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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 5 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 10.0 $1K NEW $118.70 -8.0%
82 ARTY ISHARES TR 15.0 $1K NEW $76.27 -0.2%
83 SHEL SHELL PLC Energy 14.0 $1K NEW $76.93 +20.8%
84 WAB WABTEC Industrials 4.0 $960.0 NEW $240.00 +17.9%
85 BNTX BIONTECH SE Healthcare 10.0 $931.0 NEW $93.10 +11.5%
86 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $926.0 NEW $231.50 +6.1%
87 UNH UNITEDHEALTH GROUP INC Healthcare 2.0 $920.0 NEW $460.00 -13.7%
88 MRK MERCK & CO INC Healthcare 7.0 $895.0 NEW $127.86 +17.6%
89 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2.0 $886.0 NEW $443.00 -24.0%
90 TRV TRAVELERS COMPANIES INC Financial Services 3.0 $885.0 NEW $295.00 +25.2%
91 KDP KEURIG DR PEPPER INC Consumer Defensive 27.0 $881.0 NEW $32.63 -0.1%
92 ETN EATON CORP PLC Industrials 2.0 $848.0 NEW $424.00 -3.1%
93 NTRS NORTHERN TR CORP Financial Services 5.0 $845.0 NEW $169.00 +10.4%
94 CI THE CIGNA GROUP Healthcare 3.0 $827.0 NEW $275.67 +2.5%
95 WDC WESTERN DIGITAL CORP Technology 1.0 $786.0 NEW $786.00 -40.5%
96 WELL WELLTOWER INC Real Estate 3.0 $786.0 NEW $262.00 -9.9%
97 GSK GSK PLC Healthcare 15.0 $784.0 NEW $52.27 -4.5%
98 ADI ANALOG DEVICES INC Technology 2.0 $781.0 NEW $390.50 -7.2%
99 NFLX NETFLIX INC. Communication Services 11.0 $774.0 NEW $70.36 +11.2%
100 MRNA MODERNA INC Healthcare 10.0 $701.0 NEW $70.10 +107.6%
Page 5 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%