Cedar Point Capital Partners, LLC
CIK
1954337
Location
Cedar Rapids, IA
Portfolio Value
Small
$173,825,994
Diversification
Diversified
Filing Date
Global Rank
#6,927
/ 8,794
▼ 5
· as of Jun 2026
Top Industry
Consumer Electronics
14.8%
Period ended 3 months ago
Filed Jul 27, 2026 · 2mo
11 quarters · since Dec 2023
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.2%
−2.5 pts
Top 5
51.4%
+1.0 pts
Top 10
68.9%
+0.6 pts
HHI
766
Diversified−78
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 92.5% | $160,835,179 |
| Technology | 2.8% | $4,911,668 |
| Industrials | 1.2% | $2,078,033 |
| Financial Services | 1.2% | $2,043,490 |
| Consumer Defensive | 0.7% | $1,173,230 |
| Communication Services | 0.6% | $1,080,203 |
| Consumer Cyclical | 0.4% | $727,329 |
| Utilities | 0.3% | $572,655 |
| Healthcare | 0.2% | $404,207 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EDV | Vanguard World Funds Extended Duration ETF | +118,329 | 147,385 | $12,956,615 | |
| VB | Vanguard Morningstar Small-Cap ETF | +117,737 | 160,876 | $14,581,672 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +19,887 | 491,489 | $15,770,495 | |
| DCOR | Dimensional US Core Equity 1 ETF | +19,419 | 530,721 | $35,067,034 | |
| CGCB | Capital Group Core Bond ETF | +9,534 | 101,376 | $2,784,798 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +5,087 | 163,103 | $4,188,554 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +4,276 | 128,631 | $7,677,984 | |
| GLDM | World Gold Trust | +4,159 | 65,255 | $5,182,552 | |
| CGXU | Capital Group International Focus Equity ETF | +4,145 | 91,443 | $3,165,756 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +3,937 | 58,474 | $4,686,498 | |
| IAUM | iShares Gold Trust Micro | +2,841 | 53,747 | $2,150,417 | |
| VIG | Vanguard Dividend Appreciation ETF | +2,695 | 18,379 | $1,772,286 | |
| FBCG | Fidelity Blue Chip Growth ETF | +2,151 | 80,361 | $5,880,974 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +2,114 | 144,098 | $6,344,634 | |
| BNDW | Vanguard Total World Bond ETF | +1,629 | 54,564 | $4,361,754 | |
| BAB | Invesco Taxable Municipal Bond ETF | +1,380 | 43,538 | $3,293,214 | |
| FAAA | Fidelity AAA CLO ETF | +1,142 | 22,226 | $1,011,060 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | +940 | 52,604 | $5,429,784 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | +884 | 32,204 | $4,569,425 | |
| AAAD | PGIM AAA CLO Aggregate Duration ETF | +723 | 13,145 | $651,334 | |
| KO | Coca Cola Co | +581 | 5,036 | $409,275 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +566 | 14,867 | $749,148 | |
| VFMF | Vanguard U.S. Multifactor ETF | +431 | 15,926 | $2,818,424 | |
| BRK-B | Berkshire Hathaway Inc | +367 | 3,208 | $1,605,251 | |
| GOOGL | Alphabet Inc. | +225 | 1,820 | $650,413 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BILZ | PIMCO Ultra Short Government Active ETF | −6,068 | 51,171 | $2,679,834 | |
| ACGO | Hartford Alpha Capture Growth ETF | −6,004 | 5,607 | $219,486 | |
| BUYZ | Franklin Disruptive Commerce ETF | −4,942 | 53,422 | $1,371,592 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | −3,148 | 228,915 | $10,905,118 | |
| WFC | Wells Fargo & Company/Mn | −585 | 2,722 | $224,946 | |
| VEA | Vanguard FTSE Developed Markets ETF | −179 | 3,947 | $281,223 | |
| COST | Costco Wholesale Corp /New | −15 | 280 | $261,931 | |
| AAPL | Apple Inc. | −14 | 6,645 | $1,922,797 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,335 | $226,496 | |
| No positions match the current search. | ||||
50 tracked positions ·
$173,825,994 total
· filing declares
77 positions · $173,826,184
