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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 42 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CRITICAL METALS CORP PUBCO ORD SHS 260.0 $3K NEW $10.25
822 HAFC HANMI FINL CORP COM NEW Financial Services 82.0 $3K NEW $32.40 -3.6%
823 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 70.0 $3K NEW $37.80 -2.4%
824 POWL POWELL INDS INC COM Industrials 9.0 $3K NEW $286.33 -34.0%
825 FTV FORTIVE CORP COM Technology 42.0 $3K NEW $61.10 -1.0%
826 EXEL EXELIXIS INC COM Healthcare 46.0 $3K NEW $54.41 +0.3%
827 MYRG MYR GROUP INC COM Industrials 5.0 $3K NEW $500.40 -39.0%
828 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 26.0 $2K NEW $94.85 +0.4%
829 NTR NUTRIEN LTD COM Basic Materials 39.0 $2K NEW $62.95 +18.0%
830 MOS MOSAIC CO COM Basic Materials 114.0 $2K NEW $21.19 +13.2%
831 ASH ASHLAND INC COM Basic Materials 36.0 $2K NEW $65.89 +11.9%
832 CART MAPLEBEAR INC COM Consumer Cyclical 50.0 $2K NEW $47.36 +9.3%
833 ALGT ALLEGIANT TRAVEL CO COM Industrials 20.0 $2K NEW $117.60 -30.6%
834 HFWA HERITAGE FINL CORP WASH COM Financial Services 79.0 $2K NEW $29.62 -2.0%
835 AEM AGNICO EAGLE MINES LTD COM Basic Materials 15.0 $2K NEW $155.13 +40.5%
836 CPF CENTRAL PAC FINL CORP COM NEW Financial Services 60.0 $2K NEW $38.20 -1.2%
837 DNN DENISON MINES CORP COM Energy 749.0 $2K NEW $3.06 +15.7%
838 FISV FISERV INC COM Technology 46.0 $2K NEW $49.04 +8.0%
839 EGBN EAGLE BANCORPORATION INC COM Financial Services 79.0 $2K NEW $28.39 -1.0%
840 MLI MUELLER INDS INC COM Industrials 18.0 $2K NEW $122.94 -48.4%
Page 42 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%