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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VZ VERIZON COMMUNICATIONS Communication Services 16,822.0 $844K 0.28% NEW $50.20 -3.7%
2 UPS UNITED PARCEL SVC INC CL B Industrials 7,347.0 $723K 0.24% NEW $98.37 +3.7%
3 DFAT DIMENSIONAL ETF TRUST DIMENSIO 6,081.0 $380K 0.13% NEW $62.45 +8.2%
4 DFUS DIMENSIONAL ETF TRUST DIMENSIO 4,054.0 $287K 0.10% NEW $70.91 +15.3%
5 SGOV ISHARES TRUST ISHARES 0 3 MONT 2,406.0 $242K 0.08% NEW $100.66 -0.0%
6 SPOT SPOTIFY TECHNOLOGY S A SHS SPO Communication Services 487.0 $236K 0.08% NEW $484.91 +9.2%
7 PANW PALO ALTO NETWORKS INC COMMON Technology 1,366.0 $219K 0.07% NEW $160.32 +60.1%
8 MRVL MARVELL TECHNOLOGY INC COMMON Technology 2,194.0 $217K 0.07% NEW $99.05 +110.3%
9 DFUV DIMENSIONAL ETF TRUST DIMENSIO 4,331.0 $210K 0.07% NEW $48.46 +10.8%

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%