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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDT MEDTRONIC PLC COM Healthcare 8,173.0 $785K 0.26% NEW $96.06 -19.5%
62 KO COCA COLA COMPANY (THE) Consumer Defensive 10,585.0 $740K 0.25% NEW $69.91 +17.8%
63 CVX CHEVRON CORPORATION Energy 4,713.0 $718K 0.24% NEW $152.41 +19.7%
64 DIS WALT DISNEY CO Communication Services 6,217.0 $707K 0.24% NEW $113.77 -8.7%
65 ADP AUTOMATIC DATA PROCESSING INC Industrials 2,738.0 $704K 0.24% NEW $257.23 -15.1%
66 IJK ISHARES S&P MID CAP 400 GROWTH 7,200.0 $698K 0.23% NEW $96.88 +17.4%
67 HON HONEYWELL INTL INC Industrials 3,498.0 $682K 0.23% NEW $195.09 +19.2%
68 SOLV SOLVENTUM CORPORATION COMMON S Healthcare 8,227.0 $652K 0.22% NEW $79.24 -2.8%
69 FDX FEDEX CORP Industrials 2,161.0 $624K 0.21% NEW $288.86 +42.2%
70 PG PROCTER & GAMBLE CO Consumer Defensive 4,308.0 $617K 0.21% NEW $143.31 +3.0%
71 PH PARKER HANNIFIN CORP Industrials 696.0 $612K 0.20% NEW $878.96 -2.9%
72 CLX CLOROX CO Consumer Defensive 6,000.0 $605K 0.20% NEW $100.83 -2.8%
73 CTVA CORTEVA INC COMMON STOCK Basic Materials 7,898.0 $529K 0.18% NEW $67.03 +19.6%
74 XEL XCEL ENERGY INC COMMON STOCK Utilities 7,120.0 $526K 0.18% NEW $73.86 +9.6%
75 LRGE LEGG MASON ETF INVT TR CLEARBR 6,363.0 $524K 0.18% NEW $82.34 +4.8%
76 MU MICRON TECHNOLOGY Technology 1,783.0 $509K 0.17% NEW $285.41 +216.0%
77 GE GE AEROSPACE COMMON STOCK Industrials 1,618.0 $498K 0.17% NEW $308.03 +2.5%
78 DUK DUKE ENERGY CORPORATION HOLDIN Utilities 3,945.0 $462K 0.15% NEW $117.21 +6.8%
79 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 706.0 $434K 0.15% NEW $614.31 +18.4%
80 TT TRANE TECHNOLOGIES PLC ORDINAR Industrials 1,062.0 $413K 0.14% NEW $389.20 +18.9%
Page 4 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%