Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | HUM | HUMANA INC COM | Healthcare | 12.0 | $5K | 0.00% | NEW | — | $397.25 | -1.9% |
| 702 | IEX | IDEX CORP COM | Industrials | 21.0 | $5K | 0.00% | NEW | — | $226.95 | +1.5% |
| 703 | NMIH | NMI HLDGS INC COM | Financial Services | 116.0 | $5K | 0.00% | NEW | — | $41.09 | +10.3% |
| 704 | IAC | PEOPLE INC COM NEW | Technology | 103.0 | $5K | 0.00% | NEW | — | $46.16 | -0.0% |
| 705 | MXL | MAXLINEAR INC COM | Technology | 37.0 | $5K | 0.00% | NEW | — | $128.03 | -48.2% |
| 706 | REYN | REYNOLDS CONSUMER PRODS INC COM | Consumer Cyclical | 175.0 | $5K | 0.00% | NEW | — | $26.85 | -8.5% |
| 707 | VRT | VERTIV HOLDINGS CO COM CL A | Industrials | 14.0 | $5K | 0.00% | NEW | — | $334.79 | -23.6% |
| 708 | — | AMCOR PLC COM NEW | — | 108.0 | $5K | 0.00% | NEW | — | $43.35 | — |
| 709 | FIVE | FIVE BELOW INC COM | Consumer Cyclical | 26.0 | $5K | 0.00% | NEW | — | $179.81 | +44.3% |
| 710 | WRBY | WARBY PARKER INC CL A COM | Healthcare | 154.0 | $5K | 0.00% | NEW | — | $30.34 | -14.3% |
| 711 | HLNE | HAMILTON LANE INC CL A | Financial Services | 59.0 | $5K | 0.00% | NEW | — | $78.83 | +35.5% |
| 712 | MIDD | MIDDLEBY CORP COM | Industrials | 27.0 | $5K | 0.00% | NEW | — | $172.00 | -33.7% |
| 713 | CME | CME GROUP INC COM | Financial Services | 21.0 | $5K | 0.00% | NEW | — | $220.81 | +25.6% |
| 714 | IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | — | 42.0 | $5K | 0.00% | NEW | — | $109.83 | +21.2% |
| 715 | HRB | BLOCK H & R INC COM | Consumer Cyclical | 121.0 | $5K | 0.00% | NEW | — | $38.08 | +39.7% |
| 716 | SSD | SIMPSON MFG INC COM | Industrials | 22.0 | $5K | 0.00% | NEW | — | $209.36 | -10.9% |
| 717 | CRUS | CIRRUS LOGIC INC COM | Technology | 31.0 | $5K | 0.00% | NEW | — | $148.52 | -25.0% |
| 718 | GTLB | GITLAB INC CLASS A COM | Technology | 150.0 | $5K | 0.00% | NEW | — | $30.53 | +36.4% |
| 719 | KRC | KILROY REALTY CORP COM | Real Estate | 122.0 | $5K | 0.00% | NEW | — | $37.47 | -0.7% |
| 720 | SATS | ECHOSTAR CORP CL A | Technology | 45.0 | $5K | 0.00% | NEW | — | $101.51 | -14.3% |
① 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%