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Cordant, Inc. — 13F Holdings & Portfolio

CIK 1830942 · latest 13F-HR filed 2026-07-15

Backtest portfolio

Cordant, Inc. manages $277.6M in 13F-reported U.S. long-equity assets across 353 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (13.81%), VTI (11.32%), VGSH (11.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 278 new positions and exited 0; 52 existing positions rose in reported value and 12 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$277.6M

Long-equity book

Holdings
353

Distinct positions

Period
2026-06-30

Filed 2026-07-15

Q/Q Activity
+278 / −0 / ↑52 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VEA13.8% · +0%VTI11.3% · +3%VGSH11.2% · +10%VWO6.9% · +3%VCIT5.6% · +8%VCSH5.5% · +7%VNQ5.1% · +4%DBC4.0% · -5%SPY4.0% · -2%DFEV3.2% · -0%DFLV3.1% · +5%DFAS2.9% · +9%DXIV2.6% · +28%DFIV2.6% · -8%SCHB2.2% · +0%VB1.6% · -0%INTC1.6% · +138%IEMG1.4% · -2%TIP1.3% · +23%IDEV1.3% · -2%GOOG0.9% · -61%DFAE0.8% · -5%DFSU0.7% · +28%IYR0.7% · -2%DFSE0.7% · +10%DFSI0.6% · +23%DFUV0.6% · -14%AMZN0.6% · -27%SCHF0.3% · +43%RSP0.3% · 0%BND0.2% · +3%ITOT0.2% · -0%SCHA0.2% · +11%SCHH0.2% · -2%MSFT0.2% · +2%QCOM0.1% · +0%AMD0.1% · +5%AXON0.1% · newSCHE0.1% · -2%IWS0.1% · 0%SPIP0.1% · 0%EEM0.1% · 0%VOT0.1% · 0%AAPL0.1% · +6%NVDA0.1% · +211%IWM0.1% · +375%DFAX0.1% · newIJS0.0% · 0%IVV0.0% · newICF0.0% · 0%VOO0.0% · 0%CORO0.0% · newGSG0.0% · -0%IVE0.0% · newVOE0.0% · 0%FELV0.0% · +0%PJP0.0% · newSCHP0.0% · +0%PPH0.0% · newIVW0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 70.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$370.5M
Discretionary
$364.8M
Employees
8
Accounts
999
Address
2175 NW RALEIGH ST.
SUITE 110
PORTLAND, OR 97210
Phone
(503) 621-9207
Website
Name Title / Status Ownership Type
ANFUSO, WILLIAM, PAUL ControlFOUNDER AND SHAREHOLDER
since Feb 2010
25–50%Individual
MCCOMBS, BRENDA, KAY ControlCHIEF COMPLIANCE OFFICER, SHAREHOLDER
since Sep 2010
Less than 5%Individual
PRESLEY, ISAAC, EUGENE ControlCEO, PRESIDENT AND DIRECTOR OF INVESTMENTS, SHAREHOLDER
since Jan 2017
50–75%Individual
Ownership & leadership changes · 8 filings with changes since Mar 24, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 22, 2022 filing
  • ChangedANFUSO, WILLIAM, PAUL · ownership 75% or more → 25–50%
