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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 15 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 231.0 $26K 0.00% NEW $112.74 +16.5%
282 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 675.0 $26K 0.00% NEW $38.56 -3.4%
283 LNT ALLIANT ENERGY CORP COM Utilities 340.0 $26K 0.00% NEW $76.29 -10.3%
284 COIN COINBASE GLOBAL INC COM CL A Financial Services 177.0 $26K 0.00% NEW $146.19 +22.8%
285 ENSG ENSIGN GROUP INC COM Healthcare 160.0 $26K 0.00% NEW $160.30 +11.9%
286 ALLY ALLY FINL INC COM Financial Services 554.0 $25K 0.00% NEW $45.95 -7.6%
287 GH GUARDANT HEALTH INC COM Healthcare 169.0 $25K 0.00% NEW $150.03 +8.8%
288 KR KROGER CO COM Consumer Defensive 455.0 $25K 0.00% NEW $55.53 +6.4%
289 LKQ LKQ CORP COM Consumer Cyclical 952.0 $25K 0.00% NEW $26.33 -2.2%
290 ADI ANALOG DEVICES INC COM Technology 63.0 $25K 0.00% NEW $397.17 -6.5%
291 FITB FIFTH THIRD BANCORP COM Financial Services 443.0 $25K 0.00% NEW $56.37 -2.6%
292 INDB INDEPENDENT BK CORP MASS COM Financial Services 298.0 $25K 0.00% NEW $83.72 -0.3%
293 IVE ISHARES S&P 500 VALUE ETF 110.0 $25K 0.00% NEW $226.66 +4.9%
294 GD GENERAL DYNAMICS CORP COM Industrials 70.0 $25K 0.00% NEW $354.24 +8.3%
295 BALL BALL CORP COM Consumer Cyclical 391.0 $24K 0.00% NEW $62.40 +3.2%
296 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 300.0 $24K 0.00% NEW $81.16 -9.4%
297 MUSA MURPHY USA INC COM Consumer Cyclical 45.0 $24K 0.00% NEW $538.87 +5.4%
298 COHU COHU INC COM Technology 328.0 $24K 0.00% NEW $73.91 -30.6%
299 KO COCA COLA CO COM Consumer Defensive 297.0 $24K 0.00% NEW $81.30 +13.2%
300 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 83.0 $24K 0.00% NEW $290.59 -9.6%
Page 15 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%