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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 14 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FDX FEDEX CORP COM Industrials 94.0 $29K 0.01% NEW $312.64 +6.8%
262 NVMI NOVA LTD COM Technology 54.0 $29K 0.01% NEW $542.94 -33.2%
263 ACMR ACM RESH INC COM CL A Technology 230.0 $29K 0.01% NEW $126.89 -39.0%
264 VSEC VSE CORP COM Industrials 127.0 $29K 0.01% NEW $228.50 -5.9%
265 PTC PTC INC COM Technology 255.0 $29K 0.01% NEW $113.61 +35.8%
266 PHM PULTE GROUP INC COM Consumer Cyclical 210.0 $29K 0.01% NEW $137.21 -5.5%
267 TSN TYSON FOODS INC CL A Consumer Defensive 488.0 $28K 0.01% NEW $57.25 +1.1%
268 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 115.0 $28K 0.01% NEW $240.97 +5.6%
269 CR CRANE COMPANY COMMON STOCK Industrials 124.0 $28K 0.01% NEW $223.07 -7.5%
270 STT STATE STR CORP COM Financial Services 162.0 $27K 0.01% NEW $169.60 +12.6%
271 MKL MARKEL GROUP INC COM Financial Services 14.0 $27K 0.01% NEW $1953.00 -6.9%
272 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 1,000.0 $27K 0.01% NEW $27.21 -30.0%
273 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 398.0 $27K 0.01% NEW $68.10 +1.1%
274 RBC RBC BEARINGS INC COM Industrials 42.0 $27K 0.01% NEW $644.07 -23.0%
275 CMCSA COMCAST CORP NEW CL A Communication Services 1,097.0 $27K 0.01% NEW $24.55 +10.1%
276 HCA HCA HEALTHCARE INC COM Healthcare 69.0 $27K 0.01% NEW $389.88 +10.1%
277 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 54.0 $27K 0.01% NEW $496.72 +10.2%
278 QCOM QUALCOMM INC COM Technology 145.0 $27K 0.01% NEW $184.79 -14.2%
279 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 593.0 $26K 0.01% NEW $44.43 -5.9%
280 CARR CARRIER GLOBAL CORPORATION COM Industrials 357.0 $26K 0.01% NEW $73.25 -18.1%
Page 14 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%