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Portfolio (Quarterly) Guide ↗

Cordant, Inc.

· CIK 0001830942
13F Portfolio $246M AUM 75 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 19 Added 12 Reduced 2 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HPQ HP INC Technology 685.0 $13K 0.01% $19.21 +27.2%
62 NEM NEWMONT CORP Basic Materials 100.0 $11K 0.00% $108.25 +3.1%
63 SCHO SCHWAB STRATEGIC TR 305.0 $7K 0.00% +38.0 +14.2% $24.27 -0.4%
64 MINT PIMCO ETF TR 73.0 $7K 0.00% +7.0 +10.6% $100.58 +0.1%
65 FIS FIDELITY NATL INFORMATION SV Technology 99.0 $5K 0.00% $46.92 -10.0%
66 DIS DISNEY WALT CO Communication Services 32.0 $3K 0.00% $95.62 +8.0%
67 FENI FIDELITY COVINGTON TRUST 41.0 $2K 0.00% NEW $37.34 +8.4%
68 FDVV FIDELITY COVINGTON TRUST 27.0 $1K 0.00% NEW $54.33 +11.7%
69 FESM FIDELITY COVINGTON TRUST 26.0 $988.0 NEW $38.00 +20.2%
70 FIGB FIDELITY MERRIMACK STR TR 22.0 $947.0 NEW $43.05 -0.5%
71 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 16.0 $904.0 $56.50 -6.4%
72 DFAW DIMENSIONAL ETF TRUST 2.0 $148.0 $74.00 +12.1%
73 GLD WORLD GOLD TR Financial Services 1.0 $83.0 NEW $83.00 +398.8%
74 FSTA FIDELITY COVINGTON TRUST $26.0 NEW
75 FUTY FIDELITY COVINGTON TRUST $20.0 NEW
Page 4 of 4  ·  75 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 72.1%
Communication Services 16.8%
Consumer Cyclical 5.9%
Technology 5.2%
Healthcare 0.1%
Basic Materials 0.0%