Cedar Point Capital Partners, LLC
Filing Date
Global Rank
#7,757
/ 8,586
▲ 110
Top Industry
Consumer Electronics
16.1%
3Y Alpha vs SPY
+2.4%
Period ended 3 months ago
Filed May 6, 2026 · 41d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.1%
SPY
+55.8%
Annualised alpha
+3.0%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 44.0% | $8,262,512 |
| Technology | 20.6% | $3,874,896 |
| Financial Services | 8.6% | $1,624,677 |
| Industrials | 7.4% | $1,385,984 |
| Consumer Defensive | 5.9% | $1,110,393 |
| Communication Services | 4.8% | $895,193 |
| Consumer Cyclical | 3.2% | $609,683 |
| Utilities | 2.9% | $545,766 |
| Healthcare | 1.3% | $252,936 |
| Energy | 1.2% | $226,496 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 exitedNo qualifying positions this quarter.
3 positions ·
$1,110,393 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Held | 6,571 | $477,645 | 43.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 4,455 | $338,802 | 30.51% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 295 | $293,946 | 26.47% |