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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 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES RUSSELL 1000 GROWTH ET 76,132.0 $36.0M 12.09% NEW $473.30 -73.5%
2 IWD ISHARES RUSSELL 1000 VALUE ETF 163,052.0 $34.3M 11.51% NEW $210.34 +13.3%
3 MMM 3M COMPANY Industrials 97,999.0 $15.7M 5.26% NEW $160.10 -3.8%
4 EFA ISHARES MSCI EAFE ETF 155,518.0 $14.9M 5.01% NEW $96.03 +9.5%
5 LMT LOCKHEED MARTIN CORP Industrials 25,760.0 $12.5M 4.18% NEW $483.67 +10.2%
6 IWO ISHARES RUSSELL 2000 GROWTH ET 34,285.0 $11.1M 3.72% NEW $323.01 +17.5%
7 LIN LINDE PLC ORDINARY SHARES Basic Materials 23,722.0 $10.1M 3.39% NEW $426.39 +20.8%
8 IWN ISHARES RUSSELL 2000 VALUE ETF 53,869.0 $9.8M 3.28% NEW $181.21 +18.5%
9 IWS ISHARES RUSSELL MID CAP VALUE 67,887.0 $9.6M 3.21% NEW $141.05 +13.5%
10 IWP ISHARES RUSSELL MID CAP GROWTH 68,587.0 $9.4M 3.15% NEW $136.94 +2.8%
11 SPY SPDR S&P 500 ETF TRUST Financial Services 12,277.0 $8.4M 2.81% NEW $681.92 +10.1%
12 MSFT MICROSOFT CORP Technology 15,256.0 $7.4M 2.48% NEW $483.62 -14.0%
13 SUSA ISHARES TRUST ISHARES ESG OPTI 51,082.0 $7.1M 2.39% NEW $139.34 +9.6%
14 AAPL APPLE INC Technology 23,469.0 $6.4M 2.14% NEW $271.86 +13.4%
15 VONV VANGUARD RUSSELL 1000 VALUE ET 40,341.0 $3.7M 1.25% NEW $92.30 +13.3%
16 GLD SPDR GOLD SHARES ETF Financial Services 8,687.0 $3.4M 1.16% NEW $396.31 +4.5%
17 GOOGL ALPHABET INC CLASS A COMMON ST Communication Services 10,542.0 $3.3M 1.11% NEW $313.00 +24.2%
18 IWB ISHARES RUSSELL 1000 ETF 8,798.0 $3.3M 1.10% NEW $373.44 +9.6%
19 SPYM SPDR SERIES TRUST STATE STREET 39,180.0 $3.1M 1.05% NEW $80.22 +10.1%
20 JPM JPMORGAN CHASE & CO Financial Services 9,675.0 $3.1M 1.05% NEW $322.22 -4.8%
Page 1 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%