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CIK: 0001486083
Total reported value
$337.1M
$337.1M
100 檔
25.7%
At the close of Q4 2024, Corundum Group, Inc. disclosed equity holdings valued at approximately $337.1M, spread across 100 reported holdings.
In Q4 2024, Corundum Group, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, ) accounted for 25.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.02% | +0.42% | -3.11% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 8.10% | +0.18% | -3.36% | |
| 3 | ✓ | Stock-Other | 5.23% | — | +79.36% | ||
| 4 | ✓ | Stock-Other | 5.04% | — | +4.83% | ||
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.99% | -0.19% | +9.05% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.08% | +0.36% | -3.37% | |
| 7 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.01% | -0.02% | -1.11% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.16% | +2.62% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.61% | +0.08% | -2.13% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.11% | +13.25% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.51% | +0.09% | -3.89% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.41% | -0.33% | -2.37% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.02% | +0.12% | +55.80% | |
| 14 | ✓ | Stock-Other | 1.95% | — | +55.94% | ||
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.91% | +0.05% | +93.78% | |
| 16 | ✓ | Stock-Other | 1.61% | — | +74.03% | ||
| 17 | ✓ | Stock-Other | 1.60% | — | +56.70% | ||
| 18 | ✓ | Stock-Other | 1.37% | — | +60.84% | ||
| 19 | ✓ | Stock-Other | 1.19% | — | +31.48% | ||
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.02% | +21.94% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.05% | -1.05% | |
| 22 | ✓ | Stock-Other | 1.00% | — | +47.59% | ||
| 23 | ✓ | Stock-Other | 1.00% | — | +55.33% | ||
| 24 | ✓ | Stock-Other | 1.00% | — | +58.16% | ||
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.06% | +97.16% | |
| 26 | ✓ | Stock-Other | 0.94% | — | -1.11% | ||
| 27 | ✓ | Stock-Other | 0.93% | — | +70.88% | ||
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.92% | -0.08% | +67.84% | |
| 29 | ✓ | Stock-Other | 0.91% | — | — | ||
| 30 | ✓ | Stock-Other | 0.86% | — | +46.56% | ||
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.09% | +155.93% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.78% | +0.02% | +55.24% | |
| 33 | ✓ | Stock-Other | 0.77% | — | +42.05% | ||
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.02% | +32.95% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.25% | +70.59% | |
| 36 | ✓ | Stock-Other | 0.73% | — | +26.09% | ||
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | — | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.08% | +102.52% | |
| 39 | ✓ | Stock-Other | 0.68% | — | +45.87% | ||
| 40 | ✓ | Stock-Other | 0.67% | — | +58.34% | ||
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.02% | +43.02% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.66% | -0.03% | +47.88% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | — | |
| 44 | ✓ | Stock-Other | 0.63% | — | +51.36% | ||
| 45 | ✓ | Stock-Other | 0.62% | — | +44.09% | ||
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.03% | +133.93% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.28% | EXIT | |
| 48 | ✓ | Stock-Other | 0.61% | — | +82.82% | ||
| 49 | ✓ | Stock-Other | 0.60% | — | +100.66% | ||
| 50 | ✓ | Stock-Other | 0.60% | — | +49.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | — | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | NEW | New buy |
| 3 | IWB | Ishares Russell 1000 ETF | +0.7% | +93.78% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.7% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.6% | — | Add |
| 6 | DUK | Duke Energy CORP | +0.6% | NEW | New buy |
| 7 | IWM | Ishares Russell 2000 ETF | +0.4% | +55.80% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +97.16% | Add |
| 9 | VONV | Vanguard Russell 1000 Value | +0.4% | — | Add |
| 10 | LLY | Eli Lilly & Co | +0.4% | +155.93% | Add |
| 11 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | — | Add |
| 12 | GLD | Spdr Gold Shares | +0.3% | — | Add |
| 13 | WMT | Walmart Inc | +0.3% | +102.52% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.3% | +67.84% | Add |
| 15 | DIS | Walt Disney Co/the | +0.3% | +117.51% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +133.93% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.3% | — | Add |
| 18 | MA | Mastercard Inc - A | +0.3% | — | Add |
| 19 | ORCL | Oracle CORP | +0.3% | — | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Add |
| 21 | ADP | Automatic Data Processing | +0.2% | +125.58% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | — | Add |
| 23 | FTGC | First Trust Global Tactical | +0.2% | — | Add |
| 24 | CVX | Chevron CORP | +0.2% | +113.04% | Add |
| 25 | USB | US Bancorp | +0.2% | +55.24% | Add |
| 26 | V | Visa Inc-class A Shares | +0.2% | — | Add |
| 27 | XEL | Xcel Energy Inc | +0.2% | — | Add |
| 28 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | — | Add |
| 30 | CAT | Caterpillar Inc | +0.2% | +70.59% | Add |
| 31 | AMZN | Amazon.com Inc | +0.2% | +21.94% | Add |
| 32 | ABBV | Abbvie Inc | +0.2% | — | Add |
| 33 | MDT | Medtronic plc | +0.2% | — | Add |
| 34 | CSCO | Cisco Systems Inc | +0.1% | — | Add |
| 35 | HON | Honeywell International Inc | +0.1% | +44.70% | Add |
| 36 | BAC | Bank Of America CORP | +0.1% | +47.06% | Add |
| 37 | WM | Waste Management Inc | +0.1% | — | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | — | Add |
| 39 | FDX | Fedex CORP | +0.1% | — | Add |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | — | Add |
| 41 | XOM | Exxon Mobil CORP | +0.1% | — | Add |
| 42 | MCD | Mcdonald's CORP | +0.1% | +51.80% | Add |
| 43 | ABT | Abbott Laboratories | +0.1% | +47.71% | Add |
| 44 | PG | Procter & Gamble Co/the | +0.1% | +43.02% | Add |
| 45 | ECL | Ecolab Inc | +0.1% | +47.88% | Add |
| 46 | AAPL | Apple Inc | 0% | +13.25% | Add |
| 47 | INTC | Intel CORP | -0.4% | EXIT | Sold out |
| 48 | PFE | Pfizer Inc | -0.4% | -67.71% | Trim |
| 49 | IWF | Ishares Russell 1000 Growth | -1.8% | -3.11% | Trim |
| 50 | IWD | Ishares Russell 1000 Value E | -2.4% | -3.36% | Trim |
According to official SEC Form 13F filings, Corundum Group, Inc. reported a total U.S. public equity portfolio value of $337.1M across 100 disclosed positions in Q4 2024.
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Top New Position Initiated
SPYM
市值: $2.4M
Top Position Liquidated / Trimmed
INTC
前期市值: $928.1K
During Q4 2024, Corundum Group, Inc.'s top holdings by market value included IWF (10.0%)、IWD (8.1%)、 (5.2%). The largest single position, IWF, represented 10.0% of total portfolio value.
In Q4 2024, Corundum Group, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 42 positions, trimming 3 holdings, and fully liquidating 1 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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