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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 18 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BLD TOPBUILD COR Industrials $107.0 NEW
342 SSNC SS&C TECH HLDGS Technology 2.0 $105.0 NEW $52.50 +59.3%
343 TMUS T-MOBILE US INC Communication Services 1.0 $104.0 NEW $104.00 +74.5%
344 REGN REGENERON PHARMACEUTICALS Healthcare $100.0 NEW
345 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1.0 $99.0 NEW $99.00 +1.6%
346 SATS ECHOSTAR CORP Technology 1.0 $91.0 NEW $91.00 -5.0%
347 GLDM WORLD GOLD TR Financial Services 1.0 $71.0 NEW $71.00 +23.6%
348 AN AUTONATION INC Consumer Cyclical $67.0 NEW
349 CVBF CVB FINL CORP Financial Services 2.0 $41.0 NEW $20.50 +10.3%
350 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 10.0 $29.0 NEW $2.90 +4.8%
351 FSTA FIDELITY COVINGTON TRUST $26.0 NEW
352 CMCSA COMCAST CORP NEW Communication Services 1.0 $22.0 NEW $22.00 +20.4%
353 FUTY FIDELITY COVINGTON TRUST $20.0 NEW
Page 18 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%