Latest Cedar Mountain Advisors, LLC Stock Portfolio

Cedar Mountain Advisors, LLC Performance:

2025 Q4: 1.15%YTD: 10.91%2024: 11.41%

Performance for 2025 Q4 is 1.15%, and YTD is 10.91%, and 2024 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 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cedar Mountain Advisors, LLC reported an equity portfolio of $518.4 Millions as of 31 Dec, 2025.

The top stock holdings of Cedar Mountain Advisors, LLC are IJR, IJR, IJR. The fund has invested 17.7% of it's portfolio in ISHARES RUSSELL 1000 GROWTH ETF and 16.3% of portfolio in ISHARES RUSSELL 1000 VALUE ETF.

The fund managers got completely rid off VOYA GLBL EQTY DIV & PREM OPP COM, FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF (AFLG) and CHIPOTLE MEXICAN GRILL INC COM (CMG) stocks. They significantly reduced their stock positions in DANA INC COM (DAN), UNITED RENTALS INC COM (URI) and FISERV INC COM. Cedar Mountain Advisors, LLC opened new stock positions in JPMORGAN LIMITED DURATION BOND ETF, L3HARRIS TECHNOLOGIES INC COM (LHX) and FMC CORP COM NEW (FMC). The fund showed a lot of confidence in some stocks as they added substantially to NAVIENT CORPORATION COM (NAVI), BOISE CASCADE CO DEL COM (BCC) and THRYV HLDGS INC COM NEW (THRY).

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

Our best estimate is that Cedar Mountain Advisors, LLC made a return of 1.15% in the last quarter. In trailing 12 months, it's portfolio return was 10.91%.

Performance
S&P 500

New Buys

Ticker	$ Bought
jpmorgan limited duration bond etf	49,774
unilever plc spon adr new	7,390
totalenergies se act	2,093
l3harris technologies inc com	1,761
solstice advanced matls inc com shs	1,652
fmc corp com new	1,401
national bk hldgs corp cl a	1,292

New stocks bought by Cedar Mountain Advisors, LLC

Additions

Ticker	% Inc.
boise cascade co del com	1,800
southside bancshares inc com	940
netflix inc com	712
servicenow inc com	400
quanta svcs inc com	321
astrazeneca plc sponsored adr	246
ishares s&p 500 value etf	220
crescent energy company cl a com	126

Additions to existing portfolio by Cedar Mountain Advisors, LLC

Reductions

Ticker	% Reduced
stryker corporation com	-83.67
agco corp com	-81.67
donaldson inc com	-77.59
accenture plc ireland shs class a	-75.32
tyson foods inc cl a	-58.25
smith & nephew plc spdn adr new	-57.84
iac inc com new	-53.09
honeywell intl inc com	-46.15

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 94.9% of it's holdings in Others sector.

Sector	%
Others	94.9
Technology	1.6
Industrials	1.6

Market Cap. Distribution

Cedar Mountain Advisors, LLC has about 4.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.9
LARGE-CAP	3
MEGA-CAP	1.9

Stocks belong to which Index?

About 4.8% of the stocks held by Cedar Mountain Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.1
S&P 500	4.8

Top 5 Winners (%)		%
VICR	vicor corp com	120.5 %
	fortrea hldgs inc common stock	100.6 %
	lithium argentina ag com shs	100.0 %
VSCO	victorias secret and co common stock	99.6 %
ARWR	arrowhead pharmaceuticals inc com	92.5 %

Top 5 Winners ($)		$
IJR	ishares russell 1000 value etf	2.7 M
VAW	vanguard health care etf	1.5 M
IJR	ishares russell 1000 growth etf	1.0 M
VIGI	vanguard international high dividend yield etf	0.7 M
INFR	franklin international low volatility high dividend index etf	0.7 M

Top 5 Losers (%)		%
NFLX	netflix inc com	-86.9 %
NOW	servicenow inc com	-75.0 %
	defi technologies inc com	-64.2 %
SMR	nuscale pwr corp cl a com	-60.6 %
LCID	lucid group inc com new	-55.4 %

Top 5 Losers ($)		$
IJR	ishares russell mid-cap growth etf	-1.5 M
ADP	automatic data processing inc com	-0.6 M
NFLX	netflix inc com	-0.2 M
AOA	ishares core 10 year usd bond etf	-0.2 M
MSFT	microsoft corp com	-0.2 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 757 stocks in it's portfolio. About 71.4% 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: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc com	0.00	105	1,610	unchanged	0.00

AAPL	apple inc com	0.49	9,329	2,536,240	added	0.04

AAXJ	ishares u.s. aerospace & defense etf	0.01	269	57,858	unchanged	0.00

AAXJ	ishares 3-7 year treasury bond etf	0.01	477	56,930	unchanged	0.00

AAXJ	ishares morningstar small cap value etf	0.01	727	49,800	unchanged	0.00

AAXJ	ishares msci eafe growth etf	0.01	322	36,675	added	1.58

AAXJ	ishares msci eafe value etf	0.01	466	33,288	added	2.19

AAXJ	ishares morningstar mid-cap growth etf	0.00	121	9,661	unchanged	0.00

AAXJ	ishares u.s. medical devices etf	0.00	151	9,385	unchanged	0.00

AAXJ	ishares u.s. oil & gas exploration & production etf	0.00	42.00	3,714	added	2.44

AAXJ	ishares u.s. oil equipment & services etf	0.00	165	3,438	added	0.61

ABBV	abbvie inc com	0.01	319	72,879	added	0.63

ABT	abbott labs com	0.01	250	31,277	reduced	-2.72

ACI	albertsons cos inc common stock	0.05	14,559	249,978	unchanged	0.00

ACMR	acm resh inc com cl a	0.00	230	9,074	added	4.55

ACN	accenture plc ireland shs class a	0.00	19.00	5,098	reduced	-75.32

ACSI	fundstrat granny shots us large cap etf	0.01	1,400	34,664	added	27.27

ACWF	ishares treasury floating rate bond etf	0.00	357	18,031	added	1.13

ADBE	adobe inc com	0.00	3.00	1,050	unchanged	0.00

ADI	analog devices inc com	0.00	28.00	7,594	unchanged	0.00