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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 21 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 THG HANOVER INS GROUP INC COM Financial Services 72.0 $15K 0.00% NEW $214.12 +6.2%
402 POR PORTLAND GEN ELEC CO COM NEW Utilities 297.0 $15K 0.00% NEW $51.83 -4.1%
403 CDP COPT DEFENSE PROPERTIES SHS BEN INT Real Estate 422.0 $15K 0.00% NEW $36.39 +2.9%
404 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 221.0 $15K 0.00% NEW $69.19 -1.9%
405 RMBS RAMBUS INC DEL COM Technology 115.0 $15K 0.00% NEW $132.74 -34.4%
406 G GENPACT LIMITED SHS Technology 554.0 $15K 0.00% NEW $27.50 +36.7%
407 MPWR MONOLITHIC PWR SYS INC COM Technology 11.0 $15K 0.00% NEW $1382.36 -7.0%
408 MTG MGIC INVT CORP WIS COM Financial Services 539.0 $15K 0.00% NEW $28.20 +10.3%
409 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 293.0 $15K 0.00% NEW $50.99 -5.6%
410 EME EMCOR GROUP INC COM Industrials 18.0 $15K 0.00% NEW $829.89 -7.8%
411 PNC PNC FINL SVCS GROUP INC COM Financial Services 60.0 $15K 0.00% NEW $246.22 -1.0%
412 JCI JOHNSON CTLS INTL PLC SHS Industrials 100.0 $15K 0.00% NEW $146.11 -2.1%
413 ROG ROGERS CORP COM Technology 89.0 $15K 0.00% NEW $163.73 -25.0%
414 MC MOELIS & CO CL A Financial Services 220.0 $14K 0.00% NEW $65.42 +4.7%
415 MCK MCKESSON CORP COM Healthcare 19.0 $14K 0.00% NEW $755.58 +15.6%
416 EYPT EYEPOINT INC COM NEW Healthcare 1,000.0 $14K 0.00% NEW $14.30 -65.9%
417 HURN HURON CONSULTING GROUP INC COM Industrials 158.0 $14K 0.00% NEW $90.16 +80.3%
418 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 50.0 $14K 0.00% NEW $283.80 -6.4%
419 DAVE INC CLASS A COM NEW 38.0 $14K 0.00% NEW $372.58
420 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 299.0 $14K 0.00% NEW $47.27 +10.0%
Page 21 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%