Cedar Mountain Advisors, LLC

CIK

1798986

Location

LAKE OSWEGO, OR

Portfolio Value

Micro $68,302,104

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,556 / 8,517 ▲ 501

Top Industry

Software - Application 10.8%

3Y Alpha vs SPY

+3.5%

Period ended 46 days ago

Filed Jul 2, 2026 · 44d

26 quarters · since Mar 2020

Portfolio Concentration

1,038 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

43.1%

+3.7 pts

Top 5

59.6%

+2.7 pts

Top 10

66.7%

+1.9 pts

HHI

1,950

Moderately concentrated+291

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.0%	$30,030,273	10
Technology	21.0%	$14,323,903	166
Industrials	9.4%	$6,431,940	146
Consumer Cyclical	6.8%	$4,625,479	132
Financial Services	6.3%	$4,303,918	152
Consumer Defensive	3.4%	$2,346,874	50
Healthcare	2.7%	$1,811,928	129
Utilities	2.5%	$1,687,349	43
Communication Services	1.6%	$1,069,981	40
Energy	1.1%	$748,666	55
Real Estate	0.7%	$471,284	56
Basic Materials	0.7%	$450,509	59

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp/De	+2,015	2,377	$98,217
T	At&T Inc.	+1,982	9,167	$189,756
SO	Southern Co	+1,914	3,460	$331,156
ALK	Alaska Air Group, Inc.	+761	840	$43,848
MS	Morgan Stanley	+702	832	$173,921
CSCO	Cisco Systems, Inc.	+599	1,479	$173,723
WBD	Warner Bros. Discovery, Inc.	+427	1,113	$29,672
C	Citigroup Inc	+407	698	$97,692
AAPL	Apple Inc.	+330	10,453	$3,024,680
GLW	Corning Inc /Ny	+328	409	$104,470
MRK	Merck & Co., Inc.	+297	1,215	$156,127
KLAC	Kla Corp	+246	276	$83,271
ABBV	AbbVie Inc.	+243	630	$158,533
NFLX	Netflix Inc	+230	1,278	$91,249
SPY	Spdr S&P 500 ETF Trust	+201	404	$301,695
BA	Boeing Co	+200	1,025	$221,881
LYB	LyondellBasell Industries N.V.	+175	311	$16,374
RTX	RTX Corp	+152	648	$122,945
META	Meta Platforms, Inc.	+136	456	$256,860
TSLA	Tesla, Inc.	+121	3,515	$1,478,409
NVDA	Nvidia Corp	+113	4,477	$895,802
AES	Aes Corp	+104	307	$4,500
VICI	Vici Properties Inc.	+79	463	$12,292
BKNG	Booking Holdings Inc.	+72	75	$13,368
TTWO	Take Two Interactive Software Inc	+68	72	$17,998
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−1,546	2,759	$1,029,162
GOOGL	Alphabet Inc.	−428	616	$220,139
INTC	Intel Corp	−400	2,763	$385,797
NWN	Northwest Natural Holding Co	−234	3,559	$174,604
NKE	NIKE, Inc.	−233	15,817	$649,287
MCD	Mcdonalds Corp	−131	1,321	$357,079
UAA	Under Armour, Inc.	−115	250	$1,597
USAR	USA Rare Earth, Inc.	−100	550	$11,869
CMCSA	Comcast Corp	−99	1,097	$26,931
CLB	Core Laboratories Inc. /DE/	−68	62	$722
CRM	Salesforce, Inc.	−45	55	$8,616
DOW	Dow Inc.	−43	327	$8,946
