Cedar Point Capital Partners, LLC

Q3 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
66
Total value ($000)
$152,518
Net value change ($000)
+10,745 (7.6%)
New positions
3
Sold out positions
3
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HMOP 2,474 NEW
MGK 1,024 9.1%
GLDM 929 17.6%
FNDX 889 8.7%
DFUS 867 8.6%
DFIV 679 9.1%
DFAS 646 8.5%
VWO 637 10.3%
VFQY 625 6.4%
FVAL 383 10.7%
Top Reduces (Value $000, Stocks/ETFs)
MUB -2,527 -100.0%
EEMV -201 -100.0%
DE -85 -10.1%
CDW -52 -10.8%
KO -28 -8.7%
AMZN -23 -6.4%
TPICQ -17 -100.0%
COST -16 -6.3%
NEE -7 -2.6%
META -6 -1.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type