Cedar Mountain Advisors, LLC reported 1,034 positions worth $39.84M for the quarter ended Sep 30, 2026, up 2.1% on the prior quarter. It opened 61 new positions, added to 101, trimmed 97 and exited 46. Its largest holding is Automatic Data Processing Inc at 10.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LFST LifeStance Health Group, Inc. | +87.7K | – | $1.06M | 2.65% |
| SPCX Space Exploration Technologies Corp | +1,977 | – | $298.25K | 0.749% |
| XOM ExxonMobil Holdings Corp | +421 | +12.8% | $68.52K | 1.51% |
| MU Micron Technology Inc | +41 | +66.1% | $43.79K | 0.276% |
| NVDA Nvidia Corp | +100 | +2.2% | $22.84K | 2.62% |
| SAN Banco Santander, S.A. | +1,641 | – | $22.70K | 0.057% |
| USO United States Oil Fund, LP | +85 | +170.0% | $12.38K | 0.049% |
| AAPL Apple Inc. | +34 | +0.3% | $11.32K | 8.77% |
| APP AppLovin Corp | +37 | +1,850.0% | $10.75K | 0.028% |
| KTOS Kratos Defense & Security Solutions, Inc. | +206 | – | $8.79K | 0.022% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SR Spire Inc | -2,078 | -69.1% | $158.08K | 0.177% |
| MSFT Microsoft Corp | -229 | -8.3% | $117.44K | 3.26% |
| AMZN Amazon Com Inc | -287 | -17.6% | $71.51K | 0.839% |
| INGR Ingredion Inc | -550 | -100.0% | $52.09K | Exited |
| C Citigroup Inc | -396 | -56.7% | $51.27K | 0.098% |
| BX Blackstone Inc. | -440 | -72.5% | $49.18K | 0.047% |
| V Visa Inc. | -128 | -35.5% | $46.08K | 0.211% |
| PFGC Performance Food Group Co | -324 | -100.0% | $36.22K | Exited |
| GOOGL Alphabet Inc. | -76 | -12.3% | $26.17K | 0.467% |
| WMT Walmart Inc. | -219 | -12.2% | $22.75K | 0.411% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LFST LifeStance Health Group, Inc. | +87.7K | $1.06M | 2.65% |
| SPCX Space Exploration Technologies Corp | +1,977 | $298.25K | 0.749% |
| SAN Banco Santander, S.A. | +1,641 | $22.70K | 0.057% |
| KTOS Kratos Defense & Security Solutions, Inc. | +206 | $8.79K | 0.022% |
| EXE EXPAND ENERGY Corp | +75 | $6.31K | 0.016% |
| RIO Rio Tinto Plc | +55 | $5.18K | 0.013% |
| FDXF FedEx Freight Holding Company, Inc. | +46 | $5.03K | 0.013% |
| QXO QXO, Inc. | +343 | $4.01K | 0.01% |
| NVRI Enviri Corp | +172 | $3.36K | <0.01% |
| VMRK Vivmark Residential | +32 | $1.94K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INGR Ingredion Inc | -550 | $52.09K | 0.133% |
| PFGC Performance Food Group Co | -324 | $36.22K | 0.093% |
| GNTX Gentex Corp | -890 | $22.49K | 0.058% |
| LFUS Littelfuse Inc | -49 | $22.31K | 0.057% |
| ESS Essex Property Trust, Inc. | -67 | $19.54K | 0.05% |
| CEG Constellation Energy Corp | -76 | $18.85K | 0.048% |
| OWL Blue Owl Capital Inc. | -982 | $8.59K | 0.022% |
| INFQ Infleqtion, Inc. | -400 | $5.33K | 0.014% |
| GTLB Gitlab Inc. | -150 | $4.58K | 0.012% |
| TEL TE Connectivity plc | -10 | $2.02K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ADP Automatic Data Processing Inc | Technology | 16.9K | $4.35M | 10.93% | +9 | +0.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 10.5K | $3.49M | 8.77% | +34 | +0.3% | Added | 0% |
| 3 | CSX Csx Corp | Industrials | 63.4K | $2.95M | 7.4% | +2 | +0.0% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,530 | $1.30M | 3.26% | -229 | -8.3% | Reduced | 0% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 3,520 | $1.25M | 3.13% | +5 | +0.1% | Added | 0% |
| 6 | LFST LifeStance Health Group, Inc. | Healthcare | 87.7K | $1.06M | 2.65% | +87.7K | – | New | 0.02% |
| 7 | NVDA Nvidia Corp | Technology | 4,577 | $1.05M | 2.62% | +100 | +2.2% | Added | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,966 | $978.97K | 2.46% | 0 | 0.0% | Unchanged | 0% |
| 9 | BR Broadridge Financial Solutions, Inc. | Technology | 5,391 | $868.42K | 2.18% | +4 | +0.1% | Added | 0% |
| 10 | AMAT Applied Materials Inc | Technology | 1,635 | $836.08K | 2.1% | -4 | -0.2% | Reduced | 0% |
| 11 | TGT Target Corp | Consumer Discretionary | 4,739 | $742.55K | 1.86% | 0 | 0.0% | Unchanged | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 3,708 | $603.49K | 1.51% | +421 | +12.8% | Added | 0% |
| 13 | NKE NIKE, Inc. | Consumer Discretionary | 15.7K | $556.10K | 1.4% | -108 | -0.7% | Reduced | 0% |
| 14 | BNY Bank of New York Mellon Corp | Financial Services | 3,199 | $462.67K | 1.16% | 0 | 0.0% | Unchanged | 0% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 379 | $345.37K | 0.867% | -13 | -3.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Cedar Mountain Advisors.
As of its Q3 2026 13F filing, Cedar Mountain Advisors, LLC’s five largest positions were Automatic Data Processing Inc (ADP) at 10.9%, Apple Inc. (AAPL) at 8.8%, Csx Corp (CSX) at 7.4%, Microsoft Corp (MSFT) at 3.3%, Tesla, Inc. (TSLA) at 3.1% of the reported portfolio.
Cedar Mountain Advisors, LLC reported a 13F portfolio worth $39.84M across 1,034 positions for Q3 2026. That is up 2.1% from the previous quarter.
Its largest purchases by value were LifeStance Health Group, Inc. ($1.06M), Space Exploration Technologies Corp ($298.25K), ExxonMobil Holdings Corp ($68.52K). It opened 61 new positions.
Its largest sales by value were Spire Inc ($158.08K), Microsoft Corp ($117.44K), Amazon Com Inc ($71.51K). It exited 46 positions entirely.
From the Form 13F-HR reports Cedar Mountain Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.