Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | Technology | 16.0 | $4K | 0.00% | NEW | — | $263.25 | +38.0% |
| 742 | STE | STERIS PLC SHS USD | Healthcare | 20.0 | $4K | 0.00% | NEW | — | $210.55 | +13.0% |
| 743 | RGLD | ROYAL GOLD INC COM | Basic Materials | 21.0 | $4K | 0.00% | NEW | — | $199.62 | +32.1% |
| 744 | VO | VANGUARD MID-CAP ETF | — | 52.0 | $4K | 0.00% | NEW | — | $80.58 | +2.8% |
| 745 | — | GAMESTOP CORP CL A | — | 187.0 | $4K | 0.00% | NEW | — | $22.08 | — |
| 746 | CHRD | CHORD ENERGY CORPORATION COM NEW | Energy | 36.0 | $4K | 0.00% | NEW | — | $114.31 | +26.6% |
| 747 | AMT | AMERICAN TOWER CORP COM | Real Estate | 25.0 | $4K | 0.00% | NEW | — | $163.56 | +9.1% |
| 748 | SLGN | SILGAN HLDGS INC COM | Consumer Cyclical | 88.0 | $4K | 0.00% | NEW | — | $46.39 | -8.4% |
| 749 | BCE | BCE INC COM NEW | Communication Services | 189.0 | $4K | 0.00% | NEW | — | $21.51 | +10.9% |
| 750 | — | MILLROSE PPTYS INC COM CL A | — | 135.0 | $4K | 0.00% | NEW | — | $30.05 | — |
| 751 | ADUS | ADDUS HOMECARE CORP COM | Healthcare | 40.0 | $4K | 0.00% | NEW | — | $100.47 | +20.2% |
| 752 | UGI | UGI CORP NEW COM | Utilities | 116.0 | $4K | 0.00% | NEW | — | $34.54 | +10.6% |
| 753 | EPAC | ENERPAC TOOL GROUP CORP CL A COM | Industrials | 110.0 | $4K | 0.00% | NEW | — | $35.86 | +3.6% |
| 754 | NEWP | NEW PAC METALS CORP COM | Basic Materials | 981.0 | $4K | 0.00% | NEW | — | $4.02 | +68.9% |
| 755 | SJM | SMUCKER J M CO COM NEW | Consumer Defensive | 35.0 | $4K | 0.00% | NEW | — | $112.51 | +11.9% |
| 756 | SWKS | SKYWORKS SOLUTIONS INC COM | Technology | 58.0 | $4K | 0.00% | NEW | — | $67.79 | -1.4% |
| 757 | AN | AUTONATION INC COM | Consumer Cyclical | 21.0 | $4K | 0.00% | NEW | — | $185.81 | +5.0% |
| 758 | BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | Utilities | 104.0 | $4K | 0.00% | NEW | — | $37.12 | -11.4% |
| 759 | EXPE | EXPEDIA GROUP INC COM NEW | Consumer Cyclical | 15.0 | $4K | 0.00% | NEW | — | $255.87 | +32.5% |
| 760 | OSK | OSHKOSH CORP COM | Industrials | 25.0 | $4K | 0.00% | NEW | — | $153.48 | +1.9% |
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%