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Portfolio (Quarterly) Guide ↗

Corundum Group, Inc.

· CIK 0001486083
13F Portfolio $298M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORP-NEW Consumer Defensive 1,596.0 $1.4M 0.46% NEW $862.34 +16.3%
42 USB US BANCORP DEL COM Financial Services 25,346.0 $1.4M 0.45% NEW $53.36 +3.5%
43 IVE ISHARES S&P 500 VALUE ETF 6,320.0 $1.3M 0.45% NEW $212.07 +7.5%
44 ECL ECOLAB INC Basic Materials 5,085.0 $1.3M 0.45% NEW $262.52 -3.2%
45 ORCL ORACLE CORPORATION Technology 6,799.0 $1.3M 0.45% NEW $194.91 -0.9%
46 BMY BRISTOL MYERS SQUIBB CO Healthcare 23,634.0 $1.3M 0.43% NEW $53.94 +7.6%
47 BERKSHIRE HATHAWAY CLASS B 2,515.0 $1.3M 0.42% NEW $502.65
48 HD HOME DEPOT INC Consumer Cyclical 3,568.0 $1.2M 0.41% NEW $344.10 -9.8%
49 MCD MCDONALDS CORP Consumer Cyclical 3,953.0 $1.2M 0.41% NEW $305.63 -8.6%
50 ABT ABBOTT LABORATORIES Healthcare 9,619.0 $1.2M 0.40% NEW $125.29 -30.8%
51 BAC BANK OF AMERICA CORP Financial Services 21,373.0 $1.2M 0.39% NEW $55.00 -5.1%
52 WMT WALMART INC COMMON STOCK Consumer Defensive 10,551.0 $1.2M 0.39% NEW $111.41 +8.0%
53 WM WASTE MANAGEMENT INC DEL Industrials 5,345.0 $1.2M 0.39% NEW $219.71 -0.8%
54 IVV ISHARES CORE S&P 500 ETF 1,618.0 $1.1M 0.37% NEW $684.94 +10.1%
55 AMGN AMGEN INC Healthcare 3,279.0 $1.1M 0.36% NEW $327.31 +2.6%
56 MRK MERCK & CO INC Healthcare 9,557.0 $1.0M 0.34% NEW $105.26 +13.8%
57 INTC INTEL CORP Technology 27,080.0 $999K 0.34% NEW $36.90 +234.7%
58 MA MASTERCARD INCORPORATED Financial Services 1,640.0 $936K 0.31% NEW $570.88 -13.6%
59 IJR ISHARES CORE S&P SMALL CAP ETF 7,580.0 $911K 0.31% NEW $120.18 +16.2%
60 PFE PFIZER INC Healthcare 32,437.0 $808K 0.27% NEW $24.90 +3.8%
Page 3 of 6  ·  113 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 27.2%
Technology 19.8%
Financial Services 17.8%
Healthcare 10.1%
Basic Materials 9.2%
Communication Services 5.4%
Consumer Cyclical 4.0%
Consumer Defensive 3.5%
Energy 2.2%
Utilities 0.8%