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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORPORATION Technology 8,119.0 $1.2M 0.40% +1K +19.4% $147.11 +30.2%
42 CVX CHEVRON CORPORATION Energy 5,673.0 $1.2M 0.39% +960.0 +20.4% $206.90 -10.7%
43 ABT ABBOTT LABORATORIES Healthcare 9,924.0 $1.0M 0.34% +305.0 +3.2% $102.67 -15.4%
44 FDX FEDEX CORP Industrials 2,688.0 $957K 0.32% +527.0 +24.4% $356.18 +14.8%
45 PFE PFIZER INC Healthcare 32,794.0 $921K 0.31% +357.0 +1.1% $28.08 -7.9%
46 KO COCA COLA COMPANY (THE) Consumer Defensive 12,036.0 $915K 0.31% +1K +13.7% $76.05 +5.8%
47 MDT MEDTRONIC PLC COM Healthcare 10,313.0 $894K 0.30% +2K +26.2% $86.65 -10.4%
48 ADP AUTOMATIC DATA PROCESSING INC Industrials 4,290.0 $872K 0.29% +2K +56.7% $203.18 +7.5%
49 HON HONEYWELL INTL INC Industrials 3,723.0 $842K 0.28% +225.0 +6.4% $226.03 +2.5%
50 PG PROCTER & GAMBLE CO Consumer Defensive 5,769.0 $833K 0.28% +1K +33.9% $144.44 -0.7%
51 XEL XCEL ENERGY INC COMMON STOCK Utilities 9,585.0 $761K 0.25% +2K +34.6% $79.44 +1.7%
52 DIS WALT DISNEY CO Communication Services 7,742.0 $746K 0.25% +2K +24.5% $96.38 +7.2%
53 TXN TEXAS INSTRUMENTS INCORPORATED Technology 2,178.0 $423K 0.14% +46.0 +2.2% $194.14 +67.3%
54 NUDM NUVEEN ESG INTERNATIONAL DEVEL 8,395.0 $303K 0.10% +47.0 +0.6% $36.11 +8.5%
55 DHR DANAHER CORPORATION Healthcare 1,573.0 $298K 0.10% +150.0 +10.5% $189.60 -8.4%
56 ISRG INTUITIVE SURGICAL INC COM Healthcare 571.0 $263K 0.09% +44.0 +8.3% $460.99 -6.2%
57 AJG GALLAGHER ARTHUR J & CO Financial Services 1,105.0 $239K 0.08% +127.0 +13.0% $216.58 -5.8%
58 UBER UBER TECHNOLOGIES INC COMMON S Technology 3,121.0 $224K 0.07% +307.0 +10.9% $71.93 -2.5%
59 KKR KKR & CO INC COMMON STOCK Financial Services 2,410.0 $223K 0.07% +401.0 +20.0% $92.50 +2.7%
Page 3 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%