Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 921 | NOK | NOKIA CORP SPONSORED ADR | Technology | 92.0 | $1K | — | NEW | — | $13.28 | -25.0% |
| 922 | LZB | LA Z BOY INC COM | Consumer Cyclical | 30.0 | $1K | — | NEW | — | $40.13 | -20.0% |
| 923 | SFL | SFL CORPORATION LTD SHS | Industrials | 118.0 | $1K | — | NEW | — | $10.19 | +20.3% |
| 924 | — | UPBOUND GROUP INC COM | — | 56.0 | $1K | — | NEW | — | $21.21 | — |
| 925 | DXPE | DXP ENTERPRISES INC COM NEW | Industrials | 7.0 | $1K | — | NEW | — | $168.71 | +10.7% |
| 926 | TAP | MOLSON COORS BEVERAGE CO CL B | Consumer Defensive | 30.0 | $1K | — | NEW | — | $38.97 | +10.3% |
| 927 | DCI | DONALDSON INC COM | Industrials | 13.0 | $1K | — | NEW | — | $89.77 | +3.0% |
| 928 | KMI | KINDER MORGAN INC DEL COM | Energy | 36.0 | $1K | — | NEW | — | $31.97 | -3.0% |
| 929 | PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | Energy | 47.0 | $1K | — | NEW | — | $24.28 | +12.3% |
| 930 | WRB | BERKLEY W R CORP COM | Financial Services | 16.0 | $1K | — | NEW | — | $70.50 | -1.1% |
| 931 | CBRL | CRACKER BARREL OLD CTRY STORE COM | Consumer Cyclical | 21.0 | $1K | — | NEW | — | $53.29 | +8.9% |
| 932 | KRYS | KRYSTAL BIOTECH INC COM | Healthcare | 3.0 | $1K | — | NEW | — | $371.67 | -8.1% |
| 933 | EPD | ENTERPRISE PRODS PARTNERS L P COM | — | 30.0 | $1K | — | NEW | — | $36.77 | — |
| 934 | MHK | MOHAWK INDS INC COM | Consumer Cyclical | 9.0 | $1K | — | NEW | — | $121.33 | +10.5% |
| 935 | GSL | GLOBAL SHIP LEASE INC COM CL A | Industrials | 29.0 | $1K | — | NEW | — | $37.59 | +18.8% |
| 936 | NIO | NIO INC SPON ADS | Consumer Cyclical | 212.0 | $1K | — | NEW | — | $5.06 | -13.9% |
| 937 | KLIC | KULICKE & SOFFA INDS INC COM | Technology | 8.0 | $1K | — | NEW | — | $133.75 | -37.6% |
| 938 | BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | Consumer Cyclical | 11.0 | $1K | — | NEW | — | $96.00 | +23.4% |
| 939 | AWK | AMERICAN WTR WKS CO INC NEW COM | Utilities | 8.0 | $1K | — | NEW | — | $131.62 | +6.3% |
| 940 | AIN | ALBANY INTL CORP CL A | Consumer Cyclical | 14.0 | $1K | — | NEW | — | $74.50 | -21.7% |
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%