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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 6 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PWR QUANTA SVCS INC Industrials 1.0 $685.0 NEW $685.00 -8.8%
102 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2.0 $681.0 NEW $340.50 -8.6%
103 LIN LINDE PLC Basic Materials 1.0 $651.0 NEW $651.00 -26.6%
104 PG PROCTER & GAMBLE CO Consumer Defensive 4.0 $649.0 NEW $162.25 -9.8%
105 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1.0 $646.0 NEW $646.00 +41.8%
106 MRVL MARVELL TECHNOLOGY INC Technology 2.0 $632.0 NEW $316.00 -29.3%
107 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $631.0 NEW $315.50 -7.2%
108 BAC BANK OF AMER CORP Financial Services 11.0 $624.0 NEW $56.73 +10.5%
109 TSLA TESLA INC Consumer Cyclical 1.0 $598.0 NEW $598.00 -40.8%
110 COP CONOCOPHILLIPS Energy 6.0 $588.0 NEW $98.00 +37.0%
111 SCHC SCHWAB STRATEGIC TR 12.0 $578.0 NEW $48.17 +7.2%
112 SNPS SYNOPSYS INC Technology 1.0 $571.0 NEW $571.00 -31.0%
113 ROBT FIRST TR EXCHANGE TRADED FD 10.0 $563.0 NEW $56.30 +4.7%
114 ROST ROSS STORES INC Consumer Cyclical 3.0 $549.0 NEW $183.00 +26.1%
115 SNDK SANDISK CORP Technology $546.0 NEW
116 CRSP CRISPR THERAPEUTICS AG Healthcare 10.0 $546.0 NEW $54.60 +2.2%
117 BK BANK OF NY MELLON CORP Financial Services 4.0 $531.0 NEW $132.75 +6.9%
118 MSI MOTOROLA SOLUTIONS INC Technology 1.0 $507.0 NEW $507.00 -7.7%
119 UPS UNITED PARCEL SVCS INC Industrials 5.0 $503.0 NEW $100.60 +1.7%
120 GILD GILEAD SCIENCES INC Healthcare 4.0 $499.0 NEW $124.75 +21.0%
Page 6 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%