Cadent Capital Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$386.5M
Q ending 2026-03-31
Prior quarter
$389.8M
Q ending 2025-12-31
Change
-0.8% QoQ · +37.7% YoY
Positions
187
reported holdings

Largest positions

Top 100 of 187 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Invesco Exch Traded Fd Tr IiRWLShares$19.4M169K
Ishares TrITAShares$18.8M86K
Ishares TrSOXXShares$16.4M50K
Vanguard World FdVISShares$15.5M50K
Janus Detroit Str TrJAAAShares$15.2M302K
Vanguard Scottsdale FdsVTWOShares$14.3M143K
Apple IncAAPLShares$13.8M54K
Select Sector Spdr TrXLYShares$13.5M124K
Kayne Anderson Energy InfrstKYNShares$9.7M680K
Ishares TrIYWShares$9.0M50K
State Str Spdr S&P 500 Etf TSPYPut$8.5M13K
Oneok Inc NewOKEShares$8.4M92K
J P Morgan Exchange Traded FJPIBShares$7.7M160K
Ishares TrIVVShares$7.2M11K
Ishares TrIAIShares$6.3M38K
Invesco Exchange Traded Fd TSPHQShares$6.1M82K
Ishares TrIYJShares$5.7M38K
Ishares TrIYZShares$5.3M136K
Ishares TrIHEShares$5.3M62K
Ishares TrIGMShares$5.2M44K
Ishares TrSHYGShares$4.9M115K
Tesla IncTSLAShares$4.7M13K
Invesco Exchange Traded Fd TRSPShares$4.5M23K
Ishares IncACWVShares$4.5M38K
Berkshire Hathaway Inc DelBRK/AShares$4.3M6
Select Sector Spdr TrXLKShares$4.2M31K
Mastercard IncorporatedMAShares$4.0M8K
Yum Brands IncYUMShares$3.9M25K
Pepsico IncPEPShares$3.8M24K
Exxon Mobil CorpXOMShares$3.6M21K
Microsoft CorpMSFTShares$3.4M9K
Teradyne IncTERShares$3.3M11K
Williams Cos IncWMBShares$3.1M43K
Ishares Silver TrSLVShares$3.0M44K
Argan IncAGXShares$3.0M5K
Rtx CorporationRTXShares$2.9M15K
Berkshire Hathaway Inc DelBRK/BShares$2.9M6K
Invesco Exch Traded Fd Tr IiVRPShares$2.6M108K
Spdr Gold TrGLDShares$2.5M6K
Broadcom IncAVGOShares$2.5M8K
Fidelity Covington TrustFIVAShares$2.4M69K
Spdr Index Shs FdsSPEMShares$2.4M51K
Powell Inds IncPOWLShares$2.1M4K
Dimensional Etf TrustDFACShares$2.0M52K
Spdr Series TrustSDYShares$1.9M13K
Vanguard Index FdsVBShares$1.9M7K
Ishares Gold TrIAUShares$1.9M21K
Amazon Com IncAMZNShares$1.9M9K
Ge Vernova IncGEVShares$1.9M2K
Taiwan Semiconductor ManufacTSMShares$1.8M5K
American Express CoAXPShares$1.8M6K
Vanguard Bd Index FdsBSVShares$1.8M22K
Corning IncGLWShares$1.8M13K
Eli Lilly & CoLLYShares$1.7M2K
Celestica IncCLSShares$1.7M6K
Rocket Lab CorpRKLBShares$1.6M25K
Applied Matls IncAMATShares$1.6M5K
Quicklogic CorpQUIKShares$1.6M172K
Visa IncVShares$1.6M5K
Alphabet IncGOOGLShares$1.5M5K
Vanguard World FdVGTShares$1.5M2K
Mp Materials CorpMPShares$1.5M31K
Invesco Exchange Traded Fd TPPAShares$1.5M9K
Asml Hldg NvShares$1.4M1K
First Tr Exchange Trad Fd ViFTGCShares$1.4M49K
Vanguard Index FdsVBRShares$1.3M6K
One Gas IncOGSShares$1.3M15K
Jpmorgan Chase & CoJPMShares$1.2M4K
Janus Detroit Str TrJBBBShares$1.2M27K
Alphabet IncGOOGShares$1.2M4K
Coherent CorpCOHRShares$1.2M5K
Ishares TrHYGShares$1.2M15K
Ishares TrPFFShares$1.2M39K
Spdr Series TrustXMEShares$1.2M11K
Ishares TrIATShares$1.1M21K
Vanguard Intl Equity Index FVWOShares$1.1M21K
Ishares TrAGGShares$1.1M11K
Ishares TrEFAShares$982K10K
Schwab Strategic TrSCHGShares$974K33K
Ishares TrICVTShares$972K10K
Ishares S&P Gsci Commodity-GSGShares$924K29K
Vanguard Index FdsVOOShares$905K2K
Schwab Strategic TrSCHDShares$834K27K
Deere & CoDEShares$829K1K
Costco Wholesale CorporationCOSTShares$821K824
First Tr Exchange Traded FdRDVYShares$741K11K
Vanguard Bd Index FdsBIVShares$733K10K
Goldman Sachs Etf TrGSLCShares$719K6K
Chevron CorporationCVXShares$708K3K
Ishares TrIXPShares$695K6K
Ishares TrITOTShares$689K5K
Calamos Conv & High Income FXCHYXShares$675K62K
ConocophillipsCOPShares$651K5K
Aaon IncAAONShares$628K8K
Ishares TrSTIPShares$601K6K
Ishares TrIYEShares$584K9K
First Tr Exchange-Traded FdFVDShares$581K12K
Ishares TrMUBShares$578K5K
Fidelity Merrimack Str TrFBNDShares$576K13K
Procter & Gamble CoPGShares$553K4K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.