Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | USAR | USA RARE EARTH INC COM | Basic Materials | 550.0 | $12K | 0.00% | NEW | — | $21.58 | -10.1% |
| 462 | IONQ | IONQ INC COM | Technology | 221.0 | $12K | 0.00% | NEW | — | $53.26 | -21.0% |
| 463 | BDC | BELDEN INC COM | Technology | 98.0 | $12K | 0.00% | NEW | — | $119.91 | -2.5% |
| 464 | AGCO | AGCO CORP COM | Industrials | 98.0 | $12K | 0.00% | NEW | — | $119.70 | -7.3% |
| 465 | EXC | EXELON CORP COM | Utilities | 251.0 | $12K | 0.00% | NEW | — | $46.66 | -5.0% |
| 466 | CAKE | CHEESECAKE FACTORY INC COM | Consumer Cyclical | 145.0 | $12K | 0.00% | NEW | — | $79.54 | +42.7% |
| 467 | MIR | MIRION TECHNOLOGIES INC COM CL A | Industrials | 641.0 | $11K | 0.00% | NEW | — | $17.93 | -18.0% |
| 468 | H | HYATT HOTELS CORP COM CL A | Consumer Cyclical | 59.0 | $11K | 0.00% | NEW | — | $193.85 | -8.7% |
| 469 | — | CORPAY INC COM SHS | — | 34.0 | $11K | 0.00% | NEW | — | $333.26 | — |
| 470 | ELAN | ELANCO ANIMAL HEALTH INC COM | Healthcare | 460.0 | $11K | 0.00% | NEW | — | $24.61 | +1.9% |
| 471 | GL | GLOBE LIFE INC COM | Financial Services | 63.0 | $11K | 0.00% | NEW | — | $178.68 | -3.6% |
| 472 | FFIN | FIRST FINL BANKSHARES INC COM | Financial Services | 323.0 | $11K | 0.00% | NEW | — | $34.60 | -2.6% |
| 473 | HOG | HARLEY DAVIDSON INC COM | Consumer Cyclical | 456.0 | $11K | 0.00% | NEW | — | $24.46 | +12.4% |
| 474 | BBIO | BRIDGEBIO PHARMA INC COM | Healthcare | 149.0 | $11K | 0.00% | NEW | — | $74.48 | +7.9% |
| 475 | ETN | EATON CORP PLC SHS | Industrials | 26.0 | $11K | 0.00% | NEW | — | $426.12 | -4.0% |
| 476 | TOL | TOLL BROTHERS INC COM | Consumer Cyclical | 67.0 | $11K | 0.00% | NEW | — | $164.75 | -8.4% |
| 477 | DTM | DT MIDSTREAM INC COMMON STOCK | Energy | 75.0 | $11K | 0.00% | NEW | — | $146.75 | -13.6% |
| 478 | — | CARNIVAL CORP LTD COMMON SHARES | — | 385.0 | $11K | 0.00% | NEW | — | $28.57 | — |
| 479 | INCY | INCYTE CORP COM | Healthcare | 97.0 | $11K | 0.00% | NEW | — | $113.36 | +14.4% |
| 480 | HE | HAWAIIAN ELEC INDS INC MTN BE COM | Utilities | 792.0 | $11K | 0.00% | NEW | — | $13.53 | -16.0% |
① 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%