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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 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ENB ENBRIDGE INC Energy 3,766.0 $204K 0.05% NEW $54.14 +3.8%
182 ATR APTARGROUP INC Healthcare 1,613.0 $203K 0.05% NEW $126.02 -9.0%
183 IEX IDEX CORP Industrials 1,071.0 $203K 0.05% NEW $189.55 +11.5%
184 LII LENNOX INTL INC Industrials 437.0 $203K 0.05% NEW $464.13 +10.8%
185 TRU TRANSUNION Industrials 2,893.0 $200K 0.05% +229.0 +8.6% $69.19 -4.4%
186 F FORD MTR CO Consumer Cyclical 11,621.0 $134K 0.04% -1K -10.0% $11.54 +25.5%
187 SLI STANDARD LITHIUM LTD Basic Materials 10,000.0 $34K 0.01% $3.41 +17.0%
Page 10 of 10  ·  187 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%