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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 7 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COP CONOCOPHILLIPS Energy 4,942.0 $514K 0.11% $103.95 +24.8%
122 QQQM INVESCO EXCH TRADED FD TR II 1,656.0 $502K 0.10% +148.0 +9.8% $303.00 -2.5%
123 CVX CHEVRON CORPORATION Energy 2,999.0 $497K 0.10% -424.0 -12.4% $165.78 +24.1%
124 IYE ISHARES TR 8,695.0 $492K 0.10% -328.0 -3.6% $56.59 +18.9%
125 CR CRANE COMPANY Industrials 2,111.0 $471K 0.10% $223.06 -3.6%
126 SPY STATE STR SPDR S&P 500 ETF T Financial Services 627.0 $469K 0.10% -62.0 -9.0% $747.27 +2.7%
127 IXP ISHARES TR 4,062.0 $458K 0.09% -2K -32.9% $112.83 +2.4%
128 JEPQ J P MORGAN EXCHANGE TRADED F 7,246.0 $445K 0.09% NEW $61.46 -2.5%
129 CSL CARLISLE COS INC Industrials 1,168.0 $424K 0.09% $362.75 -1.8%
130 JPHY J P MORGAN EXCHANGE TRADED F 8,173.0 $412K 0.09% +371.0 +4.8% $50.46 -0.7%
131 ET ENERGY TRANSFER L P Energy 21,515.0 $411K 0.09% -249.0 -1.1% $19.12 +12.0%
132 AGQ PROSHARES TR II Financial Services 6,000.0 $408K 0.08% +3K +109.1% $68.01 +12.1%
133 BK BANK OF NY MELLON CORP Financial Services 2,800.0 $405K 0.08% $144.61 -1.9%
134 AMGN AMGEN INC Healthcare 1,117.0 $404K 0.08% +8.0 +0.7% $362.12 +17.4%
135 ARLP ALLIANCE RESOURCE PARTNERS L Energy 16,776.0 $402K 0.08% $23.98 +7.0%
136 IYC ISHARES TR 3,883.0 $393K 0.08% +352.0 +10.0% $101.11 +0.8%
137 WES WESTERN MIDSTREAM PARTNERS L Energy 8,917.0 $390K 0.08% +74.0 +0.8% $43.76 +13.8%
138 AMG AFFILIATED MANAGERS GROUP Financial Services 1,134.0 $384K 0.08% $338.40 +7.4%
139 MRK MERCK & CO INC Healthcare 2,978.0 $383K 0.08% +18.0 +0.6% $128.52 +5.2%
140 ARMK ARAMARK Industrials 6,459.0 $368K 0.08% $56.90 +6.3%
Page 7 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%