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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 10 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMLP ALPS ETF TR 4,570.0 $237K 0.05% +57.0 +1.3% $51.85 +6.7%
182 MUNI PIMCO ETF TR 4,490.0 $236K 0.05% NEW $52.60 -1.7%
183 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,112.0 $236K 0.05% NEW $111.81 -6.5%
184 JEPI J P MORGAN EXCHANGE TRADED F 4,143.0 $234K 0.05% NEW $56.49 +2.4%
185 META META PLATFORMS INC Communication Services 415.0 $234K 0.05% -101.0 -19.6% $563.20 -3.5%
186 GSG ISHARES S&P GSCI COMMODITY- Financial Services 8,000.0 $229K 0.05% -21K -72.1% $28.60 +15.6%
187 NKE NIKE INC Consumer Cyclical 5,548.0 $228K 0.05% -213.0 -3.7% $41.05 -2.4%
188 VTEB VANGUARD MUN BD FDS 4,484.0 $227K 0.05% NEW $50.58 -2.1%
189 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,046.0 $226K 0.05% $110.27 -2.8%
190 KEX KIRBY CORP Industrials 1,602.0 $218K 0.04% $135.97 +2.8%
191 SOXQ INVESCO EXCH TRADED FD TR II 1,925.0 $216K 0.04% NEW $112.12 -15.8%
192 HD HOME DEPOT INC Consumer Cyclical 607.0 $214K 0.04% NEW $352.94 -4.4%
193 SAIA SAIA INC Industrials 507.0 $214K 0.04% NEW $421.16 -12.4%
194 FBND FIDELITY MERRIMACK STR TR 4,649.0 $211K 0.04% -8K -63.2% $45.49 -1.3%
195 TECH BIO-TECHNE CORP Healthcare 2,955.0 $209K 0.04% NEW $70.65 +2.2%
196 TRU TRANSUNION Industrials 2,894.0 $209K 0.04% $72.13 +10.2%
197 IYH ISHARES TR 3,000.0 $201K 0.04% NEW $67.01 +7.0%
198 F FORD MTR CO Consumer Cyclical 11,499.0 $160K 0.03% -122.0 -1.1% $13.90 +0.2%
199 HOOD ROBINHOOD MKTS INC Financial Services 577.0 $58K 0.01% NEW $100.28 -8.7%
200 SLI STANDARD LITHIUM CORP Basic Materials 10,000.0 $28K 0.01% $2.75 -18.2%
Page 10 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%