Cedar Mountain Advisors, LLC

CIK

1798986

Location

LAKE OSWEGO, OR

Portfolio Value

Micro $57,918,461

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,292 / 8,232 ▲ 341

Top Industry

Software - Application 11.3%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.6%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,027 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.8%

−6.8 pts

Top 5

57.4%

−10.6 pts

Top 10

65.5%

−11.8 pts

HHI

1,690

Moderately concentrated−636

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.6%	$23,510,610	9
Technology	21.3%	$12,351,823	161
Industrials	9.3%	$5,376,857	152
Consumer Cyclical	7.7%	$4,449,608	135
Financial Services	6.1%	$3,540,347	146
Consumer Defensive	4.1%	$2,393,096	44
Healthcare	2.8%	$1,596,927	127
Utilities	2.6%	$1,528,686	41
Energy	2.3%	$1,329,615	56
Communication Services	1.7%	$964,802	38
Basic Materials	0.8%	$446,006	60
Real Estate	0.7%	$430,084	58

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	+10,288	16,050	$847,761
T	At&T Inc.	+3,462	7,185	$208,293
CTRA	Coterra Energy Inc.	+2,004	2,879	$101,168
VTRS	Viatris Inc	+1,606	2,954	$39,908
F	Ford Motor Co	+1,080	2,940	$33,927
COLB	Columbia Banking System, Inc.	+949	1,115	$30,584
NWN	Northwest Natural Holding Co	+889	3,793	$201,863
UWMC	UWM Holdings Corp	+816	1,312	$4,749
CRWV	CoreWeave, Inc.	+800	1,425	$110,394
AAPL	Apple Inc.	+794	10,123	$2,569,116
NFLX	Netflix Inc	+723	1,048	$100,765
BAC	Bank Of America Corp /De/	+707	1,427	$69,566
HE	Hawaiian Electric Industries Inc	+705	805	$11,946
PFE	Pfizer Inc	+682	1,631	$45,798
VZ	Verizon Communications Inc	+677	1,874	$94,074
FIBK	First Interstate Bancsystem Inc	+662	675	$22,545
BLMN	Bloomin' Brands, Inc.	+583	659	$3,558
MIR	Mirion Technologies, Inc.	+570	641	$11,916
NBHC	National Bank Holdings Corp	+559	593	$23,221
ETR	Entergy Corp /De/	+551	596	$66,966
SM	SM Energy Co	+523	538	$16,774
NVRI-WI	Enviri II Corp	+486	517	$0
WBD	Warner Bros. Discovery, Inc.	+481	686	$18,837
PRGO	PERRIGO Co plc	+480	481	$5,165
KSS	KOHLS Corp	+445	497	$6,411
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	−1,892	1,546	$149,219
BA	Boeing Co	−932	825	$164,199
MS	Morgan Stanley	−841	130	$21,394
QQQ	Invesco Qqq Trust, Series 1	−556	39,951	$23,058,918
SPY	Spdr S&P 500 ETF Trust	−352	203	$132,019
MSFT	Microsoft Corp	−230	4,305	$1,593,581
ADP	Automatic Data Processing Inc	−211	16,893	$3,432,319
BN	BROOKFIELD Corp /ON/	−190	107	$4,330
AMAT	Applied Materials Inc /De	−183	1,680	$574,207
ETH	Grayscale Ethereum Staking Mini ETF	−170	400	$7,944
TSLA	Tesla, Inc.	−131	3,394	$1,261,719
MCD	Mcdonalds Corp	−91	1,452	$451,267
DFH	Dream Finders Homes, Inc.	−78	24	$334
NVS	Novartis AG	−53	86	$13,136
CLSK	Cleanspark, Inc.	−51	1	$8
PLTR	Palantir Technologies Inc.	−50	367	$53,684
FMC	Fmc Corp	−46	55	$947
FTRE	Fortrea Holdings Inc.	−44	2	$18
AESI	Atlas Energy Solutions Inc.	−30	35	$459
LUMN	Lumen Technologies, Inc.	−25	161	$1,118
