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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 55 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 9.0 $368.0 NEW $40.89 +10.3%
1082 FCF FIRST COMWLTH FINL CORP PA COM Financial Services 18.0 $366.0 NEW $20.33 +3.7%
1083 CNMD CONMED CORP COM Healthcare 11.0 $360.0 NEW $32.73 +56.0%
1084 PCRX PACIRA BIOSCIENCES INC COM Healthcare 14.0 $355.0 NEW $25.36 -2.7%
1085 PDFS PDF SOLUTIONS INC COM Technology 5.0 $354.0 NEW $70.80 -35.5%
1086 PATHWARD FINANCIAL INC COM 4.0 $348.0 NEW $87.00
1087 SEZL SEZZLE INC COM Financial Services 2.0 $343.0 NEW $171.50 -30.5%
1088 SPSC SPS COMM INC COM Technology 6.0 $343.0 NEW $57.17 +41.8%
1089 DEI DOUGLAS EMMETT INC COM Real Estate 29.0 $342.0 NEW $11.79 -0.0%
1090 WT WISDOMTREE INC COM Financial Services 20.0 $339.0 NEW $16.95 +38.7%
1091 ADMA ADMA BIOLOGICS INC COM Healthcare 40.0 $335.0 NEW $8.38 +17.5%
1092 AMR ALPHA METALLURGICAL RESOUR INC COM Energy 2.0 $330.0 NEW $165.00 +27.3%
1093 SNAP SNAP INC CL A Communication Services 74.0 $329.0 NEW $4.45 +17.7%
1094 WKC WORLD KINECT CORPORATION COM Energy 10.0 $329.0 NEW $32.90 +9.3%
1095 OUTFRONT MEDIA INC COM NEW 10.0 $328.0 NEW $32.80
1096 PRLB PROTO LABS INC COM Industrials 4.0 $326.0 NEW $81.50 -2.3%
1097 KWR QUAKER HOUGHTON COM Basic Materials 2.0 $318.0 NEW $159.00 +2.5%
1098 STEL STELLAR BANCORP INC COM Financial Services 8.0 $315.0 NEW $39.38 -0.1%
1099 MAN MANPOWERGROUP INC WIS COM Industrials 9.0 $304.0 NEW $33.78 +81.9%
1100 HOV HOVNANIAN ENTERPRISES INC CL A NEW Consumer Cyclical 2.0 $285.0 NEW $142.50 -7.8%
Page 55 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%