Cedar Point Capital Partners, LLC Portfolio Holdings

Cedar Point Capital Partners, LLC

  • $149 Billion
  • Q1 2025

Cedar Point Capital Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $11.3B, Schwab Fundamental U S Large C with a value of $10.4B, Vanguard Mega Cap Growth ETF with a value of $9.88B, Dimensional ETF Tr U S Equity with a value of $9.53B, and Vanguard Wellington Fd U S Qua with a value of $9.3B.

Examining the 13F form we can see an increase of $1.19B in the current position value, from $148B to 149B.

Cedar Point Capital Partners, LLC is based out at Cedar Rapids, IA

Below you can find more details about Cedar Point Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $140 Billion
Technology: $3.08 Billion
Financial Services: $1.47 Billion
Industrials: $1.06 Billion
Consumer Defensive: $884 Million
Communication Services: $654 Million
Utilities: $563 Million
Consumer Cyclical: $290 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.3 Billion 7.6% of portfolio
240,786
Q1 2025 Added 1.09%
$0
$10.4 Billion 6.99% of portfolio
440,841
Q1 2025 Added 1.51%
$0
$9.88 Billion 6.63% of portfolio
31,995
Q1 2025 Added 1.38%
$0
$9.53 Billion 6.4% of portfolio
157,500
Q1 2025 Added 1.45%
$0
$9.3 Billion 6.24% of portfolio
69,573
Q1 2025 Added 1.95%
$0
$8.14 Billion 5.46% of portfolio
206,805
Q1 2025 Added 0.08%
$0
$7.56 Billion 5.08% of portfolio
150,916
Q1 2025 Added 0.22%
$0
$7.48 Billion 5.02% of portfolio
74,805
Q1 2025 Added 1.39%
$0
$7.09 Billion 4.76% of portfolio
118,607
Q1 2025 Added 2.45%
$9.66B
$6.42 Billion 4.31% of portfolio
103,740
Q1 2025 Reduced 1.43%
$0
$6.23 Billion 4.18% of portfolio
137,560
Q1 2025 Added 1.44%
$0
$3.83 Billion 2.57% of portfolio
48,461
Q1 2025 Reduced 0.06%
$0
$3.75 Billion 2.52% of portfolio
196,825
Q1 2025 Added 0.33%
$0
$3.34 Billion 2.24% of portfolio
66,802
Q1 2025 Added 2.81%
$0
$3.26 Billion 2.19% of portfolio
65,181
Q1 2025 Added 2.26%
$0
$3.15 Billion 2.12% of portfolio
52,941
Q1 2025 Added 1.28%
$0
$2.8 Billion 1.88% of portfolio
25,462
Q1 2025 Added 1.78%
$0
$2.59 Billion 1.74% of portfolio
24,555
Q1 2025 Added 3.01%
$0
$2.37 Billion 1.59% of portfolio
45,989
Q1 2025 Added 3.29%
$0
$1.85 Billion 1.24% of portfolio
22,354
Q1 2025 Added 3.55%
$0
$1.79 Billion 1.2% of portfolio
34,387
Q1 2025 Added 3.79%
$0
$1.56 Billion 1.05% of portfolio
34,200
Q1 2025 Added 0.18%
$0
$1.38 Billion 0.93% of portfolio
26,201
Q1 2025 Added 2.61%
$0
$1.31 Billion 0.88% of portfolio
10,377
Q1 2025 Added 5.03%
$0
$1.15 Billion 0.77% of portfolio
22,792
Q1 2025 Added 0.22%
$0
$1.12 Billion 0.75% of portfolio
41,010
Q1 2025 Added 4.19%
$2B
$1 Billion 0.67% of portfolio
32,169
Q1 2025 Added 19.34%
$0
$955 Million 0.64% of portfolio
39,056
Q1 2025 Added 1.81%
$0
$821 Million 0.55% of portfolio
2,989
Q1 2025 Reduced 2.51%
$0
$750 Million 0.5% of portfolio
19,152
Q1 2025 Added 4.53%
$0
$725 Million 0.49% of portfolio
8,907
Q1 2025 Added 0.58%
$0
$605 Million 0.41% of portfolio
16,629
Q1 2025 Added 2.33%
$0
$388 Million 0.26% of portfolio
7,633
Q1 2025 Added 3.77%
$0
$380 Million 0.25% of portfolio
8,062
Q1 2025 Reduced 0.22%
$0
$358 Million 0.24% of portfolio
1,614
Q1 2025 Added 9.87%
$0
$353 Million 0.24% of portfolio
3,566
Q1 2025 Added 12.85%
$0
$330 Million 0.22% of portfolio
4,038
Q1 2025 Added 12.54%
$0
$333 Million 0.22% of portfolio
8,236
Q1 2025 Added 5.85%
$0
$307 Million 0.21% of portfolio
1,779
Q1 2025 Added 2.3%
$0
$298 Million 0.2% of portfolio
3,216
Q1 2025 Added 6.24%
$0
$286 Million 0.19% of portfolio
5,741
Q1 2025 Added 18.13%
$0
$253 Million 0.17% of portfolio
451
Q1 2024 Added 7.13%
$0
$252 Million 0.17% of portfolio
8,381
Q1 2025 Added 14.48%
$0
$239 Million 0.16% of portfolio
510
Q1 2025 Added 14.86%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $149 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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