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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 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HD HOME DEPOT INC Consumer Cyclical $139.0 NEW
242 DPZ DOMINOS PIZZA INC Consumer Cyclical $135.0 NEW
243 PINNACLE FINL PARTNERS INC 1.0 $133.0 NEW $133.00
244 OWL BLUE OWL CAPITAL INC Financial Services 15.0 $130.0 NEW $8.67 +35.6%
245 PAYX PAYCHEX INC Industrials 1.0 $130.0 NEW $130.00 -6.4%
246 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 4.0 $130.0 NEW $32.50 +9.7%
247 ABT ABBOTT LABORATORIES Healthcare 1.0 $129.0 NEW $129.00 -16.0%
248 AXP AMERICAN EXPRESS CO Financial Services $129.0 NEW
249 TRU TRANSUNION Industrials 2.0 $129.0 NEW $64.50 +23.8%
250 BROWN FORMAN CORP 5.0 $125.0 NEW $25.00
251 SPGI S&P GLOBAL INC Financial Services $123.0 NEW
252 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2.0 $122.0 NEW $61.00 +9.5%
253 EXR EXTRA SPACE STORAGE INC Real Estate 1.0 $122.0 NEW $122.00 +14.1%
254 GM GENERAL MTRS CO Consumer Cyclical 2.0 $122.0 NEW $61.00 +43.9%
255 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1.0 $122.0 NEW $122.00 -24.1%
256 HUBS HUBSPOT INC Technology 1.0 $121.0 NEW $121.00 +104.7%
257 VMC VULCAN MATLS CO Basic Materials $121.0 NEW
258 PCTY PAYLOCITY HLDG CORP Technology 1.0 $120.0 NEW $120.00 +26.9%
259 DOCU DOCUSIGN INC Technology 3.0 $118.0 NEW $39.33 +73.9%
260 RKT ROCKET COS INC Financial Services 7.0 $118.0 NEW $16.86 -16.6%
Page 13 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%