Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1121 | QDEL | QUIDELORTHO CORP COM | Healthcare | 12.0 | $210.0 | — | NEW | — | $17.50 | -15.8% |
| 1122 | CRK | COMSTOCK RES INC COM | Energy | 14.0 | $209.0 | — | NEW | — | $14.93 | -4.7% |
| 1123 | LPG | DORIAN LPG LTD SHS USD | Energy | 6.0 | $209.0 | — | NEW | — | $34.83 | +46.8% |
| 1124 | BLFS | BIOLIFE SOLUTIONS INC COM NEW | Healthcare | 7.0 | $198.0 | — | NEW | — | $28.29 | +31.2% |
| 1125 | WLY | WILEY JOHN & SONS INC CL A | Communication Services | 4.0 | $194.0 | — | NEW | — | $48.50 | +6.4% |
| 1126 | TMP | TOMPKINS FINL CORP COM | Financial Services | 2.0 | $189.0 | — | NEW | — | $94.50 | +3.6% |
| 1127 | JOE | ST JOE CO COM | Real Estate | 3.0 | $188.0 | — | NEW | — | $62.67 | +9.9% |
| 1128 | PZZA | PAPA JOHNS INTL INC COM | Consumer Cyclical | 5.0 | $184.0 | — | NEW | — | $36.80 | -34.9% |
| 1129 | TNDM | TANDEM DIABETES CARE INC COM NEW | Healthcare | 12.0 | $181.0 | — | NEW | — | $15.08 | +48.0% |
| 1130 | VCEL | VERICEL CORP COM | Healthcare | 4.0 | $178.0 | — | NEW | — | $44.50 | -4.1% |
| 1131 | CLSK | CLEANSPARK INC COM NEW | Technology | 12.0 | $175.0 | — | NEW | — | $14.58 | -17.9% |
| 1132 | — | STARZ ENTERTAINMENT CORP. COM | — | 6.0 | $173.0 | — | NEW | — | $28.83 | — |
| 1133 | — | LIBERTY CAP CORP SER C GCI GROUP | — | 8.0 | $172.0 | — | NEW | — | $21.50 | — |
| 1134 | SAH | SONIC AUTOMOTIVE INC CL A | Consumer Cyclical | 2.0 | $170.0 | — | NEW | — | $85.00 | -8.9% |
| 1135 | AUB | ATLANTIC UN BANKSHARES CORP COM | Financial Services | 4.0 | $169.0 | — | NEW | — | $42.25 | -2.6% |
| 1136 | EAT | BRINKER INTL INC COM | Consumer Cyclical | 1.0 | $168.0 | — | NEW | — | $168.00 | +46.5% |
| 1137 | MSEX | MIDDLESEX WTR CO COM | Utilities | 3.0 | $168.0 | — | NEW | — | $56.00 | +4.0% |
| 1138 | YOU | CLEAR SECURE INC COM CL A | Technology | 3.0 | $167.0 | — | NEW | — | $55.67 | -22.2% |
| 1139 | KTB | KONTOOR BRANDS INC COM | Consumer Cyclical | 2.0 | $167.0 | — | NEW | — | $83.50 | -1.8% |
| 1140 | SCL | STEPAN CO COM | Basic Materials | 3.0 | $167.0 | — | NEW | — | $55.67 | +14.3% |
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%