Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | FDX | FEDEX CORP COM | Industrials | 94.0 | $29K | 0.01% | NEW | — | $312.64 | -2.2% |
| 262 | NVMI | NOVA LTD COM | Technology | 54.0 | $29K | 0.01% | NEW | — | $542.94 | -35.9% |
| 263 | ACMR | ACM RESH INC COM CL A | Technology | 230.0 | $29K | 0.01% | NEW | — | $126.89 | -46.6% |
| 264 | VSEC | VSE CORP COM | Industrials | 127.0 | $29K | 0.01% | NEW | — | $228.50 | -23.4% |
| 265 | PTC | PTC INC COM | Technology | 255.0 | $29K | 0.01% | NEW | — | $113.61 | +18.3% |
| 266 | PHM | PULTE GROUP INC COM | Consumer Cyclical | 210.0 | $29K | 0.01% | NEW | — | $137.21 | -13.4% |
| 267 | TSN | TYSON FOODS INC CL A | Consumer Defensive | 488.0 | $28K | 0.01% | NEW | — | $57.25 | -8.7% |
| 268 | JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | Healthcare | 115.0 | $28K | 0.01% | NEW | — | $240.97 | +1.2% |
| 269 | CR | CRANE COMPANY COMMON STOCK | Industrials | 124.0 | $28K | 0.01% | NEW | — | $223.07 | -11.3% |
| 270 | STT | STATE STR CORP COM | Financial Services | 162.0 | $27K | 0.01% | NEW | — | $169.60 | +7.9% |
| 271 | MKL | MARKEL GROUP INC COM | Financial Services | 14.0 | $27K | 0.01% | NEW | — | $1953.00 | -8.6% |
| 272 | UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | Technology | 1,000.0 | $27K | 0.01% | NEW | — | $27.21 | -10.1% |
| 273 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | — | 398.0 | $27K | 0.01% | NEW | — | $68.10 | +1.7% |
| 274 | RBC | RBC BEARINGS INC COM | Industrials | 42.0 | $27K | 0.01% | NEW | — | $644.07 | -23.2% |
| 275 | CMCSA | COMCAST CORP NEW CL A | Communication Services | 1,097.0 | $27K | 0.01% | NEW | — | $24.55 | -6.7% |
| 276 | HCA | HCA HEALTHCARE INC COM | Healthcare | 69.0 | $27K | 0.01% | NEW | — | $389.88 | +10.0% |
| 277 | VRTX | VERTEX PHARMACEUTICALS INC COM | Healthcare | 54.0 | $27K | 0.01% | NEW | — | $496.72 | +3.9% |
| 278 | QCOM | QUALCOMM INC COM | Technology | 145.0 | $27K | 0.01% | NEW | — | $184.79 | +2.1% |
| 279 | NBHC | NATIONAL BK HLDGS CORP CL A | Financial Services | 593.0 | $26K | 0.01% | NEW | — | $44.43 | -7.4% |
| 280 | CARR | CARRIER GLOBAL CORPORATION COM | Industrials | 357.0 | $26K | 0.01% | NEW | — | $73.25 | -25.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
49.4%
Technology
15.5%
Industrials
15.1%
Consumer Cyclical
6.7%
Consumer Defensive
3.4%
Healthcare
2.6%
Utilities
2.5%
Energy
1.9%
Communication Services
1.6%
Real Estate
0.7%