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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVST ENVISTA HOLDINGS CORPORATION Healthcare 10,663.0 $281K 0.06% NEW $26.35 +5.6%
22 JMUB J P MORGAN EXCHANGE TRADED F 5,317.0 $269K 0.06% NEW $50.66 -1.9%
23 ILCG ISHARES TR 2,030.0 $237K 0.05% NEW $116.99 -0.9%
24 MUNI PIMCO ETF TR 4,490.0 $236K 0.05% NEW $52.60 -1.7%
25 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,112.0 $236K 0.05% NEW $111.81 -6.5%
26 JEPI J P MORGAN EXCHANGE TRADED F 4,143.0 $234K 0.05% NEW $56.49 +2.4%
27 VTEB VANGUARD MUN BD FDS 4,484.0 $227K 0.05% NEW $50.58 -2.1%
28 SOXQ INVESCO EXCH TRADED FD TR II 1,925.0 $216K 0.04% NEW $112.12 -15.8%
29 HD HOME DEPOT INC Consumer Cyclical 607.0 $214K 0.04% NEW $352.94 -4.4%
30 SAIA SAIA INC Industrials 507.0 $214K 0.04% NEW $421.16 -12.4%
31 TECH BIO-TECHNE CORP Healthcare 2,955.0 $209K 0.04% NEW $70.65 +2.2%
32 IYH ISHARES TR 3,000.0 $201K 0.04% NEW $67.01 +7.0%
33 HOOD ROBINHOOD MKTS INC Financial Services 577.0 $58K 0.01% NEW $100.28 -8.7%
34 SBUX STARBUCKS CORP Consumer Cyclical 36.0 $4K 0.00% NEW $103.08 +2.8%
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 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%