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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 7 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMGN AMGEN INC Healthcare 1,109.0 $390K 0.10% $351.82 -7.8%
122 CSL CARLISLE COS INC Industrials 1,168.0 $390K 0.10% $333.62 -0.8%
123 SCI SERVICE CORP INTL Consumer Cyclical 4,715.0 $389K 0.10% $82.51 -5.8%
124 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 979.0 $384K 0.10% NEW $391.76 +103.0%
125 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 10,080.0 $377K 0.10% $37.44 +2.6%
126 WES WESTERN MIDSTREAM PARTNERS L Energy 8,843.0 $364K 0.09% +77.0 +0.9% $41.17 +11.8%
127 CR CRANE COMPANY Industrials 2,108.0 $361K 0.09% $171.02 +0.5%
128 OGE OGE ENERGY CORP Utilities 7,495.0 $359K 0.09% $47.96 -3.5%
129 BURL BURLINGTON STORES INC Consumer Cyclical 1,104.0 $359K 0.09% $325.38 -10.8%
130 QQQM INVESCO EXCH TRADED FD TR II 1,508.0 $358K 0.09% +294.0 +24.2% $237.58 +22.3%
131 MRK MERCK & CO INC Healthcare 2,960.0 $356K 0.09% +19.0 +0.7% $120.31 -7.4%
132 AVY AVERY DENNISON CORP Industrials 2,030.0 $351K 0.09% $172.67 -9.2%
133 CASY CASEYS GEN STORES INC Consumer Cyclical 480.0 $349K 0.09% -164.0 -25.5% $728.00 +17.6%
134 GRID FIRST TR EXCHANGE-TRADED FD 2,126.0 $348K 0.09% -2K -52.9% $163.58 +15.7%
135 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $343K 0.09% $343.22 -2.5%
136 AGQ PROSHARES TR II Financial Services 2,870.0 $343K 0.09% NEW $119.51 +0.8%
137 IYC ISHARES TR 3,531.0 $342K 0.09% -48K -93.2% $96.93 +4.1%
138 RJF RAYMOND JAMES FINL INC Financial Services 2,325.0 $337K 0.09% $144.79 +6.4%
139 BK BANK NEW YORK MELLON CORP Financial Services 2,800.0 $332K 0.09% $118.63 +15.1%
140 AZO AUTOZONE INC Consumer Cyclical 94.0 $318K 0.08% $3377.79 -0.4%
Page 7 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%