Cedar Mountain Advisors, LLC
CIK
1798986
Location
LAKE OSWEGO, OR
Portfolio Value
Micro
$12,351,823
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,639
/ 8,586
▲ 224
Top Industry
Software - Application
11.3%
3Y Alpha vs SPY
-2.5%
Period ended 3 months ago
Filed Apr 30, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.5%
SPY
+78.1%
Annualised alpha
-2.5%
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
1,028 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Unclassified | 40.6% | $23,510,610 |
| Technology | 21.3% | $12,351,823 |
| Industrials | 9.3% | $5,377,149 |
| Consumer Cyclical | 7.7% | $4,449,608 |
| Financial Services | 6.1% | $3,540,347 |
| Consumer Defensive | 4.1% | $2,393,096 |
| Healthcare | 2.8% | $1,596,927 |
| Utilities | 2.6% | $1,528,686 |
| Energy | 2.3% | $1,329,615 |
| Communication Services | 1.7% | $964,802 |
| Basic Materials | 0.8% | $446,006 |
| Real Estate | 0.7% | $430,084 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| CRM | Salesforce, Inc. | −23 | 100 | $18,667 | |
| HFWA | Heritage Financial Corp /Wa/ | −23 | 79 | $2,054 | |
| MBC | MasterBrand, Inc. | −23 | 59 | $490 | |
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
161 positions ·
$12,351,823 total
· Technology only
· 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 161 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 16,893 | $3,432,319 | 27.79% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,123 | $2,569,116 | 20.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,305 | $1,593,581 | 12.90% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 5,383 | $874,629 | 7.08% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,364 | $761,081 | 6.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,680 | $574,207 | 4.65% | |
| INTU |
Intuit Inc.
Technology
|
Added | 603 | $260,725 | 2.11% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 229 | $160,932 | 1.30% | |
| INTC |
Intel Corp
Technology
|
Added | 3,163 | $139,583 | 1.13% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 430 | $133,089 | 1.08% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 1,425 | $110,394 | 0.89% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
NEW | 375 | $105,888 | 0.86% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 401 | $97,198 | 0.79% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 880 | $68,279 | 0.55% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 367 | $53,684 | 0.43% | |
| MCHP |
Microchip Technology Inc
Technology
|
NEW | 776 | $50,137 | 0.41% | |
| VIAV |
Viavi Solutions Inc.
Technology
|
NEW | 1,495 | $49,753 | 0.40% | |
| AKAM |
Akamai Technologies Inc
Technology
|
NEW | 409 | $46,973 | 0.38% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Added | 286 | $44,478 | 0.36% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 30 | $44,172 | 0.36% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Held | 68 | $41,140 | 0.33% | |
| PTC |
Ptc Inc.
Technology
|
NEW | 255 | $36,334 | 0.29% | |
| SNDK |
Sandisk Corp
Technology
|
Added | 57 | $36,214 | 0.29% | |
| ORCL |
Oracle Corp
Technology
|
Added | 241 | $35,453 | 0.29% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 170 | $33,003 | 0.27% | |
| PAYX |
Paychex Inc
Technology
|
Added | 338 | $31,136 | 0.25% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 224 | $28,302 | 0.23% | |
| COHR |
Coherent Corp.
Technology
|
Added | 117 | $27,870 | 0.23% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 170 | $27,254 | 0.22% | |
| ASML |
Asml Holding NV
Technology
|
Held | 20 | $26,416 | 0.21% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 120 | $25,639 | 0.21% | |
| CACI |
Caci International Inc /De/
Technology
|
NEW | 44 | $23,930 | 0.19% | |
| NVMI |
Nova Ltd.
Technology
|
NEW | 54 | $23,451 | 0.19% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 66 | $20,997 | 0.17% | |
| G |
Genpact LTD
Technology
|
NEW | 554 | $20,636 | 0.17% | |
| MU |
Micron Technology Inc
Technology
|
Added | 56 | $18,919 | 0.15% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 100 | $18,667 | 0.15% | |
| DFIN |
Donnelley Financial Solutions, Inc.
Technology
|
Held | 385 | $18,148 | 0.15% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 46 | $17,958 | 0.15% | |
| FN |
Fabrinet
Technology
|
Added | 34 | $17,731 | 0.14% | |
| NVTS |
Navitas Semiconductor Corp
Technology
|
Held | 2,000 | $17,540 | 0.14% | |
| LFUS |
Littelfuse Inc /De
Technology
|
NEW | 49 | $16,628 | 0.13% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 129 | $16,612 | 0.13% | |
| LASR |
Nlight, Inc.
Technology
|
Held | 282 | $16,079 | 0.13% | |
| SMTC |
Semtech Corp
Technology
|
Added | 209 | $16,070 | 0.13% | |
| NXT |
Nextpower Inc.
Technology
|
NEW | 131 | $15,792 | 0.13% | |
| SLAB |
Silicon Laboratories Inc.
Technology
|
NEW | 73 | $15,194 | 0.12% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Added | 106 | $14,352 | 0.12% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
Held | 150 | $13,914 | 0.11% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 81 | $13,294 | 0.11% |