Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | PODD | INSULET CORP COM | Healthcare | 23.0 | $4K | 0.00% | NEW | — | $152.26 | -4.5% |
| 782 | BRKR | BRUKER CORP COM | Healthcare | 58.0 | $3K | 0.00% | NEW | — | $60.17 | -5.3% |
| 783 | VICR | VICOR CORP COM | Technology | 9.0 | $3K | 0.00% | NEW | — | $379.78 | -50.0% |
| 784 | JLL | JONES LANG LASALLE INC COM | Real Estate | 11.0 | $3K | 0.00% | NEW | — | $309.91 | +24.9% |
| 785 | COLM | COLUMBIA SPORTSWEAR CO COM | Consumer Cyclical | 55.0 | $3K | 0.00% | NEW | — | $61.87 | -2.9% |
| 786 | ORI | OLD REP INTL CORP COM | Financial Services | 83.0 | $3K | 0.00% | NEW | — | $40.92 | +2.6% |
| 787 | DXC | DXC TECHNOLOGY CO COM | Technology | 383.0 | $3K | 0.00% | NEW | — | $8.85 | +20.1% |
| 788 | FOXA | FOX CORP CL A COM | Communication Services | 65.0 | $3K | 0.00% | NEW | — | $52.15 | +32.7% |
| 789 | ALV | AUTOLIV INC COM | Consumer Cyclical | 29.0 | $3K | 0.00% | NEW | — | $116.17 | +6.0% |
| 790 | FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | Real Estate | 409.0 | $3K | 0.00% | NEW | — | $8.14 | +3.7% |
| 791 | W | WAYFAIR INC CL A | Consumer Cyclical | 36.0 | $3K | 0.00% | NEW | — | $92.42 | +11.7% |
| 792 | MSI | MOTOROLA SOLUTIONS INC COM NEW | Technology | 8.0 | $3K | 0.00% | NEW | — | $415.25 | +16.0% |
| 793 | CARG | CARGURUS INC COM CL A | Consumer Cyclical | 96.0 | $3K | 0.00% | NEW | — | $34.09 | +9.1% |
| 794 | ADT | ADT INC DEL COM | Industrials | 501.0 | $3K | 0.00% | NEW | — | $6.50 | +14.1% |
| 795 | ITW | ILLINOIS TOOL WKS INC COM | Industrials | 12.0 | $3K | 0.00% | NEW | — | $270.50 | +5.0% |
| 796 | TYL | TYLER TECHNOLOGIES INC COM | Technology | 11.0 | $3K | 0.00% | NEW | — | $292.45 | +21.7% |
| 797 | AZO | AUTOZONE INC COM | Consumer Cyclical | 1.0 | $3K | 0.00% | NEW | — | $3196.00 | -5.8% |
| 798 | IOSP | INNOSPEC INC COM | Basic Materials | 39.0 | $3K | 0.00% | NEW | — | $81.38 | +16.4% |
| 799 | EQH | EQUITABLE HLDGS INC COM | Financial Services | 72.0 | $3K | 0.00% | NEW | — | $43.88 | +11.7% |
| 800 | KRMN | KARMAN HLDGS INC COMMON STOCK | Industrials | 63.0 | $3K | 0.00% | NEW | — | $49.92 | +2.9% |
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%