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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 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IDGT ISHARES TR 48,313.0 $5.8M 1.19% NEW $119.74 -0.5%
22 TER TERADYNE INC Technology 11,319.0 $5.5M 1.13% +350.0 +3.2% $483.85 -16.4%
23 TSLA TESLA INC Consumer Cyclical 12,905.0 $5.4M 1.12% +302.0 +2.4% $420.60 -19.9%
24 SHYG ISHARES TR 127,431.0 $5.4M 1.11% +12K +10.4% $42.41 -0.5%
25 AGX ARGAN INC Industrials 5,972.0 $4.8M 0.98% +555.0 +10.2% $798.55 -30.7%
26 BERKSHIRE HATHAWAY INC DEL 6.0 $4.5M 0.93% $748850.00
27 ACWV ISHARES INC 35,744.0 $4.3M 0.89% -2K -5.0% $120.23 +4.8%
28 RSP INVESCO EXCHANGE TRADED FD T 19,231.0 $4.1M 0.84% -4K -18.0% $212.77 +3.3%
29 XLF SELECT SECTOR SPDR TR 73,398.0 $3.9M 0.81% NEW $53.61 +7.9%
30 AMAT APPLIED MATLS INC Technology 4,940.0 $3.6M 0.74% +190.0 +4.0% $723.01 -28.9%
31 POWL POWELL INDS INC Industrials 12,421.0 $3.6M 0.73% +9K +218.8% $286.36 -28.9%
32 GLW CORNING INC Technology 13,586.0 $3.5M 0.71% +675.0 +5.2% $255.43 -37.4%
33 MSFT MICROSOFT CORP Technology 9,269.0 $3.5M 0.71% +154.0 +1.7% $373.02 +29.1%
34 WMB WILLIAMS COS INC Energy 43,264.0 $3.2M 0.66% $74.34 +1.1%
35 SRLN SSGA ACTIVE ETF TR 78,264.0 $3.2M 0.65% NEW $40.29 +0.5%
36 AVGO BROADCOM INC Technology 8,216.0 $3.1M 0.64% +213.0 +2.7% $377.74 +0.6%
37 SLV ISHARES SILVER TR Financial Services 56,709.0 $3.0M 0.62% +13K +30.0% $53.47 +7.4%
38 VRP INVESCO EXCH TRADED FD TR II 123,249.0 $3.0M 0.62% +15K +14.3% $24.31 -0.9%
39 BERKSHIRE HATHAWAY INC DEL 5,983.0 $3.0M 0.62% $500.39
40 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 4,000.0 $3.0M 0.62% -9K -69.2% $746.77 +2.8%
Page 2 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%