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Cadent Capital Advisors

Latest statistics and disclosures from Cadent Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SOXX, RWL, ITA, VIS, VTWO, and represent 23.13% of Cadent Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: XME (+$7.6M), IDGT (+$5.8M), XLF, SRLN, COLO, POWL, IGV, APLD, BE, IREN.
Started 34 new stock positions in SAIA, IYF, NVST, SRLN, IWM, XLF, JEPI, PFGC, SBUX, HD.
Reduced shares in these 10 stocks: SPY (-$6.8M), IHE (-$5.9M), MA, YUM, QUIK, IYW, PEP, RSP, V, GSG.
Sold out of its positions in T, ATR, CASY, CLX, DVN, DUK, ENB, FXU, GRID, IEZ. MTUM, SPXU, QUIK, XHB, PDYN, XLE, TRMB, UPS, SMH, WEX.
Cadent Capital Advisors was a net buyer of stock by $42M.
Cadent Capital Advisors has $485M in assets under management (AUM), dropping by 25.50%.
Central Index Key (CIK): 0001803536

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Portfolio Holdings for Cadent Capital Advisors

Cadent Capital Advisors holds 200 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ishares Semicdtr (SOXX)	6.5	$32M		50k	640.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	4.6	$22M	+2%	173k	127.76	View chart
Ishares Tr Us Aer Def Etf (ITA)	4.6	$22M	+6%	91k	242.42	View chart
Vanguard World Industrial Etf (VIS)	3.8	$19M	+3%	51k	360.38	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	3.7	$18M	+2%	146k	121.42	View chart
Apple (AAPL)	3.2	$16M		54k	289.36	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	3.1	$15M	+3%	129k	117.28	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.1	$15M		298k	50.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.3	$11M	-9%	45k	252.23	View chart
Kayne Anderson MLP Investment (KYN)	1.9	$9.2M		669k	13.83	View chart
Spdr Series Trust St Str Sp Metal (XME)	1.8	$8.7M	+657%	82k	106.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$8.5M	+3%	11k	748.89	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.7	$8.4M	+13%	93k	90.10	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.7	$8.2M	+5%	169k	48.35	View chart
Oneok (OKE)	1.6	$8.0M		92k	86.94	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.6	$7.6M	+6%	47k	163.58	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.4	$6.8M	+12%	36k	190.52	View chart
Ishares Tr Us Industrials (IYJ)	1.4	$6.7M	+5%	41k	166.65	View chart
Ishares Tr Us Br Del Se Etf (IAI)	1.4	$6.6M		38k	175.33	View chart
Ishares Tr Us Telecom Etf (IYZ)	1.3	$6.5M	+13%	154k	42.31	View chart
Ishares Tr Us Digi Real Etf (IDGT)	1.2	$5.8M	NEW	48k	119.74	View chart
Teradyne (TER)	1.1	$5.5M	+3%	11k	483.85	View chart
Tesla Motors (TSLA)	1.1	$5.4M	+2%	13k	420.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$5.4M	+10%	127k	42.41	View chart
Argan (AGX)	1.0	$4.8M	+10%	6.0k	798.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.9	$4.5M		6.00	748850.00	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.9	$4.3M	-5%	36k	120.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$4.1M	-18%	19k	212.77	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.8	$3.9M	NEW	73k	53.61	View chart
Applied Materials (AMAT)	0.7	$3.6M	+4%	4.9k	723.01	View chart
Powell Industries (POWL)	0.7	$3.6M	+218%	12k	286.36	View chart
Corning Incorporated (GLW)	0.7	$3.5M	+5%	14k	255.43	View chart
Microsoft Corporation (MSFT)	0.7	$3.5M		9.3k	373.03	View chart
State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)	0.7	$3.5M	-66%	4.6k	746.77	View chart
Williams Companies (WMB)	0.7	$3.2M		43k	74.34	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.7	$3.2M	NEW	78k	40.29	View chart
Broadcom (AVGO)	0.6	$3.1M	+2%	8.2k	377.76	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$3.0M	+29%	57k	53.47	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.6	$3.0M	+14%	123k	24.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.0M		6.0k	500.39	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.6	$3.0M	+12%	77k	38.52	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.9M		21k	136.72	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.9M	+2%	15k	189.72	View chart
Global X Fds Glbx Msci Colum (COLO)	0.6	$2.9M	NEW	69k	41.65	View chart
Eli Lilly & Co. (LLY)	0.6	$2.8M	+25%	2.4k	1199.21	View chart
Rocket Lab Corp (RKLB)	0.6	$2.8M	+8%	28k	101.65	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$2.8M	+4%	54k	51.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$2.7M	+6%	5.8k	477.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.7M	+79%	7.7k	353.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$2.6M	+17%	1.3k	1989.44	View chart
Ge Vernova (GEV)	0.5	$2.5M		2.1k	1174.84	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$2.4M	NEW	26k	90.60	View chart
NVIDIA Corporation (NVDA)	0.5	$2.4M	+649%	12k	200.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.4M	+10%	6.4k	368.40	View chart
Caterpillar (CAT)	0.5	$2.4M	+425%	2.2k	1064.97	View chart
