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Showing Q3 2024 data
Cedar Brook Financial Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Cedar Brook Financial Partners, LLC
•CIK: 1767302•Filing: Q3 2024
**Cedar Brook Financial Partners, LLC** manages a focused portfolio with current assets under management totaling $1M. The firm maintains a concentrated book of three positions, notably allocating $0.3M to ADP, $0.2M to MSFT, and $0.2M to META. This structure suggests a tactical, large-cap technology and human capital exposure strategy. The current weighting indicates a significant tilt toward established market leaders within the technology sector.
Total AUM
$698.1K
QoQ Performance
-94.8%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
ADP
MSFT
META
ADP40.2%
MSFT30.8%
META29.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Technology59.8%
Other40.2%
🚪 Exited Positionssold since Q2 2024
+21 more exited positions
Changes from Q2 2024
↓3 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023