13F

Investor

Corundum Group, Inc.

CIK 0001486083 · filed 2026-04-20 · SEC filing

13F book

$299.2M

Positions

108

9 new · 14 sold

Largest name

12.2%

Ishares Tr

Est. mark

−$3.63M

Price effect on 99 names still held. Flow $4.83M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr85.4K$36.4M12.2%−$3.57MAdded$393.6K
Ishares Tr165.7K$35.4M11.8%$543KAdded$1.12M
Ishares Tr162.5K$15.8M5.3%$171.1KAdded$845.4K
3M COMMM99.2K$14.4M4.8%−$1.46MAdded−$1.29M
Lockheed Martin CorpLMT19K$11.5M3.8%$2.3MCut−$948.7K
Ishares Tr35.3K$11.1M3.7%−$315.4KAdded$7.49K
Ishares Tr53.5K$10.1M3.4%$448.4KCut$383K
Ishares Tr68.8K$10M3.4%$318.4KAdded$453.1K
Ishares Tr75.5K$9.67M3.2%−$604.9KAdded$280.2K
Spdr S&P 500 Etf Tr12.4K$8.06M2.7%−$387.7KAdded−$316.2K
Linde PlcLIN15.9K$7.86M2.6%$1.1MCut−$2.25M
Ishares Tr50.1K$6.62M2.2%−$363.3KCut−$493.3K
Apple Inc.AAPL23.5K$5.97M2.0%−$424.1KAdded−$413.7K
Microsoft CorpMSFT12.5K$4.61M1.5%−$1.41MCut−$2.77M
Vanguard Scottsdale Fds47.2K$4.42M1.5%$58.1KAdded$697.4K
Spdr Gold Tr9.39K$4.04M1.4%$295.2KAdded$598.1K
Ishares Tr10.7K$3.82M1.3%−$148.5KAdded$537.9K
Invesco Exch Traded Fd Tr Ii46.3K$3.39M1.1%$66.7KAdded$618.1K
Ishares Tr13.6K$3.38M1.1%$19.9KAdded$716.5K
Exxon Mobil Corp18.6K$3.16M1.1%$875.2KAdded$1.02M
Nvidia CorpNVDA17K$2.96M1.0%−$199.4KAdded−$115.1K
Jpmorgan Chase & Co.9.75K$2.87M1.0%−$271.5KAdded−$250K
Alphabet Inc9.66K$2.78M0.9%−$245.9KCut−$520.4K
Alphabet Inc8.97K$2.57M0.9%−$235.5KAdded−$169.2K
Spdr Series Trust33.5K$2.57M0.9%−$123.4KCut−$575.9K
First Tr Exchange Trad Fd Vi83.2K$2.39M0.8%$386.1KAdded$752.1K
Select Sector Spdr Tr51.9K$2.38M0.8%$136.6KAdded$561.4K
Caterpillar IncCAT3.36K$2.38M0.8%$430.9KAdded$559.1K
Vanguard Index Fds3.94K$2.36M0.8%−$83.7KAdded$582K
Ishares Tr20.5K$2.32M0.8%−$208.1KCut−$291.9K
Broadcom Inc.AVGO6.82K$2.11M0.7%−$237.4KAdded−$135K
Nushares Etf Tr45.3K$2.04M0.7%$18.6KCut−$16.5K
Johnson & JohnsonJNJ7.78K$1.9M0.6%$275KAdded$383.3K
Ishares Tr27.7K$1.87M0.6%$42.3KCut−$91K
Visa Inc.V5.91K$1.79M0.6%−$214KAdded$236.3K
Amazon Com IncAMZN8.45K$1.76M0.6%−$190.5KCut−$336K
AbbVie Inc.ABBV8.05K$1.75M0.6%−$88.6KCut−$147.1K
Goldman Sachs Group Inc1.89K$1.6M0.5%−$56.3KAdded$95.9K
Cisco Sys Inc20.2K$1.57M0.5%$10.3KAdded$148.3K
Bristol-Myers Squibb Co25.7K$1.56M0.5%$158.6KAdded$285.5K
Eli Lilly & CoLLY1.67K$1.54M0.5%−$234.2KAdded−$88K
Ecolab Inc.ECL5.66K$1.5M0.5%$17.8KAdded$169.4K
Costco Whsl Corp New1.48K$1.47M0.5%$198.3KCut$97.4K
Us Bancorp Del27.8K$1.45M0.5%−$34.2KAdded$94.2K
Walmart Inc.WMT11.6K$1.44M0.5%$135.8KAdded$260.4K
Duke Energy Corp New10.8K$1.41M0.5%$54.2KAdded$947.4K
Waste Mgmt Inc Del5.95K$1.37M0.5%$53.9KAdded$192.9K
Home Depot, Inc.HD4.05K$1.33M0.4%−$54.3KAdded$105.2K
Intel CorpINTC29.8K$1.31M0.4%$195.8KAdded$314.6K
Amgen IncAMGN3.64K$1.28M0.4%$80.5KAdded$206.4K
Merck & Co., Inc.MRK10.5K$1.26M0.4%$143.6KAdded$256.8K
