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Portfolio (Quarterly) Guide ↗

Corundum Group, Inc.

· CIK 0001486083
13F Portfolio $299M AUM 108 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 59 Added 29 Reduced 14 Exited
Page 1 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES RUSSELL 1000 GROWTH ET 85,429.0 $36.4M 12.18% +9K +12.2% $426.40 -70.5%
2 IWD ISHARES RUSSELL 1000 VALUE ETF 165,730.0 $35.4M 11.84% +3K +1.6% $213.67 +11.5%
3 EFA ISHARES MSCI EAFE ETF 162,461.0 $15.8M 5.27% +7K +4.5% $97.13 +8.2%
4 MMM 3M COMPANY Industrials 99,152.0 $14.4M 4.81% +1K +1.2% $145.23 +6.1%
5 LMT LOCKHEED MARTIN CORP Industrials 19,045.0 $11.5M 3.85% -7K -26.1% $604.39 -11.8%
6 IWO ISHARES RUSSELL 2000 GROWTH ET 35,314.0 $11.1M 3.70% +1K +3.0% $313.81 +21.0%
7 IWN ISHARES RUSSELL 2000 VALUE ETF 53,508.0 $10.1M 3.39% -361.0 -0.7% $189.59 +13.2%
8 IWS ISHARES RUSSELL MID CAP VALUE 68,811.0 $10.0M 3.35% +924.0 +1.4% $145.74 +9.9%
9 IWP ISHARES RUSSELL MID CAP GROWTH 75,496.0 $9.7M 3.23% +7K +10.1% $128.12 +9.9%
10 SPY STATE STREET SPDR S&P 500 ETF Financial Services 12,387.0 $8.1M 2.69% +110.0 +0.9% $650.34 +15.4%
11 LIN LINDE PLC ORDINARY SHARES Basic Materials 15,863.0 $7.9M 2.63% -8K -33.1% $495.76 +3.9%
12 SUSA ISHARES TRUST ISHARES ESG OPTI 50,149.0 $6.6M 2.21% -933.0 -1.8% $132.10 +15.6%
13 AAPL APPLE INC Technology 23,510.0 $6.0M 1.99% $253.79 +21.5%
14 MSFT MICROSOFT CORP Technology 12,459.0 $4.6M 1.54% -3K -18.3% $370.17 +12.4%
15 VONV VANGUARD RUSSELL 1000 VALUE ET 47,161.0 $4.4M 1.48% +7K +16.9% $93.74 +11.6%
16 GLD SPDR GOLD SHARES ETF Financial Services 9,391.0 $4.0M 1.35% +704.0 +8.1% $430.29 -3.8%
17 IWB ISHARES RUSSELL 1000 ETF 10,723.0 $3.8M 1.28% +2K +21.9% $356.56 +14.8%
18 SPLV INVESCO EXCHANGE TRADED FD TR 46,346.0 $3.4M 1.13% +8K +19.4% $73.14 +1.0%
19 IWM ISHARES RUSSELL 2000 ETF 13,630.0 $3.4M 1.13% +3K +26.0% $248.00 +17.1%
20 XOM EXXON MOBIL CORP Energy 18,605.0 $3.2M 1.05% +859.0 +4.8% $169.66 -8.7%
Page 1 of 6  ·  108 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
Industrials 27.0%
Financial Services 18.8%
Technology 18.0%
Healthcare 10.5%
Basic Materials 7.5%
Communication Services 5.7%
Consumer Defensive 3.7%
Consumer Cyclical 3.6%
Energy 3.4%
Utilities 1.7%