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Corundum Group, Inc. — 13F Holdings & Portfolio

CIK 1486083 · latest 13F-HR filed 2026-04-20

Backtest portfolio

Corundum Group, Inc. manages $299.2M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWF (12.17%), IWD (11.84%), EFA (5.27%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 14, added to 39, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$299.2M

Long-equity book

Holdings

108

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+9 / −14 / ↑39 / ↓39

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$1.0M +47.8%
  • DUKE ENERGY CORPORATION HOLDIN$947.4K +204.9%
  • ISHARES MSCI EAFE ETF$845.4K +5.7%
  • FIRST TRUST GLOBAL TACTICAL CO$752.1K +46.0%
  • ISHARES RUSSELL 2000 ETF$716.5K +26.9%
Show all 39 →

Top Trims

  • MICROSOFT CORP-$2.8M -37.5%
  • LINDE PLC ORDINARY SHARES-$2.3M -22.3%
  • 3M COMPANY-$1.3M -8.2%
  • LOCKHEED MARTIN CORP-$948.7K -7.6%
  • SPDR SERIES TRUST STATE STREET-$575.9K -18.3%
Show all 39 →

New Positions

  • VERIZON COMMUNICATIONS$844.4K
  • UNITED PARCEL SVC INC CL B$722.8K
  • DIMENSIONAL ETF TRUST DIMENSIO$379.8K
  • DIMENSIONAL ETF TRUST DIMENSIO$287.5K
  • ISHARES TRUST ISHARES 0 3 MONT$242.2K
Show all 9 →

Exited Positions

  • ISHARES CORE S&P 500 ETF$1.1M
  • PARKER HANNIFIN CORP$611.8K
  • CLOROX CO$605.0K
  • CORTEVA INC COMMON STOCK$529.4K
  • TRANE TECHNOLOGIES PLC ORDINAR$413.3K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES RUSSELL 1000 GROWTH ET IWF 464287614 $36.4M 12.17% 85,429 SH
2 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $35.4M 11.84% 165,730 SH
3 ISHARES MSCI EAFE ETF EFA 464287465 $15.8M 5.27% 162,461 SH
4 3M COMPANY MMM 88579Y101 $14.4M 4.81% 99,152 SH
5 LOCKHEED MARTIN CORP LMT 539830109 $11.5M 3.85% 19,045 SH
6 ISHARES RUSSELL 2000 GROWTH ET IWO 464287648 $11.1M 3.70% 35,314 SH
7 ISHARES RUSSELL 2000 VALUE ETF IWN 464287630 $10.1M 3.39% 53,508 SH
8 ISHARES RUSSELL MID CAP VALUE IWS 464287473 $10.0M 3.35% 68,811 SH
9 ISHARES RUSSELL MID CAP GROWTH IWP 464287481 $9.7M 3.23% 75,496 SH
10 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $8.1M 2.69% 12,387 SH
11 LINDE PLC ORDINARY SHARES LIN G54950103 $7.9M 2.63% 15,863 SH
12 ISHARES TRUST ISHARES ESG OPTI SUSA 464288802 $6.6M 2.21% 50,149 SH
13 APPLE INC AAPL 037833100 $6.0M 1.99% 23,510 SH
14 MICROSOFT CORP MSFT 594918104 $4.6M 1.54% 12,459 SH
15 VANGUARD RUSSELL 1000 VALUE ET VONV 92206C714 $4.4M 1.48% 47,161 SH
16 SPDR GOLD SHARES ETF GLD 78463V107 $4.0M 1.35% 9,391 SH
17 ISHARES RUSSELL 1000 ETF IWB 464287622 $3.8M 1.28% 10,723 SH
18 INVESCO EXCHANGE TRADED FD TR SPLV 46138E354 $3.4M 1.13% 46,346 SH
19 ISHARES RUSSELL 2000 ETF IWM 464287655 $3.4M 1.13% 13,630 SH
20 EXXON MOBIL CORP XOM 30231G102 $3.2M 1.05% 18,605 SH
21 NVIDIA CORP NVDA 67066G104 $3.0M 0.99% 16,961 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $2.9M 0.96% 9,748 SH
23 ALPHABET INC CLASS A COMMON ST GOOGL 02079K305 $2.8M 0.93% 9,665 SH
24 ALPHABET INC CLASS C CAPITAL S GOOG 02079K107 $2.6M 0.86% 8,973 SH
25 SPDR SERIES TRUST STATE STREET SPYM 78464A854 $2.6M 0.86% 33,539 SH
26 FIRST TRUST GLOBAL TACTICAL CO FTGC 33739H101 $2.4M 0.80% 83,201 SH
27 SELECT SECTOR SPDR TRUST STATE XLU 81369Y886 $2.4M 0.80% 51,948 SH
28 CATERPILLAR INC CAT 149123101 $2.4M 0.80% 3,359 SH
29 VANGUARD S&P 500 ETF VOO 922908363 $2.4M 0.79% 3,944 SH
30 ISHARES S&P 500 GROWTH ETF IVW 464287309 $2.3M 0.77% 20,500 SH
31 BROADCOM INC COMMON STOCK AVGO 11135F101 $2.1M 0.71% 6,820 SH
32 NUSHARES ETF TR SMALL CAP ETF NUSC 67092P607 $2.0M 0.68% 45,349 SH
33 JOHNSON & JOHNSON COMMON STOCK JNJ 478160104 $1.9M 0.64% 7,778 SH
34 ISHARES CORE S&P MID CAP ETF IJH 464287507 $1.9M 0.62% 27,655 SH
35 VISA INC CL A COMMON STOCK V 92826C839 $1.8M 0.60% 5,906 SH
36 AMAZON.COM INC AMZN 023135106 $1.8M 0.59% 8,450 SH
37 ABBVIE INC ABBV 00287Y109 $1.8M 0.59% 8,055 SH
38 GOLDMAN SACHS GROUP INC GS 38141G104 $1.6M 0.53% 1,887 SH
39 CISCO SYSTEMS INC CSCO 17275R102 $1.6M 0.52% 20,198 SH
40 BRISTOL MYERS SQUIBB CO BMY 110122108 $1.6M 0.52% 25,726 SH
41 ELI LILLY & CO LLY 532457108 $1.5M 0.51% 1,671 SH
42 ECOLAB INC ECL 278865100 $1.5M 0.50% 5,655 SH
43 COSTCO WHOLESALE CORP-NEW COST 22160K105 $1.5M 0.49% 1,479 SH
44 US BANCORP DEL COM USB 902973304 $1.4M 0.48% 27,816 SH
45 WALMART INC COMMON STOCK WMT 931142103 $1.4M 0.48% 11,554 SH
46 DUKE ENERGY CORPORATION HOLDIN DUK 26441C204 $1.4M 0.47% 10,767 SH
47 WASTE MANAGEMENT INC DEL WM 94106L109 $1.4M 0.46% 5,950 SH
48 HOME DEPOT INC HD 437076102 $1.3M 0.45% 4,053 SH
49 INTEL CORP INTC 458140100 $1.3M 0.44% 29,772 SH
50 AMGEN INC AMGN 031162100 $1.3M 0.43% 3,637 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $299.2M 108 0001486083-26-000002
2025-12-31 2026-01-12 $298.0M 113 0001486083-26-000001