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 9 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KDP KEURIG DR PEPPER INC Consumer Defensive 27.0 $881.0 NEW $32.63 -0.1%
162 ETN EATON CORP PLC Industrials 2.0 $848.0 NEW $424.00 -3.1%
163 NTRS NORTHERN TR CORP Financial Services 5.0 $845.0 NEW $169.00 +10.4%
164 CI THE CIGNA GROUP Healthcare 3.0 $827.0 NEW $275.67 +2.5%
165 WELL WELLTOWER INC Real Estate 3.0 $786.0 NEW $262.00 -9.9%
166 WDC WESTERN DIGITAL CORP Technology 1.0 $786.0 NEW $786.00 -40.5%
167 GSK GSK PLC Healthcare 15.0 $784.0 NEW $52.27 -4.5%
168 ADI ANALOG DEVICES INC Technology 2.0 $781.0 NEW $390.50 -7.2%
169 NFLX NETFLIX INC. Communication Services 11.0 $774.0 NEW $70.36 +11.2%
170 SCHO SCHWAB STRATEGIC TR 30.0 $725.0 -275.0 -90.2% $24.17 -0.6%
171 MRNA MODERNA INC Healthcare 10.0 $701.0 NEW $70.10 +107.6%
172 PWR QUANTA SVCS INC Industrials 1.0 $685.0 NEW $685.00 -8.8%
173 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2.0 $681.0 NEW $340.50 -8.6%
174 LIN LINDE PLC Basic Materials 1.0 $651.0 NEW $651.00 -26.6%
175 PG PROCTER & GAMBLE CO Consumer Defensive 4.0 $649.0 NEW $162.25 -9.8%
176 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1.0 $646.0 NEW $646.00 +41.8%
177 MRVL MARVELL TECHNOLOGY INC Technology 2.0 $632.0 NEW $316.00 -29.3%
178 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $631.0 NEW $315.50 -7.2%
179 BAC BANK OF AMER CORP Financial Services 11.0 $624.0 NEW $56.73 +10.5%
180 MINT PIMCO ETF TR 6.0 $605.0 -67.0 -91.8% $100.83 -0.3%
Page 9 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%