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Portfolio (Quarterly) Guide ↗

Cadent Capital Advisors, LLC

· CIK 0001803536
13F Portfolio $386.5B AUM 201 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 53 Added 42 Reduced 29 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXP AMERICAN EXPRESS CO Financial Services 5,902.0 $1.8M 0.46% +220.0 +3.9% $302.49 +3.6%
22 LLY ELI LILLY & CO Healthcare 1,889.0 $1.7M 0.45% +92.0 +5.1% $919.70 +9.5%
23 RKLB ROCKET LAB CORP Industrials 25,287.0 $1.6M 0.42% +5K +23.4% $64.22 +106.4%
24 PPA INVESCO EXCHANGE TRADED FD T 8,999.0 $1.5M 0.39% +952.0 +11.8% $165.69 -0.7%
25 JBBB JANUS DETROIT STR TR 26,536.0 $1.2M 0.32% +11K +66.1% $46.60 +1.6%
26 GOOG ALPHABET INC Communication Services 4,272.0 $1.2M 0.32% +50.0 +1.2% $286.84 +38.5%
27 VWO VANGUARD INTL EQUITY INDEX F 20,547.0 $1.1M 0.29% +7K +53.0% $54.05 +8.1%
28 EFA ISHARES TR 10,110.0 $982K 0.25% +2K +32.2% $97.13 +4.7%
29 SCHG SCHWAB STRATEGIC TR 33,420.0 $974K 0.25% +16K +89.9% $29.13 +17.6%
30 VOO VANGUARD INDEX FDS 1,514.0 $905K 0.23% +185.0 +13.9% $597.43 +13.7%
31 SCHD SCHWAB STRATEGIC TR 27,187.0 $834K 0.22% +19K +246.5% $30.68 +3.4%
32 IXP ISHARES TR 6,049.0 $695K 0.18% +1K +27.2% $114.85 +7.2%
33 CHY CALAMOS CONV & HIGH INCOME F Financial Services 62,000.0 $675K 0.17% +7K +12.7% $10.89 +15.2%
34 STIP ISHARES TR 5,810.0 $601K 0.15% +324.0 +5.9% $103.43 +0.1%
35 MUB ISHARES TR 5,443.0 $578K 0.15% +28.0 +0.5% $106.16 -0.0%
36 FBND FIDELITY MERRIMACK STR TR 12,635.0 $576K 0.15% +155.0 +1.2% $45.62 -0.9%
37 XLG INVESCO EXCHANGE TRADED FD T 9,697.0 $529K 0.14% +249.0 +2.6% $54.55 +16.5%
38 SNEX STONEX GROUP INC Financial Services 5,820.0 $469K 0.12% +2K +50.0% $80.65 +43.1%
39 XLE SELECT SECTOR SPDR TR 7,275.0 $446K 0.12% +2K +47.7% $61.26 -2.9%
40 MCD MCDONALDS CORP Consumer Cyclical 1,366.0 $424K 0.11% +17.0 +1.3% $310.71 -11.5%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 23.6%
Energy 14.3%
Industrials 11.3%
Consumer Cyclical 9.8%
Consumer Defensive 4.2%
Utilities 2.8%
Communication Services 2.5%
Healthcare 2.4%
Basic Materials 1.3%