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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 4 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AWK AMERICAN WTR WKS CO INC NEW Utilities 14.0 $2K 0.00% NEW $131.64 +6.9%
62 SOFI SOFI TECHNOLOGIES INC Financial Services 100.0 $2K 0.00% NEW $17.93 +1.6%
63 KOMP SPDR SERIES TRUST 25.0 $2K 0.00% NEW $71.64 -5.5%
64 GE GE AEROSPACE Industrials 5.0 $2K 0.00% NEW $350.60 -3.8%
65 SPACE EXPLORATION TECHN CORP 10.0 $2K 0.00% NEW $170.90
66 KLAC KLA CORP Technology 5.0 $2K 0.00% NEW $326.00 -43.1%
67 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 164.0 $2K 0.00% NEW $9.68 -11.6%
68 QBTS D-WAVE QUANTUM INC Technology 65.0 $2K 0.00% NEW $24.00 -30.9%
69 CART MAPLEBEAR INC Consumer Cyclical 30.0 $1K 0.00% NEW $47.37 +7.8%
70 SGOV ISHARES TR 14.0 $1K 0.00% NEW $100.71 -0.2%
71 GEV GE VERNOVA INC Utilities 1.0 $1K 0.00% NEW $1399.00 -32.7%
72 F FORD MTR CO Consumer Cyclical 100.0 $1K 0.00% NEW $13.90 +5.2%
73 V VISA INC Financial Services 4.0 $1K NEW $341.50 +9.8%
74 BOTZ GLOBAL X FDS 35.0 $1K NEW $37.94 -5.3%
75 WFC WELLS FARGO & CO Financial Services 16.0 $1K NEW $82.44 +9.1%
76 LLY ELI LILLY & CO Healthcare 1.0 $1K NEW $1308.00 -12.2%
77 BA BOEING CO Industrials 6.0 $1K NEW $212.67 -0.2%
78 LRCX LAM RESEARCH CORP Technology 3.0 $1K NEW $414.67 -25.8%
79 IONQ IONQ INC Technology 23.0 $1K NEW $53.26 -25.8%
80 JPM JPMORGAN CHASE & CO Financial Services 4.0 $1K NEW $299.75 +19.6%
Page 4 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%