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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 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KKR KKR & CO INC Financial Services 3,020.0 $385K 0.10% NEW $127.48 -23.9%
122 JPHY J P MORGAN EXCHANGE TRADED F 7,553.0 $382K 0.10% NEW $50.59 -0.7%
123 CSL CARLISLE COS INC Industrials 1,168.0 $374K 0.10% NEW $319.86 +3.4%
124 RJF RAYMOND JAMES FINL INC Financial Services 2,325.0 $373K 0.10% NEW $160.59 -4.0%
125 SNEX STONEX GROUP INC Financial Services 3,880.0 $369K 0.10% NEW $95.13 +15.9%
126 AVY AVERY DENNISON CORP Industrials 2,029.0 $369K 0.10% NEW $181.85 -13.8%
127 NKE NIKE INC Consumer Cyclical 5,757.0 $367K 0.09% NEW $63.71 -34.3%
128 SCI SERVICE CORP INTL Consumer Cyclical 4,701.0 $367K 0.09% NEW $77.97 -0.3%
129 AMGN AMGEN INC Healthcare 1,108.0 $363K 0.09% NEW $327.36 -0.9%
130 ET ENERGY TRANSFER L P Energy 21,664.0 $357K 0.09% NEW $16.49 +22.2%
131 CASY CASEYS GEN STORES INC Consumer Cyclical 644.0 $356K 0.09% NEW $552.74 +54.8%
132 WES WESTERN MIDSTREAM PARTNERS L Energy 8,766.0 $346K 0.09% NEW $39.50 +16.5%
133 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $337K 0.09% NEW $336.66 -0.6%
134 NVDA NVIDIA CORPORATION Technology 1,795.0 $335K 0.09% NEW $186.51 +20.8%
135 META META PLATFORMS INC Communication Services 507.0 $335K 0.09% NEW $659.90 -6.9%
136 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,134.0 $327K 0.08% NEW $288.28 +3.0%
137 BK BANK NEW YORK MELLON CORP Financial Services 2,800.0 $325K 0.08% NEW $116.09 +17.7%
138 IBM INTERNATIONAL BUSINESS MACHS Technology 1,085.0 $322K 0.08% NEW $296.31 -26.0%
139 BURL BURLINGTON STORES INC Consumer Cyclical 1,104.0 $319K 0.08% NEW $288.85 +0.5%
140 AZO AUTOZONE INC Consumer Cyclical 94.0 $319K 0.08% NEW $3391.50 -0.8%
Page 7 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%