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Corundum Group, Inc.

Portfolio Manager
Corundum Group, Inc.
Performance
-1.46% (2026 Q1)
AUM (13F)
$299.20M
# of Holdings
108
Performance Rank
Allocation (Top 20)
59.68%

Corundum Group, Inc. Holdings Map

Top 50 Corundum Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWF
ISHARES RUSSELL 1000 GROWTH ET
12.17%85.4K$36.4M
+12.21%(+9.30K)
2025-Q1: 64.8K shares2025-Q2: 64.8K shares2025-Q3: 64.8K shares2025-Q4: 76.1K shares2026-Q1: 85.4K shares
$293.29(-57.62%)
2026-03-31
IWD
ISHARES RUSSELL 1000 VALUE ETF
11.84%165.7K$35.4M
+1.64%(+2.68K)
2025-Q1: 115.3K shares2025-Q2: 116.2K shares2025-Q3: 122.7K shares2025-Q4: 163.1K shares2026-Q1: 165.7K shares
$123.46(+90.09%)
2026-03-31
EFA
ISHARES MSCI EAFE ETF
5.27%162.5K$15.8M
+4.46%(+6.94K)
2025-Q1: 125.7K shares2025-Q2: 126.5K shares2025-Q3: 128.6K shares2025-Q4: 155.5K shares2026-Q1: 162.5K shares
$75.98(+36.65%)
2026-03-31
LMT
LOCKHEED MARTIN CORP
3.85%19.0K$11.5M
-26.07%(-6.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.8K shares2026-Q1: 19.0K shares
$491.44(+5.80%)
2026-03-31
IWO
ISHARES RUSSELL 2000 GROWTH ET
3.7%35.3K$11.1M
+3.00%(+1.03K)
2025-Q1: 28.7K shares2025-Q2: 29.1K shares2025-Q3: 28.9K shares2025-Q4: 34.3K shares2026-Q1: 35.3K shares
$235.01(+57.14%)
2026-03-31
IWN
ISHARES RUSSELL 2000 VALUE ETF
3.39%53.5K$10.1M
-0.67%(-361)
2025-Q1: 41.0K shares2025-Q2: 42.8K shares2025-Q3: 43.6K shares2025-Q4: 53.9K shares2026-Q1: 53.5K shares
$148.30(+41.09%)
2026-03-31
IWS
ISHARES RUSSELL MID CAP VALUE
3.35%68.8K$10.0M
+1.36%(+924)
2025-Q1: 48.8K shares2025-Q2: 50.0K shares2025-Q3: 52.1K shares2025-Q4: 67.9K shares2026-Q1: 68.8K shares
$101.52(+55.04%)
2026-03-31
IWP
ISHARES RUSSELL MID CAP GROWTH
3.23%75.5K$9.7M
+10.07%(+6.91K)
2025-Q1: 54.0K shares2025-Q2: 54.0K shares2025-Q3: 54.0K shares2025-Q4: 68.6K shares2026-Q1: 75.5K shares
$73.35(+85.97%)
2026-03-31
SUSA
ISHARES TRUST ISHARES ESG OPTI
2.21%50.1K$6.6M
-1.83%(-933)
2025-Q1: 66.3K shares2025-Q2: 64.1K shares2025-Q3: 63.0K shares2025-Q4: 51.1K shares2026-Q1: 50.1K shares
$91.03(+64.77%)
2026-03-31
AAPL
APPLE INC
1.99%23.5K$6.0M
+0.17%(+41)
2025-Q1: 24.0K shares2025-Q2: 23.9K shares2025-Q3: 23.5K shares2025-Q4: 23.5K shares2026-Q1: 23.5K shares
$134.08(+122.90%)
2026-03-31

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