AMAT	Applied Materials Inc /De	−41	1,639	$1,184,997
MDLZ	Mondelez International, Inc.	−37	89	$5,147
EXLS	ExlService Holdings, Inc.	−36	372	$9,619
KSS	KOHLS Corp	−35	462	$8,186
LEG	Leggett & Platt Inc	−35	134	$1,569
NEOG	Neogen Corp	−28	1	$8
ADP	Automatic Data Processing Inc	−27	16,866	$3,777,140
RUN	Sunrun Inc.	−26	16	$214
INTU	Intuit Inc.	−26	577	$150,597
UBER	Uber Technologies, Inc	−20	119	$8,587
ICHR	Ichor Holdings, Ltd.	−20	214	$24,027
BCE	Bce Inc	−17	189	$4,065
ORCL	Oracle Corp	−16	225	$32,973
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	607	$71,425
LNT	Alliant Energy Corp	340	$25,938
SF	Stifel Financial Corp	337	$23,512
RKLB	Rocket Lab Corp	90	$9,148
FSSL	FS Specialty Lending Fund	675	$7,526
INFQ	Infleqtion, Inc.	400	$5,328
USO	United States Oil Fund, LP	50	$5,322
MOH	Molina Healthcare, Inc.	8	$1,829
PAYC	Paycom Software, Inc.	14	$1,759
ARM	Arm Holdings PLC /Uk	4	$1,418
CORT	Corcept Therapeutics Inc	16	$1,391
ETSY	Etsy Inc	17	$1,280
UNIT	Uniti Group Inc.	90	$1,032
HSTM	Healthstream Inc	31	$844
MTH	Meritage Homes CORP	10	$838
ABG	Asbury Automotive Group Inc	4	$804
NAVI	Navient Corp	94	$799
NSP	Insperity, Inc.	19	$784
WEN	Wendy's Co	93	$770
SMPL	Simply Good Foods Co	56	$743
SDGR	Schrodinger, Inc.	45	$731
BFAM	Bright Horizons Family Solutions Inc.	10	$708
GO	Grocery Outlet Holding Corp.	69	$688
GEO	Geo Group Inc	23	$679
CALM	Cal-Maine Foods Inc	8	$644
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	2,986	$506,604
VXF	Vanguard Extended Market ETF	1,859	$382,582
VXUS	Vanguard Total International Stock ETF	1,311	$101,091
BIV	Vanguard Intermediate-Term Bond ETF	999	$77,102
PIPR	Piper Sandler Companies	256	$19,596
HON	Honeywell International Inc	83	$18,760
VIG	Vanguard Dividend Appreciation ETF	67	$14,409
NVRI	Enviri Corp	517	$10,143
CCL	Carnival Corp Ltd.	385	$9,963
ONON	On Holding AG	213	$7,246
ONCY	Oncolytics Biotech Inc	5,651	$4,803
ZG	Zillow Group, Inc.	47	$1,944
CHWY	Chewy, Inc.	49	$1,323
VB	Vanguard Morningstar Small-Cap ETF	5	$1,309
WGO	Winnebago Industries Inc	39	$1,208
AEO	American Eagle Outfitters Inc	54	$901
PRIM	Primoris Services Corp	6	$858
ZTR	Virtus Total Return Fund Inc.	125	$827
WAY	Waystar Holding Corp.	29	$699
ENR	Energizer Holdings, Inc.	40	$656
ROCK	Gibraltar Industries, Inc.	15	$598
SITC	SITE Centers Corp.	106	$572
TMDX	TransMedics Group, Inc.	5	$497
MKTX	Marketaxess Holdings Inc	3	$494
MBC	MasterBrand, Inc.	59	$490
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,038 tracked positions · $68,302,104 total · as of Jun 30, 2026

