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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 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITA ISHARES TR 85,744.0 $18.8M 4.85% -11K -10.9% $218.75 -0.8%
2 VIS VANGUARD WORLD FD 49,596.0 $15.5M 4.01% -3K -5.7% $312.22 +7.1%
3 IYW ISHARES TR 49,732.0 $9.0M 2.33% -3K -5.3% $181.42 +31.6%
4 TSLA TESLA INC Consumer Cyclical 12,603.0 $4.7M 1.21% -71.0 -0.6% $371.75 +19.2%
5 RSP INVESCO EXCHANGE TRADED FD T 23,453.0 $4.5M 1.17% -49K -67.7% $191.92 +5.0%
6 ACWV ISHARES INC 37,640.0 $4.5M 1.16% -3K -6.6% $119.51 +0.9%
7 WMB WILLIAMS COS INC Energy 43,217.0 $3.1M 0.81% -351.0 -0.8% $72.78 +6.7%
8 SLV ISHARES SILVER TR Financial Services 43,634.0 $3.0M 0.77% -45K -51.0% $68.14 +1.3%
9 VB VANGUARD INDEX FDS 7,309.0 $1.9M 0.49% -8K -51.9% $261.94 +7.6%
10 IAU ISHARES GOLD TR Financial Services 21,168.0 $1.9M 0.48% -28K -56.8% $88.16 -3.0%
11 BSV VANGUARD BD INDEX FDS 22,397.0 $1.8M 0.45% -2K -6.3% $78.41 -0.8%
12 V VISA INC Financial Services 5,337.0 $1.6M 0.42% -58.0 -1.1% $302.29 +6.7%
13 FTGC FIRST TR EXCHANGE TRAD FD VI 48,610.0 $1.4M 0.36% -3K -5.9% $28.71 +3.6%
14 PFF ISHARES TR 38,706.0 $1.2M 0.30% -7K -16.1% $30.32 +3.0%
15 XME SPDR SERIES TRUST 10,788.0 $1.2M 0.30% -10K -47.3% $108.01 +7.0%
16 IAT ISHARES TR 21,322.0 $1.1M 0.30% -830.0 -3.8% $53.84 +2.9%
17 AGG ISHARES TR 10,807.0 $1.1M 0.28% -5K -32.9% $99.27 -1.3%
18 DE DEERE & CO Industrials 1,472.0 $829K 0.21% -9.0 -0.6% $563.21 +2.0%
19 RDVY FIRST TR EXCHANGE TRADED FD 10,856.0 $741K 0.19% -11K -49.9% $68.28 +7.8%
20 BIV VANGUARD BD INDEX FDS 9,501.0 $733K 0.19% -501.0 -5.0% $77.18 -1.5%
Page 1 of 3  ·  42 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%