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CIK: 0001486083
Total reported value
$337.1M
$337.1M
103 檔
27.2%
The Q3 2025 SEC filing reveals that Corundum Group, Inc. held a total portfolio value of $337.1M, covering 103 public equity positions.
Corundum Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, ) accounted for 27.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.47% | +0.42% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 10.27% | +0.18% | +5.60% | |
| 3 | ✓ | Stock-Other | 6.24% | — | -0.31% | ||
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.93% | -0.19% | +1.59% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.80% | +0.36% | -0.50% | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.51% | -0.02% | -1.75% | |
| 7 | ✓ | Stock-Other | 3.26% | — | -5.90% | ||
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.16% | -1.19% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.17% | +0.09% | +1.97% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.16% | +0.08% | — | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.99% | -0.33% | +4.21% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.11% | -1.96% | |
| 13 | ✓ | Stock-Other | 1.54% | — | +0.75% | ||
| 14 | ✓ | Stock-Other | 1.34% | — | -0.58% | ||
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.28% | +0.05% | +1.51% | |
| 16 | ✓ | Stock-Other | 1.27% | — | -2.17% | ||
| 17 | ✓ | Stock-Other | 1.26% | — | -4.66% | ||
| 18 | ✓ | Stock-Other | 1.21% | — | +1.00% | ||
| 19 | ✓ | Stock-Other | 1.10% | — | +0.82% | ||
| 20 | ✓ | Stock-Other | 1.04% | — | -1.73% | ||
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | +0.12% | +2.82% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.05% | — | |
| 23 | ✓ | Stock-Other | 0.96% | — | -1.34% | ||
| 24 | ✓ | Stock-Other | 0.88% | — | -2.03% | ||
| 25 | ✓ | Stock-Other | 0.82% | — | +0.78% | ||
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | — | -2.84% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.02% | -0.42% | |
| 28 | ✓ | Stock-Other | 0.78% | — | +1.19% | ||
| 29 | ✓ | Stock-Other | 0.78% | — | -1.64% | ||
| 30 | ✓ | Stock-Other | 0.76% | — | -0.02% | ||
| 31 | ✓ | Stock-Other | 0.74% | — | -1.65% | ||
| 32 | ✓ | Stock-Other | 0.71% | — | -0.29% | ||
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.06% | +1.20% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.25% | -0.99% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.02% | +1.55% | |
| 36 | ✓ | Stock-Other | 0.60% | — | -3.04% | ||
| 37 | ECL | Ecolab Inc | Stock-Materials | 0.57% | -0.03% | -0.47% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.06% | -0.88% | |
| 39 | ✓ | Stock-Other | 0.55% | — | -0.11% | ||
| 40 | ✓ | Stock-Other | 0.55% | — | -2.46% | ||
| 41 | USB | US Bancorp | Stock-Financials | 0.54% | +0.02% | -2.54% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.03% | +0.19% | |
| 43 | ✓ | Stock-Other | 0.52% | — | -0.28% | ||
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.02% | -2.43% | |
| 45 | ✓ | Stock-Other | 0.51% | — | -1.90% | ||
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | -3.13% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.09% | -0.98% | |
| 48 | ✓ | Stock-Other | 0.49% | — | -0.27% | ||
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.08% | -0.33% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.47% | -0.08% | -0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.3% | — | Unchanged |
| 2 | ✓ | +0.4% | +0.82% | Add | |
| 3 | ✓ | +0.4% | -1.34% | Trim | |
| 4 | ✓ | +0.4% | -4.66% | Trim | |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.19% | Trim |
| 6 | ✓ | +0.3% | -0.02% | Unchanged | |
| 7 | ✓ | +0.3% | -3.04% | Add | |
| 8 | IWO | Ishares Russell 2000 Growth | +0.3% | -0.50% | Add |
| 9 | IWN | Ishares Russell 2000 Value E | +0.2% | +1.97% | Add |
| 10 | ✓ | +0.2% | -2.03% | Trim | |
| 11 | ✓ | +0.2% | -0.29% | Add | |
| 12 | CAT | Caterpillar Inc | +0.1% | -0.99% | Add |
| 13 | IWP | Ishares Russell Mid-cap Grow | +0.1% | — | Unchanged |
| 14 | AMGN | Amgen Inc | +0.1% | +0.23% | Add |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 16 | ✓ | +0.1% | -2.46% | Add | |
| 17 | ADP | Automatic Data Processing | +0.1% | +0.18% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | -0.98% | Add |
| 19 | ✓ | +0.1% | -2.17% | Trim | |
| 20 | INTC | Intel CORP | +0.1% | -2.21% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | — | Unchanged |
| 22 | IWB | Ishares Russell 1000 ETF | +0.1% | +1.51% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.20% | Add |
| 24 | ✓ | +0.1% | -0.58% | Trim | |
| 25 | IWS | Ishares Russell Mid-cap Valu | 0% | +4.21% | Add |
| 26 | BAC | Bank Of America CORP | 0% | -2.43% | Trim |
| 27 | ✓ | 0% | -1.65% | Add | |
| 28 | EFA | Ishares Msci Eafe ETF | — | +1.59% | Add |
| 29 | ✓ | -0.1% | -1.73% | Trim | |
| 30 | AAPL | Apple Inc | -0.1% | -1.96% | Trim |
| 31 | ✓ | -0.1% | -5.90% | Trim | |
| 32 | ✓ | -0.1% | +0.75% | Add | |
| 33 | IWD | Ishares Russell 1000 Value E | -0.1% | +5.60% | Add |
| 34 | SUSA | Ishares Esg Optimized Msci U | -0.1% | -1.75% | Trim |
| 35 | ✓ | -0.2% | +7.80% | Trim | |
| 36 | ✓ | -0.2% | -30.07% | Trim | |
| 37 | HON | Honeywell International Inc | -0.2% | +2.13% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.2% | +3.51% | Trim |
| 39 | ✓ | -0.2% | +1.37% | Trim | |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | -0.13% | Add |
| 41 | ✓ | -0.5% | -7.13% | Trim | |
| 42 | IWM | Ishares Russell 2000 ETF | -0.5% | +2.82% | Trim |
| 43 | ✓ | -0.8% | -0.31% | Trim | |
| 44 | ✓ | — | NEW | New buy | |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 48 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 49 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 50 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
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 Q3 2025.
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Top New Position Initiated
市值: $693.1K
Top Position Liquidated / Trimmed
UNP
前期市值: $300.5K
During Q3 2025, Corundum Group, Inc.'s top holdings by market value included IWF (12.5%)、IWD (10.3%)、 (6.2%). The largest single position, IWF, represented 12.5% of total portfolio value.
In Q3 2025, Corundum Group, Inc. made 45 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 19 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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