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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTGC FIRST TR EXCHANGE TRAD FD VI 35,248.0 $953K 0.20% -13K -27.5% $27.05 +11.9%
22 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 970.0 $936K 0.19% -9.0 -0.9% $965.00 -11.5%
23 SCHG SCHWAB STRATEGIC TR 25,525.0 $864K 0.18% -8K -23.6% $33.84 +5.0%
24 RDVY FIRST TR EXCHANGE TRADED FD 10,046.0 $814K 0.17% -810.0 -7.5% $81.06 +1.9%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 809.0 $756K 0.16% -15.0 -1.8% $934.91 +3.4%
26 CVX CHEVRON CORPORATION Energy 2,999.0 $497K 0.10% -424.0 -12.4% $165.78 +24.8%
27 IYE ISHARES TR 8,695.0 $492K 0.10% -328.0 -3.6% $56.59 +19.4%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 627.0 $469K 0.10% -62.0 -9.0% $747.27 +3.1%
29 IXP ISHARES TR 4,062.0 $458K 0.09% -2K -32.9% $112.83 +3.5%
30 ET ENERGY TRANSFER L P Energy 21,515.0 $411K 0.09% -249.0 -1.1% $19.12 +11.0%
31 PSX PHILLIPS 66 Energy 2,169.0 $367K 0.08% -108.0 -4.7% $169.05 +43.6%
32 MCD MCDONALDS CORP Consumer Cyclical 1,355.0 $366K 0.07% -11.0 -0.8% $270.22 -0.3%
33 CACI CACI INTL INC Technology 746.0 $346K 0.07% -108.0 -12.7% $463.26 +43.7%
34 EPD ENTERPRISE PRODS PARTNERS L Energy 7,195.0 $264K 0.06% -1K -12.9% $36.76 +3.8%
35 IHE ISHARES TR 2,503.0 $248K 0.05% -59K -95.9% $99.00 +8.5%
36 META META PLATFORMS INC Communication Services 415.0 $234K 0.05% -101.0 -19.6% $563.20 -1.9%
37 GSG ISHARES S&P GSCI COMMODITY- Financial Services 8,000.0 $229K 0.05% -21K -72.1% $28.60 +16.9%
38 NKE NIKE INC Consumer Cyclical 5,548.0 $228K 0.05% -213.0 -3.7% $41.05 -0.4%
39 FBND FIDELITY MERRIMACK STR TR 4,649.0 $211K 0.04% -8K -63.2% $45.49 -1.0%
40 F FORD MTR CO Consumer Cyclical 11,499.0 $160K 0.03% -122.0 -1.1% $13.90 +1.5%
Page 2 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%