Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 | RCUS | ARCUS BIOSCIENCES INC COM | Healthcare | 22.0 | $678.0 | — | NEW | — | $30.82 | -2.3% |
| 1002 | CHEF | CHEFS WHSE INC COM | Consumer Defensive | 7.0 | $673.0 | — | NEW | — | $96.14 | +18.0% |
| 1003 | GIL | GILDAN ACTIVEWEAR INC COM | Consumer Cyclical | 13.0 | $671.0 | — | NEW | — | $51.62 | +6.5% |
| 1004 | BXP | BXP INC COM | Real Estate | 10.0 | $663.0 | — | NEW | — | $66.30 | +5.6% |
| 1005 | SNN | SMITH & NEPHEW PLC SPDN ADR NEW | Healthcare | 23.0 | $663.0 | — | NEW | — | $28.83 | +2.8% |
| 1006 | BOH | BANK HAWAII CORP COM | Financial Services | 8.0 | $652.0 | — | NEW | — | $81.50 | -5.7% |
| 1007 | CALM | CAL MAINE FOODS INC COM NEW | Consumer Defensive | 8.0 | $644.0 | — | NEW | — | $80.50 | +5.1% |
| 1008 | CNR | CORE NATURAL RESOURCES INC COM SHS | Energy | 8.0 | $640.0 | — | NEW | — | $80.00 | +20.3% |
| 1009 | PFBC | PREFERRED BK LOS ANGELES CA COM NEW | Financial Services | 6.0 | $638.0 | — | NEW | — | $106.33 | -2.1% |
| 1010 | FROG | JFROG LTD ORD SHS | Technology | 7.0 | $636.0 | — | NEW | — | $90.86 | -0.8% |
| 1011 | FMC | FMC CORP COM NEW | Basic Materials | 55.0 | $633.0 | — | NEW | — | $11.51 | -2.0% |
| 1012 | HAFN | HAFNIA LTD SHS | Industrials | 95.0 | $631.0 | — | NEW | — | $6.64 | +22.4% |
| 1013 | RELY | REMITLY GLOBAL INC COM | Technology | 28.0 | $627.0 | — | NEW | — | $22.39 | +18.7% |
| 1014 | UA | UNDER ARMOUR INC CL C | — | 100.0 | $622.0 | — | NEW | — | $6.22 | — |
| 1015 | VTR | VENTAS INC COM | Real Estate | 7.0 | $622.0 | — | NEW | — | $88.86 | +5.2% |
| 1016 | MPLX | MPLX LP COM UNIT REP LTD | Energy | 11.0 | $620.0 | — | NEW | — | $56.36 | +3.7% |
| 1017 | UPWK | UPWORK INC COM | Industrials | 74.0 | $619.0 | — | NEW | — | $8.36 | +2.5% |
| 1018 | CSR | CENTERSPACE COM | Real Estate | 11.0 | $618.0 | — | NEW | — | $56.18 | -2.8% |
| 1019 | CVCO | CAVCO INDS INC DEL COM | Consumer Cyclical | 1.0 | $614.0 | — | NEW | — | $614.00 | -5.1% |
| 1020 | BJ | BJS WHSL CLUB HLDGS INC COM | Consumer Defensive | 7.0 | $611.0 | — | NEW | — | $87.29 | +12.8% |
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%