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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 9 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARMK ARAMARK Industrials 6,459.0 $238K 0.06% NEW $36.86 +44.2%
162 MSB MESABI TR Financial Services 6,112.0 $235K 0.06% NEW $38.52 -26.3%
163 SPSB SPDR SERIES TRUST 7,789.0 $235K 0.06% NEW $30.20 -0.7%
164 TRU TRANSUNION Industrials 2,664.0 $228K 0.06% NEW $85.74 -19.8%
165 DFAX DIMENSIONAL ETF TRUST 6,964.0 $228K 0.06% NEW $32.73 +12.0%
166 PALLADYNE AI CORP 53,453.0 $228K 0.06% NEW $4.26
167 IEMG ISHARES INC 3,384.0 $227K 0.06% NEW $67.22 +17.9%
168 T AT&T INC Communication Services 9,145.0 $227K 0.06% NEW $24.84 -1.5%
169 INTU INTUIT Technology 341.0 $226K 0.06% NEW $662.49 -39.2%
170 XLE SELECT SECTOR SPDR TR 4,927.0 $220K 0.06% NEW $44.71 +35.2%
171 KO COCA COLA CO Consumer Defensive 3,139.0 $219K 0.06% NEW $69.90 +15.6%
172 WMT WALMART INC Consumer Defensive 1,946.0 $217K 0.06% NEW $111.39 +18.7%
173 SCHD SCHWAB STRATEGIC TR 7,847.0 $215K 0.06% NEW $27.43 +16.3%
174 CLX CLOROX CO DEL Consumer Defensive 2,118.0 $214K 0.06% NEW $100.83 -8.9%
175 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,276.0 $212K 0.05% NEW $49.65 -12.9%
176 ILCG ISHARES TR 2,026.0 $211K 0.05% NEW $104.04 +10.0%
177 AMLP ALPS ETF TR 4,454.0 $209K 0.05% NEW $47.02 +15.7%
178 HD HOME DEPOT INC Consumer Cyclical 606.0 $209K 0.05% NEW $344.33 -13.2%
179 MORN MORNINGSTAR INC Financial Services 955.0 $208K 0.05% NEW $217.31 -18.4%
180 WEX WEX INC Technology 1,351.0 $201K 0.05% NEW $148.98 -4.1%
Page 9 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%