Cadent Capital Advisors, LLC

CIK
1803536
City
TULSA
State / Country
OK

Top Portfolio Positions

106 positions · $140,417,003 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
54,475 $13,825,209 9.85%
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
Financial Services
680,307 $9,714,783 6.92%
SPY
Spdr S&P 500 Etf Trust
13,689 $8,902,504 6.34%
OKE
Oneok Inc /New/
Energy
92,473 $8,358,634 5.95%
TSLA
Tesla, Inc.
Consumer Cyclical
12,603 $4,685,164 3.34%
MA
Mastercard Inc
Financial Services
8,025 $4,009,771 2.86%
YUM
Yum Brands Inc
Consumer Cyclical
25,391 $3,947,792 2.81%
PEP
Pepsico Inc
Consumer Defensive
24,193 $3,756,930 2.68%
XOM
Exxon Mobil Corp
Energy
21,459 $3,640,733 2.59%
MSFT
Microsoft Corp
Technology
9,115 $3,374,098 2.40%

Holdings in KYN

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Report Date Value (USD) Shares
2026-03-31 $9,714,783 680,307