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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 6 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLG INVESCO EXCHANGE TRADED FD T 9,697.0 $529K 0.14% +249.0 +2.6% $54.55 +16.5%
102 CSCO CISCO SYS INC Technology 6,517.0 $506K 0.13% -49.0 -0.8% $77.59 +48.9%
103 JNJ JOHNSON & JOHNSON Healthcare 2,060.0 $504K 0.13% -203.0 -9.0% $244.44 -5.6%
104 IEZ ISHARES TR 17,350.0 $502K 0.13% NEW $28.95 +8.9%
105 SPXU PROSHARES TR 8,835.0 $501K 0.13% NEW $56.74 -31.6%
106 MTUM ISHARES TR 2,025.0 $486K 0.13% NEW $239.99 +24.3%
107 SCHX SCHWAB STRATEGIC TR 18,790.0 $482K 0.12% $25.64 +13.3%
108 FXU FIRST TR EXCHANGE-TRADED FD 9,538.0 $473K 0.12% -419.0 -4.2% $49.59 -4.9%
109 SNEX STONEX GROUP INC Financial Services 5,820.0 $469K 0.12% +2K +50.0% $80.65 +43.1%
110 CACI CACI INTL INC Technology 854.0 $464K 0.12% $543.87 -10.5%
111 ARLP ALLIANCE RESOURCE PARTNERS L Energy 16,776.0 $464K 0.12% $27.65 -9.1%
112 HDV ISHARES TR 3,370.0 $457K 0.12% NEW $135.70 -79.9%
113 SPY STATE STR SPDR S&P 500 ETF T Financial Services 689.0 $448K 0.12% -15.0 -2.1% $650.81 +13.6%
114 XLE SELECT SECTOR SPDR TR 7,275.0 $446K 0.12% +2K +47.7% $61.26 -2.9%
115 SMH VANECK ETF TRUST 1,154.0 $443K 0.11% -2K -57.0% $383.45 +45.1%
116 MCD MCDONALDS CORP Consumer Cyclical 1,366.0 $424K 0.11% +17.0 +1.3% $310.71 -11.5%
117 ET ENERGY TRANSFER L P Energy 21,764.0 $420K 0.11% $19.30 +5.5%
118 PSX PHILLIPS 66 Energy 2,277.0 $415K 0.11% $182.17 -5.9%
119 UPS UNITED PARCEL SVCS INC Industrials 4,095.0 $403K 0.10% +37.0 +0.9% $98.37 +0.0%
120 JPHY J P MORGAN EXCHANGE TRADED F 7,802.0 $391K 0.10% +249.0 +3.3% $50.15 +0.2%
Page 6 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%