Corundum Group, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Corundum Group, Inc. reported 100 stock positions worth $267.8 million. Its top holding was iShares Russell 1000 Growth (IWF) at 10.0% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 8.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.2%). Compared with Q3 2024, it opened 6 new positions, sold out of 6, added to 59 and reduced 22. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +79%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −3%).

Most Recent 13F
Q2 2026
Location
COLORADO SPRINGS, CO
CIK
0001486083
Portfolio Value
$267.8M (Q4 2024)
SEC Filing
0001486083-25-000001 ↗ filed Jan 16, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $207.3M Q1 2024 Q2 2024: $256.0M Q2 2024 Q3 2024: $219.2M Q3 2024 Q4 2024: $267.8M $267.8M Q4 2024 Q1 2025: $208.5M Q1 2025 Q2 2025: $226.2M Q2 2025 Q3 2025: $243.4M Q3 2025 Q4 2025: $298.0M Q4 2025 Q1 2026: $299.2M Q1 2026 Q2 2026: $337.1M Q2 2026

Holdings 100 stocks · $267.8M
IWF iShares Russell 1000 Growth 10.02% 66,822 $26.8M Reduce -3.1%
IWD iShares Russell 1000 Value E 8.10% 117,116 $21.7M Reduce -3.4%
SPY SS SPDR S&P 500 ETF Trust-US 5.23% 23,911 $14.0M Add +79.4%
MMM 3M Co. 5.04% 104,546 $13.5M Add +4.8%
EFA iShares MSCI Eafe ETF 3.99% 141,410 $10.7M Add +9.1%
IWO iShares Russell 2000 Growth 3.08% 28,690 $8.3M Reduce -3.4%
SUSA iShares ESG Optimized MSCI U 3.01% 66,278 $8.1M Reduce -1.1%
MSFT Microsoft Corp. 2.79% 17,727 $7.5M Add +2.6%
IWP iShares Russell Mid-Cap Grow 2.61% 55,242 $7.0M Reduce -2.1%
AAPL Apple Inc. 2.60% 27,851 $7.0M Add +13.3%
IWN iShares Russell 2000 Value E 2.51% 41,021 $6.7M Reduce -3.9%
IWS iShares Russell Mid-Cap Valu 2.41% 49,829 $6.4M Reduce -2.4%
IWM iShares Russell 2000 ETF 2.02% 24,444 $5.4M Add +55.8%
VONV Vanguard Russell 1000 Value 1.95% 64,397 $5.2M Add +55.9%
IWB iShares Russell 1000 ETF 1.91% 15,859 $5.1M Add +93.8%
NVDA Nvidia Corp. 1.61% 32,163 $4.3M Add +74.0%
SPLV Invesco S&P 500 Low Volatili 1.60% 61,155 $4.3M Add +56.7%
GLD SPDR Gold Shares 1.37% 15,170 $3.7M Add +60.8%
JPM JPMorgan Chase & Co. 1.19% 13,323 $3.2M Add +31.5%
AMZN Amazon.com Inc. 1.02% 12,394 $2.7M Add +21.9%
IVW iShares S&P 500 Growth ETF 1.00% 26,485 $2.7M Reduce -1.1%
XOM Exxon Mobil Corp. 1.00% 24,963 $2.7M Add +47.6%
FTGC First Trust Global Tactical 1.00% 111,905 $2.7M Add +55.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.00% 35,321 $2.7M Add +58.2%
VOO Vanguard S&P 500 ETF 0.98% 4,852 $2.6M Add +97.2%
NUSC Nuveen ESG Small-Cap ETF 0.94% 60,280 $2.5M Reduce -1.1%
ORCL Oracle Corp. 0.93% 14,868 $2.5M Add +70.9%
BMY Bristol-Myers Squibb Co. 0.92% 43,534 $2.5M Add +67.8%
SPYM Ste STR SPDR PT S&P 500 ETF 0.91% 35,473 $2.4M New
GOOGL Alphabet Inc. Class A 0.86% 12,138 $2.3M Add +46.6%
