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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 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHZ SCHWAB STRATEGIC TR 725.0 $17K 0.01% $23.13 -2.0%
82 FNDE SCHWAB STRATEGIC TR 418.0 $17K 0.01% NEW $39.68 +8.6%
83 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 315.0 $16K 0.01% $51.05 +36.0%
84 THRO BLACKROCK ETF TRUST 370.0 $16K 0.01% NEW $43.11 +2.2%
85 HPQ HP INC Technology 685.0 $15K 0.01% $21.94 +48.8%
86 PLTR PALANTIR TECHNOLOGIES INC Technology 126.0 $15K 0.01% NEW $117.06 +48.9%
87 NNOX NANO X IMAGING LTD Healthcare 10,958.0 $13K 0.01% $1.16 -28.5%
88 GOVT ISHARES TR 556.0 $13K 0.01% NEW $22.78 -1.9%
89 IAGG ISHARES TR 250.0 $13K 0.01% NEW $50.60 -1.7%
90 ARM ARM HOLDINGS PLC Technology 31.0 $11K 0.00% NEW $354.13 -28.8%
91 PXF INVESCO EXCH TRADED FD TR II 141.0 $11K 0.00% NEW $75.65 +6.3%
92 SPEM SPDR INDEX SHS FDS 202.0 $10K 0.00% NEW $51.78 +3.1%
93 NEM NEWMONT CORP Basic Materials 103.0 $10K 0.00% +3.0 +3.0% $93.39 +37.2%
94 VGT VANGUARD WORLD FD 80.0 $10K 0.00% NEW $119.67 +1.3%
95 VRT VERTIV HOLDINGS CO Industrials 29.0 $10K 0.00% NEW $329.48 -14.9%
96 BSV VANGUARD BD INDEX FDS 114.0 $9K 0.00% NEW $77.71 -0.6%
97 SCHG SCHWAB STRATEGIC TR 220.0 $7K 0.00% NEW $33.84 +5.0%
98 ABNB AIRBNB INC Consumer Cyclical 50.0 $7K 0.00% NEW $143.10 +27.1%
99 BNDX VANGUARD CHARLOTTE FDS 146.0 $7K 0.00% NEW $48.60 -2.4%
100 PRFZ INVESCO EXCHANGE TRADED FD T 118.0 $7K 0.00% NEW $55.77 -1.7%
Page 5 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%