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Filers›Holding Co.›Cadent Capital Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Cadent Capital Advisors, LLC

Cadent's holding co. based in Stamford, CT — $386M in tracked AUM across 201 positions as of Q1 2026.

C
Cadent·Stamford, CT·Holding Co.
CIK 0001803536 · last filed Mar 31, 2026
Total AUM
$386M
▲ 9.5%
vs prior
Holdings
201
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cadent Capital Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RWL
INVESCO EXCH TRADED FD TR II
$19M169K5.0%
02
ITA
ISHARES TR
$19M86K4.9%
03
SOXX
ISHARES TR
$16M50K4.3%
04
VIS
VANGUARD WORLD FD
$15M50K4.0%
05
JAAA
JANUS DETROIT STR TR
$15M302K3.9%
06
VTWO
VANGUARD SCOTTSDALE FDS
$14M143K3.7%
07
AAPL
APPLE INC
$14M54K3.6%
08
XLY
SELECT SECTOR SPDR TR
$14M124K3.5%
09
KYN
KAYNE ANDERSON ENERGY INFRST
$10M680K2.5%
10
IYW
ISHARES TR
$9M50K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Cadent
haiku-4-5 · 201 positions indexed
Sector mix
  • Tech26%
  • Financials44%
  • Health Care19%
  • Cons. Disc.9%
  • Communications10%
  • Industrials6%
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