LLY Eli Lilly & Co. 0.78% 2,718 $2.1M Add +155.9%
USB US Bancorp 0.78% 43,653 $2.1M Add +55.2%
V Visa Inc. Class A 0.77% 6,543 $2.1M Add +42.0%
HD Home Depot Inc. 0.77% 5,286 $2.1M Add +33.0%
CAT Caterpillar Inc. 0.76% 5,592 $2.0M Add +70.6%
GOOG Alphabet Inc. Class C 0.73% 10,307 $2.0M Add +26.1%
IJH iShares Core S&P Midcap ETF 0.72% 30,990 $1.9M No change
WMT Walmart Inc. 0.70% 20,868 $1.9M Add +102.5%
COST Costco Wholesale Corp. 0.68% 1,994 $1.8M Add +45.9%
WM Waste Management Inc. 0.67% 8,948 $1.8M Add +58.3%
PG The Procter & Gamble Co. 0.66% 10,576 $1.8M Add +43.0%
ECL Ecolab Inc. 0.66% 7,548 $1.8M Add +47.9%
IVV iShares Core S&P 500 ETF 0.65% 2,960 $1.7M New
UNH Unitedhealth Group Inc. 0.63% 3,339 $1.7M Add +51.4%
CSCO Cisco Systems Inc. 0.62% 28,187 $1.7M Add +44.1%
BRK.B Berkshire Hathaway Inc. Class B 0.62% 3,647 $1.7M Add +133.9%
HON Honeywell International Inc. 0.62% 7,297 $1.6M Add +44.7%
ABBV Abbvie Inc. 0.61% 9,181 $1.6M Add +82.8%
MA Mastercard Inc. Class A 0.60% 3,062 $1.6M Add +100.7%
FDX FedEx Corp. 0.60% 5,694 $1.6M Add +49.8%
DUK Duke Energy Corp. 0.58% 14,531 $1.6M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.58% 35,595 $1.6M Add +47.1%
MCD McDonald's Corp. 0.58% 5,395 $1.6M Add +51.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.57% 13,601 $1.5M Add +117.5%
ABT Abbott Laboratories 0.55% 12,981 $1.5M Add +47.7%
GS Goldman Sachs Group Inc. 0.55% 2,563 $1.5M Add +117.6%
AVGO Broadcom Inc. 0.51% 5,837 $1.4M Add +5.2%
CVX Chevron Corp. 0.48% 8,854 $1.3M Add +113.0%
MDT Medtronic PLC 0.48% 16,027 $1.3M Add +105.7%
ADP Automatic Data Processing 0.47% 4,259 $1.2M Add +125.6%
JNJ Johnson & Johnson 0.44% 8,213 $1.2M Add +0.7%
IVE iShares S&P 500 Value ETF 0.44% 6,163 $1.2M No change
MRK Merck & Co. Inc. 0.43% 11,656 $1.2M Add +9.4%
KO The Coca-Cola Co. 0.42% 18,098 $1.1M Add +72.8%
UPS United Parcel Service Class B 0.39% 8,264 $1.0M Add +9.8%
AMGN Amgen Inc. 0.39% 3,996 $1.0M Add +103.3%
XEL Xcel Energy Inc. 0.36% 14,187 $958K Add +143.4%
TGT Target Corp. 0.34% 6,800 $919K Add +3.7%
IJR iShares Core S&P Small-Cap E 0.34% 7,963 $917K Add +0.0%
SOLV Solventum Corp. 0.29% 11,764 $777K No change
LRGE Clearbridge Large Cap Growth 0.25% 8,838 $665K Reduce -1.9%
IJK iShares S&P Mid-Cap 400 Grow 0.24% 7,000 $637K No change
ANET Arista Networks Inc. 0.19% 4,612 $510K No change
FISV Fiserv Inc. 0.18% 2,400 $493K No change
TSCO Tractor Supply Company 0.16% 7,955 $422K No change
NOW ServiceNow Inc. 0.14% 365 $387K Reduce -5.7%
RSG Republic Services Inc. 0.14% 1,918 $386K Reduce -34.3%
QQQ Invesco QQQ Trust Series 1 0.14% 745 $381K No change
TXN Texas Instruments Inc. 0.14% 2,000 $375K No change
PFE Pfizer Inc. 0.14% 13,802 $366K Reduce -67.7%
