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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 31 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 XP XP INC CL A Financial Services 424.0 $7K 0.00% NEW $16.26 +9.5%
602 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 321.0 $7K 0.00% NEW $21.36 -16.9%
603 UHAL U HAUL HOLDING COMPANY COM 104.0 $7K 0.00% NEW $65.44
604 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 30.0 $7K 0.00% NEW $226.80 -45.2%
605 HQY HEALTHEQUITY INC COM Healthcare 75.0 $7K 0.00% NEW $90.32 +16.7%
606 U UNITY SOFTWARE INC COM Technology 235.0 $7K 0.00% NEW $28.58 +57.4%
607 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 151.0 $7K 0.00% NEW $44.47 -2.4%
608 PII POLARIS INC COM Consumer Cyclical 98.0 $7K 0.00% NEW $68.44 -7.1%
609 WTRG ESSENTIAL UTILS INC COM Utilities 174.0 $7K 0.00% NEW $38.41 +6.1%
610 SNX TD SYNNEX CORPORATION COM Technology 25.0 $7K 0.00% NEW $267.36 -6.0%
611 MTB M & T BK CORP COM Financial Services 28.0 $7K 0.00% NEW $238.00 +1.0%
612 APOS APOLLO GLOBAL MGMT INC COM 56.0 $7K 0.00% NEW $118.30
613 FIRST HAWAIIAN INC COM 224.0 $7K 0.00% NEW $29.30
614 EVER EVERQUOTE INC COM CL A Communication Services 275.0 $7K 0.00% NEW $23.79 +12.9%
615 DLTR DOLLAR TREE INC COM Consumer Defensive 54.0 $7K 0.00% NEW $120.94 +11.2%
616 QRVO QORVO INC COM Technology 70.0 $7K 0.00% NEW $93.27 +1.1%
617 HPQ HP INC COM Technology 297.0 $7K 0.00% NEW $21.97 +34.4%
618 FTDR FRONTDOOR INC COM Consumer Cyclical 84.0 $7K 0.00% NEW $77.60 +7.6%
619 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 82.0 $7K 0.00% NEW $79.33 -0.7%
620 AVY AVERY DENNISON CORP COM Industrials 40.0 $6K 0.00% NEW $162.35 +10.8%
Page 31 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%