Cedar Point Capital Partners, LLC

CIK

1954337

Location

Cedar Rapids, IA

Portfolio Value

Micro $20,185,472

Diversification

Diversified

Filing Date

Global Rank

#7,784 / 8,517 ▲ 238

Top Industry

Consumer Electronics 15.3%

3Y Alpha vs SPY

+33.4%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+156.7%

SPY

+55.7%

Annualised alpha

+26.4%

Max drawdown

−13.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

25.7%

+1.9 pts

Top 5

60.0%

+0.7 pts

Top 10

78.1%

−0.9 pts

HHI

1,071

Diversified+70

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.7%	$7,616,483	3
Technology	22.2%	$4,489,842	5
Industrials	10.3%	$2,078,033	4
Financial Services	10.1%	$2,043,490	3
Consumer Defensive	5.8%	$1,173,230	3
Communication Services	5.4%	$1,080,203	2
Consumer Cyclical	3.6%	$727,329	2
Utilities	2.8%	$572,655	2
Healthcare	2.0%	$404,207	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+4,159	65,255	$5,182,552
IAUM	iShares Gold Trust Micro	+2,841	53,747	$2,150,417
KO	Coca Cola Co	+581	5,036	$409,275
BRK-B	Berkshire Hathaway Inc	+367	3,208	$1,605,251
GOOGL	Alphabet Inc.	+225	1,820	$650,413
NEE	Nextera Energy Inc	+200	3,358	$294,731
AMZN	Amazon Com Inc	+130	1,774	$422,815
LNT	Alliant Energy Corp	+125	3,643	$277,924
NVDA	Nvidia Corp	+100	6,201	$1,240,758
LLY	ELI LILLY & Co	+62	337	$404,207
MSFT	Microsoft Corp	+31	2,279	$850,112
TSLA	Tesla, Inc.	+5	724	$304,514
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−585	2,722	$224,946
COST	Costco Wholesale Corp /New	−15	280	$261,931
AAPL	Apple Inc.	−14	6,645	$1,922,797
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
QCRH	Qcr Holdings Inc	2,191	$213,293
GE	General Electric Co	555	$207,420
BA	Boeing Co	955	$206,728
CRWD	CrowdStrike Holdings, Inc.	737	$140,608
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VFMF	Vanguard U.S. Multifactor ETF	15,495	$2,402,887
FNDA	Schwab Fundamental U.S. Small Company ETF	60,518	$1,962,598
VB	Vanguard Morningstar Small-Cap ETF	1,451	$380,045
VEA	Vanguard FTSE Developed Markets ETF	4,126	$264,394
XOM	ExxonMobil Holdings Corp	1,335	$226,496
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $20,185,472 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Added	65,255	+4,159	$5,182,552	−8.5%	25.67%
IAUM	iShares Gold Trust Micro	Added	53,747	+2,841	$2,150,417	−9.5%	10.65%
AAPL	Apple Inc. Technology	Reduced	6,645	-14	$1,922,797	+13.8%	9.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,208	+367	$1,605,251	+17.9%	7.95%
NVDA	Nvidia Corp Technology	Added	6,201	+100	$1,240,758	+16.6%	6.15%
DE	Deere & Co Industrials	Held	1,738	0	$1,102,465	+12.6%	5.46%
MSFT	Microsoft Corp Technology	Added	2,279	+31	$850,112	+2.2%	4.21%
GOOGL	Alphabet Inc. Communication Services	Added	1,820	+225	$650,413	+41.8%	3.22%
ROK	Rockwell Automation, Inc Industrials	Held	1,134	0	$561,420	+38.0%	2.78%
ADM	Archer-Daniels-Midland Co PUT + SHARES Consumer Defensive	Held	6,571	0	$502,024	+5.1%	2.49%
META	Meta Platforms, Inc. Communication Services	Held	763	0	$429,790	−1.5%	2.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,774	+130	$422,815	+23.5%	2.09%
KO	Coca Cola Co Consumer Defensive	Added	5,036	+581	$409,275	+20.8%	2.03%
LLY	ELI LILLY & Co Healthcare	Added	337	+62	$404,207	+59.8%	2.00%
CDW	CDW Corp Technology	Held	2,386	0	$335,567	+16.2%	1.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	724	+5	$304,514	+13.9%	1.51%
NEE	Nextera Energy Inc Utilities	Added	3,358	+200	$294,731	+0.5%	1.46%
QQQ	Invesco Qqq Trust, Series 1	Held	385	0	$283,514	+27.6%	1.40%
LNT	Alliant Energy Corp Utilities	Added	3,643	+125	$277,924	+10.1%	1.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	280	-15	$261,931	−10.9%	1.30%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,722	-585	$224,946	−14.6%	1.11%
QCRH	Qcr Holdings Inc Financial Services	NEW	2,191	NEW	$213,293	NEW	1.06%
GE	General Electric Co Industrials	NEW	555	NEW	$207,420	NEW	1.03%
BA	Boeing Co Industrials	NEW	955	NEW	$206,728	NEW	1.02%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	737	NEW	$140,608	NEW	0.70%

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.