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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 53 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HL HECLA MINING COMPANY COM Basic Materials 34.0 $525.0 NEW $15.44 +34.2%
1042 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 2.0 $521.0 NEW $260.50 -14.6%
1043 CXW CORECIVIC INC COM Real Estate 17.0 $516.0 NEW $30.35 +12.0%
1044 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 17.0 $513.0 NEW $30.18 -1.4%
1045 VITL VITAL FARMS INC COM Consumer Defensive 44.0 $512.0 NEW $11.64 -9.2%
1046 ROK ROCKWELL AUTOMATION INC COM Industrials 1.0 $511.0 NEW $511.00 -14.5%
1047 CTVA CORTEVA INC COM Basic Materials 6.0 $509.0 NEW $84.83 -3.6%
1048 RNG RINGCENTRAL INC CL A Technology 13.0 $507.0 NEW $39.00 +71.8%
1049 SANM SANMINA CORP COM Technology 2.0 $506.0 NEW $253.00 -25.3%
1050 PARR PAR PAC HOLDINGS INC COM NEW Energy 9.0 $505.0 NEW $56.11 +40.8%
1051 MARA MARA HOLDINGS INC COM Financial Services 36.0 $500.0 NEW $13.89 -18.9%
1052 DEA EASTERLY GOVT PPTYS INC COM SHS Real Estate 20.0 $499.0 NEW $24.95 -1.4%
1053 Q QNITY ELECTRONICS INC COMMON STOCK Technology 3.0 $490.0 NEW $163.33 -21.1%
1054 TRN TRINITY INDS INC COM Industrials 14.0 $484.0 NEW $34.57 -13.8%
1055 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 7.0 $481.0 NEW $68.71 +26.7%
1056 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 17.0 $480.0 NEW $28.24 -5.5%
1057 NDAQ NASDAQ INC COM Financial Services 6.0 $473.0 NEW $78.83 +24.6%
1058 VERSIGENT PLC ORDINARY SHARES 11.0 $462.0 NEW $42.00
1059 CENX CENTURY ALUM CO COM Basic Materials 10.0 $460.0 NEW $46.00 -4.5%
1060 UNFI UNITED NAT FOODS INC COM Consumer Defensive 10.0 $457.0 NEW $45.70 +5.1%
Page 53 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%