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Portfolio (Quarterly) Guide ↗

Corundum Trust Company, INC

· CIK 0001987720
13F Portfolio $37M AUM 28 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 28 New
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PACIFIC CORP Industrials 1,382.0 $376K 1.00% NEW $272.00 +13.3%
22 UGI UGI CORPORATION Utilities 9,773.0 $338K 0.90% NEW $34.54 +8.8%
23 EEM ISHARES MSCI EMERGING MARKETS 4,810.0 $329K 0.88% NEW $68.41 -1.9%
24 BERKSHIRE HATHAWAY CLASS B 653.0 $327K 0.87% NEW $500.39
25 IVE ISHARES S&P 500 VALUE ETF 1,130.0 $257K 0.69% NEW $227.06 +4.5%
26 TMO THERMO FISHER SCIENTIFIC INC Healthcare 500.0 $251K 0.67% NEW $501.36 +25.5%
27 MERCK & CO INC 1,824.0 $234K 0.63% NEW $128.50
28 BA BOEING CO Industrials 958.0 $207K 0.55% NEW $216.47 -1.0%
Page 2 of 2  ·  28 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
Technology 52.3%
Healthcare 22.2%
Industrials 8.3%
Financial Services 6.6%
Consumer Cyclical 5.8%
Utilities 4.8%