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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 UPRO PROSHARES TR 2,226 $258K 0.07% SOLD
22 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,175 $244K 0.06% SOLD
23 MSB MESABI TR Financial Services 6,112 $235K 0.06% SOLD
24 INTU INTUIT Technology 341 $226K 0.06% SOLD
25 WMT WALMART INC Consumer Defensive 1,946 $217K 0.06% SOLD
26 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,276 $212K 0.05% SOLD
27 ILCG ISHARES TR 2,026 $211K 0.05% SOLD
28 HD HOME DEPOT INC Consumer Cyclical 606 $209K 0.05% SOLD
29 MORN MORNINGSTAR INC Financial Services 955 $208K 0.05% SOLD
Page 2 of 2  ·  29 positions
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%