Cadence Bank
•CIK: 1299939•Filing: Q4 2025
**Cadence Bank** manages $1.7B across a diversified portfolio of 332 positions. The fund exhibits significant concentration in technology and growth sectors, with top holdings including MUSA at $167.3M and MGC at $109.1M. Notable allocations also feature AVGO ($76.6M), MSFT ($68.5M), and AAPL ($56.0M). This structure suggests a conviction-driven, large-cap technology tilt within its investment mandate.
Total AUM
$1.7B
QoQ Performance
+3.7%
Positions
268
Top 10 Concentration
43.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MUSA
MGC
MUSA9.8%
MGC6.4%
AVGO4.5%
MSFT4.0%
AAPL3.3%
MUR3.2%
CADE3.2%
GOOGL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.5%
Technology20.4%
Consumer6.3%
Healthcare4.6%
Financial4.4%
Industrial2.9%
ETF2.5%
Energy2.2%
🚪 Exited Positionssold since Q3 2025
+136 more exited positions
Changes from Q3 2025
NEW4 new positions
↑107 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023