Applied Digital Corp Com New (APLD)	0.5	$2.3M	NEW	62k	37.30	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$2.3M		52k	44.36	View chart
Celestica (CLS)	0.5	$2.3M	+3%	6.3k	364.80	View chart
Pepsi (PEP)	0.5	$2.3M	-31%	17k	135.40	View chart
American Express Company (AXP)	0.5	$2.3M	+12%	6.7k	338.24	View chart
Bloom Energy Corp Com Cl A (BE)	0.5	$2.2M	NEW	7.3k	302.70	View chart
Coherent Corp (COHR)	0.5	$2.2M	+10%	5.6k	394.47	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$2.2M	+7%	14k	152.18	View chart
Amazon (AMZN)	0.4	$2.1M		8.9k	238.34	View chart
Kkr & Co (KKR)	0.4	$2.1M	+661%	23k	91.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$2.1M	+693%	18k	119.52	View chart
Iren Ordinary Shares (IREN)	0.4	$2.1M	NEW	45k	45.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.0M	-8%	6.7k	303.14	View chart
Comfort Systems USA (FIX)	0.4	$2.0M	NEW	1.0k	1981.95	View chart
Yum! Brands (YUM)	0.4	$2.0M	-51%	12k	159.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.9M		5.4k	357.38	View chart
Astrazeneca Ord (AZN)	0.4	$1.9M	NEW	10k	189.62	View chart
Mp Materials Corp Com Cl A (MP)	0.4	$1.7M		31k	56.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.7M		22k	77.91	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.7M	+44%	22k	79.97	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M	+23%	5.2k	327.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.6M		22k	75.51	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.6M	+38%	13k	121.74	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$1.6M		8.9k	176.64	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.5M	-62%	3.0k	513.67	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.3	$1.5M	NEW	149k	10.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.5M		6.1k	243.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.4M	NEW	4.6k	300.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	+12%	23k	59.69	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.3	$1.3M	-2%	21k	62.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.3M	+8%	42k	30.49	View chart
Sitime Corp (SITM)	0.2	$1.2M	NEW	1.6k	745.56	View chart
Micron Technology (MU)	0.2	$1.2M	+30%	1.0k	1154.45	View chart
One Gas (OGS)	0.2	$1.2M		15k	77.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.2M	+9%	11k	103.88	View chart
Visa Com Cl A (V)	0.2	$1.1M	-37%	3.3k	343.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	+9%	1.7k	686.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M	NEW	1.4k	736.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0M	-2%	11k	98.98	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.2	$964k	+14%	71k	13.62	View chart
Aaon Com Par $0.004 (AAON)	0.2	$963k		7.6k	126.86	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$961k	-23%	20k	47.35	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$954k	-27%	35k	27.05	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$936k		970.00	965.00	View chart
Deere & Company (DE)	0.2	$934k		1.5k	634.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$916k	+6%	29k	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$864k	-23%	26k	33.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$816k		5.7k	141.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$814k	-7%	10k	81.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$795k		4.8k	164.27	View chart
Cisco Systems (CSCO)	0.2	$766k		6.5k	117.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$757k	NEW	4.7k	161.54	View chart
Costco Wholesale Corporation (COST)	0.2	$756k		809.00	934.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$735k		9.6k	76.70	View chart
Stonex Group (SNEX)	0.1	$690k		5.8k	118.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$625k	+576%	23k	27.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$624k	+5%	6.1k	102.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$612k	NEW	4.8k	127.51	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$598k		12k	48.18	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$595k		9.7k	61.23	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$591k		5.5k	107.62	View chart
Sandisk Corp (SNDK)	0.1	$589k	NEW	259.00	2273.73	View chart
Procter & Gamble Company (PG)	0.1	$563k		3.8k	146.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$553k		19k	29.43	View chart
Johnson & Johnson (JNJ)	0.1	$526k		2.1k	253.99	View chart
ConocoPhillips (COP)	0.1	$514k		4.9k	103.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$502k	+9%	1.7k	303.00	View chart
Chevron Corporation (CVX)	0.1	$497k	-12%	3.0k	165.78	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$492k	-3%	8.7k	56.59	View chart
Crane Company Common Stock (CR)	0.1	$471k		2.1k	223.06	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$458k	-32%	4.1k	112.83	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$445k	NEW	7.2k	61.46	View chart
