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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 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRSH MARSH & MCLENNAN COS INC Financial Services 2.0 $251.0 NEW $125.50 +48.0%
182 ROL ROLLINS INC Consumer Cyclical 6.0 $249.0 NEW $41.50 -13.6%
183 SU SUNCOR ENERGY INC NEW Energy 5.0 $247.0 NEW $49.40 +36.3%
184 HIG HARTFORD INSURANCE GROUP INC Financial Services 2.0 $246.0 NEW $123.00 +12.5%
185 ES EVERSOURCE ENERGY Utilities 3.0 $241.0 NEW $80.33 -11.6%
186 CVS CVS HEALTH CORP Healthcare 2.0 $239.0 NEW $119.50 -19.0%
187 JBL JABIL INC Technology 1.0 $236.0 NEW $236.00 +31.6%
188 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1.0 $235.0 NEW $235.00 -8.6%
189 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7.0 $233.0 NEW $33.29 +11.0%
190 CCK CROWN HLDGS INC Consumer Cyclical 2.0 $232.0 NEW $116.00 -0.7%
191 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2.0 $228.0 NEW $114.00 +15.1%
192 KR KROGER CO Consumer Defensive 4.0 $228.0 NEW $57.00 +2.8%
193 CL COLGATE PALMOLIVE CO Consumer Defensive 2.0 $227.0 NEW $113.50 -21.8%
194 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1.0 $223.0 NEW $223.00 +19.3%
195 IOT SAMSARA INC Technology 7.0 $223.0 NEW $31.86 +26.2%
196 USB US BANCORP Financial Services 4.0 $222.0 NEW $55.50 +14.2%
197 COHR COHERENT CORP Technology 1.0 $221.0 NEW $221.00 +27.5%
198 LMT LOCKHEED MARTIN CORP Industrials $220.0 NEW
199 UNILEVER PLC 4.0 $218.0 NEW $54.50
200 TENB TENABLE HLDGS INC Technology 6.0 $213.0 NEW $35.50 -3.5%
Page 10 of 14  ·  280 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%