$231B
$33K 0.01%
291
+169
+139% +$19.2K
STZ icon
205
Constellation Brands
STZ
$21.9B
$33K 0.01%
+220
New +$34K
STRL icon
206
Sterling Infrastructure
STRL
$14.9B
$33K 0.01%
81
+80
+8,000% +$31.3K
KR icon
207
Kroger
KR
$35.9B
$32.9K 0.01%
+455
New +$30.8K
VNQ icon
208
Vanguard Real Estate ETF
VNQ
$38.1B
$32.8K 0.01%
370
+4
+1% +$367
HCA icon
209
HCA Healthcare
HCA
$87.7B
$32.7K 0.01%
+69
New +$34.7K
ARMK icon
210
Aramark
ARMK
$15B
$32.3K 0.01%
+796
New +$31.6K
ENSG icon
211
The Ensign Group
ENSG
$9.95B
$32.2K 0.01%
+160
New +$31.3K
DHR icon
212
Danaher
DHR
$146B
$31.9K 0.01%
168
+42
+33% +$8.94K
CVS icon
213
CVS Health
CVS
$124B
$31.3K 0.01%
436
+65
+18% +$5.01K
TSN icon
214
Tyson Foods
TSN
$18.1B
$31.3K 0.01%
488
+364
+294% +$22.6K
PM icon
215
Philip Morris
PM
$284B
$31.2K 0.01%
189
+71
+60% +$12.3K
PAYX icon
216
Paychex
PAYX
$43.3B
$31.2K 0.01%
338
+4
+1% +$396
STLD icon
217
Steel Dynamics
STLD
$34.7B
$31.1K 0.01%
+173
New +$31.5K
AVA icon
218
Avista
AVA
$3.14B
$30.9K 0.01%
769
– –
COLB icon
219
Columbia Banking Systems
COLB
$8.71B
$30.6K 0.01%
1,115
+949
+572% +$27.4K
AXTA icon
220
Axalta
AXTA
$7.66B
$30.4K 0.01%
+1,097
New +$34.8K
CB icon
221
Chubb
CB
$132B
$29.7K 0.01%
91
-1
-1% -$321
SILA
222
DELISTED
Sila Realty Trust
SILA
$29.6K 0.01%
1,250
– –
CI icon
223
Cigna
CI
$74.7B
$29.3K 0.01%
110
+68
+162% +$18.8K
COIN icon
224
Coinbase
COIN
$48.7B
$29.2K 0.01%
167
-10
-6% -$1.97K
TXT icon
225
Textron
TXT
$13.6B
$29K 0.01%
+331
New +$30.9K
7 8
9
10 11

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SC
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GFI
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PM
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CCWM
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CA
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MIP
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MFS
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Cedar Mountain Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Cedar Mountain Advisors held 1,217 positions worth $511M, down 1.4% from $518M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Cedar Mountain Advisors's Q1 2026 filing shows 460 new, 287 increased, 92 reduced and 65 closed positions. Its largest new stake was Unitil: 2,688 shares worth $140K. The largest sale was iShares Russell 1000 Value ETF, an estimated $1.62M.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 95% a quarter earlier, followed by Technology and Industrials.

  • Cedar Mountain Advisors's largest Q1 2026 buy was Unitil: 2,688 shares worth $140K.
  • Cedar Mountain Advisors added most to Nike in Q1 2026, an estimated $624K increase.
  • Cedar Mountain Advisors's biggest Q1 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $1.62M.
  • Cedar Mountain Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $40.6K.
  • Cedar Mountain Advisors's ten largest holdings make up 69% of its $511M portfolio in Q1 2026.
  • Cedar Mountain Advisors opened 460 new positions and closed 65 in Q1 2026.
  • Cedar Mountain Advisors's portfolio value fell 1.4% quarter-over-quarter to $511M.

Based on Cedar Mountain Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.