  • ChangedMCCOMBS, BRENDA, KAY · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, SHAREHOLDER
  • ChangedPRESLEY, ISAAC, EUGENE · ownership 10–25% → 50–75%
Sep 12, 2019 filing
  • ChangedANFUSO, WILLIAM, PAUL · title FOUNDER, CEO AND SHAREHOLDER → FOUNDER AND SHAREHOLDER
  • ChangedPRESLEY, ISAAC, EUGENE · title PRESIDENT AND DIRECTOR OF INVESTMENTS, SHAREHOLDER → CEO, PRESIDENT AND DIRECTOR OF INVESTMENTS, SHAREHOLDER
Mar 27, 2019 filing
  • ChangedPRESLEY, ISAAC, EUGENE · title PRESIDENT AND DIRECTOR OF INVESTMENTS → PRESIDENT AND DIRECTOR OF INVESTMENTS, SHAREHOLDER
Mar 27, 2017 filing
  • AddedPRESLEY, ISAAC, EUGENE · PRESIDENT AND DIRECTOR OF INVESTMENTS · 10–25% · control person
  • ChangedANFUSO, WILLIAM, PAUL · title FOUNDER, PRESIDENT AND SHAREHOLDER → FOUNDER, CEO AND SHAREHOLDER
May 15, 2015 filing
  • No longer listedFRANKEL, DANIEL, JACOB · LEAD ADVISOR AND SHAREHOLDER · 10–25% · listed since Mar 2013
Jun 21, 2013 filing
  • ChangedANFUSO, WILLIAM, PAUL · title FOUNDER AND PRESIDENT → FOUNDER, PRESIDENT AND SHAREHOLDER
  • ChangedFRANKEL, DANIEL, JACOB · title LEAD ADVISOR → LEAD ADVISOR AND SHAREHOLDER
Mar 26, 2013 filing
  • Listed againFRANKEL, DANIEL, JACOB · LEAD ADVISOR · 10–25%
  • ChangedANFUSO, WILLIAM, PAUL · title MANAGING MEMBER / LEAD ADVISOR → FOUNDER AND PRESIDENT
Mar 29, 2012 filing
  • No longer listedANFUSO, VICTOR, L'EPISCOPO · DIRECTOR OF BUSINESS DEVELOPMENT · Less than 5% · control person · listed since Dec 2009
  • No longer listedFRANKEL, DANIEL, JACOB · ASSOCIATE ADVISOR · Less than 5% · control person · listed since Feb 2010
  • No longer listedPAGE, DAWN, MARIE · INVESTMENT ADVISOR REPRESENTATIVE · Less than 5% · control person · listed since Feb 2010
Mar 24, 2012 filing (earliest on record)
  • ListedANFUSO, VICTOR, L'EPISCOPO · DIRECTOR OF BUSINESS DEVELOPMENT · Less than 5% · control person
  • ListedANFUSO, WILLIAM, PAUL · MANAGING MEMBER / LEAD ADVISOR · 75% or more · control person
  • ListedFRANKEL, DANIEL, JACOB · ASSOCIATE ADVISOR · Less than 5% · control person
  • ListedMCCOMBS, BRENDA, KAY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedPAGE, DAWN, MARIE · INVESTMENT ADVISOR REPRESENTATIVE · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 52 →

