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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STIP ISHARES TR 5,486.0 $562K 0.14% NEW $102.39 +1.0%
102 ANNALY CAPITAL MANAGEMENT IN 25,118.0 $562K 0.14% NEW $22.36
103 XLG INVESCO EXCHANGE TRADED FD T 9,448.0 $560K 0.14% NEW $59.28 +6.3%
104 PG PROCTER AND GAMBLE CO Consumer Defensive 3,891.0 $558K 0.14% NEW $143.30 -0.6%
105 BKLN INVESCO EXCH TRADED FD TR II 25,132.0 $528K 0.14% NEW $21.00 -2.4%
106 CSCO CISCO SYS INC Technology 6,566.0 $506K 0.13% NEW $77.02 +54.3%
107 SCHX SCHWAB STRATEGIC TR 18,780.0 $505K 0.13% NEW $26.91 +7.1%
108 VRP INVESCO EXCH TRADED FD TR II 19,921.0 $485K 0.12% NEW $24.33 -0.7%
109 SPY SPDR S&P 500 ETF TR Financial Services 704.0 $480K 0.12% NEW $681.82 +7.6%
110 JNJ JOHNSON & JOHNSON Healthcare 2,263.0 $468K 0.12% NEW $206.91 +10.6%
111 COP CONOCOPHILLIPS Energy 4,916.0 $460K 0.12% NEW $93.61 +33.0%
112 CACI CACI INTL INC Technology 854.0 $455K 0.12% NEW $532.81 -7.4%
113 FXU FIRST TR EXCHANGE TRADED FD 9,957.0 $448K 0.12% NEW $45.01 +7.0%
114 TRMB TRIMBLE INC Technology 5,608.0 $439K 0.11% NEW $78.35 -29.8%
115 MCD MCDONALDS CORP Consumer Cyclical 1,349.0 $412K 0.11% NEW $305.58 -7.6%
116 UPS UNITED PARCEL SERVICE INC Industrials 4,058.0 $402K 0.10% NEW $99.18 -3.7%
117 MKL MARKEL GROUP INC Financial Services 187.0 $402K 0.10% NEW $2149.65 -13.2%
118 ARLP ALLIANCE RESOURCE PARTNERS L Energy 16,776.0 $390K 0.10% NEW $23.23 +9.3%
119 CR CRANE COMPANY Industrials 2,105.0 $388K 0.10% NEW $184.47 -7.4%
120 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 10,080.0 $388K 0.10% NEW $38.48 -1.1%
Page 6 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%