Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 981 | ITRI | ITRON INC COM | Technology | 9.0 | $779.0 | — | NEW | — | $86.56 | +15.6% |
| 982 | PEB | PEBBLEBROOK HOTEL TR COM | Real Estate | 40.0 | $776.0 | — | NEW | — | $19.40 | -4.7% |
| 983 | LRN | STRIDE INC COM | Consumer Defensive | 9.0 | $776.0 | — | NEW | — | $86.22 | -2.2% |
| 984 | MWA | MUELLER WTR PRODS INC COM SER A | Industrials | 30.0 | $775.0 | — | NEW | — | $25.83 | -3.5% |
| 985 | WEN | WENDYS CO COM | Consumer Cyclical | 93.0 | $771.0 | — | NEW | — | $8.29 | +8.7% |
| 986 | — | DEFI TECHNOLOGIES INC COM | — | 1,500.0 | $771.0 | — | NEW | — | $0.51 | — |
| 987 | PBI | PITNEY BOWES INC COM | Industrials | 43.0 | $753.0 | — | NEW | — | $17.51 | -5.9% |
| 988 | SMPL | SIMPLY GOOD FOODS CO COM | Consumer Defensive | 56.0 | $744.0 | — | NEW | — | $13.29 | -18.1% |
| 989 | WSR | WHITESTONE REIT COM | Real Estate | 39.0 | $739.0 | — | NEW | — | $18.95 | +0.2% |
| 990 | SDGR | SCHRODINGER INC COM | Healthcare | 45.0 | $731.0 | — | NEW | — | $16.24 | +21.3% |
| 991 | LZ | LEGALZOOM COM INC COM | Industrials | 119.0 | $729.0 | — | NEW | — | $6.13 | -4.8% |
| 992 | — | CORE LABORATORIES INC COM | — | 62.0 | $722.0 | — | NEW | — | $11.65 | — |
| 993 | — | ARMOUR RESIDENTIAL REIT INC COM SHS | — | 41.0 | $715.0 | — | NEW | — | $17.44 | — |
| 994 | BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | Consumer Cyclical | 10.0 | $709.0 | — | NEW | — | $70.90 | +2.8% |
| 995 | NXRT | NEXPOINT RESIDENTIAL TR INC COM | Real Estate | 25.0 | $698.0 | — | NEW | — | $27.92 | -12.2% |
| 996 | BHE | BENCHMARK ELECTRS INC COM | Technology | 7.0 | $691.0 | — | NEW | — | $98.71 | -26.4% |
| 997 | GO | GROCERY OUTLET HLDG CORP COM | Consumer Defensive | 69.0 | $689.0 | — | NEW | — | $9.99 | +16.2% |
| 998 | FLCB | FRANKLIN U.S CORE BOND ETF | — | 32.0 | $685.0 | — | NEW | — | $21.41 | -1.8% |
| 999 | OKTA | OKTA INC CL A | Technology | 5.0 | $682.0 | — | NEW | — | $136.40 | -0.9% |
| 1000 | GEO | GEO GROUP INC COM | Industrials | 23.0 | $680.0 | — | NEW | — | $29.57 | +10.6% |
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%