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Portfolio (Quarterly) Guide ↗

Cordant, Inc.

· CIK 0001830942
13F Portfolio $278M AUM 353 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 280 New 27 Added 15 Reduced
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 762.0 $152K 0.06% +517.0 +211.0% $200.01 +15.2%
22 IWM ISHARES TR 475.0 $143K 0.05% +375.0 +375.0% $300.45 -1.5%
23 META META PLATFORMS INC Communication Services 39.0 $22K 0.01% +14.0 +56.0% $559.49 +10.2%
24 NEM NEWMONT CORP Basic Materials 103.0 $10K 0.00% +3.0 +3.0% $93.39 +37.2%
25 FIS FIDELITY NATL INFORMATION SV Technology 102.0 $4K 0.00% +3.0 +3.0% $38.81 +8.0%
26 DIS DISNEY WALT CO Communication Services 34.0 $3K 0.00% +2.0 +6.2% $96.56 +9.0%
27 GLD SPDR GOLD TR Financial Services 5.0 $2K 0.00% +4.0 +400.0% $368.40 +10.4%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 73.6%
Technology 19.9%
Consumer Cyclical 5.1%
Industrials 1.1%
Healthcare 0.1%
Communication Services 0.1%
Utilities 0.0%
Consumer Defensive 0.0%
Real Estate 0.0%
Basic Materials 0.0%