Cedar Point Capital Partners, LLC

Q4 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$156,640
Net value change ($000)
+4,122 (2.7%)
New positions
4
Sold out positions
1
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CGXU 2,226 NEW
VCIT 700 200.0%
AGG 594 172.2%
IAUM 563 37.8%
ONEQ 414 10.3%
PXF 414 18.4%
VFMF 388 22.3%
FVAL 375 9.5%
GSLC 371 10.5%
FALN 362 NEW
Top Reduces (Value $000, Stocks/ETFs)
VIGI -2,173 -100.0%
MGK -784 -6.4%
HMOP -355 -14.3%
DFUS -350 -3.2%
SMMU -345 -10.8%
VWO -318 -4.7%
JMUB -296 -9.5%
MUNI -254 -10.4%
DFAS -162 -2.0%
CDW -105 -24.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type