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Portfolio (Quarterly) Guide ↗

Cadent Capital Advisors, LLC

· CIK 0001803536
13F Portfolio $390M AUM 196 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New
Page 3 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,794.0 $2.2M 0.57% NEW $283.31 -23.1%
42 TER TERADYNE INC Technology 10,969.0 $2.1M 0.55% NEW $193.56 +74.6%
43 XME SPDR SERIES TRUST 20,471.0 $2.1M 0.54% NEW $103.61 +9.3%
44 AXP AMERICAN EXPRESS CO Financial Services 5,682.0 $2.1M 0.54% NEW $369.95 -15.6%
45 AMZN AMAZON COM INC Consumer Cyclical 8,947.0 $2.1M 0.53% NEW $230.82 +14.7%
46 DFAC DIMENSIONAL ETF TRUST 51,653.0 $2.0M 0.53% NEW $39.59 +8.6%
47 SPEM SPDR INDEX SHS FDS 43,377.0 $2.0M 0.52% NEW $46.81 +8.8%
48 GS GOLDMAN SACHS GROUP INC Financial Services 2,223.0 $2.0M 0.50% NEW $878.91 +7.9%
49 LLY ELI LILLY & CO Healthcare 1,797.0 $1.9M 0.49% NEW $1074.69 -6.3%
50 V VISA INC Financial Services 5,395.0 $1.9M 0.49% NEW $350.77 -7.1%
51 BSV VANGUARD BD INDEX FDS 23,911.0 $1.9M 0.48% NEW $78.81 -1.3%
52 SDY SPDR SERIES TRUST 13,116.0 $1.8M 0.47% NEW $139.16 +6.2%
53 GOOGL ALPHABET INC Communication Services 5,390.0 $1.7M 0.43% NEW $313.03 +26.8%
54 VGT VANGUARD WORLD FD 2,200.0 $1.7M 0.43% NEW $753.86 -85.1%
55 AGX ARGAN INC Industrials 5,275.0 $1.7M 0.42% NEW $313.32 +112.2%
56 AGG ISHARES TR 16,103.0 $1.6M 0.41% NEW $99.88 -1.9%
57 RDVY FIRST TR EXCHANGE TRADED FD 21,675.0 $1.5M 0.39% NEW $69.47 +6.2%
58 ESLT ELBIT SYS LTD Industrials 2,585.0 $1.5M 0.38% NEW $577.71 +29.8%
59 AEM AGNICO EAGLE MINES LTD Basic Materials 8,774.0 $1.5M 0.38% NEW $169.53 +5.7%
60 RKLB ROCKET LAB CORP Industrials 20,483.0 $1.4M 0.37% NEW $69.76 +78.9%
Page 3 of 10  ·  182 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
Financial Services 32.2%
Technology 21.9%
Consumer Cyclical 12.4%
Energy 10.9%
Industrials 10.2%
Consumer Defensive 4.0%
Communication Services 2.7%
Healthcare 2.3%
Utilities 1.9%
Basic Materials 1.3%