Carlisle Companies (CSL)	0.1	$424k		1.2k	362.75	View chart
J P Morgan Exchange Traded F Acti High Yi Etf (JPHY)	0.1	$412k	+4%	8.2k	50.46	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$411k		22k	19.12	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.1	$408k	+109%	6.0k	68.01	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$405k		2.8k	144.61	View chart
Amgen (AMGN)	0.1	$405k		1.1k	362.12	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$402k		17k	23.98	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$393k	+9%	3.9k	101.11	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$390k		8.9k	43.76	View chart
Affiliated Managers (AMG)	0.1	$384k		1.1k	338.40	View chart
Merck & Co (MRK)	0.1	$383k		3.0k	128.52	View chart
Aramark Hldgs (ARMK)	0.1	$368k		6.5k	56.90	View chart
Phillips 66 (PSX)	0.1	$367k	-4%	2.2k	169.05	View chart
Oge Energy Corp (OGE)	0.1	$366k		7.5k	48.66	View chart
McDonald's Corporation (MCD)	0.1	$366k		1.4k	270.22	View chart
Service Corporation International (SCI)	0.1	$359k		4.7k	75.96	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$355k		10k	35.22	View chart
General Dynamics Corporation (GD)	0.1	$354k		1.0k	354.24	View chart
Raymond James Financial (RJF)	0.1	$354k		2.3k	152.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$351k		950.00	369.90	View chart
Burlington Stores (BURL)	0.1	$350k		1.1k	316.80	View chart
Caci Intl Cl A (CACI)	0.1	$346k	-12%	746.00	463.26	View chart
Union Pacific Corporation (UNP)	0.1	$335k		1.2k	272.10	View chart
Eaton Corp SHS (ETN)	0.1	$334k		783.00	426.14	View chart
International Business Machines (IBM)	0.1	$330k	+7%	1.2k	281.31	View chart
Avery Dennison Corporation (AVY)	0.1	$330k		2.0k	162.37	View chart
Mainstay Cbre Global (MEGI)	0.1	$319k	NEW	21k	15.20	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$312k	NEW	12k	25.58	View chart
W.R. Berkley Corporation (WRB)	0.1	$309k		4.4k	70.53	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$306k		4.5k	67.38	View chart
AutoZone (AZO)	0.1	$300k		94.00	3195.95	View chart
SEI Investments Company (SEIC)	0.1	$300k		3.4k	87.71	View chart
AFLAC Incorporated (AFL)	0.1	$297k		2.5k	117.23	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$281k		7.8k	36.06	View chart
Envista Hldgs Corp (NVST)	0.1	$281k	NEW	11k	26.35	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$281k		3.4k	82.83	View chart
Markel Corporation (MKL)	0.1	$273k		140.00	1953.01	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$273k		882.00	309.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$273k		2.8k	96.44	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$269k	NEW	5.3k	50.66	View chart
RPM International (RPM)	0.1	$266k		2.4k	111.15	View chart
Enterprise Products Partners (EPD)	0.1	$265k	-12%	7.2k	36.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$257k		7.0k	36.84	View chart
Coca-Cola Company (KO)	0.1	$256k		3.2k	81.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$253k	+379%	2.9k	86.15	View chart
Lennox International (LII)	0.1	$250k		437.00	572.95	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.1	$248k	-95%	2.5k	99.00	View chart
Nordson Corporation (NDSN)	0.1	$244k		807.00	301.69	View chart
IDEX Corporation (IEX)	0.1	$243k		1.1k	226.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$240k		2.8k	86.43	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$238k		7.9k	30.01	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$238k	NEW	2.0k	116.99	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$237k		4.6k	51.85	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$236k	NEW	4.5k	52.60	View chart
Performance Food (PFGC)	0.0	$236k	NEW	2.1k	111.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$234k	NEW	4.1k	56.49	View chart
Meta Platforms Cl A (META)	0.0	$234k	-19%	415.00	563.13	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.0	$229k	-72%	8.0k	28.60	View chart
Nike CL B (NKE)	0.0	$228k	-3%	5.5k	41.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$227k	NEW	4.5k	50.58	View chart
Choice Hotels International (CHH)	0.0	$226k		2.0k	110.27	View chart
Kirby Corporation (KEX)	0.0	$218k		1.6k	135.97	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$216k	NEW	1.9k	112.12	View chart
Home Depot (HD)	0.0	$214k	NEW	607.00	352.94	View chart
Saia (SAIA)	0.0	$214k	NEW	507.00	421.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$212k	-63%	4.6k	45.49	View chart
Bio-techne Corporation (TECH)	0.0	$209k	NEW	3.0k	70.65	View chart
Transunion (TRU)	0.0	$209k		2.9k	72.13	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$201k	NEW	3.0k	67.01	View chart
Ford Motor Company (F)	0.0	$160k		12k	13.90	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$58k	NEW	577.00	100.28	View chart
Standard Lithium Corp equities (SLI)	0.0	$28k		10k	2.75	View chart
Starbucks Corporation (SBUX)	0.0	$3.7k	NEW	36.00	101.85	View chart

