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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 4 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 2,202.0 $1.5M 0.40% $697.86 -83.8%
62 MP MP MATERIALS CORP Basic Materials 31,113.0 $1.5M 0.39% NEW $48.26 +25.0%
63 PPA INVESCO EXCHANGE TRADED FD T 8,999.0 $1.5M 0.39% +952.0 +11.8% $165.69 -0.7%
64 ASML ASML HLDG NV Technology 1,092.0 $1.4M 0.37% NEW $1320.83 +13.7%
65 FTGC FIRST TR EXCHANGE TRAD FD VI 48,610.0 $1.4M 0.36% -3K -5.9% $28.71 +3.6%
66 VBR VANGUARD INDEX FDS 6,178.0 $1.3M 0.35% $217.26 +4.6%
67 OGS ONE GAS INC Utilities 15,155.0 $1.3M 0.34% $86.13 -2.1%
68 JPM JPMORGAN CHASE & CO Financial Services 4,233.0 $1.2M 0.32% $294.13 +2.0%
69 JBBB JANUS DETROIT STR TR 26,536.0 $1.2M 0.32% +11K +66.1% $46.60 +1.6%
70 GOOG ALPHABET INC Communication Services 4,272.0 $1.2M 0.32% +50.0 +1.2% $286.84 +38.5%
71 COHR COHERENT CORP Technology 5,046.0 $1.2M 0.31% NEW $238.21 +70.0%
72 HYG ISHARES TR 15,006.0 $1.2M 0.31% $79.56 -0.1%
73 PFF ISHARES TR 38,706.0 $1.2M 0.30% -7K -16.1% $30.32 +3.0%
74 XME SPDR SERIES TRUST 10,788.0 $1.2M 0.30% -10K -47.3% $108.01 +7.0%
75 IAT ISHARES TR 21,322.0 $1.1M 0.30% -830.0 -3.8% $53.84 +2.9%
76 VWO VANGUARD INTL EQUITY INDEX F 20,547.0 $1.1M 0.29% +7K +53.0% $54.05 +8.1%
77 AGG ISHARES TR 10,807.0 $1.1M 0.28% -5K -32.9% $99.27 -1.3%
78 EFA ISHARES TR 10,110.0 $982K 0.25% +2K +32.2% $97.13 +4.7%
79 SCHG SCHWAB STRATEGIC TR 33,420.0 $974K 0.25% +16K +89.9% $29.13 +17.6%
80 ICVT ISHARES TR 9,545.0 $972K 0.25% NEW $101.79 +15.1%
Page 4 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%