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CIK: 0001486083
Total reported value
$337.1M
$337.1M
103 檔
25.1%
In Q2 2025, Corundum Group, Inc.'s U.S. equity holdings reached a combined market value of $337.1M, distributed across 103 disclosed stock positions.
In Q2 2025, Corundum Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.16% | +0.42% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 9.98% | +0.18% | +0.79% | |
| 3 | ✓ | Stock-Other | 6.61% | — | -1.69% | ||
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.00% | -0.19% | +0.71% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.67% | +0.36% | +1.25% | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.59% | -0.02% | -3.31% | |
| 7 | ✓ | Stock-Other | 3.46% | — | +0.76% | ||
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.16% | -5.15% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.31% | +0.08% | — | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.98% | +0.09% | +4.30% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.92% | -0.33% | +2.42% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.11% | -0.18% | |
| 13 | ✓ | Stock-Other | 1.57% | — | -0.24% | ||
| 14 | ✓ | Stock-Other | 1.29% | — | -0.23% | ||
| 15 | ✓ | Stock-Other | 1.28% | — | -0.08% | ||
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.26% | +0.05% | +1.02% | |
| 17 | ✓ | Stock-Other | 1.24% | — | -1.64% | ||
| 18 | ✓ | Stock-Other | 1.20% | — | -0.71% | ||
| 19 | ✓ | Stock-Other | 1.06% | — | -3.02% | ||
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.05% | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.96% | +0.12% | -37.19% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.02% | -2.76% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | — | -1.95% | |
| 24 | ✓ | Stock-Other | 0.85% | — | +14.89% | ||
| 25 | ✓ | Stock-Other | 0.85% | — | +24.09% | ||
| 26 | ✓ | Stock-Other | 0.82% | — | -0.42% | ||
| 27 | ✓ | Stock-Other | 0.82% | — | +0.79% | ||
| 28 | ✓ | Stock-Other | 0.82% | — | +0.37% | ||
| 29 | ✓ | Stock-Other | 0.79% | — | -0.74% | ||
| 30 | ✓ | Stock-Other | 0.70% | — | -1.89% | ||
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.06% | +6.06% | |
| 32 | ✓ | Stock-Other | 0.69% | — | +0.02% | ||
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.02% | +0.03% | |
| 34 | ✓ | Stock-Other | 0.62% | — | +46.62% | ||
| 35 | ECL | Ecolab Inc | Stock-Materials | 0.61% | -0.03% | +1.22% | |
| 36 | ✓ | Stock-Other | 0.60% | — | +0.87% | ||
| 37 | ✓ | Stock-Other | 0.60% | — | +0.44% | ||
| 38 | ✓ | Stock-Other | 0.60% | — | +42.89% | ||
| 39 | ✓ | Stock-Other | 0.59% | — | +61.31% | ||
| 40 | ✓ | Stock-Other | 0.58% | — | +0.61% | ||
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.25% | +1.92% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.56% | +0.02% | +0.31% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.09% | +55.89% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.03% | +24.71% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.08% | -1.05% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.52% | -0.08% | +0.55% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.02% | +1.67% | |
| 49 | ✓ | Stock-Other | 0.50% | — | +1.69% | ||
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.06% | -1.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.9% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +0.5% | -5.15% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | — | Trim |
| 4 | GS | Goldman Sachs Group Inc | +0.3% | — | Add |
| 5 | IWP | Ishares Russell Mid-cap Grow | +0.3% | — | Unchanged |
| 6 | ORCL | Oracle CORP | +0.3% | — | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | — | Add |
| 8 | ADP | Automatic Data Processing | +0.2% | +70.90% | Add |
| 9 | MA | Mastercard Inc - A | +0.2% | — | Add |
| 10 | IWO | Ishares Russell 2000 Growth | +0.2% | +1.25% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Add |
| 12 | LLY | Eli Lilly & Co | +0.2% | +55.89% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | +80.60% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.1% | — | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | — | Trim |
| 17 | MCHP | Microchip Technology Inc | +0.1% | NEW | New buy |
| 18 | ABBV | Abbvie Inc | +0.1% | — | Add |
| 19 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 20 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Add |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 23 | MPWR | Monolithic Power Systems Inc | +0.1% | NEW | New buy |
| 24 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.71% | Add |
| 26 | DIS | Walt Disney Co/the | +0.1% | +3.61% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.06% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | +1.92% | Add |
| 29 | IWB | Ishares Russell 1000 ETF | 0% | +1.02% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | -2.76% | Trim |
| 31 | BAC | Bank Of America CORP | 0% | +1.67% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +24.71% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | — | Add |
| 34 | IWN | Ishares Russell 2000 Value E | 0% | +4.30% | Add |
| 35 | GOOG | Alphabet Inc-cl C | 0% | — | Trim |
| 36 | IWS | Ishares Russell Mid-cap Valu | 0% | +2.42% | Add |
| 37 | SUSA | Ishares Esg Optimized Msci U | -0.1% | -3.31% | Trim |
| 38 | AJG | Arthur J Gallagher & Co | -0.1% | EXIT | Sold out |
| 39 | UNP | Union Pacific CORP | -0.1% | EXIT | Sold out |
| 40 | XOM | Exxon Mobil CORP | -0.2% | — | Add |
| 41 | UPS | United Parcel Service-cl B | -0.2% | -27.44% | Trim |
| 42 | HON | Honeywell International Inc | -0.2% | -37.07% | Trim |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | — | Trim |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | +0.55% | Add |
| 45 | FDX | Fedex CORP | -0.2% | — | Trim |
| 46 | AAPL | Apple Inc | -0.4% | -0.18% | Trim |
| 47 | MMM | 3m Co | -0.4% | — | Trim |
| 48 | IWD | Ishares Russell 1000 Value E | -0.4% | +0.79% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.5% | — | Trim |
| 50 | IWM | Ishares Russell 2000 ETF | -0.6% | -37.19% | Trim |
According to official SEC Form 13F filings, Corundum Group, Inc. reported a total U.S. public equity portfolio value of $337.1M across 103 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, ) accounted for 25.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
META
市值: $291.5K
Top Position Liquidated / Trimmed
UNP
前期市值: $300.5K
During Q2 2025, Corundum Group, Inc.'s top holdings by market value included IWF (12.2%)、IWD (10.0%)、 (6.6%). The largest single position, IWF, represented 12.2% of total portfolio value.
In Q2 2025, Corundum Group, Inc. made 47 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 2 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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