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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGQ PROSHARES TR II Financial Services 6,000.0 $408K 0.08% +3K +109.1% $68.01 +12.1%
62 AMGN AMGEN INC Healthcare 1,117.0 $404K 0.08% +8.0 +0.7% $362.12 +17.4%
63 IYC ISHARES TR 3,883.0 $393K 0.08% +352.0 +10.0% $101.11 +0.8%
64 WES WESTERN MIDSTREAM PARTNERS L Energy 8,917.0 $390K 0.08% +74.0 +0.8% $43.76 +13.8%
65 MRK MERCK & CO INC Healthcare 2,978.0 $383K 0.08% +18.0 +0.6% $128.52 +5.2%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 1,173.0 $330K 0.07% +85.0 +7.8% $281.31 -17.3%
67 AFL AFLAC INC Financial Services 2,537.0 $297K 0.06% +14.0 +0.6% $117.23 +3.8%
68 VUG VANGUARD INDEX FDS 2,940.0 $253K 0.05% +2K +379.6% $86.15 +2.0%
69 TLT ISHARES TR 2,778.0 $240K 0.05% +32.0 +1.2% $86.43 -5.5%
70 SPSB SPDR SERIES TRUST 7,928.0 $238K 0.05% +83.0 +1.1% $30.01 -0.2%
71 AMLP ALPS ETF TR 4,570.0 $237K 0.05% +57.0 +1.3% $51.85 +6.7%
Page 4 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%