Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 | SKT | TANGER INC COM | Real Estate | 7.0 | $276.0 | — | NEW | — | $39.43 | -2.1% |
| 1102 | — | DUPONT DE NEMOURS INC COMMON STOCK | — | 2.0 | $271.0 | — | NEW | — | $135.50 | — |
| 1103 | UFPT | UFP TECHNOLOGIES INC COM | Healthcare | 1.0 | $265.0 | — | NEW | — | $265.00 | +14.3% |
| 1104 | TRIP | TRIPADVISOR INC COM | Consumer Cyclical | 19.0 | $260.0 | — | NEW | — | $13.68 | -25.4% |
| 1105 | FVRR | FIVERR INTL LTD ORD SHS | Communication Services | 25.0 | $258.0 | — | NEW | — | $10.32 | -9.3% |
| 1106 | SONO | SONOS INC COM | Technology | 19.0 | $257.0 | — | NEW | — | $13.53 | +15.1% |
| 1107 | CVSA | COVISTA INC COM | Consumer Cyclical | 2.0 | $249.0 | — | NEW | — | $124.50 | +6.5% |
| 1108 | LNN | LINDSAY CORP COM | Industrials | 2.0 | $248.0 | — | NEW | — | $124.00 | -6.5% |
| 1109 | GBX | GREENBRIER COS INC COM | Industrials | 5.0 | $245.0 | — | NEW | — | $49.00 | -6.4% |
| 1110 | HLX | HELIX ENERGY SOLUTIONS GRP INC COM | Energy | 28.0 | $245.0 | — | NEW | — | $8.75 | +13.7% |
| 1111 | PTCT | PTC THERAPEUTICS INC COM | Healthcare | 3.0 | $245.0 | — | NEW | — | $81.67 | -13.4% |
| 1112 | CTRE | CARETRUST REIT INC COM | Real Estate | 6.0 | $242.0 | — | NEW | — | $40.33 | -1.4% |
| 1113 | DV | DOUBLEVERIFY HLDGS INC COM | Technology | 22.0 | $238.0 | — | NEW | — | $10.82 | +23.1% |
| 1114 | AMN | AMN HEALTHCARE SVCS INC COM | Healthcare | 7.0 | $227.0 | — | NEW | — | $32.43 | +5.4% |
| 1115 | INTA | INTAPP INC COM | Technology | 9.0 | $227.0 | — | NEW | — | $25.22 | +63.8% |
| 1116 | WRLD | WORLD ACCEP CORPORATION COM | Financial Services | 1.0 | $224.0 | — | NEW | — | $224.00 | -16.2% |
| 1117 | YELP | YELP INC CL A | Communication Services | 9.0 | $221.0 | — | NEW | — | $24.56 | -3.1% |
| 1118 | — | LIFE360 INC COM | — | 4.0 | $221.0 | — | NEW | — | $55.25 | — |
| 1119 | EPC | EDGEWELL PERSONAL CARE CO COM | Consumer Defensive | 8.0 | $215.0 | — | NEW | — | $26.88 | +6.0% |
| 1120 | RUN | SUNRUN INC COM | Energy | 16.0 | $214.0 | — | NEW | — | $13.38 | -32.8% |
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%