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

Showing 1–50 of 1,038 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	Added	39,980	+29	$29,441,272	+27.7%	43.10%
ADP	Automatic Data Processing Inc Technology	Reduced	16,866	-27	$3,777,140	+10.0%	5.53%
AAPL	Apple Inc. Technology	Added	10,453	+330	$3,024,680	+17.7%	4.43%
CSX	Csx Corp Industrials	Held	63,391	0	$3,012,974	+15.8%	4.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,515	+121	$1,478,409	+17.2%	2.16%
AMAT	Applied Materials Inc /De Technology	Reduced	1,639	-41	$1,184,997	+106.4%	1.73%
MSFT	Microsoft Corp Technology	Reduced	2,759	-1,546	$1,029,162	−35.4%	1.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,966	+56	$983,766	+7.5%	1.44%
NVDA	Nvidia Corp Technology	Added	4,477	+113	$895,802	+17.7%	1.31%
BR	Broadridge Financial Solutions, Inc. Technology	Added	5,387	+4	$737,749	−15.7%	1.08%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	15,817	-233	$649,287	−23.4%	0.95%
TGT	Target Corp Consumer Defensive	Added	4,739	+16	$618,960	+8.1%	0.91%
BNY	Bank of New York Mellon Corp Financial Services	Held	3,199	0	$462,607	+21.9%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,629	+63	$388,255	+19.0%	0.57%
INTC	Intel Corp Technology	Reduced	2,763	-400	$385,797	+176.4%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	392	0	$366,704	−6.1%	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,321	-131	$357,079	−20.9%	0.52%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,271	+15	$334,263	+14.6%	0.49%
SO	Southern Co Utilities	Added	3,460	+1,914	$331,156	+121.9%	0.48%
SPY	Spdr S&P 500 ETF Trust	Added	404	+201	$301,695	+128.5%	0.44%
META	Meta Platforms, Inc. Communication Services	Added	456	+136	$256,860	+40.3%	0.38%
UNP	Union Pacific Corp Industrials	Held	911	0	$247,792	+12.1%	0.36%
SR	Spire Inc Utilities	Added	3,006	+26	$234,738	−13.0%	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Held	640	0	$225,715	+7.2%	0.33%
BA	Boeing Co Industrials	Added	1,025	+200	$221,881	+35.1%	0.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	616	-428	$220,139	−26.6%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,493	+10	$218,933	+2.2%	0.32%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	2,234	0	$216,429	+3.8%	0.32%
WMT	Walmart Inc. Consumer Defensive	Added	1,794	+1	$203,188	−8.8%	0.30%
ACI	Albertsons Companies, Inc. Consumer Defensive	Held	14,854	0	$200,974	−20.6%	0.29%
LITE	Lumentum Holdings Inc. Technology	Held	229	0	$196,495	+22.1%	0.29%
T	At&T Inc. Communication Services	Added	9,167	+1,982	$189,756	−8.9%	0.28%
NWN	Northwest Natural Holding Co Utilities	Reduced	3,559	-234	$174,604	−13.5%	0.26%
MS	Morgan Stanley Financial Services	Added	832	+702	$173,921	+712.9%	0.25%
CSCO	Cisco Systems, Inc. Technology	Added	1,479	+599	$173,723	+154.4%	0.25%
AVGO	Broadcom Inc. Technology	Added	434	+4	$163,943	+23.2%	0.24%
GLD	Spdr Gold Trust	Held	442	0	$162,823	−14.4%	0.24%
ABBV	AbbVie Inc. Healthcare	Added	630	+243	$158,533	+88.4%	0.23%
MRK	Merck & Co., Inc. Healthcare	Added	1,215	+297	$156,127	+41.4%	0.23%
INTU	Intuit Inc. Technology	Reduced	577	-26	$150,597	−42.2%	0.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	459	+11	$150,244	+14.0%	0.22%
CRWV	CoreWeave, Inc. Technology	Held	1,425	0	$141,844	+28.5%	0.21%
UTL	Unitil Corp Utilities	Held	2,688	0	$141,630	+0.9%	0.21%
KEYS	Keysight Technologies, Inc. Technology	Held	375	0	$131,276	+24.0%	0.19%
SNDK	Sandisk Corp Technology	Held	57	0	$129,602	+257.9%	0.19%
RRX	Regal Rexnord Corp Industrials	Held	527	0	$125,526	+27.2%	0.18%
V	Visa Inc. Financial Services	Added	361	+3	$123,855	+14.5%	0.18%
RTX	RTX Corp Industrials	Added	648	+152	$122,945	+28.5%	0.18%
JNJ	Johnson & Johnson Healthcare	Added	482	+12	$122,413	+6.6%	0.18%
CLH	Clean Harbors Inc Industrials	Held	405	0	$120,993	+4.2%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.