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CIK: 0001486083
Total reported value
$337.1M
$337.1M
98 檔
22.7%
According to the latest 13F quarterly dataset, Corundum Group, Inc. managed an equity portfolio of $337.1M at the end of Q1 2024, spanning 98 distinct U.S. exchange-listed positions.
During Q1 2024, Corundum Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, ) accounted for 22.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.84% | +0.42% | -0.44% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 10.52% | +0.18% | — | |
| 3 | ✓ | Stock-Other | 5.06% | — | +4.27% | ||
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.63% | -0.19% | +6.85% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.88% | +0.36% | — | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.65% | -0.02% | +2.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.16% | -2.71% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.44% | +0.09% | -0.40% | |
| 9 | ✓ | Stock-Other | 3.28% | — | -2.43% | ||
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.20% | +0.08% | +0.21% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.14% | -0.33% | +0.19% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.11% | -5.89% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.58% | +0.12% | +58.62% | |
| 14 | ✓ | Stock-Other | 1.57% | — | +42.79% | ||
| 15 | ✓ | Stock-Other | 1.27% | — | +0.35% | ||
| 16 | ✓ | Stock-Other | 1.24% | — | +38.33% | ||
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.12% | +0.05% | -3.10% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.05% | +1.86% | |
| 19 | ✓ | Stock-Other | 1.00% | — | -5.88% | ||
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.02% | +3.33% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | — | +400.00% | |
| 22 | ✓ | Stock-Other | 0.96% | — | -7.52% | ||
| 23 | ✓ | Stock-Other | 0.94% | — | -1.81% | ||
| 24 | ✓ | Stock-Other | 0.94% | — | -0.99% | ||
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.02% | -10.74% | |
| 26 | INTC | Intel CORP | Stock-Tech | 0.86% | +0.80% | -5.45% | |
| 27 | ✓ | Stock-Other | 0.82% | — | +56.61% | ||
| 28 | ✓ | Stock-Other | 0.70% | — | -1.18% | ||
| 29 | ✓ | Stock-Other | 0.67% | — | +14.03% | ||
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.06% | +38.47% | |
| 31 | ✓ | Stock-Other | 0.64% | — | +39.65% | ||
| 32 | ✓ | Stock-Other | 0.62% | — | -1.61% | ||
| 33 | ✓ | Stock-Other | 0.60% | — | +0.33% | ||
| 34 | ✓ | Stock-Other | 0.60% | — | -0.87% | ||
| 35 | ECL | Ecolab Inc | Stock-Materials | 0.58% | -0.03% | +0.31% | |
| 36 | ✓ | Stock-Other | 0.58% | — | -0.35% | ||
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.02% | -1.72% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.57% | +0.02% | +32.91% | |
| 39 | ✓ | Stock-Other | 0.56% | — | -0.76% | ||
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.09% | -4.09% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.06% | -2.23% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | — | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.07% | +80.03% | |
| 44 | ✓ | Stock-Other | 0.54% | — | -11.53% | ||
| 45 | ✓ | Stock-Other | 0.54% | — | -2.23% | ||
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.52% | — | +73.73% | |
| 47 | ✓ | Stock-Other | 0.51% | — | -3.21% | ||
| 48 | ✓ | Stock-Other | 0.51% | — | -1.17% | ||
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.28% | EXIT | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.08% | +73.01% |
According to official SEC Form 13F filings, Corundum Group, Inc. reported a total U.S. public equity portfolio value of $337.1M across 98 disclosed positions in Q1 2024.
During Q1 2024, Corundum Group, Inc.'s top holdings by market value included IWF (12.8%)、IWD (10.5%)、 (5.1%). The largest single position, IWF, represented 12.8% of total portfolio value.
In Q1 2024, Corundum Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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