Cedar Mountain Advisors, LLC
Long book
$511.4M
Q1 2026
Positions
1152
Top-10 weight
69%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
43%
of book per quarter
Strategy in plain words
auto-generated from filingsCedar Mountain Advisors, LLC is a wealth-management firm allocating client money, running a $511.4M US long book across 1152 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES RUSSELL 1000 VALUE E, ISHARES RUSSELL 1000 GROWTH, ISHARES RUSSELL MID-CAP VALU, ISHARES RUSSELL MID-CAP GROW, ISHARES CORE S&P SMALL-CAP E.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.3%
Q2 2024
+6.2%
Q3 2024
+1.2%
Q4 2024
-2.4%
Q1 2025
+7.8%
Q2 2025
+5.9%
Q3 2025
+1.8%
Q4 2025
-2.1%
Q1 2026
+11.8%
Sector allocation
Technology 34%
Industrials 19%
Consumer discretionary 10%
Financials 10%
Utilities 6%
Other 5%
Services media 5%
Healthcare 4%
Long book by quarter
What does Cedar Mountain own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ADP AUTOMATIC DATA PROCESSING | Technology | 16.9K | $3.4M | 0.7% | -1.2% |
| CSX CSX CORP | Industrials | 63.4K | $2.6M | 0.5% | 0.0% |
| AAPL APPLE INC | Technology | 10.1K | $2.6M | 0.5% | +8.5% |
| MSFT MICROSOFT CORP | Technology | 4.3K | $1.6M | 0.3% | -5.1% |
| TSLA TESLA INC | Industrials | 3.4K | $1.3M | 0.2% | -3.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.9K | $915K | 0.2% | +1.5% |
| BR BROADRIDGE FINANCIAL SOLUTIO | Services media | 5.4K | $875K | 0.2% | +0.1% |
| NKE NIKE INC -CL B | Other | 16.1K | $848K | 0.2% | +178.5% |
| NVDA NVIDIA CORP | Technology | 4.4K | $761K | 0.1% | +7.1% |
| AMAT APPLIED MATERIALS INC | Technology | 1.7K | $574K | 0.1% | -9.8% |
| TGT TARGET CORP | Consumer discretionary | 4.7K | $572K | 0.1% | +0.7% |
| XOM EXXON MOBIL CORP | Energy | 3.0K | $507K | 0.1% | +5.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.5K | $451K | 0.1% | -5.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 392 | $391K | 0.1% | +3.4% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 3.2K | $379K | 0.1% | +8.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.6K | $326K | 0.1% | +9.8% |
| SBUX STARBUCKS CORP | Consumer discretionary | 3.3K | $292K | 0.1% | +0.5% |
| SR SPIRE INC | Utilities | 3.0K | $270K | 0.1% | +3.5% |
| INTU INTUIT INC | Technology | 603 | $261K | 0.1% | +2.7% |
| ACI ALBERTSONS COS INC - CLASS A | Consumer discretionary | 14.9K | $253K | 0.0% | +2.0% |
| WMT WALMART INC | Consumer discretionary | 1.8K | $223K | 0.0% | +3.2% |
| UNP UNION PACIFIC CORP | Industrials | 911 | $221K | 0.0% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 1.5K | $214K | 0.0% | +4.4% |
| HD HOME DEPOT INC | Consumer discretionary | 640 | $210K | 0.0% | +1.6% |
| CHD CHURCH & DWIGHT CO INC | Other | 2.2K | $208K | 0.0% | Held |
| T AT&T INC | Communications | 7.2K | $208K | 0.0% | +93.0% |
| NWN NORTHWEST NATURAL HOLDING CO | Utilities | 3.8K | $202K | 0.0% | +30.6% |
| META META PLATFORMS INC-CLASS A | Technology | 320 | $183K | 0.0% | +6.0% |
| GOOGL ALPHABET INC-CL A | Technology | 623 | $179K | 0.0% | +30.6% |
| BA BOEING CO/THE | Industrials | 825 | $164K | 0.0% | -53.0% |
| LITE LUMENTUM HOLDINGS INC | Technology | 229 | $161K | 0.0% | New |
| SO SOUTHERN CO/THE | Utilities | 1.5K | $149K | 0.0% | -55.0% |
| UTL UNITIL CORP | Utilities | 2.7K | $140K | 0.0% | New |
| INTC INTEL CORP | Technology | 3.2K | $140K | 0.0% | +7.9% |
| AVGO BROADCOM INC | Technology | 430 | $133K | 0.0% | +36.1% |
| JPM JPMORGAN CHASE & CO | Financials | 448 | $132K | 0.0% | +39.1% |
| GOOG ALPHABET INC-CL C | Technology | 421 | $121K | 0.0% | +13.8% |
| CLH CLEAN HARBORS INC | Utilities | 405 | $116K | 0.0% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 470 | $115K | 0.0% | +26.3% |
| MRK MERCK & CO. INC. | Healthcare | 918 | $110K | 0.0% | +37.0% |
| CRWV COREWEAVE INC-CL A | Technology | 1.4K | $110K | 0.0% | +128.0% |
| V VISA INC-CLASS A SHARES | Services media | 358 | $108K | 0.0% | +13.7% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 585 | $107K | 0.0% | +194.0% |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 375 | $106K | 0.0% | New |
| CTRA COTERRA ENERGY INC | — | 2.9K | $101K | 0.0% | +229.0% |
| NFLX NETFLIX INC | Services media | 1.0K | $101K | 0.0% | +222.5% |
| RRX REGAL REXNORD CORP | Industrials | 527 | $99K | 0.0% | New |
| WM WASTE MANAGEMENT INC | Utilities | 425 | $98K | 0.0% | +0.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 401 | $97K | 0.0% | +11.1% |
| CVX CHEVRON CORP | Energy | 465 | $96K | 0.0% | +14.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 30, 2026 | 1152 | $511.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 757 | $518.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 693 | $513.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 366 | $481.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 353 | $446.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 377 | $455.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 342 | $443.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 348 | $404.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 356 | $397.7M | canonical | SEC ↗ |