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 530,721 | $35,067,034 | 20.17% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 491,489 | $15,770,495 | 9.07% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 160,876 | $14,581,672 | 8.39% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 147,385 | $12,956,615 | 7.45% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 228,915 | $10,905,118 | 6.27% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 128,631 | $7,677,984 | 4.42% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 144,098 | $6,344,634 | 3.65% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Added | 80,361 | $5,880,974 | 3.38% | |
| ONEQ |
Fidelity Nasdaq Composite Index ETF
|
Added | 52,604 | $5,429,784 | 3.12% | |
| GLDM |
World Gold Trust
|
Added | 65,255 | $5,182,552 | 2.98% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 58,474 | $4,686,498 | 2.70% | |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
|
Added | 32,204 | $4,569,425 | 2.63% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 54,564 | $4,361,754 | 2.51% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 163,103 | $4,188,554 | 2.41% | |
| BAB |
Invesco Taxable Municipal Bond ETF
|
Added | 43,538 | $3,293,214 | 1.89% | |
| CGXU |
Capital Group International Focus Equity ETF
|
Added | 91,443 | $3,165,756 | 1.82% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Added | 15,926 | $2,818,424 | 1.62% | |
| CGCB |
Capital Group Core Bond ETF
|
Added | 101,376 | $2,784,798 | 1.60% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Reduced | 51,171 | $2,679,834 | 1.54% | |
| IAUM |
iShares Gold Trust Micro
|
Added | 53,747 | $2,150,417 | 1.24% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,645 | $1,922,797 | 1.11% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 18,379 | $1,772,286 | 1.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,208 | $1,605,251 | 0.92% | |
| BUYZ |
Franklin Disruptive Commerce ETF
|
Reduced | 53,422 | $1,371,592 | 0.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,201 | $1,240,758 | 0.71% | |
| DE |
Deere & Co
Industrials
|
Held | 1,738 | $1,102,465 | 0.63% | |
| FAAA |
Fidelity AAA CLO ETF
|
Added | 22,226 | $1,011,060 | 0.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,279 | $850,112 | 0.49% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 14,867 | $749,148 | 0.43% | |
| AAAD |
PGIM AAA CLO Aggregate Duration ETF
|
Added | 13,145 | $651,334 | 0.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,820 | $650,413 | 0.37% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 737 | $562,434 | 0.32% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 1,134 | $561,420 | 0.32% | |
| ADM |
Archer-Daniels-Midland Co
PUT
+ SHARES
Consumer Defensive
|
Held | 6,571 | $502,024 | 0.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 763 | $429,790 | 0.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,774 | $422,815 | 0.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 5,036 | $409,275 | 0.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 337 | $404,207 | 0.23% | |
| CDW |
CDW Corp
Technology
|
Held | 2,386 | $335,567 | 0.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 724 | $304,514 | 0.18% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 3,358 | $294,731 | 0.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 385 | $283,514 | 0.16% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 3,947 | $281,223 | 0.16% | |
| LNT |
Alliant Energy Corp
Utilities
|
Added | 3,643 | $277,924 | 0.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 280 | $261,931 | 0.15% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 2,722 | $224,946 | 0.13% | |
| ACGO |
Hartford Alpha Capture Growth ETF
|
Reduced | 5,607 | $219,486 | 0.13% | |
| QCRH |
Qcr Holdings Inc
Financial Services
|
NEW | 2,191 | $213,293 | 0.12% | |
| GE |
General Electric Co
Industrials
|
NEW | 555 | $207,420 | 0.12% | |
| BA |
Boeing Co
Industrials
|
NEW | 955 | $206,728 | 0.12% |
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.