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Portfolio (Quarterly) Guide ↗

Cadent Capital Advisors, LLC

· CIK 0001803536
13F Portfolio $485M AUM 214 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 71 Added 40 Reduced 20 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KKR KKR & CO INC Financial Services 23,012.0 $2.1M 0.43% +20K +662.0% $91.78 +16.8%
42 VGT VANGUARD WORLD FD 17,467.0 $2.1M 0.43% +15K +693.2% $119.52 +0.2%
43 HYG ISHARES TR 21,687.0 $1.7M 0.36% +7K +44.5% $79.97 -0.5%
44 JPM JPMORGAN CHASE & CO Financial Services 5,208.0 $1.7M 0.35% +975.0 +23.0% $327.36 +11.0%
45 IAU ISHARES GOLD TR Financial Services 21,564.0 $1.6M 0.34% +396.0 +1.9% $75.51 +8.2%
46 ICVT ISHARES TR 13,211.0 $1.6M 0.33% +4K +38.4% $121.74 -4.4%
47 VWO VANGUARD INTL EQUITY INDEX F 23,059.0 $1.4M 0.28% +3K +12.2% $59.69 -0.1%
48 PFF ISHARES TR 41,982.0 $1.3M 0.26% +3K +8.5% $30.49 -0.1%
49 MU MICRON TECHNOLOGY INC Technology 1,024.0 $1.2M 0.24% +238.0 +30.3% $1154.45 -18.5%
50 EFA ISHARES TR 11,110.0 $1.2M 0.24% +1K +9.9% $103.88 +3.3%
51 VOO VANGUARD INDEX FDS 1,652.0 $1.1M 0.23% +138.0 +9.1% $686.67 +2.7%
52 CHY CALAMOS CONV & HIGH INCOME F Financial Services 70,750.0 $964K 0.20% +9K +14.1% $13.62 -2.1%
53 SCHD SCHWAB STRATEGIC TR 28,896.0 $916K 0.19% +2K +6.3% $31.71 +8.8%
54 BIV VANGUARD BD INDEX FDS 9,588.0 $735K 0.15% +87.0 +0.9% $76.70 -1.6%
55 HDV ISHARES TR 22,782.0 $624K 0.13% +19K +576.0% $27.41 +7.8%
56 STIP ISHARES TR 6,105.0 $624K 0.13% +295.0 +5.1% $102.16 -1.3%
57 MUB ISHARES TR 5,487.0 $591K 0.12% +44.0 +0.8% $107.62 -2.1%
58 JNJ JOHNSON & JOHNSON Healthcare 2,071.0 $526K 0.11% +11.0 +0.5% $253.99 +6.7%
59 QQQM INVESCO EXCH TRADED FD TR II 1,656.0 $502K 0.10% +148.0 +9.8% $303.00 -2.5%
60 JPHY J P MORGAN EXCHANGE TRADED F 8,173.0 $412K 0.09% +371.0 +4.8% $50.46 -0.7%
Page 3 of 4  ·  71 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 32.7%
Financial Services 20.3%
Industrials 15.9%
Energy 10.1%
Consumer Cyclical 7.0%
Healthcare 3.9%
Utilities 3.3%
Communication Services 2.9%
Consumer Defensive 2.4%
Basic Materials 1.2%