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Portfolio (Quarterly) Guide ↗

Cedar Mountain Advisors, LLC

· CIK 0001798986
13F Portfolio $581M AUM 1,175 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1175 New
Page 10 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AKAM AKAMAI TECHNOLOGIES INC COM Technology 409.0 $48K 0.01% NEW $118.21 -9.6%
182 TXN TEXAS INSTRS INC COM Technology 160.0 $48K 0.01% NEW $298.07 -13.9%
183 NSC NORFOLK SOUTHN CORP COM Industrials 150.0 $47K 0.01% NEW $314.59 +11.7%
184 VTRS VIATRIS INC COM Healthcare 2,954.0 $47K 0.01% NEW $15.88 +2.7%
185 AER AERCAP HOLDINGS NV SHS Industrials 321.0 $47K 0.01% NEW $145.78 +1.2%
186 HXL HEXCEL CORP NEW COM Industrials 463.0 $46K 0.01% NEW $100.06 -7.4%
187 COHR COHERENT CORP COM Technology 117.0 $46K 0.01% NEW $394.47 -32.2%
188 ADC AGREE RLTY CORP COM Real Estate 606.0 $46K 0.01% NEW $75.74 -1.9%
189 FE FIRSTENERGY CORP COM Utilities 963.0 $46K 0.01% NEW $47.55 -3.4%
190 TDY TELEDYNE TECHNOLOGIES INC COM Technology 68.0 $45K 0.01% NEW $666.90 -6.1%
191 ARMK ARAMARK COM Industrials 796.0 $45K 0.01% NEW $56.90 +4.5%
192 CVS CVS HEALTH CORP COM Healthcare 436.0 $45K 0.01% NEW $103.45 -10.1%
193 COP CONOCOPHILLIPS COM Energy 434.0 $45K 0.01% NEW $103.85 +29.8%
194 UNH UNITEDHEALTH GROUP INC COM Healthcare 106.0 $44K 0.01% NEW $416.00 -4.9%
195 ALK ALASKA AIR GROUP INC COM Industrials 840.0 $44K 0.01% NEW $52.20 -20.6%
196 DTE DTE ENERGY CO COM Utilities 285.0 $43K 0.01% NEW $152.37 -11.5%
197 HST HOST HOTELS & RESORTS INC COM Real Estate 1,830.0 $43K 0.01% NEW $23.71 -2.3%
198 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 270.0 $43K 0.01% NEW $158.66 +9.7%
199 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 367.0 $43K 0.01% NEW $116.67 +48.9%
200 EVRG EVERGY INC COM Utilities 493.0 $43K 0.01% NEW $86.43 -6.7%
Page 10 of 59  ·  1,175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.4%
Technology 15.5%
Industrials 15.1%
Consumer Cyclical 6.7%
Consumer Defensive 3.4%
Healthcare 2.6%
Utilities 2.5%
Energy 1.9%
Communication Services 1.6%
Real Estate 0.7%