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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 48 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 BANC BANC OF CALIFORNIA INC COM Financial Services 51.0 $1K NEW $20.43 -8.7%
942 TWLO TWILIO INC CL A Communication Services 5.0 $1K NEW $206.40 +7.8%
943 UNIT UNITI GROUP LLC COM SHS Real Estate 90.0 $1K NEW $11.47 -14.1%
944 DCH DAUCH CORP COM Industrials 190.0 $1K NEW $5.42 +19.2%
945 APP APPLOVIN CORP COM CL A Technology 2.0 $1K NEW $515.00 -42.0%
946 VIR VIR BIOTECHNOLOGY INC COM Healthcare 101.0 $1K NEW $10.19 -2.7%
947 BCC BOISE CASCADE CO DEL COM Basic Materials 13.0 $1K NEW $77.62 +6.0%
948 MLAB MESA LABS INC COM Technology 10.0 $996.0 NEW $99.60 +24.8%
949 HP HELMERICH & PAYNE INC COM Energy 30.0 $982.0 NEW $32.73 +29.8%
950 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 165.0 $975.0 NEW $5.91 -9.3%
951 SCVL SHOE STA GROUP INC COM Consumer Cyclical 65.0 $964.0 NEW $14.83 +3.1%
952 SIX FLAGS ENTERTAINMENT CORP COM 45.0 $959.0 NEW $21.31
953 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 19.0 $958.0 NEW $50.42 +11.5%
954 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 8.0 $953.0 NEW $119.12 -2.9%
955 KAI KADANT INC COM Industrials 3.0 $943.0 NEW $314.33 -0.6%
956 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 100.0 $939.0 NEW $9.39 +20.3%
957 MMI MARCUS & MILLICHAP INC COM Real Estate 30.0 $935.0 NEW $31.17 +4.0%
958 KD KYNDRYL HLDGS INC COMMON STOCK Technology 81.0 $916.0 NEW $11.31 +12.7%
959 DRH DIAMONDROCK HOSPITALITY CO COM Real Estate 73.0 $889.0 NEW $12.18 +4.6%
960 ENPH ENPHASE ENERGY INC COM Energy 18.0 $886.0 NEW $49.22 -24.5%
Page 48 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%