13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001954337
Total reported value
$173.8M
$173.8M
62 檔
29.0%
The Q1 2025 SEC filing reveals that Cedar Point Capital Partners, LLC held a total portfolio value of $173.8M, covering 62 public equity positions.
During Q1 2025, Cedar Point Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.60% | -0.64% | +1.09% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.99% | +0.13% | +1.51% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.63% | +0.52% | +1.38% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.40% | +0.34% | +1.45% | |
| 5 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 6.24% | — | +1.95% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.46% | -0.28% | +0.08% | |
| 7 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 5.08% | — | +0.22% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.02% | +0.12% | +1.39% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.76% | +0.28% | +2.45% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.31% | -0.70% | -1.43% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.18% | +0.05% | +1.44% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.57% | -0.20% | -0.06% | |
| 13 | YLD | Principal Act Hi Yld ETF | ETF-Other | 2.52% | — | +0.33% | |
| 14 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 2.24% | -0.21% | +2.81% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.19% | -0.21% | +2.26% | |
| 16 | FVAL | Fidelity Value Factor ETF | ETF-Other | 2.12% | +0.07% | +1.28% | |
| 17 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.00% | +0.27% | +1.27% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.88% | +0.08% | +1.78% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.74% | — | +3.01% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.59% | -0.17% | +3.29% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.24% | — | +3.55% | |
| 22 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.20% | -0.02% | +3.79% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.05% | -0.04% | +0.18% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.01% | -0.12% | |
| 25 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.93% | -0.10% | +2.61% | |
| 26 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.88% | +0.06% | +5.03% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | +0.04% | +1.58% | |
| 28 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.77% | -0.03% | +0.22% | |
| 29 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.75% | +0.11% | +4.19% | |
| 30 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.67% | -0.30% | +19.34% | |
| 31 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.64% | -0.05% | +1.81% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.05% | -4.20% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.06% | -2.51% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.51% | -0.01% | +0.62% | |
| 35 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.50% | +0.02% | +4.53% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.49% | +0.01% | +0.58% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.48% | +0.05% | +0.96% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.02% | +1.81% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | +0.01% | +2.33% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | +2.17% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | -0.01% | +3.77% | |
| 42 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.25% | — | -0.22% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | — | +9.87% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | -0.05% | +12.85% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.02% | -18.89% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.22% | — | +5.85% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.22% | -0.05% | +12.54% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | +0.02% | +0.07% | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.21% | -0.02% | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | -0.01% | +2.30% |
According to official SEC Form 13F filings, Cedar Point Capital Partners, LLC reported a total U.S. public equity portfolio value of $173.8M across 62 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, FNDX, MGK) accounted for 29.0% of total reported equity market value during Q1 2025.
During Q1 2025, Cedar Point Capital Partners, LLC's top holdings by market value included JCPB (7.6%)、FNDX (7.0%)、MGK (6.6%). The largest single position, JCPB, represented 7.6% of total portfolio value.
In Q1 2025, Cedar Point Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.