Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | CHCO | CITY HLDG CO COM | Financial Services | 55.0 | $7K | 0.00% | NEW | — | $132.64 | +8.9% |
| 582 | SXT | SENSIENT TECHNOLOGIES CORP COM | Basic Materials | 59.0 | $7K | 0.00% | NEW | — | $123.29 | +11.0% |
| 583 | TMUS | T-MOBILE US INC COM | Communication Services | 43.0 | $7K | 0.00% | NEW | — | $168.65 | +7.7% |
| 584 | UUUU | ENERGY FUELS INC COM NEW | Energy | 500.0 | $7K | 0.00% | NEW | — | $14.50 | +10.1% |
| 585 | OZK | BANK OZK LITTLE ROCK ARK COM | Financial Services | 139.0 | $7K | 0.00% | NEW | — | $52.09 | -5.6% |
| 586 | ULTA | ULTA BEAUTY INC COM | Consumer Cyclical | 16.0 | $7K | 0.00% | NEW | — | $451.00 | +19.1% |
| 587 | CCI | CROWN CASTLE INC COM | Real Estate | 95.0 | $7K | 0.00% | NEW | — | $75.73 | +0.7% |
| 588 | DLR | DIGITAL RLTY TR INC COM | Real Estate | 40.0 | $7K | 0.00% | NEW | — | $179.57 | +7.1% |
| 589 | VST | VISTRA CORP COM | Utilities | 45.0 | $7K | 0.00% | NEW | — | $158.62 | -12.4% |
| 590 | — | JBT MAREL CORPORATION COM | — | 49.0 | $7K | 0.00% | NEW | — | $145.00 | — |
| 591 | GIS | GENERAL MILLS INC COM | Consumer Defensive | 204.0 | $7K | 0.00% | NEW | — | $34.80 | +14.3% |
| 592 | RGEN | REPLIGEN CORP COM | Healthcare | 52.0 | $7K | 0.00% | NEW | — | $136.44 | +33.2% |
| 593 | — | ANNALY CAPITAL MANAGEMENT INC COM NEW | — | 317.0 | $7K | 0.00% | NEW | — | $22.36 | — |
| 594 | CCK | CROWN HLDGS INC COM | Consumer Cyclical | 63.0 | $7K | 0.00% | NEW | — | $111.83 | +7.7% |
| 595 | DGX | QUEST DIAGNOSTICS INC COM | Healthcare | 33.0 | $7K | 0.00% | NEW | — | $211.94 | +15.4% |
| 596 | GVA | GRANITE CONSTR INC COM | Industrials | 44.0 | $7K | 0.00% | NEW | — | $158.09 | -22.9% |
| 597 | UI | UBIQUITI INC COM | Technology | 13.0 | $7K | 0.00% | NEW | — | $534.00 | +7.8% |
| 598 | ESNT | ESSENT GROUP LTD COM | Financial Services | 108.0 | $7K | 0.00% | NEW | — | $64.28 | +7.3% |
| 599 | LIVN | LIVANOVA PLC SHS | Healthcare | 84.0 | $7K | 0.00% | NEW | — | $82.23 | -3.4% |
| 600 | CE | CELANESE CORP DEL COM | Basic Materials | 150.0 | $7K | 0.00% | NEW | — | $46.00 | -3.2% |
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%