Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | KOP | KOPPERS HOLDINGS INC COM | Basic Materials | 35.0 | $2K | — | NEW | — | $44.91 | +2.0% |
| 882 | LEG | LEGGETT & PLATT INC COM | Consumer Cyclical | 134.0 | $2K | — | NEW | — | $11.71 | -19.9% |
| 883 | DDOG | DATADOG INC CL A COM | Technology | 6.0 | $2K | — | NEW | — | $260.33 | -13.3% |
| 884 | FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | Financial Services | 50.0 | $2K | — | NEW | — | $30.72 | +25.8% |
| 885 | VSAT | VIASAT INC COM | Technology | 17.0 | $2K | — | NEW | — | $89.82 | -19.5% |
| 886 | SMR | NUSCALE PWR CORP CL A COM | Utilities | 150.0 | $2K | — | NEW | — | $10.03 | -9.8% |
| 887 | BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | — | 15.0 | $1K | — | NEW | — | $99.40 | -0.0% |
| 888 | SITM | SITIME CORP COM | Technology | 2.0 | $1K | — | NEW | — | $745.50 | -22.1% |
| 889 | Z | ZILLOW GROUP INC CL C CAP STK | Communication Services | 47.0 | $1K | — | NEW | — | $31.51 | +17.6% |
| 890 | CLS | CELESTICA INC COM | Technology | 4.0 | $1K | — | NEW | — | $364.75 | -19.2% |
| 891 | UEC | URANIUM ENERGY CORP COM | Energy | 135.0 | $1K | — | NEW | — | $10.66 | +17.4% |
| 892 | KMX | CARMAX INC COM | Consumer Cyclical | 27.0 | $1K | — | NEW | — | $52.89 | +18.7% |
| 893 | ARM | ARM HOLDINGS PLC SPONSORED ADS | Technology | 4.0 | $1K | — | NEW | — | $354.50 | -32.6% |
| 894 | XNCR | XENCOR INC COM | Healthcare | 88.0 | $1K | — | NEW | — | $16.10 | +80.1% |
| 895 | DOCN | DIGITALOCEAN HLDGS INC COM | Technology | 9.0 | $1K | — | NEW | — | $157.00 | -29.0% |
| 896 | HSY | HERSHEY CO COM | Consumer Defensive | 8.0 | $1K | — | NEW | — | $175.50 | +8.2% |
| 897 | CRGY | CRESCENT ENERGY COMPANY CL A COM | Energy | 143.0 | $1K | — | NEW | — | $9.82 | +41.1% |
| 898 | VSNT | VERSANT MEDIA GROUP INC COM CL A | Industrials | 39.0 | $1K | — | NEW | — | $36.00 | +9.2% |
| 899 | ITGR | INTEGER HLDGS CORP COM | Healthcare | 15.0 | $1K | — | NEW | — | $93.47 | +33.8% |
| 900 | LGIH | LGI HOMES INC COM | Consumer Cyclical | 22.0 | $1K | — | NEW | — | $63.68 | -8.5% |
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%