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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 11  ·  201 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 -17.6%
2 RWL INVESCO EXCH TRADED FD TR II 173,316.0 $22.1M 4.57% +4K +2.5% $127.76 +5.5%
3 ITA ISHARES TR 91,179.0 $22.1M 4.56% +5K +6.3% $242.42 +3.9%
4 VIS VANGUARD WORLD FD 51,263.0 $18.5M 3.81% +2K +3.4% $360.38 -2.1%
5 VTWO VANGUARD SCOTTSDALE FDS 146,404.0 $17.8M 3.67% +4K +2.5% $121.42 +0.1%
6 AAPL APPLE INC Technology 54,442.0 $15.8M 3.25% $289.36 +7.1%
7 XLY SELECT SECTOR SPDR TR 128,684.0 $15.1M 3.11% +5K +3.8% $117.28 -0.3%
8 JAAA JANUS DETROIT STR TR 298,022.0 $15.0M 3.10% -4K -1.4% $50.49 +0.2%
9 IYW ISHARES TR 45,056.0 $11.4M 2.34% -5K -9.4% $252.23 -1.1%
10 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 668,678.0 $9.2M 1.91% -12K -1.7% $13.83 +7.7%
11 XME SPDR SERIES TRUST 81,760.0 $8.7M 1.80% +71K +657.9% $106.93 +6.4%
12 IVV ISHARES TR 11,388.0 $8.5M 1.76% +342.0 +3.1% $748.89 +3.1%
13 SPHQ INVESCO EXCHANGE TRADED FD T 93,062.0 $8.4M 1.73% +11K +13.9% $90.10 -3.7%
14 JPIB J P MORGAN EXCHANGE TRADED F 168,597.0 $8.2M 1.68% +8K +5.2% $48.35 -1.1%
15 OKE ONEOK INC NEW Energy 91,557.0 $8.0M 1.64% -916.0 -1.0% $86.94 +12.2%
16 IGM ISHARES TR 46,640.0 $7.6M 1.57% +3K +7.0% $163.58 -2.0%
17 XLK SELECT SECTOR SPDR TR 35,451.0 $6.8M 1.39% +4K +12.6% $190.52 -2.7%
18 IYJ ISHARES TR 40,472.0 $6.7M 1.39% +2K +5.4% $166.65 +0.3%
19 IAI ISHARES TR 37,859.0 $6.6M 1.37% -636.0 -1.6% $175.33 +8.9%
20 IYZ ISHARES TR 153,743.0 $6.5M 1.34% +18K +13.1% $42.31 +2.2%
Page 1 of 11  ·  201 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%