BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7.0 $233.0 NEW $33.29 +11.0%
262 CCK CROWN HLDGS INC Consumer Cyclical 2.0 $232.0 NEW $116.00 -0.7%
263 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2.0 $228.0 NEW $114.00 +15.1%
264 KR KROGER CO Consumer Defensive 4.0 $228.0 NEW $57.00 +2.8%
265 CL COLGATE PALMOLIVE CO Consumer Defensive 2.0 $227.0 NEW $113.50 -21.8%
266 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1.0 $223.0 NEW $223.00 +19.3%
267 IOT SAMSARA INC Technology 7.0 $223.0 NEW $31.86 +26.2%
268 USB US BANCORP Financial Services 4.0 $222.0 NEW $55.50 +14.2%
269 COHR COHERENT CORP Technology 1.0 $221.0 NEW $221.00 +27.5%
270 LMT LOCKHEED MARTIN CORP Industrials $220.0 NEW
271 UNILEVER PLC 4.0 $218.0 NEW $54.50
272 TENB TENABLE HLDGS INC Technology 6.0 $213.0 NEW $35.50 -3.5%
273 NTR NUTRIEN LTD Basic Materials 3.0 $211.0 NEW $70.33 +13.0%
274 WMT WALMART INC Consumer Defensive 2.0 $203.0 NEW $101.50 +5.6%
275 BTI BRITISH AMERN TOB PLC Consumer Defensive 3.0 $202.0 NEW $67.33 -17.8%
276 BRKR BRUKER CORP Healthcare 3.0 $201.0 NEW $67.00 -12.7%
277 SNAP SNAP INC Communication Services 45.0 $201.0 NEW $4.47 +22.5%
278 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1.0 $200.0 NEW $200.00 +63.6%
279 NDSN NORDSON CORP Industrials 1.0 $200.0 NEW $200.00 +59.2%
280 BAX BAXTER INTL INC Healthcare 9.0 $194.0 NEW $21.56 +19.8%
Page 14 of 18  ·  353 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%