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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 9 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AFL AFLAC INC Financial Services 2,537.0 $297K 0.06% +14.0 +0.6% $117.23 +3.8%
162 SCHK SCHWAB STRATEGIC TR 7,800.0 $281K 0.06% $36.06 +2.7%
163 NVST ENVISTA HOLDINGS CORPORATION Healthcare 10,663.0 $281K 0.06% NEW $26.35 +5.6%
164 IEMG ISHARES INC 3,388.0 $281K 0.06% $82.83 -3.9%
165 MKL MARKEL GROUP INC Financial Services 140.0 $273K 0.06% $1953.01 -7.1%
166 JLL JONES LANG LASALLE INC Real Estate 882.0 $273K 0.06% $309.95 +19.7%
167 VNQ VANGUARD INDEX FDS 2,833.0 $273K 0.06% $96.44 +1.2%
168 JMUB J P MORGAN EXCHANGE TRADED F 5,317.0 $269K 0.06% NEW $50.66 -1.9%
169 RPM RPM INTL INC Basic Materials 2,393.0 $266K 0.06% $111.15 -0.5%
170 EPD ENTERPRISE PRODS PARTNERS L Energy 7,195.0 $264K 0.06% -1K -12.9% $36.76 +5.1%
171 DFAX DIMENSIONAL ETF TRUST 6,964.0 $257K 0.05% $36.84 +2.2%
172 KO COCA COLA CO Consumer Defensive 3,153.0 $256K 0.05% $81.27 +9.3%
173 VUG VANGUARD INDEX FDS 2,940.0 $253K 0.05% +2K +379.6% $86.15 +2.0%
174 LII LENNOX INTL INC Industrials 437.0 $250K 0.05% $572.95 -28.3%
175 IHE ISHARES TR 2,503.0 $248K 0.05% -59K -95.9% $99.00 +6.4%
176 NDSN NORDSON CORP Industrials 807.0 $243K 0.05% $301.69 +0.8%
177 IEX IDEX CORP Industrials 1,071.0 $243K 0.05% $226.95 +3.2%
178 TLT ISHARES TR 2,778.0 $240K 0.05% +32.0 +1.2% $86.43 -5.5%
179 SPSB SPDR SERIES TRUST 7,928.0 $238K 0.05% +83.0 +1.1% $30.01 -0.2%
180 ILCG ISHARES TR 2,030.0 $237K 0.05% NEW $116.99 -0.9%
Page 9 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%