Cedar Point Capital Partners, LLC
Net buyer this quarter
$174M
28
+$1.49M
9.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLDM | $5.18M | 2.98% | 0.02% | +6.8% | Q3 2024 |
 IAUM | $2.15M | 1.24% | 0.03% | +5.6% | Q3 2024 |
 AAPL | $1.92M | 1.11% | 0.00% | -0.2% | Q4 2023 |
 BRK.B | $1.61M | 0.92% | Not reported | +12.9% | Q4 2023 |
 NVDA | $1.24M | 0.71% | 0.00% | +1.6% | Q4 2023 |
 DE | $1.1M | 0.63% | 0.00% | Not reported | Q4 2023 |
 MSFT | $850K | 0.49% | 0.00% | +1.4% | Q4 2023 |
 PULS | $651K | 0.37% | 0.07% | +5.8% | Q3 2024 |
 GOOGL | $650K | 0.37% | 0.00% | +14.1% | Q2 2024 |
 CRWD | $562K | 0.32% | 0.00% | New | Q2 2026 |
 ROK | $561K | 0.32% | 0.00% | Not reported | Q4 2023 |
 META | $430K | 0.25% | Not reported | Not reported | Q4 2023 |
 AMZN | $423K | 0.24% | 0.00% | +7.9% | Q1 2024 |
 KO | $409K | 0.24% | 0.00% | +13.0% | Q4 2023 |
 LLY | $404K | 0.23% | 0.00% | +22.6% | Q4 2025 |
 ADM | $387K | 0.22% | 0.00% | -22.8% | Q4 2023 |
 CDW | $336K | 0.19% | 0.00% | Not reported | Q2 2025 |
 TSLA | $305K | 0.18% | 0.00% | +0.7% | Q3 2025 |
 NEE | $295K | 0.17% | 0.00% | +6.3% | Q1 2024 |
 QQQ | $284K | 0.16% | Not reported | Not reported | Q1 2024 |
 SMMU | $283K | 0.16% | Not reported | -51.0% | Q4 2023 |
 LNT | $278K | 0.16% | 0.00% | +3.6% | Q3 2024 |
 DFAX | $273K | 0.16% | Not reported | Not reported | Q2 2025 |
 COST | $262K | 0.15% | 0.00% | -5.1% | Q2 2024 |
 WFC | $225K | 0.13% | 0.00% | -17.7% | Q1 2024 |
 QCRH | $213K | 0.12% | 0.01% | New | Q2 2026 |
 GE | $207K | 0.12% | 0.00% | New | Q2 2026 |
 BA | $207K | 0.12% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GLDM | $5.66M | 3.68% | 0.02% | -14.9% | Q3 2024 |
| IAUM | $2.38M | 1.54% | 0.03% | +6.7% | Q3 2024 |
| AAPL | $1.69M | 1.10% | 0.00% | -0.4% | Q4 2023 |
| BRK.B | $1.36M | 0.88% | Not reported | +11.9% | Q4 2023 |
| NVDA | $1.06M | 0.69% | 0.00% | +3.6% | Q4 2023 |
| DE | $979K | 0.64% | 0.00% | +1.2% | Q4 2023 |
| MSFT | $832K | 0.54% | 0.00% | +2.5% | Q4 2023 |
| PULS | $615K | 0.40% | 0.07% | +2.8% | Q3 2024 |
| SMMU | $576K | 0.37% | Not reported | -79.8% | Q4 2023 |
| ADM | $478K | 0.31% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $459K | 0.30% | 0.00% | +5.8% | Q2 2024 |
| META | $437K | 0.28% | Not reported | +2.7% | Q4 2023 |
| ROK | $407K | 0.26% | 0.00% | Not reported | Q4 2023 |
| AMZN | $342K | 0.22% | 0.00% | +7.1% | Q1 2024 |
| KO | $339K | 0.22% | 0.00% | Not reported | Q4 2023 |
| COST | $294K | 0.19% | 0.00% | +0.3% | Q2 2024 |
| NEE | $293K | 0.19% | 0.00% | -8.3% | Q1 2024 |
| CDW | $289K | 0.19% | 0.00% | Not reported | Q2 2025 |
| TSLA | $267K | 0.17% | 0.00% | +8.3% | Q3 2025 |
| WFC | $263K | 0.17% | 0.00% | Not reported | Q1 2024 |
| LLY | $253K | 0.16% | 0.00% | +14.6% | Q4 2025 |
| LNT | $252K | 0.16% | 0.00% | -5.4% | Q3 2024 |
| DFAX | $252K | 0.16% | Not reported | Not reported | Q2 2025 |
