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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  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 979.0 $384K 0.10% NEW $391.76 +105.4%
22 AGQ PROSHARES TR II Financial Services 2,870.0 $343K 0.09% NEW $119.51 -2.0%
23 DVN DEVON ENERGY CORP NEW Energy 6,145.0 $309K 0.08% NEW $50.32 -6.1%
24 CAT CATERPILLAR INC Industrials 420.0 $297K 0.08% NEW $707.98 +25.5%
25 VNQ VANGUARD INDEX FDS 2,826.0 $251K 0.07% NEW $88.70 +5.9%
26 SCHK SCHWAB STRATEGIC TR 7,800.0 $244K 0.06% NEW $31.33 +13.3%
27 NDSN NORDSON CORP Industrials 807.0 $215K 0.06% NEW $266.06 +5.3%
28 KEX KIRBY CORP Industrials 1,602.0 $213K 0.06% NEW $132.88 +10.9%
29 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,046.0 $212K 0.06% NEW $103.50 +3.3%
30 DUK DUKE ENERGY CORP NEW Utilities 1,612.0 $211K 0.06% NEW $130.92 -5.0%
31 ENB ENBRIDGE INC Energy 3,766.0 $204K 0.05% NEW $54.14 +3.8%
32 ATR APTARGROUP INC Healthcare 1,613.0 $203K 0.05% NEW $126.02 -9.0%
33 IEX IDEX CORP Industrials 1,071.0 $203K 0.05% NEW $189.55 +11.5%
34 LII LENNOX INTL INC Industrials 437.0 $203K 0.05% NEW $464.13 +10.8%
Page 2 of 2  ·  34 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%