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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 44 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ECG EVERUS CONSTR GROUP COM Industrials 11.0 $2K NEW $165.91 -26.7%
862 TRST TRUSTCO BK CORP N Y COM NEW Financial Services 33.0 $2K NEW $54.91 +4.2%
863 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 18.0 $2K NEW $100.28 +10.6%
864 BKU BANKUNITED INC COM Financial Services 37.0 $2K NEW $48.46 -4.2%
865 PTEN PATTERSON-UTI ENERGY INC COM Energy 195.0 $2K NEW $9.18 +25.9%
866 ETD ETHAN ALLEN INTERIORS INC COM Consumer Cyclical 80.0 $2K NEW $22.34 +4.8%
867 WHR WHIRLPOOL CORP COM Consumer Cyclical 45.0 $2K NEW $39.42 +3.4%
868 ECPG ENCORE CAP GROUP INC COM Financial Services 19.0 $2K NEW $93.32 +10.4%
869 PPA INVESCO AEROSPACE & DEFENSE ETF 10.0 $2K NEW $176.70 -3.3%
870 PAYC PAYCOM SOFTWARE INC COM Technology 14.0 $2K NEW $125.71 +83.8%
871 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 25.0 $2K NEW $69.76 -17.1%
872 TLT ISHARES 20 YEAR TREASURY BOND ETF 20.0 $2K NEW $86.40 -3.6%
873 NET CLOUDFLARE INC CL A COM Technology 7.0 $2K NEW $245.29 +13.0%
874 GNK GENCO SHIPPING & TRADING LTD SHS Industrials 69.0 $2K NEW $24.78 +7.0%
875 LIONSGATE STUDIOS CORP COM 111.0 $2K NEW $15.31
876 ECL ECOLAB INC COM Basic Materials 6.0 $2K NEW $278.67 +2.8%
877 CFFN CAPITOL FED FINL INC COM Financial Services 190.0 $2K NEW $8.51 +0.3%
878 UAA UNDER ARMOUR INC CL A Consumer Cyclical 250.0 $2K NEW $6.39 -19.0%
879 NX QUANEX BLDG PRODS CORP COM Industrials 85.0 $2K NEW $18.62 +6.5%
880 ZTS ZOETIS INC CL A Healthcare 22.0 $2K NEW $71.86 +6.8%
Page 44 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%