Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 821 | — | CRITICAL METALS CORP PUBCO ORD SHS | — | 260.0 | $3K | — | NEW | — | $10.25 | — |
| 822 | HAFC | HANMI FINL CORP COM NEW | Financial Services | 82.0 | $3K | — | NEW | — | $32.40 | -0.5% |
| 823 | SLVM | SYLVAMO CORP COMMON STOCK | Basic Materials | 70.0 | $3K | — | NEW | — | $37.80 | -2.6% |
| 824 | POWL | POWELL INDS INC COM | Industrials | 9.0 | $3K | — | NEW | — | $286.33 | -38.3% |
| 825 | FTV | FORTIVE CORP COM | Technology | 42.0 | $3K | — | NEW | — | $61.10 | -9.9% |
| 826 | EXEL | EXELIXIS INC COM | Healthcare | 46.0 | $3K | — | NEW | — | $54.41 | +7.5% |
| 827 | MYRG | MYR GROUP INC COM | Industrials | 5.0 | $3K | — | NEW | — | $500.40 | -44.7% |
| 828 | MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | — | 26.0 | $2K | — | NEW | — | $94.85 | -3.2% |
| 829 | NTR | NUTRIEN LTD COM | Basic Materials | 39.0 | $2K | — | NEW | — | $62.95 | +25.4% |
| 830 | MOS | MOSAIC CO COM | Basic Materials | 114.0 | $2K | — | NEW | — | $21.19 | +19.8% |
| 831 | ASH | ASHLAND INC COM | Basic Materials | 36.0 | $2K | — | NEW | — | $65.89 | +5.9% |
| 832 | CART | MAPLEBEAR INC COM | Consumer Cyclical | 50.0 | $2K | — | NEW | — | $47.36 | -4.1% |
| 833 | ALGT | ALLEGIANT TRAVEL CO COM | Industrials | 20.0 | $2K | — | NEW | — | $117.60 | -32.7% |
| 834 | HFWA | HERITAGE FINL CORP WASH COM | Financial Services | 79.0 | $2K | — | NEW | — | $29.62 | -5.2% |
| 835 | AEM | AGNICO EAGLE MINES LTD COM | Basic Materials | 15.0 | $2K | — | NEW | — | $155.13 | +29.8% |
| 836 | CPF | CENTRAL PAC FINL CORP COM NEW | Financial Services | 60.0 | $2K | — | NEW | — | $38.20 | -2.2% |
| 837 | DNN | DENISON MINES CORP COM | Energy | 749.0 | $2K | — | NEW | — | $3.06 | -5.6% |
| 838 | FISV | FISERV INC COM | Technology | 46.0 | $2K | — | NEW | — | $49.04 | +0.5% |
| 839 | EGBN | EAGLE BANCORPORATION INC COM | Financial Services | 79.0 | $2K | — | NEW | — | $28.39 | -0.6% |
| 840 | MLI | MUELLER INDS INC COM | Industrials | 18.0 | $2K | — | NEW | — | $122.94 | -50.9% |
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%