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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 25 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ON ON SEMICONDUCTOR CORP COM Technology 113.0 $11K 0.00% NEW $94.54 -23.8%
482 TDG TRANSDIGM GROUP INC COM Industrials 8.0 $11K 0.00% NEW $1332.00 -10.9%
483 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 360.0 $11K 0.00% NEW $29.54 -1.9%
484 CTO CTO RLTY GROWTH INC NEW COM Real Estate 493.0 $11K 0.00% NEW $21.51 +1.8%
485 PBF PBF ENERGY INC CL A Energy 232.0 $11K 0.00% NEW $45.52 +49.7%
486 NOW SERVICENOW INC COM Technology 106.0 $11K 0.00% NEW $99.28 +28.4%
487 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 2,000.0 $10K 0.00% NEW $5.24 -21.9%
488 IDCC INTERDIGITAL INC COM Technology 37.0 $10K 0.00% NEW $283.14 +20.6%
489 NFG NATIONAL FUEL GAS CO COM Energy 135.0 $10K 0.00% NEW $77.21 +6.4%
490 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 299.0 $10K 0.00% NEW $34.81 +0.2%
491 ALLE ALLEGION PLC ORD SHS Industrials 74.0 $10K 0.00% NEW $140.49 +14.5%
492 FAF FIRST AMERN FINL CORP COM Financial Services 151.0 $10K 0.00% NEW $68.59 +5.9%
493 TKO TKO GROUP HOLDINGS INC CL A Communication Services 51.0 $10K 0.00% NEW $201.31 -4.3%
494 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 54.0 $10K 0.00% NEW $188.33 -23.9%
495 USFD US FOODS HLDG CORP COM Consumer Defensive 99.0 $10K 0.00% NEW $102.25 +6.4%
496 MP MP MATERIALS CORP COM CL A Basic Materials 180.0 $10K 0.00% NEW $56.01 +5.6%
497 NOVT NOVANTA INC COM Technology 62.0 $10K 0.00% NEW $162.24 -13.3%
498 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 178.0 $10K 0.00% NEW $56.07 +10.4%
499 SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF 181.0 $10K 0.00% NEW $54.88 +4.8%
500 LEA LEAR CORP COM NEW Consumer Cyclical 73.0 $10K 0.00% NEW $134.05 -7.3%
Page 25 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%