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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 54 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NOG NORTHERN OIL & GAS INC COM Energy 25.0 $454.0 NEW $18.16 +50.6%
1062 OXM OXFORD INDS INC COM Consumer Cyclical 13.0 $453.0 NEW $34.85 +3.9%
1063 EFC ELLINGTON FINANCIAL INC COM Real Estate 33.0 $449.0 NEW $13.61 +0.2%
1064 IPAR INTERPARFUMS INC COM Consumer Defensive 4.0 $447.0 NEW $111.75 +3.4%
1065 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 9.0 $435.0 NEW $48.33 +12.8%
1066 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 24.0 $431.0 NEW $17.96 +4.6%
1067 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 147.0 $431.0 NEW $2.93 +35.4%
1068 PLUG PLUG PWR INC COM NEW Industrials 156.0 $423.0 NEW $2.71 -16.3%
1069 ALKS ALKERMES PLC SHS Healthcare 8.0 $419.0 NEW $52.38 -7.7%
1070 BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT Utilities 12.0 $417.0 NEW $34.75 -5.7%
1071 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 22.0 $415.0 NEW $18.86 +21.1%
1072 SXC SUNCOKE ENERGY INC COM Energy 51.0 $411.0 NEW $8.06 +20.2%
1073 ANDE ANDERSONS INC COM Consumer Defensive 6.0 $410.0 NEW $68.33 -0.4%
1074 DNOW DNOW INC COM Energy 31.0 $402.0 NEW $12.97 +20.9%
1075 SHO SUNSTONE HOTEL INVS INC NEW COM Real Estate 34.0 $389.0 NEW $11.44 -1.3%
1076 FSS FEDERAL SIGNAL CORP COM Industrials 3.0 $385.0 NEW $128.33 -4.5%
1077 GDYN GRID DYNAMICS HLDGS INC CL A Technology 67.0 $381.0 NEW $5.69 +40.7%
1078 TFX TELEFLEX INCORPORATED COM Healthcare 3.0 $380.0 NEW $126.67 +9.6%
1079 PGNY PROGYNY INC COM Healthcare 13.0 $375.0 NEW $28.85 -11.1%
1080 BOX BOX INC CL A Technology 14.0 $372.0 NEW $26.57 +23.9%
Page 54 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%