MXL	Maxlinear, Inc	−24	38	$660
MBC	MasterBrand, Inc.	−23	59	$490
CRM	Salesforce, Inc.	−23	100	$18,667
HFWA	Heritage Financial Corp /Wa/	−23	79	$2,054
SNN	Smith & Nephew PLC	−20	23	$730
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	229	$160,932
UTL	Unitil Corp	2,688	$140,421
CLH	Clean Harbors Inc	405	$116,125
KEYS	Keysight Technologies, Inc.	375	$105,888
RRX	Regal Rexnord Corp	527	$98,686
EHC	Encompass Health Corp	898	$86,863
FHN	First Horizon Corp	3,405	$77,497
COR	Cencora, Inc.	202	$63,456
INGR	Ingredion Inc	550	$61,963
SLB	Slb Limited/Nv	1,195	$61,411
WCC	Wesco International Inc	223	$61,017
SNA	Snap-on Inc	166	$60,294
RGA	Reinsurance Group Of America Inc	281	$57,368
WBS	Webster Financial Corp	799	$55,466
BWA	Borgwarner Inc	1,021	$55,399
CNP	Centerpoint Energy Inc	1,267	$54,683
DOV	DOVER Corp	253	$52,737
MCHP	Microchip Technology Inc	776	$50,137
VIAV	Viavi Solutions Inc.	1,495	$49,753
AIG	American International Group, Inc.	658	$49,514
EVR	Evercore Inc.	165	$49,254
PR	Permian Resources Corp	2,251	$47,991
DAR	Darling Ingredients Inc.	766	$47,377
AKAM	Akamai Technologies Inc	409	$46,973
ADC	Agree Realty Corp	606	$45,680
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	400	$40,624
GRMN	Garmin Ltd	147	$29,818
RIOT	Riot Platforms, Inc.	600	$7,602
TTE	TotalEnergies SE	32	$2,093
IVT	InvenTrust Properties Corp.	60	$1,692
VRSK	Verisk Analytics, Inc.	7	$1,565
SONO	Sonos Inc	86	$1,510
TBBK	Bancorp, Inc.	17	$1,147
AHRT	AH Realty Trust, Inc.	149	$986
SCSC	Scansource, Inc.	24	$937
RDDT	Reddit, Inc.	4	$919
REZI	Resideo Technologies, Inc.	25	$878
PI	Impinj Inc	5	$870
HZO	Marinemax Inc	33	$799
PIPR	Piper Sandler Companies	9	$764
CEVA	Ceva Inc	33	$710
PRAA	Pra Group Inc	40	$707
CAL	Caleres Inc	56	$681
ASIX	AdvanSix Inc.	39	$674
WRLD	World Acceptance Corp	4	$561
SLG	Sl Green Realty Corp	12	$550
SSTK	Shutterstock, Inc.	28	$534
NAVI	Navient Corp	38	$494
INSP	Inspire Medical Systems, Inc.	5	$461
UPWK	Upwork, Inc	23	$455
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,027 positions · $57,918,461 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,027 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	39,951	-556	$23,058,918	−7.3%	39.81%
ADP	Automatic Data Processing Inc Technology	Reduced	16,893	-211	$3,432,319	−22.0%	5.93%
CSX	Csx Corp Industrials	Reduced	63,391	-2	$2,602,200	+13.2%	4.49%
AAPL	Apple Inc. Technology	Added	10,123	+794	$2,569,116	+1.3%	4.44%
MSFT	Microsoft Corp Technology	Reduced	4,305	-230	$1,593,581	−27.3%	2.75%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,394	-131	$1,261,719	−20.4%	2.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,910	+28	$915,272	−3.2%	1.58%
BR	Broadridge Financial Solutions, Inc. Technology	Added	5,383	+3	$874,629	−27.2%	1.51%
NKE	NIKE, Inc. Consumer Cyclical	Added	16,050	+10,288	$847,761	+130.9%	1.46%
NVDA	Nvidia Corp Technology	Added	4,364	+290	$761,081	+0.2%	1.31%
