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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 8 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSX PHILLIPS 66 Energy 2,169.0 $367K 0.08% -108.0 -4.7% $169.05 +44.0%
142 OGE OGE ENERGY CORP Utilities 7,529.0 $366K 0.08% $48.66 -3.3%
143 MCD MCDONALDS CORP Consumer Cyclical 1,355.0 $366K 0.07% -11.0 -0.8% $270.22 -1.2%
144 SCI SERVICE CORP INTL Consumer Cyclical 4,732.0 $359K 0.07% $75.96 +8.4%
145 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 10,080.0 $355K 0.07% $35.22 +2.7%
146 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $354K 0.07% $354.24 +11.1%
147 RJF RAYMOND JAMES FINL INC Financial Services 2,325.0 $353K 0.07% $152.03 +17.9%
148 VTI VANGUARD INDEX FDS 950.0 $351K 0.07% $369.90 +2.5%
149 BURL BURLINGTON STORES INC Consumer Cyclical 1,104.0 $350K 0.07% $316.80 +6.4%
150 CACI CACI INTL INC Technology 746.0 $346K 0.07% -108.0 -12.7% $463.26 +41.6%
151 UNP UNION PAC CORP Industrials 1,232.0 $335K 0.07% $272.10 +9.8%
152 ETN EATON CORP PLC Industrials 783.0 $334K 0.07% $426.14 +1.2%
153 IBM INTERNATIONAL BUSINESS MACHS Technology 1,173.0 $330K 0.07% +85.0 +7.8% $281.31 -17.3%
154 AVY AVERY DENNISON CORP Industrials 2,031.0 $330K 0.07% $162.37 +9.4%
155 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 20,998.0 $319K 0.07% NEW $15.20 +0.3%
156 ICLO INVESCO ACTIVELY MANAGED EXC 12,200.0 $312K 0.06% NEW $25.58 +0.2%
157 WRB BERKLEY W R CORP Financial Services 4,387.0 $309K 0.06% $70.53 -0.5%
158 SSO PROSHARES TR 4,539.0 $306K 0.06% $67.38 +4.7%
159 AZO AUTOZONE INC Consumer Cyclical 94.0 $300K 0.06% $3195.95 -3.8%
160 SEIC SEI INVTS CO Financial Services 3,422.0 $300K 0.06% $87.71 +21.9%
Page 8 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%