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Portfolio (Quarterly) Guide ↗

Cadent Capital Advisors, LLC

· CIK 0001803536
13F Portfolio $390M AUM 196 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New
Page 4 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFF ISHARES TR 46,112.0 $1.4M 0.37% NEW $30.96 +0.6%
62 JPM JPMORGAN CHASE & CO. Financial Services 4,229.0 $1.4M 0.35% NEW $322.21 -7.6%
63 SNOW SNOWFLAKE INC Technology 6,066.0 $1.3M 0.34% NEW $219.36 -28.2%
64 GOOG ALPHABET INC Communication Services 4,222.0 $1.3M 0.34% NEW $313.78 +25.3%
65 VBR VANGUARD INDEX FDS 6,150.0 $1.3M 0.33% NEW $211.80 +7.8%
66 PPA INVESCO EXCHANGE TRADED FD T 8,047.0 $1.3M 0.32% NEW $156.64 +6.3%
67 SHYG ISHARES TR 29,281.0 $1.3M 0.32% NEW $42.87 -1.4%
68 IAT ISHARES TR 22,152.0 $1.2M 0.31% NEW $55.15 +1.3%
69 HYG ISHARES TR 15,004.0 $1.2M 0.31% NEW $80.63 -1.4%
70 FTGC FIRST TR EXCHANGE TRAD FD VI 51,653.0 $1.2M 0.31% NEW $23.23 +29.3%
71 WLDN WILLDAN GROUP INC Industrials 11,391.0 $1.2M 0.30% NEW $103.66 -11.1%
72 OGS ONE GAS INC Utilities 15,190.0 $1.2M 0.30% NEW $77.25 +6.6%
73 JPIB J P MORGAN EXCHANGE TRADED F 23,689.0 $1.2M 0.30% NEW $48.70 -2.1%
74 IWP ISHARES TR 7,972.0 $1.1M 0.28% NEW $136.94 -0.7%
75 GEV GE VERNOVA INC Utilities 1,653.0 $1.1M 0.28% NEW $653.55 +60.5%
76 SPXC SPX TECHNOLOGIES INC Industrials 5,245.0 $1.0M 0.27% NEW $200.06 +0.5%
77 QUIK QUICKLOGIC CORP Technology 172,427.0 $1.0M 0.27% NEW $6.01 +217.8%
78 SMH VANECK ETF TRUST 2,686.0 $967K 0.25% NEW $360.06 +51.7%
79 LMND LEMONADE INC Financial Services 13,556.0 $965K 0.25% NEW $71.18 -27.9%
80 RFV INVESCO EXCHANGE TRADED FD T 7,099.0 $907K 0.23% NEW $127.80 +6.7%
Page 4 of 10  ·  182 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
Financial Services 32.2%
Technology 21.9%
Consumer Cyclical 12.4%
Energy 10.9%
Industrials 10.2%
Consumer Defensive 4.0%
Communication Services 2.7%
Healthcare 2.3%
Utilities 1.9%
Basic Materials 1.3%