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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 36 of 59  ·  1,175 positions
# 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%
Page 36 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%