QUAL iShares MSCI USA Quality Fac 0.13% 1,994 $355K Add +53.4%
IJT iShares S&P Small-Cap 600 GR 0.13% 2,600 $352K No change
PGR Progressive Corp. 0.12% 1,340 $321K Reduce -12.5%
MRVL Marvell Technology Inc. 0.12% 2,816 $311K Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 0.11% 549 $286K Reduce -21.2%
MTN Vail Resorts Inc. 0.10% 1,500 $281K No change
INTU Intuit Inc. 0.10% 430 $270K Reduce -10.2%
NUDM Nuveen ESG Intl Devel MRK Eq 0.10% 8,701 $262K Add +12.6%
VLTO Veralto Corp. 0.09% 2,464 $251K Add +5.8%
IWV iShares Russell 3000 ETF 0.09% 745 $249K New
UNP Union Pacific Corp. 0.09% 1,062 $242K Reduce -7.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 890 $235K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 549 $225K Add +0.4%
CDNS Cadence Design SYS Inc. 0.08% 747 $224K Reduce -6.4%
ISRG Intuitive Surgical Inc. 0.08% 402 $210K Reduce -6.9%
URTH iShares MSCI World ETF 0.08% 1,326 $206K New
UBER Uber Technologies Inc. 0.08% 3,407 $206K Reduce -6.6%
ICE Intercontinental Exchange Inc. 0.08% 1,375 $205K Reduce -26.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 795 $202K New
FUTO Futureone Inc. 0.00% 100,000 $0 No change

Portfolio Sells Q3 2024 → Q4 2024
IWD iShares Russell 1000 Value E Reduce -3.4% 8.10% −2.40
IWF iShares Russell 1000 Growth Reduce -3.1% 10.02% −1.79
IWO iShares Russell 2000 Growth Reduce -3.4% 3.08% −0.76
IWN iShares Russell 2000 Value E Reduce -3.9% 2.51% −0.73
IWS iShares Russell Mid-Cap Valu Reduce -2.4% 2.41% −0.67
SUSA iShares ESG Optimized MSCI U Reduce -1.1% 3.01% −0.67
PFE Pfizer Inc. Reduce -67.7% 0.14% −0.43
INTC Intel Corp. Sold out 0.00% −0.42
IWP iShares Russell Mid-Cap Grow Reduce -2.1% 2.61% −0.41
NUSC Nuveen ESG Small-Cap ETF Reduce -1.1% 0.94% −0.25
IVW iShares S&P 500 Growth ETF Reduce -1.1% 1.00% −0.17
MCHP Microchip Technology Inc. Sold out 0.00% −0.16
MU Micron Technology Inc. Sold out 0.00% −0.13
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.12
RSG Republic Services Inc. Reduce -34.3% 0.14% −0.12
DHR Danaher Corp. Sold out 0.00% −0.11
GD General Dynamics Corp. Sold out 0.00% −0.10
TMO Thermo Fisher Scientific Inc. Reduce -21.2% 0.11% −0.09
ICE Intercontinental Exchange Inc. Reduce -26.0% 0.08% −0.06
PGR Progressive Corp. Reduce -12.5% 0.12% −0.06
LRGE Clearbridge Large Cap Growth Reduce -1.9% 0.25% −0.05
UBER Uber Technologies Inc. Reduce -6.6% 0.08% −0.05
UNP Union Pacific Corp. Reduce -7.8% 0.09% −0.04
INTU Intuit Inc. Reduce -10.2% 0.10% −0.03
ISRG Intuitive Surgical Inc. Reduce -6.9% 0.08% −0.02
CDNS Cadence Design SYS Inc. Reduce -6.4% 0.08% −0.01
NOW ServiceNow Inc. Reduce -5.7% 0.14% −0.01
MRVL Marvell Technology Inc. Reduce -0.6% 0.12% +0.02

Portfolio Buys Q3 2024 → Q4 2024
SPY SS SPDR S&P 500 ETF Trust-US Add +79.4% 5.23% +1.74
SPYM Ste STR SPDR PT S&P 500 ETF New 0.91% +0.91
