Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | RDNT | RADNET INC COM | Healthcare | 62.0 | $4K | 0.00% | NEW | — | $61.68 | +21.1% |
| 762 | DRS | LEONARDO DRS INC COM | Industrials | 88.0 | $4K | 0.00% | NEW | — | $42.67 | -8.6% |
| 763 | AA | ALCOA CORP COM | Basic Materials | 72.0 | $4K | 0.00% | NEW | — | $52.14 | -5.3% |
| 764 | WAT | WATERS CORP COM | Healthcare | 10.0 | $4K | 0.00% | NEW | — | $375.00 | +9.5% |
| 765 | MAR | MARRIOTT INTL INC NEW CL A | Consumer Cyclical | 10.0 | $4K | 0.00% | NEW | — | $370.60 | -2.8% |
| 766 | SPOT | SPOTIFY TECHNOLOGY S A SHS | Communication Services | 8.0 | $4K | 0.00% | NEW | — | $459.12 | +17.1% |
| 767 | CALY | CALLAWAY GOLF CO COM | Consumer Cyclical | 195.0 | $4K | 0.00% | NEW | — | $18.76 | -15.8% |
| 768 | NCNO | NCINO INC COM | Technology | 223.0 | $4K | 0.00% | NEW | — | $16.35 | +28.1% |
| 769 | VB | VANGUARD SMALL-CAP ETF | — | 12.0 | $4K | 0.00% | NEW | — | $303.08 | -0.1% |
| 770 | KNSL | KINSALE CAP GROUP INC COM | Financial Services | 11.0 | $4K | 0.00% | NEW | — | $329.82 | +19.9% |
| 771 | — | RB GLOBAL INC COM | — | 31.0 | $4K | 0.00% | NEW | — | $116.45 | — |
| 772 | OPCH | OPTION CARE HEALTH INC COM NEW | Healthcare | 172.0 | $4K | 0.00% | NEW | — | $20.97 | +12.9% |
| 773 | AZN | ASTRAZENECA PLC ORD | Healthcare | 19.0 | $4K | 0.00% | NEW | — | $189.63 | -12.1% |
| 774 | TILE | INTERFACE INC COM | Consumer Cyclical | 100.0 | $4K | 0.00% | NEW | — | $36.00 | +6.3% |
| 775 | — | TXNM ENERGY INC COM | — | 63.0 | $4K | 0.00% | NEW | — | $56.78 | — |
| 776 | ACM | AECOM COM | Industrials | 51.0 | $4K | 0.00% | NEW | — | $69.80 | -6.9% |
| 777 | UPST | UPSTART HLDGS INC COM | Financial Services | 100.0 | $4K | 0.00% | NEW | — | $35.43 | -15.6% |
| 778 | SAM | BOSTON BEER INC CL A | Consumer Defensive | 20.0 | $4K | 0.00% | NEW | — | $177.05 | +7.0% |
| 779 | LBRT | LIBERTY ENERGY INC COM CL A | Energy | 135.0 | $4K | 0.00% | NEW | — | $26.19 | -29.4% |
| 780 | ATR | APTARGROUP INC COM | Healthcare | 28.0 | $4K | 0.00% | NEW | — | $125.21 | +7.6% |
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%