Latest Cedar Mountain Advisors, LLC Stock Portfolio

Cedar Mountain Advisors, LLC Performance:

2026 Q1: -2.38%YTD: -2.38%2025: 11.41%

Performance for 2026 Q1 is -2.38%, and YTD is -2.38%, and 2025 is 11.41%.

About Cedar Mountain Advisors, LLC and 13F Hedge Fund Stock Holdings

Cedar Mountain Advisors, LLC is a hedge fund based in Lake Oswego, OR. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cedar Mountain Advisors, LLC reported an equity portfolio of $511.4 Millions as of 31 Mar, 2026.

The top stock holdings of Cedar Mountain Advisors, LLC are IJR, IJR, IJR. The fund has invested 16.5% of it's portfolio in ISHARES RUSSELL 1000 VALUE ETF and 16.1% of portfolio in ISHARES RUSSELL 1000 GROWTH ETF.

The fund managers got completely rid off EXACT SCIENCES CORP COM (EXAS), VANECK OIL SERVICES ETF (BUZZ) and GARMIN LTD SHS (GRMN) stocks. They significantly reduced their stock positions in CLEANSPARK INC COM NEW (CLSK), FORTREA HLDGS INC COMMON STOCK and MORGAN STANLEY COM NEW (MS). Cedar Mountain Advisors, LLC opened new stock positions in LUMENTUM HLDGS INC COM (LITE), UNITIL CORP COM (UTL) and CLEAN HARBORS INC COM (CLH). The fund showed a lot of confidence in some stocks as they added substantially to PERRIGO CO PLC SHS (PRGO), CACTUS INC CL A (WHD) and ACADIA HEALTHCARE COMPANY INC COM (ACHC).

Cedar Mountain Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cedar Mountain Advisors, LLC made a return of -2.38% in the last quarter. In trailing 12 months, it's portfolio return was 11.8%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lumentum hldgs inc com	160,932
unitil corp com	140,421
clean harbors inc com	116,126
keysight technologies inc com	105,889
regal rexnord corporation com	98,686
encompass health corp com	86,864
first horizon corporation com	77,498
cencora inc com	63,456

New stocks bought by Cedar Mountain Advisors, LLC

Additions

Ticker	% Inc.
cactus inc cl a	33,700
general mtrs co com	22,800
phinia inc common stock	22,400
sterling infrastructure inc com	8,000
installed bldg prods inc com	6,300
leidos holdings inc com	5,620
wabtec com	5,520
epam sys inc com	5,200

Additions to existing portfolio by Cedar Mountain Advisors, LLC

Reductions

Ticker	% Reduced
morgan stanley com new	-86.61
ishares s&p 500 value etf	-71.16
state street spdr s&p 500 etf	-63.42
fundstrat granny shots us large cap etf	-57.14
southern co com	-55.03
boeing co com	-53.04
novartis ag sponsored adr	-38.13
salesforce inc com	-18.7

Cedar Mountain Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cedar Mountain Advisors, LLC

Sector Distribution

Cedar Mountain Advisors, LLC has about 93.6% of it's holdings in Others sector.

Sector	%
Others	93.6
Technology	1.7
Industrials	1.7

Market Cap. Distribution

Cedar Mountain Advisors, LLC has about 5.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.6
LARGE-CAP	3.4
MEGA-CAP	2.3

Stocks belong to which Index?

About 5.3% of the stocks held by Cedar Mountain Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.3
S&P 500	5.3

Top 5 Winners (%)		%
UCTT	ultra clean hldgs inc com	145.3 %
CC	chemours co com	86.8 %
PARR	par pac holdings inc com new	78.5 %
PTEN	patterson-uti energy inc com	77.3 %
FORM	formfactor inc com	73.9 %

Top 5 Winners ($)		$
IJR	ishares russell 1000 value etf	1.3 M
INFR	franklin international low volatility high dividend index etf	1.2 M
IJR	ishares russell mid-cap value etf	1.2 M
IJR	ishares core s&p small cap etf	0.9 M
VIGI	vanguard international high dividend yield etf	0.6 M

Top 5 Losers (%)		%
KD	kyndryl hldgs inc common stock	-50.6 %
FVRR	fiverr intl ltd ord shs	-49.2 %
JACK	jack in the box inc com	-49.0 %
INTA	intapp inc com	-43.9 %
SNAP	snap inc cl a	-43.0 %

Top 5 Losers ($)		$
IJR	ishares russell 1000 growth etf	-9.1 M
IJR	ishares russell mid-cap growth etf	-2.4 M
VAW	vanguard financials etf	-1.8 M
QQQ	invesco qqq trust series i	-1.5 M
ADP	automatic data processing inc com	-0.9 M

Cedar Mountain Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cedar Mountain Advisors, LLC

Cedar Mountain Advisors, LLC has 1152 stocks in it's portfolio. About 69.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Cedar Mountain Advisors, LLC last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc com	0.00	236	26,899	new

AAPL	apple inc com	0.50	10,123	2,569,060	added	8.51

AAXJ	ishares u.s. aerospace & defense etf	0.01	270	58,992	added	0.37

AAXJ	ishares 3-7 year treasury bond etf	0.01	477	56,572	unchanged	0.00

AAXJ	ishares morningstar small cap value etf	0.01	727	50,534	unchanged	0.00

AAXJ	ishares msci eafe growth etf	0.01	322	35,854	unchanged	0.00

AAXJ	ishares msci eafe value etf	0.01	466	34,659	unchanged	0.00

AAXJ	ishares msci acwi ex u.s. etf	0.01	419	28,689	new

AAXJ	ishares morningstar mid-cap growth etf	0.00	121	9,531	unchanged	0.00

ABBV	abbvie inc com	0.02	387	84,128	added	21.32

ABC	cencora inc com	0.01	202	63,456	new

ABT	abbott laboratories com	0.00	250	25,645	unchanged	0.00

ACI	albertsons companies inc common stock	0.05	14,854	253,112	added	2.03

ACMR	acm resh inc com cl a	0.00	230	9,051	unchanged	0.00

ACN	accenture plc ireland shs class a	0.00	50.00	9,915	added	163

ACSI	fundstrat granny shots us large cap etf	0.00	600	14,322	reduced	-57.14

ACWF	ishares treasury floating rate bond etf	0.00	368	18,653	added	3.08

ADC	agree rlty corp com	0.01	606	45,680	new

ADI	analog devices inc com	0.00	66.00	20,997	added	135

ADM	archer daniels midland co com	0.00	280	20,353	added	86.67