Top Trims

Show all 12 →

New Positions

Show all 278 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Cordant, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $38.4M 13.81% 538,283 SH
2 VANGUARD INDEX FDS VTI 922908769 $31.4M 11.32% 84,909 SH
3 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $31.0M 11.16% 532,239 SH
4 VANGUARD INTL EQUITY INDEX F VWO 922042858 $19.1M 6.89% 320,533 SH
5 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $15.6M 5.62% 188,917 SH
6 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $15.4M 5.55% 194,854 SH
7 VANGUARD INDEX FDS VNQ 922908553 $14.1M 5.06% 145,779 SH
8 INVESCO DB COMMDY INDX TRCK DBC 46138B103 $11.2M 4.02% 418,903 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.0M 3.97% 14,742 SH
10 DIMENSIONAL ETF TRUST DFEV 25434V740 $8.9M 3.21% 208,986 SH
11 DIMENSIONAL ETF TRUST DFLV 25434V666 $8.7M 3.12% 219,106 SH
12 DIMENSIONAL ETF TRUST DFAS 25434V500 $8.0M 2.89% 97,484 SH
13 DIMENSIONAL ETF TRUST DXIV 25434V542 $7.3M 2.63% 104,447 SH
14 DIMENSIONAL ETF TRUST DFIV 25434V807 $7.1M 2.57% 131,839 SH
15 SCHWAB STRATEGIC TR SCHB 808524102 $6.0M 2.18% 208,621 SH
16 VANGUARD INDEX FDS VB 922908751 $4.4M 1.57% 14,398 SH
17 INTEL CORP INTC 458140100 $4.3M 1.55% 30,892 SH
18 ISHARES INC IEMG 46434G103 $3.8M 1.36% 45,484 SH
19 ISHARES TR TIP 464287176 $3.7M 1.32% 33,568 SH
20 ISHARES TR IDEV 46435G326 $3.6M 1.29% 40,317 SH
21 ALPHABET INC GOOG 02079K107 $2.6M 0.92% 7,222 SH
22 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.2M 0.78% 53,610 SH
23 DIMENSIONAL ETF TRUST DFSU 25434V716 $1.9M 0.70% 41,544 SH
24 ISHARES TR IYR 464287739 $1.9M 0.69% 18,855 SH
25 DIMENSIONAL ETF TRUST DFSE 25434V682 $1.9M 0.68% 38,343 SH
26 DIMENSIONAL ETF TRUST DFSI 25434V690 $1.7M 0.60% 37,032 SH
27 DIMENSIONAL ETF TRUST DFUV 25434V724 $1.6M 0.59% 29,834 SH
28 AMAZON COM INC AMZN 023135106 $1.5M 0.56% 6,466 SH
29 SCHWAB STRATEGIC TR SCHF 808524805 $798.2K 0.29% 28,816 SH
30 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $713.4K 0.26% 3,353 SH
31 VANGUARD BD INDEX FDS BND 921937835 $695.4K 0.25% 9,472 SH
32 ISHARES TR ITOT 464287150 $619.8K 0.22% 3,773 SH
33 SCHWAB STRATEGIC TR SCHA 808524607 $483.2K 0.17% 13,374 SH
34 SCHWAB STRATEGIC TR SCHH 808524847 $449.0K 0.16% 18,960 SH
35 MICROSOFT CORP MSFT 594918104 $422.2K 0.15% 1,132 SH
36 QUALCOMM INC QCOM 747525103 $389.9K 0.14% 2,110 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $385.0K 0.14% 663 SH
38 AXON ENTERPRISE INC AXON 05464C101 $301.6K 0.11% 538 SH
39 SCHWAB STRATEGIC TR SCHE 808524706 $281.1K 0.10% 7,752 SH
40 ISHARES TR IWS 464287473 $254.3K 0.09% 1,545 SH
41 SPDR SERIES TRUST SPIP 78464A656 $252.0K 0.09% 9,814 SH
42 ISHARES TR EEM 464287234 $230.9K 0.08% 3,375 SH
43 VANGUARD INDEX FDS VOT 922908538 $185.0K 0.07% 604 SH
44 APPLE INC AAPL 037833100 $154.6K 0.06% 534 SH
45 NVIDIA CORPORATION NVDA 67066G104 $152.4K 0.05% 762 SH
46 ISHARES TR IWM 464287655 $142.7K 0.05% 475 SH
47 DIMENSIONAL ETF TRUST DFAX 25434V880 $140.4K 0.05% 3,811 SH
48 ISHARES TR IJS 464287879 $134.5K 0.05% 984 SH
49 ISHARES TR IVV 464287200 $123.6K 0.04% 165 SH
50 ISHARES TR ICF 464287564 $105.0K 0.04% 1,553 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-15 $277.6M 353 0001830942-26-000004
2026-03-31 2026-04-13 $246.4M 75 0001830942-26-000003
2025-12-31 2026-01-12 $238.5M 68 0001830942-26-000002
Filer Information
Address
2175 NW RALEIGH STREET
SUITE 110
PORTLAND, OR 97210
Phone
(503) 810-0417
Filing Manager
Cordant, Inc.
PORTLAND, OR
Signatory
Brenda McCombs
Chief Compliance Officer