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CIK: 0001486083
Total reported value
$337.1M
$337.1M
153 檔
34.5%
At the close of Q1 2026, Corundum Group, Inc. disclosed equity holdings valued at approximately $337.1M, spread across 153 reported holdings.
In Q1 2026, Corundum Group, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 61 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, EFA) accounted for 34.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.17% | +0.42% | +12.21% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 11.84% | +0.18% | +1.64% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.27% | -0.19% | +4.46% | |
| 4 | ✓ | Stock-Other | 4.81% | — | +1.18% | ||
| 5 | MMM | 3m Co | Stock-Industrials | 4.81% | -0.04% | — | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.85% | -0.97% | -26.07% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.70% | +0.36% | +3.00% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.39% | +0.09% | -0.67% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.35% | -0.33% | +1.36% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.23% | +0.08% | +10.07% | |
| 11 | ✓ | Stock-Other | 2.69% | — | +0.90% | ||
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | +0.09% | — | |
| 13 | ✓ | Stock-Other | 2.63% | — | -33.13% | ||
| 14 | LIN | Linde plc | Stock-Materials | 2.63% | -0.49% | — | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.21% | -0.02% | -1.83% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.11% | +0.17% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.16% | -18.33% | |
| 18 | ✓ | Stock-Other | 1.48% | — | +16.91% | ||
| 19 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.48% | +0.03% | — | |
| 20 | ✓ | Stock-Other | 1.35% | — | +8.10% | ||
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.35% | -0.32% | — | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.28% | +0.05% | +21.88% | |
| 23 | ✓ | Stock-Other | 1.13% | — | +19.43% | ||
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.13% | -0.08% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.13% | +0.12% | +25.96% | |
| 26 | ✓ | Stock-Other | 1.05% | — | +4.84% | ||
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -1.06% | EXIT | |
| 28 | ✓ | Stock-Other | 0.99% | — | +2.93% | ||
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.05% | — | |
| 30 | ✓ | Stock-Other | 0.96% | — | +0.75% | ||
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.01% | — | |
| 32 | ✓ | Stock-Other | 0.93% | — | -8.32% | ||
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.10% | — | |
| 34 | ✓ | Stock-Other | 0.86% | — | +2.64% | ||
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.14% | — | |
| 36 | ✓ | Stock-Other | 0.86% | — | -14.40% | ||
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.11% | — | |
| 38 | ✓ | Stock-Other | 0.80% | — | +18.10% | ||
| 39 | FTGC | First Trust Global Tactical | ETF-Other | 0.80% | -0.12% | — | |
| 40 | ✓ | Stock-Other | 0.80% | — | +21.68% | ||
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.80% | -0.08% | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.25% | +5.70% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.06% | +39.36% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.05% | -3.21% | |
| 45 | ✓ | Stock-Other | 0.71% | — | +5.10% | ||
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.05% | — | |
| 47 | ✓ | Stock-Other | 0.68% | — | -1.71% | ||
| 48 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.68% | -0.01% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.06% | +6.04% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | — | -6.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.3% | +4.84% | Add | |
| 2 | IWD | Ishares Russell 1000 Value E | +0.3% | +1.64% | Add |
| 3 | ✓ | +0.3% | +172.93% | Add | |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +4.46% | Add |
| 5 | ✓ | +0.3% | +18.10% | Add | |
| 6 | IWM | Ishares Russell 2000 ETF | +0.2% | +25.96% | Add |
| 7 | ✓ | +0.2% | +16.91% | Add | |
| 8 | ✓ | +0.2% | +19.43% | Add | |
| 9 | ✓ | +0.2% | +8.10% | Add | |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +39.36% | Add |
| 11 | ✓ | +0.2% | +21.68% | Add | |
| 12 | CAT | Caterpillar Inc | +0.2% | +5.70% | Add |
| 13 | IWB | Ishares Russell 1000 ETF | +0.2% | +21.88% | Add |
| 14 | CVX | Chevron CORP | +0.2% | +20.37% | Add |
| 15 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +1.36% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +6.04% | Add |
| 17 | IWN | Ishares Russell 2000 Value E | +0.1% | -0.67% | Trim |
| 18 | ✓ | +0.1% | +24.39% | Add | |
| 19 | INTC | Intel CORP | +0.1% | +9.94% | Add |
| 20 | ✓ | +0.1% | +51.22% | Add | |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +8.85% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +9.51% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +12.21% | Add |
| 24 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +10.07% | Add |
| 25 | ✓ | +0.1% | +9.85% | Add | |
| 26 | ✓ | +0.1% | +33.74% | Add | |
| 27 | ✓ | +0.1% | +34.62% | Add | |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +33.91% | Add |
| 29 | AMGN | Amgen Inc | +0.1% | +10.92% | Add |
| 30 | ✓ | +0.1% | +11.32% | Add | |
| 31 | KO | Coca-cola Co/the | +0.1% | +13.71% | Add |
| 32 | ECL | Ecolab Inc | +0.1% | +11.21% | Add |
| 33 | ADP | Automatic Data Processing | +0.1% | +56.68% | Add |
| 34 | HON | Honeywell International Inc | +0.1% | +6.43% | Add |
| 35 | ✓ | 0% | +9.65% | Add | |
| 36 | PFE | Pfizer Inc | 0% | +1.10% | Add |
| 37 | ✓ | 0% | +26.18% | Add | |
| 38 | HD | Home Depot Inc | 0% | +13.59% | Add |
| 39 | ✓ | 0% | -7.33% | Trim | |
| 40 | ✓ | 0% | +10.54% | Add | |
| 41 | USB | US Bancorp | 0% | +9.75% | Add |
| 42 | TXN | Texas Instruments Inc | 0% | +2.16% | Add |
| 43 | DIS | Walt Disney Co/the | 0% | +24.53% | Add |
| 44 | BAC | Bank Of America CORP | 0% | +15.28% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | -5.01% | Trim |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -2.78% | Trim |
| 47 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | — | — | Unchanged |
| 48 | AJG | Arthur J Gallagher & Co | — | +12.99% | Add |
| 49 | ✓ | — | +10.91% | Add | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | — | — | Unchanged |
According to official SEC Form 13F filings, Corundum Group, Inc. reported a total U.S. public equity portfolio value of $337.1M across 153 disclosed positions in Q1 2026.
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Top New Position Initiated
市值: $844.4K
Top Position Liquidated / Trimmed
IVV
前期市值: $1.1M
During Q1 2026, Corundum Group, Inc.'s top holdings by market value included IWF (12.2%)、IWD (11.8%)、EFA (5.3%). The largest single position, IWF, represented 12.2% of total portfolio value.
In Q1 2026, Corundum Group, Inc. made 114 total portfolio adjustments, initiating 9 new buys, adding to 61 positions, trimming 30 holdings, and fully liquidating 14 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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