Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | 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% |
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%