 XOM | $226K | 0.15% | 0.00% | New | Q1 2026 |
| QQQ | $222K | 0.14% | Not reported | -3.8% | Q1 2024 |
| Q4 2025 | |||||
 FLDR | $6.35M | 4.05% | Not reported | +5.1% | Q4 2023 |
| GLDM | $6.13M | 3.91% | 0.03% | -11.4% | Q3 2024 |
| SMMU | $2.84M | 1.82% | Not reported | -10.6% | Q4 2023 |
| IAUM | $2.05M | 1.31% | 0.04% | +23.4% | Q3 2024 |
| AAPL | $1.82M | 1.16% | 0.00% | +0.5% | Q4 2023 |
| BRK.B | $1.28M | 0.82% | Not reported | +8.6% | Q4 2023 |
| NVDA | $1.1M | 0.70% | 0.00% | +2.0% | Q4 2023 |
| MSFT | $1.06M | 0.68% | 0.00% | +1.2% | Q4 2023 |
| DE | $800K | 0.51% | 0.00% | +3.7% | Q4 2023 |
| PULS | $599K | 0.38% | 0.07% | +115.6% | Q3 2024 |
| META | $490K | 0.31% | Not reported | -1.3% | Q4 2023 |
| GOOGL | $472K | 0.30% | 0.00% | +2.8% | Q2 2024 |
| ROK | $441K | 0.28% | 0.00% | Not reported | Q4 2023 |
| ADM | $378K | 0.24% | 0.00% | Not reported | Q4 2023 |
| AMZN | $354K | 0.23% | 0.00% | +0.8% | Q1 2024 |
| CDW | $325K | 0.21% | 0.00% | -11.7% | Q2 2025 |
| KO | $311K | 0.20% | 0.00% | Not reported | Q4 2023 |
| WFC | $308K | 0.20% | 0.00% | -0.6% | Q1 2024 |
| TSLA | $299K | 0.19% | 0.00% | +29.7% | Q3 2025 |
| NEE | $276K | 0.18% | 0.00% | +0.2% | Q1 2024 |
| LLY | $258K | 0.16% | 0.00% | New | Q4 2025 |
| COST | $254K | 0.16% | 0.00% | +14.4% | Q2 2024 |
| QQQ | $246K | 0.16% | Not reported | -15.8% | Q1 2024 |
| DFAX | $243K | 0.16% | Not reported | Not reported | Q2 2025 |
| LNT | $242K | 0.15% | 0.00% | +3.6% | Q3 2024 |
| Q3 2025 | |||||
| GLDM | $6.19M | 4.06% | 0.03% | +0.8% | Q3 2024 |
| FLDR | $6.04M | 3.96% | Not reported | +2.6% | Q4 2023 |
| SMMU | $3.19M | 2.09% | Not reported | +1.7% | Q4 2023 |
| AAPL | $1.69M | 1.11% | 0.00% | -2.1% | Q4 2023 |
| IAUM | $1.49M | 0.98% | 0.04% | +6.1% | Q3 2024 |
| BRK.B | $1.18M | 0.77% | Not reported | -3.5% | Q4 2023 |
| MSFT | $1.12M | 0.74% | 0.00% | -0.8% | Q4 2023 |
| NVDA | $1.08M | 0.71% | 0.00% | -6.0% | Q4 2023 |
| DE | $757K | 0.50% | 0.00% | Not reported | Q4 2023 |
| META | $553K | 0.36% | Not reported | -0.5% | Q4 2023 |
| CDW | $430K | 0.28% | 0.00% | Not reported | Q2 2025 |
| ROK | $396K | 0.26% | 0.00% | Not reported | Q4 2023 |
| ADM | $393K | 0.26% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $356K | 0.23% | 0.00% | +0.6% | Q2 2024 |
| AMZN | $334K | 0.22% | 0.00% | -6.5% | Q1 2024 |
| KO | $295K | 0.19% | 0.00% | -2.5% | Q4 2023 |
| QQQ | $285K | 0.19% | Not reported | -1.9% | Q1 2024 |
| PULS | $279K | 0.18% | 0.03% | +4.4% | Q3 2024 |
| WFC | $279K | 0.18% | 0.00% | -0.8% | Q1 2024 |
| NEE | $260K | 0.17% | 0.00% | -10.8% | Q1 2024 |
| LNT | $242K | 0.16% | 0.00% | Not reported | Q3 2024 |
| COST | $238K | 0.16% | 0.00% | Not reported | Q2 2024 |
| DFAX | $233K | 0.15% | Not reported | Not reported | Q2 2025 |
| TSLA | $228K | 0.15% | 0.00% | New | Q3 2025 |