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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 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FFIV F5 INC Technology 168.0 $70K 0.03% $415.96 -6.1%
62 IUSB ISHARES TR 1,432.0 $66K 0.02% NEW $46.15 -2.0%
63 DYNF BLACKROCK ETF TRUST 956.0 $65K 0.02% NEW $68.01 +3.0%
64 BOX BOX INC Technology 2,078.0 $55K 0.02% NEW $26.54 +32.6%
65 IAU ISHARES GOLD TR Financial Services 698.0 $53K 0.02% NEW $75.51 +10.4%
66 VUG VANGUARD INDEX FDS 513.0 $44K 0.02% NEW $86.06 +2.8%
67 BAI BLACKROCK ETF TRUST 816.0 $43K 0.01% NEW $52.72 -15.4%
68 SCHM SCHWAB STRATEGIC TR 1,089.0 $40K 0.01% $36.87 -2.8%
69 MTUM ISHARES TR 106.0 $36K 0.01% NEW $342.83 -11.1%
70 VTV VANGUARD INDEX FDS 161.0 $35K 0.01% -101.0 -38.5% $217.84 +4.0%
71 BLCR BLACKROCK ETF TRUST 679.0 $34K 0.01% NEW $50.37 -1.0%
72 VSS VANGUARD INTL EQUITY INDEX F 213.0 $33K 0.01% NEW $154.29 +4.6%
73 QUAL ISHARES TR 145.0 $32K 0.01% NEW $219.43 +1.4%
74 EFV ISHARES TR 390.0 $30K 0.01% NEW $76.55 +8.4%
75 HPE HEWLETT PACKARD ENTERPRISE C Technology 644.0 $29K 0.01% $45.11 +15.3%
76 SCHX SCHWAB STRATEGIC TR 779.0 $23K 0.01% NEW $29.43 +3.2%
77 META META PLATFORMS INC Communication Services 39.0 $22K 0.01% +14.0 +56.0% $559.49 +10.2%
78 FNDX SCHWAB STRATEGIC TR 697.0 $22K 0.01% NEW $31.10 +5.0%
79 BLACKROCK ETF TRUST 614.0 $20K 0.01% NEW $31.78
80 TLH ISHARES TR 178.0 $18K 0.01% NEW $100.35 -3.7%
Page 4 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%