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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 2 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHYG ISHARES TR 115,455.0 $4.9M 1.26% +86K +294.3% $42.31 -0.1%
22 TSLA TESLA INC Consumer Cyclical 12,603.0 $4.7M 1.21% -71.0 -0.6% $371.75 +19.2%
23 RSP INVESCO EXCHANGE TRADED FD T 23,453.0 $4.5M 1.17% -49K -67.7% $191.92 +5.0%
24 ACWV ISHARES INC 37,640.0 $4.5M 1.16% -3K -6.6% $119.51 +0.9%
25 BERKSHIRE HATHAWAY INC DEL 6.0 $4.3M 1.11% $718140.00
26 XLK SELECT SECTOR SPDR TR 31,483.0 $4.2M 1.08% +5K +19.0% $132.90 +32.7%
27 MA MASTERCARD INCORPORATED Financial Services 8,025.0 $4.0M 1.04% $499.69 -2.0%
28 YUM YUM BRANDS INC Consumer Cyclical 25,391.0 $3.9M 1.02% $155.48 -3.1%
29 PEP PEPSICO INC Consumer Defensive 24,193.0 $3.8M 0.97% $155.29 -4.3%
30 XOM EXXON MOBIL CORP Energy 21,459.0 $3.6M 0.94% $169.66 -10.0%
31 MSFT MICROSOFT CORP Technology 9,115.0 $3.4M 0.87% +284.0 +3.2% $370.15 +10.6%
32 TER TERADYNE INC Technology 10,969.0 $3.3M 0.84% $296.47 +20.3%
33 WMB WILLIAMS COS INC Energy 43,217.0 $3.1M 0.81% -351.0 -0.8% $72.78 +6.7%
34 SLV ISHARES SILVER TR Financial Services 43,634.0 $3.0M 0.77% -45K -51.0% $68.14 +1.3%
35 AGX ARGAN INC Industrials 5,417.0 $3.0M 0.76% +142.0 +2.7% $544.65 +32.6%
36 RTX RTX CORPORATION Industrials 14,954.0 $2.9M 0.75% +358.0 +2.5% $192.90 -8.9%
37 BERKSHIRE HATHAWAY INC DEL 6,013.0 $2.9M 0.75% $479.20
38 VRP INVESCO EXCH TRADED FD TR II 107,828.0 $2.6M 0.67% +88K +441.3% $23.98 +1.4%
39 GLD SPDR GOLD TR Financial Services 5,791.0 $2.5M 0.65% $430.32 -0.7%
40 AVGO BROADCOM INC Technology 8,003.0 $2.5M 0.64% +42.0 +0.5% $309.50 +37.4%
Page 2 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%