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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 20 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 500.0 $17K 0.00% NEW $33.59 +45.8%
382 SHOO MADDEN STEVEN LTD COM Consumer Cyclical 398.0 $17K 0.00% NEW $42.10 +7.6%
383 XPRO EXPRO GROUP HOLDINGS NV COM Energy 1,131.0 $17K 0.00% NEW $14.77 +20.0%
384 NVS NOVARTIS AG SPONSORED ADR Healthcare 105.0 $16K 0.00% NEW $156.72 +2.1%
385 EVEREST GROUP LTD COM 46.0 $16K 0.00% NEW $357.24
386 IYW ISHARES U.S. TECHNOLOGY ETF 65.0 $16K 0.00% NEW $252.54 -2.9%
387 MET METLIFE INC COM Financial Services 194.0 $16K 0.00% NEW $84.61 +13.4%
388 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 311.0 $16K 0.00% NEW $52.65 +20.3%
389 UAL UNITED AIRLS HLDGS INC COM Industrials 119.0 $16K 0.00% NEW $135.99 -15.0%
390 ANGLOGOLD ASHANTI PLC COM SHS 200.0 $16K 0.00% NEW $80.89
391 AXSM AXSOME THERAPEUTICS INC. COM Healthcare 66.0 $16K 0.00% NEW $244.77 -18.0%
392 DFIN DONNELLEY FINL SOLUTIONS INC COM Financial Services 385.0 $16K 0.00% NEW $41.95 +13.2%
393 CDNS CADENCE DESIGN SYSTEM INC COM Technology 43.0 $16K 0.00% NEW $375.33 -12.0%
394 FBK FB FINL CORP COM Financial Services 289.0 $16K 0.00% NEW $55.35 +3.8%
395 SLAB SILICON LABORATORIES INC COM Technology 73.0 $16K 0.00% NEW $218.56 -0.2%
396 VIG VANGUARD DIVIDEND APPRECIATION ETF 67.0 $16K 0.00% NEW $237.46 +2.9%
397 PSX PHILLIPS 66 COM Energy 94.0 $16K 0.00% NEW $169.05 +41.1%
398 SYK STRYKER CORPORATION COM Healthcare 50.0 $16K 0.00% NEW $314.84 +5.0%
399 CWST CASELLA WASTE SYS INC CL A Industrials 162.0 $16K 0.00% NEW $96.97 -3.6%
400 NXT NEXTPOWER INC CLASS A COM Technology 131.0 $16K 0.00% NEW $119.14 -29.1%
Page 20 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%