Ishares Tr5.97K$1.26M0.4%−$5.49KCut−$79.7K
Mastercard IncMA2.48K$1.24M0.4%−$116.8KAdded$302.9K
Berkshire Hathaway Inc Del2.55K$1.22M0.4%−$59KAdded−$41.2K
Bank America Corp24.6K$1.2M0.4%−$133.6KAdded$25.6K
Oracle Corp8.12K$1.19M0.4%−$325KAdded−$130.8K
Chevron Corp NewCVX5.67K$1.17M0.4%$256.8KAdded$455.4K
Mcdonalds CorpMCD3.34K$1.04M0.3%$17.2KCut−$171.4K
Abbott LabsABT9.92K$1.02M0.3%−$217.6KAdded−$186.3K
Fedex CorpFDX2.69K$957.4K0.3%$145.5KAdded$333.2K
Pfizer IncPFE32.8K$920.9K0.3%$103.2KAdded$113.2K
Coca Cola CoKO12K$915.3K0.3%$65KAdded$175.3K
Ishares Tr7.33K$911.7K0.3%$30.3KCut$726
Medtronic PlcMDT10.3K$893.6K0.3%−$76.9KAdded$108.5K
Automatic Data Processing In4.29K$871.6K0.3%−$148KAdded$167.3K
Verizon Communications IncVZ16.8K$844.4K0.3%New
Honeywell Intl Inc3.72K$841.5K0.3%$108.2KAdded$159.1K
Procter And Gamble CoPG5.77K$833.3K0.3%$4.87KAdded$215.9K
Xcel Energy Inc9.59K$761.4K0.3%$39.7KAdded$235.5K
Disney Walt Co7.74K$746.2K0.2%−$108.1KAdded$38.9K
United Parcel Service IncUPS7.35K$722.8K0.2%New
Ishares Tr7K$704.3K0.2%$26.2KCut$6.8K
Solventum CorpSOLV8.21K$536.4K0.2%−$114.5KCut−$115.5K
Legg Mason Etf Invt6.39K$480.5K0.2%−$45.4KAdded−$43.5K
Ge Aerospace1.54K$436.7K0.1%−$37.3KCut−$61.7K
Taiwan Semiconductor Mfg Ltd1.29K$436K0.1%$43.9KCut$23.3K
Texas Instrs Inc2.18K$422.8K0.1%$44KAdded$53K
Invesco Qqq Tr706$407.5K0.1%−$26.2KHeld
Dimensional Etf Trust6.08K$379.8K0.1%New
Tractor Supply Co7.92K$359K0.1%−$37.3KHeld
Arista Networks, Inc.ANET2.92K$357.9K0.1%−$24KHeld
Micron Technology IncMU1.05K$354.1K0.1%$54.9KCut−$154.8K
Dbx Etf Tr5.8K$345.3K0.1%−$16.8KHeld
Nushares Etf Tr8.39K$303.1K0.1%−$835Added$862
Danaher Corporation1.57K$298.2K0.1%−$56KAdded−$27.5K
Dimensional Etf Trust4.05K$287.5K0.1%New
Intuitive Surgical IncISRG571$263.2K0.1%−$55.5KAdded−$35.2K
Monolithic Pwr Sys Inc237$259.1K0.1%$44.3KCut$1.72K
Progressive Corp1.27K$252.8K0.1%−$37.6KCut−$142.6K
Vanguard Bd Index Fds5.07K$252.4K0.1%−$279Held
Ishares Tr1.3K$249.4K0.1%−$8.85KCut−$146.7K
Ishares 0-3 Month2.41K$242.2K0.1%New
Gallagher Arthur J & Co1.1K$239.3K0.1%−$41.3KAdded−$13.8K
Vanguard Growth Etf547$238.9K0.1%−$27.9KHeld
Vanguard Index Fds830$238.4K0.1%−$2.52KCut−$19.9K
Spotify Technology S.A.SPOT487$236.2K0.1%New
Republic Svcs Inc1.07K$234.4K0.1%$7.59KCut−$129.1K
Cadence Design System Inc809$224.8K0.1%−$28.1KCut−$46.8K
Uber Technologies, IncUBER3.12K$224.5K0.1%−$27.5KAdded−$5.44K
Kkr & Co Inc2.41K$222.9K0.1%−$70.3KAdded−$33.2K
Palo Alto Networks IncPANW1.37K$219K0.1%New
Marvell Technology, Inc.MRVL2.19K$217.3K0.1%New
Dimensional Etf Trust4.33K$209.9K0.1%New
Ishares Tr1.45K$209.8K0.1%$5.15KHeld
Intuit Inc.INTU478$206.7K0.1%−$110KCut−$156.3K
Veralto CorpVLTO2.32K$205.4K0.1%−$26.4KCut−$55.7K
Schwab Charles Corp2.17K$204.4K0.1%−$12.9KCut−$44.4K
Futureone Inc100K$00.0%$0Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.