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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 16 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KBE STATE STREET SPDR S&P BANK ETF 353.0 $24K 0.00% NEW $68.31 +0.7%
302 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 92.0 $24K 0.00% NEW $261.37 +34.2%
303 ICHR ICHOR HOLDINGS SHS Technology 214.0 $24K 0.00% NEW $112.28 -49.3%
304 VPU VANGUARD UTILITIES ETF 122.0 $24K 0.00% NEW $195.73 -4.5%
305 EXP EAGLE MATLS INC COM Basic Materials 106.0 $24K 0.00% NEW $225.00 -9.2%
306 WTFC WINTRUST FINL CORP COM Financial Services 148.0 $24K 0.00% NEW $160.72 -5.4%
307 SF STIFEL FINL CORP COM Financial Services 337.0 $24K 0.00% NEW $69.77 +15.8%
308 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 150.0 $23K 0.00% NEW $152.96 -25.4%
309 ABT ABBOTT LABORATORIES COM Healthcare 252.0 $23K 0.00% NEW $90.85 +28.4%
310 FANG DIAMONDBACK ENERGY INC COM Energy 130.0 $23K 0.00% NEW $175.78 +17.0%
311 UNM UNUM GROUP COM Financial Services 255.0 $23K 0.00% NEW $89.40 +0.1%
312 GNTX GENTEX CORP COM Consumer Cyclical 890.0 $22K 0.00% NEW $25.27 -6.6%
313 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 90.0 $22K 0.00% NEW $248.28 +8.3%
314 LFUS LITTELFUSE INC COM Technology 49.0 $22K 0.00% NEW $455.33 -11.4%
315 GTX GARRETT MOTION INC COM Consumer Cyclical 608.0 $22K 0.00% NEW $36.23 -28.7%
316 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 831.0 $22K 0.00% NEW $26.35 +3.8%
317 AXON AXON ENTERPRISE INC COM Industrials 39.0 $22K 0.00% NEW $560.62 +6.6%
318 APA APA CORPORATION COM Energy 668.0 $22K 0.00% NEW $32.57 +31.9%
319 GNRC GENERAC HLDGS INC COM Industrials 74.0 $22K 0.00% NEW $292.81 -30.5%
320 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 100.0 $22K 0.00% NEW $216.32 +9.3%
Page 16 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%