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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 14 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VTRS VIATRIS INC Healthcare 7.0 $115.0 NEW $16.43 +2.7%
262 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 3.0 $112.0 NEW $37.33 +8.5%
263 PVH PVH CORPORATION Consumer Cyclical 1.0 $111.0 NEW $111.00 -33.0%
264 INSM INSMED INC Healthcare 1.0 $108.0 NEW $108.00 +16.9%
265 MMS MAXIMUS INC Industrials 2.0 $108.0 NEW $54.00 +6.8%
266 ADBE ADOBE INC Technology 1.0 $107.0 NEW $107.00 +149.1%
267 CEG CONSTELLATION ENERGY CORP Utilities $107.0 NEW
268 BLD TOPBUILD COR Industrials $107.0 NEW
269 SSNC SS&C TECH HLDGS Technology 2.0 $105.0 NEW $52.50 +59.3%
270 TMUS T-MOBILE US INC Communication Services 1.0 $104.0 NEW $104.00 +74.5%
271 REGN REGENERON PHARMACEUTICALS Healthcare $100.0 NEW
272 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1.0 $99.0 NEW $99.00 +1.6%
273 SATS ECHOSTAR CORP Technology 1.0 $91.0 NEW $91.00 -4.4%
274 GLDM WORLD GOLD TR Financial Services 1.0 $71.0 NEW $71.00 +23.6%
275 AN AUTONATION INC Consumer Cyclical $67.0 NEW
276 CVBF CVB FINL CORP Financial Services 2.0 $41.0 NEW $20.50 +10.3%
277 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 10.0 $29.0 NEW $2.90 +4.8%
278 FSTA FIDELITY COVINGTON TRUST $26.0 NEW
279 CMCSA COMCAST CORP NEW Communication Services 1.0 $22.0 NEW $22.00 +20.4%
280 FUTY FIDELITY COVINGTON TRUST $20.0 NEW
Page 14 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%