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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SOXX ISHARES TR 49,460.0 $31.7M 6.53% -551.0 -1.1% $640.76 -17.1%
2 JAAA JANUS DETROIT STR TR 298,022.0 $15.0M 3.10% -4K -1.4% $50.49 +0.2%
3 IYW ISHARES TR 45,056.0 $11.4M 2.34% -5K -9.4% $252.23 -1.1%
4 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 668,678.0 $9.2M 1.91% -12K -1.7% $13.83 +7.5%
5 OKE ONEOK INC NEW Energy 91,557.0 $8.0M 1.64% -916.0 -1.0% $86.94 +11.7%
6 IAI ISHARES TR 37,859.0 $6.6M 1.37% -636.0 -1.6% $175.33 +8.6%
7 ACWV ISHARES INC 35,744.0 $4.3M 0.89% -2K -5.0% $120.23 +4.8%
8 RSP INVESCO EXCHANGE TRADED FD T 19,231.0 $4.1M 0.84% -4K -18.0% $212.77 +3.3%
9 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 4,000.0 $3.0M 0.62% -9K -69.2% $746.77 +2.8%
10 PEP PEPSICO INC Consumer Defensive 16,685.0 $2.3M 0.47% -8K -31.0% $135.40 +3.5%
11 VB VANGUARD INDEX FDS 6,711.0 $2.0M 0.42% -598.0 -8.2% $303.14 +0.2%
12 YUM YUM BRANDS INC Consumer Cyclical 12,235.0 $2.0M 0.40% -13K -51.8% $159.86 -9.4%
13 BSV VANGUARD BD INDEX FDS 22,272.0 $1.7M 0.36% -125.0 -0.6% $77.91 -0.4%
14 PPA INVESCO EXCHANGE TRADED FD T 8,927.0 $1.6M 0.33% -72.0 -0.8% $176.64 +3.3%
15 MA MASTERCARD INCORPORATED Financial Services 2,990.0 $1.5M 0.32% -5K -62.7% $513.67 +11.8%
16 VBR VANGUARD INDEX FDS 6,135.0 $1.5M 0.31% -43.0 -0.7% $243.00 +1.8%
17 IAT ISHARES TR 20,822.0 $1.3M 0.27% -500.0 -2.3% $62.21 +4.1%
18 V VISA INC Financial Services 3,331.0 $1.1M 0.24% -2K -37.6% $343.09 +6.2%
19 AGG ISHARES TR 10,515.0 $1.0M 0.21% -292.0 -2.7% $98.98 -1.6%
20 JBBB JANUS DETROIT STR TR 20,288.0 $961K 0.20% -6K -23.6% $47.35 +0.4%
Page 1 of 2  ·  40 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%