Cedar Point Capital Partners, LLC

CIK

1954337

Location

Cedar Rapids, IA

Portfolio Value

Micro $18,788,536

Diversification

Diversified

Filing Date

Global Rank

#7,405 / 8,232 ▲ 232

Top Industry

Consumer Electronics 16.1%

3Y Alpha vs SPY

+3.2%

Period ended 2 months ago

Filed May 6, 2026 · 39d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.5%

SPY

+52.9%

Annualised alpha

+3.2%

Max drawdown

−12.2%

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

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.1%

−2.3 pts

Top 5

64.7%

−0.8 pts

Top 10

81.6%

−1.1 pts

HHI

1,328

Diversified−111

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.0%	$8,262,512	3
Technology	20.6%	$3,874,896	4
Financial Services	8.6%	$1,624,677	2
Industrials	7.4%	$1,385,984	2
Consumer Defensive	5.9%	$1,110,393	3
Communication Services	4.8%	$895,193	2
Consumer Cyclical	3.2%	$609,683	2
Utilities	2.9%	$545,766	2
Healthcare	1.3%	$252,936	1
Energy	1.2%	$226,496	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	+3,205	50,906	$2,377,310
BRK-B	Berkshire Hathaway Inc	+301	2,841	$1,361,407
NVDA	Nvidia Corp	+211	6,101	$1,064,014
AMZN	Amazon Com Inc	+109	1,644	$342,395
GOOGL	Alphabet Inc.	+88	1,595	$458,658
TSLA	Tesla, Inc.	+55	719	$267,288
MSFT	Microsoft Corp	+55	2,248	$832,142
LLY	ELI LILLY & Co	+35	275	$252,936
META	Meta Platforms, Inc.	+20	763	$436,535
DE	Deere & Co	+20	1,738	$979,015
COST	Costco Wholesale Corp /New	+1	295	$293,946
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−10,720	61,096	$5,662,988
NEE	Nextera Energy Inc	−285	3,158	$293,315
LNT	Alliant Energy Corp	−200	3,518	$252,451
AAPL	Apple Inc.	−24	6,659	$1,689,987
QQQ	Invesco Qqq Trust, Series 1	−15	385	$222,214
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XOM	Exxon Mobil Corp	1,335	$226,496
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $18,788,536 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Reduced	61,096	-10,720	$5,662,988	−7.6%	30.14%
IAUM	iShares Gold Trust Micro	Added	50,906	+3,205	$2,377,310	+15.9%	12.65%
AAPL	Apple Inc. Technology	Reduced	6,659	-24	$1,689,987	−7.0%	8.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,841	+301	$1,361,407	+6.6%	7.25%
NVDA	Nvidia Corp Technology	Added	6,101	+211	$1,064,014	−3.1%	5.66%
DE	Deere & Co Industrials	Added	1,738	+20	$979,015	+22.4%	5.21%
MSFT	Microsoft Corp Technology	Added	2,248	+55	$832,142	−21.5%	4.43%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	6,571	0	$477,645	+26.4%	2.54%
GOOGL	Alphabet Inc. Communication Services	Added	1,595	+88	$458,658	−2.8%	2.44%
META	Meta Platforms, Inc. Communication Services	Added	763	+20	$436,535	−11.0%	2.32%
ROK	Rockwell Automation, Inc Industrials	Held	1,134	0	$406,969	−7.8%	2.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,644	+109	$342,395	−3.4%	1.82%
KO	Coca Cola Co Consumer Defensive	Held	4,455	0	$338,802	+8.8%	1.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	295	+1	$293,946	+15.9%	1.56%
NEE	Nextera Energy Inc Utilities	Reduced	3,158	-285	$293,315	+6.1%	1.56%
CDW	CDW Corp Technology	Held	2,386	0	$288,753	−11.1%	1.54%
TSLA	Tesla, Inc. Consumer Cyclical	Added	719	+55	$267,288	−10.5%	1.42%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,307	0	$263,270	−14.6%	1.40%
LLY	ELI LILLY & Co Healthcare	Added	275	+35	$252,936	−1.9%	1.35%
LNT	Alliant Energy Corp Utilities	Reduced	3,518	-200	$252,451	+4.4%	1.34%
XOM	Exxon Mobil Corp Energy	NEW	1,335	NEW	$226,496	NEW	1.21%
QQQ	Invesco Qqq Trust, Series 1	Reduced	385	-15	$222,214	−9.6%	1.18%