IWB iShares Russell 1000 ETF Add +93.8% 1.91% +0.73
IVV iShares Core S&P 500 ETF New 0.65% +0.65
NVDA Nvidia Corp. Add +74.0% 1.61% +0.59
DUK Duke Energy Corp. New 0.58% +0.58
IWM iShares Russell 2000 ETF Add +55.8% 2.02% +0.44
VONV Vanguard Russell 1000 Value Add +55.9% 1.95% +0.38
VOO Vanguard S&P 500 ETF Add +97.2% 0.98% +0.38
LLY Eli Lilly & Co. Add +155.9% 0.78% +0.35
GLD SPDR Gold Shares Add +60.8% 1.37% +0.33
WMT Walmart Inc. Add +102.5% 0.70% +0.32
SPLV Invesco S&P 500 Low Volatili Add +56.7% 1.60% +0.32
BMY Bristol-Myers Squibb Co. Add +67.8% 0.92% +0.31
DIS The Walt Disney Co. Add +117.5% 0.57% +0.29
BRK.B Berkshire Hathaway Inc. Class B Add +133.9% 0.62% +0.29
GS Goldman Sachs Group Inc. Add +117.6% 0.55% +0.28
MA Mastercard Inc. Class A Add +100.7% 0.60% +0.26
ORCL Oracle Corp. Add +70.9% 0.93% +0.25
GOOGL Alphabet Inc. Class A Add +46.6% 0.86% +0.23
ADP Automatic Data Processing Add +125.6% 0.47% +0.23
FTGC First Trust Global Tactical Add +55.3% 1.00% +0.22
JPM JPMorgan Chase & Co. Add +31.5% 1.19% +0.22
CVX Chevron Corp. Add +113.0% 0.48% +0.20
V Visa Inc. Class A Add +42.0% 0.77% +0.19
USB US Bancorp Add +55.2% 0.78% +0.19
XEL Xcel Energy Inc. Add +143.4% 0.36% +0.18
XLU St Sr Utl SL SE SPDR ETF-Usd Add +58.2% 1.00% +0.18
CAT Caterpillar Inc. Add +70.6% 0.76% +0.17
MDT Medtronic PLC Add +105.7% 0.48% +0.16
ABBV Abbvie Inc. Add +82.8% 0.61% +0.16
AMZN Amazon.com Inc. Add +21.9% 1.02% +0.15
CSCO Cisco Systems Inc. Add +44.1% 0.62% +0.15
BAC Bank of America Corp. Add +47.1% 0.58% +0.15
HON Honeywell International Inc. Add +44.7% 0.62% +0.14
WM Waste Management Inc. Add +58.3% 0.67% +0.14
COST Costco Wholesale Corp. Add +45.9% 0.68% +0.13
FDX FedEx Corp. Add +49.8% 0.60% +0.12
GOOG Alphabet Inc. Class C Add +26.1% 0.73% +0.11
AMGN Amgen Inc. Add +103.3% 0.39% +0.10
XOM Exxon Mobil Corp. Add +47.6% 1.00% +0.10
IWV iShares Russell 3000 ETF New 0.09% +0.09
ABT Abbott Laboratories Add +47.7% 0.55% +0.09
MCD McDonald's Corp. Add +51.8% 0.58% +0.09
PG The Procter & Gamble Co. Add +43.0% 0.66% +0.08
KO The Coca-Cola Co. Add +72.8% 0.42% +0.08
URTH iShares MSCI World ETF New 0.08% +0.08
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.08% +0.08
AVGO Broadcom Inc. Add +5.2% 0.51% +0.07
ECL Ecolab Inc. Add +47.9% 0.66% +0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 112$337.1MIWF, IWD, EFA, MMM, IWO
Q1 2026 108$299.2MIWF, IWD, EFA, MMM, LMT
Q4 2025 113$298.0MIWF, IWD, MMM, EFA, LMT
Q3 2025 103$243.4MIWF, IWD, MMM, EFA, IWO
Q2 2025 103$226.2MIWF, IWD, MMM, EFA, IWO
Q1 2025 98$208.5MIWF, IWD, MMM, EFA, SUSA
Q4 2024 100$267.8MIWF, IWD, SPY, MMM, EFA
Q3 2024 100$219.2MIWF, IWD, MMM, EFA, IWO
Q2 2024 101$256.0MIWF, IWD, SPY, EFA, MMM
Q1 2024 98$207.3MIWF, IWD, MMM, EFA, IWO