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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDGT ISHARES TR 48,313.0 $5.8M 1.19% NEW $119.74 -3.8%
2 XLF SELECT SECTOR SPDR TR 73,398.0 $3.9M 0.81% NEW $53.61 +8.6%
3 SRLN SSGA ACTIVE ETF TR 78,264.0 $3.2M 0.65% NEW $40.29 +0.9%
4 COLO GLOBAL X FDS 68,573.0 $2.9M 0.59% NEW $41.65 +21.1%
5 IGV ISHARES TR 26,316.0 $2.4M 0.49% NEW $90.60 +13.1%
6 APLD APPLIED DIGITAL CORP Technology 62,328.0 $2.3M 0.48% NEW $37.30 -27.9%
7 BE BLOOM ENERGY CORP Industrials 7,320.0 $2.2M 0.46% NEW $302.70 -32.6%
8 IREN IREN LIMITED Financial Services 45,027.0 $2.1M 0.42% NEW $45.73 -12.9%
9 FIX COMFORT SYS USA INC Industrials 1,018.0 $2.0M 0.42% NEW $1981.95 -18.8%
10 AZN ASTRAZENECA PLC Healthcare 10,077.0 $1.9M 0.39% NEW $189.62 -12.1%
11 SMR NUSCALE PWR CORP Utilities 148,975.0 $1.5M 0.31% NEW $10.03 -9.8%
12 IWM ISHARES TR 4,600.0 $1.4M 0.28% NEW $300.42 -0.8%
13 SITM SITIME CORP Technology 1,612.0 $1.2M 0.25% NEW $745.56 -22.1%
14 QQQ INVESCO QQQ TR Financial Services 1,440.0 $1.1M 0.22% NEW $736.37 -4.1%
15 SPMO INVESCO EXCH TRADED FD TR II 4,687.0 $757K 0.16% NEW $161.54 -9.5%
16 IYF ISHARES TR 4,800.0 $612K 0.13% NEW $127.51 +7.7%
17 SNDK SANDISK CORP Technology 259.0 $589K 0.12% NEW $2273.73 -34.3%
18 JEPQ J P MORGAN EXCHANGE TRADED F 7,246.0 $445K 0.09% NEW $61.46 -3.3%
19 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 20,998.0 $319K 0.07% NEW $15.20 -2.2%
20 ICLO INVESCO ACTIVELY MANAGED EXC 12,200.0 $312K 0.06% NEW $25.58 -0.0%
Page 1 of 2  ·  34 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 33.7%
Financial Services 19.6%
Industrials 16.4%
Energy 10.3%
Consumer Cyclical 7.2%
Healthcare 4.0%
Utilities 3.4%
Consumer Defensive 2.5%
Communication Services 1.3%
Basic Materials 1.3%