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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 17 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MA MASTERCARD INCORPORATED CL A Financial Services 42.0 $22K 0.00% NEW $513.60 +16.8%
322 STWD STARWOOD PPTY TR INC COM Real Estate 1,306.0 $21K 0.00% NEW $16.38 -0.5%
323 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 280.0 $21K 0.00% NEW $76.40 +2.3%
324 NEM NEWMONT CORP COM Basic Materials 229.0 $21K 0.00% NEW $93.40 +41.2%
325 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 363.0 $21K 0.00% NEW $57.62 +16.8%
326 FLEX FLEX LTD ORD Technology 129.0 $21K 0.00% NEW $162.07 -34.2%
327 ITT ITT INC COM Industrials 105.0 $21K 0.00% NEW $197.76 +3.6%
328 SOLV SOLVENTUM CORP COM SHS Healthcare 269.0 $21K 0.00% NEW $77.15 +18.3%
329 MAA MID-AMER APT CMNTYS INC COM Real Estate 148.0 $21K 0.00% NEW $138.94 -4.2%
330 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 454.0 $20K 0.00% NEW $45.14 +16.2%
331 DE DEERE & CO COM Industrials 32.0 $20K 0.00% NEW $639.78 +1.4%
332 CACI CACI INTL INC CL A Technology 44.0 $20K 0.00% NEW $463.25 +37.4%
333 SPXC SPX TECHNOLOGIES INC COM Industrials 83.0 $20K 0.00% NEW $245.17 -18.1%
334 IDA IDACORP INC COM Utilities 134.0 $20K 0.00% NEW $151.30 -8.6%
335 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 106.0 $20K 0.00% NEW $190.52 -5.5%
336 BITO PROSHARES BITCOIN ETF 2,495.0 $20K 0.00% NEW $7.98 +33.2%
337 ACWX ISHARES MSCI ACWI EX U.S. ETF 261.0 $20K 0.00% NEW $76.11 +1.8%
338 LW LAMB WESTON HLDGS INC COM Consumer Defensive 458.0 $20K 0.00% NEW $43.18 +26.9%
339 AEIS ADVANCED ENERGY INDS COM Industrials 53.0 $20K 0.00% NEW $372.87 -26.3%
340 IGM ISHARES EXPANDED TECH SECTOR ETF 121.0 $20K 0.00% NEW $162.91 -3.9%
Page 17 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%