Cedar Mountain Advisors, LLC
CIK
1798986
Location
LAKE OSWEGO, OR
Portfolio Value
Micro
$68,318,808
Diversification
Moderately concentrated
Filing Date
Global Rank
#201
/ 295
▲ 6441
Top Industry
Software - Application
10.8%
3Y Alpha vs SPY
-2.4%
Period ended 9 days ago
Filed Jul 2, 2026 · 7d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.3%
SPY
+76.5%
Annualised alpha
-2.4%
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
1,039 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
43.1%
+2.9 pts
Top 5
59.6%
+1.7 pts
Top 10
66.7%
+0.6 pts
HHI
1,949
Moderately concentrated+228
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.0% | $30,030,273 |
| Technology | 21.0% | $14,323,903 |
| Industrials | 9.4% | $6,431,940 |
| Consumer Cyclical | 6.8% | $4,625,479 |
| Financial Services | 6.3% | $4,303,918 |
| Consumer Defensive | 3.4% | $2,346,874 |
| Healthcare | 2.7% | $1,811,928 |
| Utilities | 2.5% | $1,687,349 |
| Communication Services | 1.6% | $1,069,981 |
| Energy | 1.1% | $765,370 |
| Real Estate | 0.7% | $471,284 |
| Basic Materials | 0.7% | $450,509 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −1,546 | 2,759 | $1,029,162 | |
| 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 | |
| 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 | |
| UAA | Under Armour, Inc. | −15 | 250 | $1,597 | |
| HE | Hawaiian Electric Industries Inc | −13 | 792 | $10,715 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 607 | $71,425 | |
| LNT | Alliant Energy Corp | 340 | $25,938 | |
| SF | Stifel Financial Corp | 337 | $23,512 | |
| XPRO | Expro Group Holdings N.V. | 1,131 | $16,704 | |
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CTRA | Coterra Energy Inc. | 2,879 | $101,168 | |
| HON | Honeywell International Inc | 83 | $19,675 | |
| PIPR | Piper Sandler Companies | 256 | $19,596 | |
| CCL | Carnival Corp Ltd. | 385 | $9,963 | |
| ONON | On Holding AG | 213 | $7,246 | |
| HOLX | HOLOGIC INC | 85 | $6,425 | |
| ONCY | Oncolytics Biotech Inc | 5,651 | $4,803 | |
| PKST | Peakstone Realty Trust | 129 | $2,694 | |
| CHWY | Chewy, Inc. | 49 | $1,323 | |
| WGO | Winnebago Industries Inc | 39 | $1,208 | |
| SNCY | Sun Country Airlines Holdings, LLC | 55 | $908 | |
| AEO | American Eagle Outfitters Inc | 54 | $901 | |
| PRIM | Primoris Services Corp | 6 | $858 | |
| ZTR | Virtus Total Return Fund Inc. | 125 | $827 | |
| DD | DuPont de Nemours, Inc. | 6 | $824 | |
| AL | SUMISHO AIR LEASE CORP | 12 | $779 | |
| APLS | Apellis Pharmaceuticals, Inc. | 18 | $724 | |
| CSGS | Csg Systems International Inc | 9 | $719 | |
| WAY | Waystar Holding Corp. | 29 | $699 | |
| ENR | Energizer Holdings, Inc. | 40 | $656 | |
| VRE | Veris Residential, Inc. | 34 | $641 | |
| ROCK | Gibraltar Industries, Inc. | 15 | $598 | |
| SITC | SITE Centers Corp. | 106 | $572 | |
| SEE | SEALED AIR CORP/DE | 12 | $504 | |
| TMDX | TransMedics Group, Inc. | 5 | $497 | |
| No positions match the current search. | ||||
1,039 positions ·
$68,318,808 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 1,039 positions by value
· page 1 of 21
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 39,980 | $29,441,272 | 43.09% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 16,866 | $3,777,140 | 5.53% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,453 | $3,024,680 | 4.43% | |
| CSX |
Csx Corp
Industrials
|
Held | 63,391 | $3,012,974 | 4.41% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,515 | $1,478,409 | 2.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,639 | $1,184,997 | 1.73% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,759 | $1,029,162 | 1.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,966 | $983,766 | 1.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,477 | $895,802 | 1.31% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 5,387 | $737,749 | 1.08% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 15,817 | $649,287 | 0.95% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 4,739 | $618,960 | 0.91% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 3,199 | $462,607 | 0.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,629 | $388,255 | 0.57% | |
| INTC |
Intel Corp
Technology
|
Reduced | 2,763 | $385,797 | 0.56% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 392 | $366,704 | 0.54% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,321 | $357,079 | 0.52% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,271 | $334,263 | 0.49% | |
| SO |
Southern Co
Utilities
|
Added | 3,460 | $331,156 | 0.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 404 | $301,695 | 0.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 456 | $256,860 | 0.38% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 911 | $247,792 | 0.36% | |
| SR |
Spire Inc
Utilities
|
Added | 3,006 | $234,738 | 0.34% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 640 | $225,715 | 0.33% | |
| BA |
Boeing Co
Industrials
|
Added | 1,025 | $221,881 | 0.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 616 | $220,139 | 0.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,493 | $218,933 | 0.32% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 2,234 | $216,429 | 0.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,794 | $203,188 | 0.30% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Held | 14,854 | $200,974 | 0.29% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Held | 229 | $196,495 | 0.29% | |
| T |
At&T Inc.
Communication Services
|
Added | 9,167 | $189,756 | 0.28% | |
| NWN |
Northwest Natural Holding Co
Utilities
|
Reduced | 3,559 | $174,604 | 0.26% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 832 | $173,921 | 0.25% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 1,479 | $173,723 | 0.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 434 | $163,943 | 0.24% | |
| GLD |
Spdr Gold Trust
|
Held | 442 | $162,823 | 0.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 630 | $158,533 | 0.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,215 | $156,127 | 0.23% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 577 | $150,597 | 0.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 459 | $150,244 | 0.22% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Held | 1,425 | $141,844 | 0.21% | |
| UTL |
Unitil Corp
Utilities
|
Held | 2,688 | $141,630 | 0.21% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 375 | $131,276 | 0.19% | |
| SNDK |
Sandisk Corp
Technology
|
Held | 57 | $129,602 | 0.19% | |
| RRX |
Regal Rexnord Corp
Industrials
|
Held | 527 | $125,526 | 0.18% | |
| V |
Visa Inc.
Financial Services
|
Added | 361 | $123,855 | 0.18% | |
| RTX |
RTX Corp
Industrials
|
Added | 648 | $122,945 | 0.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 482 | $122,413 | 0.18% | |
| CLH |
Clean Harbors Inc
Industrials
|
Held | 405 | $120,993 | 0.18% |