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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 46 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 GKOS GLAUKOS CORP COM Healthcare 10.0 $1K NEW $139.80 +32.8%
902 CORT CORCEPT THERAPEUTICS INC COM Healthcare 16.0 $1K NEW $86.94 +41.8%
903 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 15.0 $1K NEW $92.07 -1.5%
904 AAP ADVANCE AUTO PARTS INC COM Consumer Cyclical 22.0 $1K NEW $62.23 -29.9%
905 MCO MOODYS CORP COM Financial Services 3.0 $1K NEW $453.00 +12.9%
906 ENB ENBRIDGE INC COM Energy 25.0 $1K NEW $54.20 -7.6%
907 CUBI CUSTOMERS BANCORP INC COM Financial Services 17.0 $1K NEW $79.12 -0.2%
908 WSC WILLSCOT HLDGS CORP COM CL A Industrials 46.0 $1K NEW $28.87 -22.0%
909 AVB AVALONBAY CMNTYS INC COM Real Estate 7.0 $1K NEW $188.71 -65.1%
910 CTS CTS CORP COM Technology 20.0 $1K NEW $65.20 -13.9%
911 CMS CMS ENERGY CORP COM Utilities 17.0 $1K NEW $76.53 -10.6%
912 OGN ORGANON & CO COMMON STOCK Healthcare 96.0 $1K NEW $13.54 +1.5%
913 ESI ELEMENT SOLUTIONS INC COM Basic Materials 27.0 $1K NEW $47.74 -26.7%
914 ETSY INC COM 17.0 $1K NEW $75.35
915 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 4.0 $1K NEW $317.50 -7.7%
916 PSTG EVERPURE INC CL A 16.0 $1K NEW $78.81
917 XPEL XPEL INC COM Consumer Cyclical 25.0 $1K NEW $49.60 +2.0%
918 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 161.0 $1K NEW $7.68 -26.1%
919 CRI CARTERS INC COM Consumer Cyclical 30.0 $1K NEW $41.17 -16.6%
920 RHI ROBERT HALF INC. COM Industrials 40.0 $1K NEW $30.70 +47.0%
Page 46 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%