Cedar Point Capital Partners, LLC

All 13F Filings

Location
Cedar Rapids, IA
Most recent 13F
Q2 2026
Holdings value ($000)
173,826
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 77 173,826 13F-HR Cedar Point Capital Partners, LLC
Q1 2026 5/6/2026 71 153,958 13F-HR Cedar Point Capital Partners, LLC
Q4 2025 2/11/2026 69 156,640 13F-HR Cedar Point Capital Partners, LLC
Q3 2025 10/22/2025 66 152,518 13F-HR Cedar Point Capital Partners, LLC
Q2 2025 8/1/2025 66 141,773 13F-HR Cedar Point Capital Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 115 (0.1% of total reported value) · QoQ Δ: +115
Type Value ($000) Share % Inflow Outflow Net
Stocks 22.28 K 12.8% 4.119 K 0 4.119 K
ETFs 151.4 K 87.2% 15.63 K 0 15.63 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
173,826
Holdings
77
QoQ value change ($000)
19,868 (12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.