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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 5 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMR NUSCALE PWR CORP Utilities 148,975.0 $1.5M 0.31% NEW $10.03 -14.0%
82 VBR VANGUARD INDEX FDS 6,135.0 $1.5M 0.31% -43.0 -0.7% $243.00 +1.8%
83 IWM ISHARES TR 4,600.0 $1.4M 0.28% NEW $300.42 -0.1%
84 VWO VANGUARD INTL EQUITY INDEX F 23,059.0 $1.4M 0.28% +3K +12.2% $59.69 -0.1%
85 IAT ISHARES TR 20,822.0 $1.3M 0.27% -500.0 -2.3% $62.21 +4.1%
86 PFF ISHARES TR 41,982.0 $1.3M 0.26% +3K +8.5% $30.49 -0.1%
87 SITM SITIME CORP Technology 1,612.0 $1.2M 0.25% NEW $745.56 -8.8%
88 MU MICRON TECHNOLOGY INC Technology 1,024.0 $1.2M 0.24% +238.0 +30.3% $1154.45 -18.5%
89 OGS ONE GAS INC Utilities 15,158.0 $1.2M 0.24% $77.07 +5.2%
90 EFA ISHARES TR 11,110.0 $1.2M 0.24% +1K +9.9% $103.88 +3.3%
91 V VISA INC Financial Services 3,331.0 $1.1M 0.24% -2K -37.6% $343.09 +6.2%
92 VOO VANGUARD INDEX FDS 1,652.0 $1.1M 0.23% +138.0 +9.1% $686.67 +2.7%
93 QQQ INVESCO QQQ TR Financial Services 1,440.0 $1.1M 0.22% NEW $736.37 -2.6%
94 AGG ISHARES TR 10,515.0 $1.0M 0.21% -292.0 -2.7% $98.98 -1.6%
95 CHY CALAMOS CONV & HIGH INCOME F Financial Services 70,750.0 $964K 0.20% +9K +14.1% $13.62 -2.1%
96 AAON AAON INC Industrials 7,593.0 $963K 0.20% $126.86 -35.3%
97 JBBB JANUS DETROIT STR TR 20,288.0 $961K 0.20% -6K -23.6% $47.35 +0.4%
98 FTGC FIRST TR EXCHANGE TRAD FD VI 35,248.0 $953K 0.20% -13K -27.5% $27.05 +10.7%
99 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 970.0 $936K 0.19% -9.0 -0.9% $965.00 -6.4%
100 DE DEERE & CO Industrials 1,472.0 $934K 0.19% $634.43 -7.2%
Page 5 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%