AMAT	Applied Materials Inc /De Technology	Reduced	1,680	-183	$574,207	+19.9%	0.99%
TGT	Target Corp Consumer Defensive	Added	4,723	+32	$572,427	+24.8%	0.99%
XOM	Exxon Mobil Corp Energy	Added	2,986	+156	$506,604	+48.8%	0.87%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,452	-91	$451,267	−4.3%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	392	+13	$390,600	+19.5%	0.67%
BNY	Bank of New York Mellon Corp Financial Services	Added	3,199	+242	$379,497	+10.6%	0.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,566	+140	$326,150	−0.9%	0.56%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,256	+16	$291,705	+6.9%	0.50%
SR	Spire Inc Utilities	Added	2,980	+100	$269,809	+13.3%	0.47%
INTU	Intuit Inc. Technology	Added	603	+16	$260,725	−32.9%	0.45%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	14,854	+295	$253,112	+1.3%	0.44%
WMT	Walmart Inc. Consumer Defensive	Added	1,793	+55	$222,834	+15.1%	0.38%
UNP	Union Pacific Corp Industrials	Held	911	0	$221,026	+4.9%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,483	+63	$214,204	+5.3%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	640	+10	$210,489	−2.9%	0.36%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	2,234	0	$208,476	+11.3%	0.36%
T	At&T Inc. Communication Services	Added	7,185	+3,462	$208,293	+125.2%	0.36%
NWN	Northwest Natural Holding Co Utilities	Added	3,793	+889	$201,863	+48.7%	0.35%
GLD	Spdr Gold Trust	Added	442	+34	$190,188	+17.6%	0.33%
META	Meta Platforms, Inc. Communication Services	Added	320	+18	$183,081	−8.2%	0.32%
GOOGL	Alphabet Inc. Communication Services	Added	623	+146	$179,149	+20.0%	0.31%
BA	Boeing Co Industrials	Reduced	825	-932	$164,199	−57.0%	0.28%
LITE	Lumentum Holdings Inc. Technology	NEW	229	NEW	$160,932	NEW	0.28%
SO	Southern Co Utilities	Reduced	1,546	-1,892	$149,219	−50.2%	0.26%
UTL	Unitil Corp Utilities	NEW	2,688	NEW	$140,421	NEW	0.24%
INTC	Intel Corp Technology	Added	3,163	+232	$139,583	+29.1%	0.24%
AVGO	Broadcom Inc. Technology	Added	430	+114	$133,089	+21.7%	0.23%
SPY	Spdr S&P 500 ETF Trust	Reduced	203	-352	$132,019	−65.1%	0.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	448	+126	$131,783	+27.0%	0.23%
CLH	Clean Harbors Inc Industrials	NEW	405	NEW	$116,125	NEW	0.20%
JNJ	Johnson & Johnson Healthcare	Added	470	+98	$114,886	+49.2%	0.20%
MRK	Merck & Co., Inc. Healthcare	Added	918	+248	$110,426	+56.6%	0.19%
CRWV	CoreWeave, Inc. Technology	Added	1,425	+800	$110,394	+146.7%	0.19%
V	Visa Inc. Financial Services	Added	358	+43	$108,201	−2.1%	0.19%
COF	Capital One Financial Corp Financial Services	Added	585	+386	$106,721	+121.3%	0.18%
KEYS	Keysight Technologies, Inc. Technology	NEW	375	NEW	$105,888	NEW	0.18%
IBIT	iShares Bitcoin Trust ETF	Added	2,746	+190	$105,501	−16.9%	0.18%
CTRA	Coterra Energy Inc. Energy	Added	2,879	+2,004	$101,168	+339.3%	0.17%
NFLX	Netflix Inc Communication Services	Added	1,048	+723	$100,765	+230.7%	0.17%
RRX	Regal Rexnord Corp Industrials	NEW	527	NEW	$98,686	NEW	0.17%