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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 9 of 59  ·  1,175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 477.0 $56K 0.01% NEW $117.45 -0.9%
162 CNP CENTERPOINT ENERGY INC COM Utilities 1,267.0 $56K 0.01% NEW $44.04 -12.0%
163 SLB SLB LIMITED COM STK Energy 1,195.0 $56K 0.01% NEW $46.49 +15.9%
164 LRCX LAM RESEARCH CORP COM NEW Technology 128.0 $55K 0.01% NEW $433.33 -27.5%
165 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 673.0 $55K 0.01% NEW $82.11 -0.1%
166 BLK BLACKROCK INC COM Financial Services 57.0 $54K 0.01% NEW $954.74 +21.1%
167 WFC WELLS FARGO & CO COM Financial Services 655.0 $54K 0.01% NEW $82.64 +1.5%
168 BROS DUTCH BROS INC CL A Consumer Cyclical 741.0 $53K 0.01% NEW $71.81 -30.6%
169 VOO VANGUARD S&P 500 ETF 77.0 $53K 0.01% NEW $687.75 +2.3%
170 DIS DISNEY WALT CO COM Communication Services 545.0 $52K 0.01% NEW $96.24 +12.0%
171 INGR INGREDION INC COM Consumer Defensive 550.0 $52K 0.01% NEW $94.71 +12.8%
172 M MACYS INC COM Consumer Cyclical 2,196.0 $52K 0.01% NEW $23.55 -3.1%
173 PKG PACKAGING CORP AMER COM Consumer Cyclical 216.0 $51K 0.01% NEW $238.28 +6.1%
174 SOXX ISHARES SEMICONDUCTOR ETF 80.0 $51K 0.01% NEW $640.77 -18.8%
175 VLO VALERO ENERGY CORP COM Energy 196.0 $51K 0.01% NEW $260.44 +34.0%
176 PWR QUANTA SVCS INC COM Industrials 70.0 $50K 0.01% NEW $720.04 -11.2%
177 VVV VALVOLINE INC COM Energy 1,259.0 $50K 0.01% NEW $39.54 -14.1%
178 MO ALTRIA GROUP INC COM Consumer Defensive 687.0 $49K 0.01% NEW $71.95 -8.1%
179 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 658.0 $49K 0.01% NEW $74.53 +2.1%
180 AEP AMERICAN ELEC PWR CO INC COM Utilities 358.0 $49K 0.01% NEW $136.94 -11.7%
Page 9 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%