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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 8 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BOTZ GLOBAL X FDS 35.0 $1K NEW $37.94 -5.3%
142 WFC WELLS FARGO & CO Financial Services 16.0 $1K NEW $82.44 +9.1%
143 LLY ELI LILLY & CO Healthcare 1.0 $1K NEW $1308.00 -12.2%
144 BA BOEING CO Industrials 6.0 $1K NEW $212.67 -0.2%
145 FESM FIDELITY COVINGTON TRUST 26.0 $1K $48.31 -2.0%
146 LRCX LAM RESEARCH CORP Technology 3.0 $1K NEW $414.67 -25.8%
147 IONQ IONQ INC Technology 23.0 $1K NEW $53.26 -25.8%
148 JPM JPMORGAN CHASE & CO Financial Services 4.0 $1K NEW $299.75 +19.6%
149 CSCO CISCO SYS INC Technology 10.0 $1K NEW $118.70 -8.0%
150 ARTY ISHARES TR 15.0 $1K NEW $76.27 -0.2%
151 SHEL SHELL PLC Energy 14.0 $1K NEW $76.93 +20.8%
152 WAB WABTEC Industrials 4.0 $960.0 NEW $240.00 +17.9%
153 FIGB FIDELITY MERRIMACK STR TR 22.0 $943.0 $42.86 -1.9%
154 BNTX BIONTECH SE Healthcare 10.0 $931.0 NEW $93.10 +11.5%
155 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $926.0 NEW $231.50 +6.1%
156 UNH UNITEDHEALTH GROUP INC Healthcare 2.0 $920.0 NEW $460.00 -13.7%
157 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 16.0 $916.0 $57.25 +16.2%
158 MRK MERCK & CO INC Healthcare 7.0 $895.0 NEW $127.86 +17.6%
159 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2.0 $886.0 NEW $443.00 -24.0%
160 TRV TRAVELERS COMPANIES INC Financial Services 3.0 $885.0 NEW $295.00 +25.2%
Page 8 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%