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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 3  ·  59 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 IWO ISHARES RUSSELL 2000 GROWTH ET 35,314.0 $11.1M 3.70% +1K +3.0% $313.81 +21.0%
6 IWS ISHARES RUSSELL MID CAP VALUE 68,811.0 $10.0M 3.35% +924.0 +1.4% $145.74 +9.9%
7 IWP ISHARES RUSSELL MID CAP GROWTH 75,496.0 $9.7M 3.23% +7K +10.1% $128.12 +9.9%
8 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%
9 VONV VANGUARD RUSSELL 1000 VALUE ET 47,161.0 $4.4M 1.48% +7K +16.9% $93.74 +11.6%
10 GLD SPDR GOLD SHARES ETF Financial Services 9,391.0 $4.0M 1.35% +704.0 +8.1% $430.29 -3.8%
11 IWB ISHARES RUSSELL 1000 ETF 10,723.0 $3.8M 1.28% +2K +21.9% $356.56 +14.8%
12 SPLV INVESCO EXCHANGE TRADED FD TR 46,346.0 $3.4M 1.13% +8K +19.4% $73.14 +1.0%
13 IWM ISHARES RUSSELL 2000 ETF 13,630.0 $3.4M 1.13% +3K +26.0% $248.00 +17.1%
14 XOM EXXON MOBIL CORP Energy 18,605.0 $3.2M 1.05% +859.0 +4.8% $169.66 -8.7%
15 NVDA NVIDIA CORP Technology 16,961.0 $3.0M 0.99% +483.0 +2.9% $174.40 +23.2%
16 JPM JPMORGAN CHASE & CO Financial Services 9,748.0 $2.9M 0.96% +73.0 +0.8% $294.16 +4.3%
17 GOOG ALPHABET INC CLASS C CAPITAL S Communication Services 8,973.0 $2.6M 0.86% +231.0 +2.6% $286.86 +34.2%
18 FTGC FIRST TRUST GLOBAL TACTICAL CO 83,201.0 $2.4M 0.80% +13K +18.1% $28.71 +1.4%
19 XLU SELECT SECTOR SPDR TRUST STATE 51,948.0 $2.4M 0.80% +9K +21.7% $45.89 -1.2%
20 CAT CATERPILLAR INC Industrials 3,359.0 $2.4M 0.80% +181.0 +5.7% $708.46 +28.2%
Page 1 of 3  ·  59 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%