Cedar Point Capital Partners, LLC

Q3 2026 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$174,638
Net value change ($000)
+812 (0.5%)
New positions
5
Sold out positions
6
Turnover %
18.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
AVEM 6,998 NEW
USRT 6,192 NEW
DFA INVT DIMENSIONS GROUP IN 1,990 NEW
MGK 553 4.3%
DFIV 501 5.6%
MSFT 324 38.1%
FVAL 299 5.9%
AAPL 263 13.7%
GLDM 258 5.0%
EXXONMOBIL HOLDINGS CORP 217 NEW
Top Reduces (Value $000, Stocks/ETFs)
VWO -7,678 -100.0%
XLRE -6,345 -100.0%
VNQ -1,772 -100.0%
JCPB -618 -6.1%
DFAS -462 -4.7%
FLSP -296 -100.0%
GE -207 -100.0%
BA -207 -100.0%
SPHY -172 -5.3%
VCSH -172 -5.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 119 (0.1% of total reported value)
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type