Past Filings by Cadent Capital Advisors

SEC 13F filings are viewable for Cadent Capital Advisors going back to 2020

Cadent Capital Advisors 2026 Q2 filed July 14, 2026
Cadent Capital Advisors 2026 Q1 filed April 8, 2026
Cadent Capital Advisors 2025 Q4 filed Jan. 13, 2026
Cadent Capital Advisors 2025 Q3 filed Oct. 15, 2025
Cadent Capital Advisors 2025 Q2 filed July 16, 2025
Cadent Capital Advisors 2025 Q1 filed April 21, 2025
Cadent Capital Advisors 2024 Q4 filed Jan. 13, 2025
Cadent Capital Advisors 2024 Q3 filed Oct. 18, 2024
Cadent Capital Advisors 2024 Q2 filed July 11, 2024
Cadent Capital Advisors 2024 Q1 filed April 11, 2024
Cadent Capital Advisors 2023 Q4 filed Jan. 17, 2024
Cadent Capital Advisors 2023 Q3 filed Oct. 10, 2023
Cadent Capital Advisors 2023 Q2 filed July 18, 2023
Cadent Capital Advisors 2023 Q1 filed April 17, 2023
Cadent Capital Advisors 2022 Q4 filed Jan. 13, 2023
Cadent Capital Advisors 2022 Q3 filed Oct. 31, 2022

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