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The Analysis of Corundum Trust Company, INC's Holdings & P&L

Currently, Corundum Trust Company, INC holds 28 types of securities in its portfolio with a total value $37.4M. In the most recent quarter, they have increased their positions in BA (+958 shares, valued at $207.4K), SPY (+1 shares, valued at $746.7696674776967), EFA (+5 shares, valued at $519.399889380531); decreased their positions in IJR (-207 shares, valued at $30.7K), DVY (-32 shares, valued at $5.0K), N/A (-12 shares, valued at $4.2K); initiated new positions in BA (+958 shares, valued at $207.4K).

1M P&L

-1.0M-3.08%

3M P&L

+1.4M+4.63%

HY P&L

+4.6M+16.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A15.4M

48.9%

2Conglomerates6.4M

20.2%

3Consumer Electronics1.9M

6.0%

Top Industries by Stock Count

1N/A9 stocks

39.1%

2Banks - Diversified2 stocks

8.7%

3Conglomerates1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MMM 3M COMPANY39.3K shares0.00%2026-06-302026-07-29

IJR ISHARES CORE S&P SMALL CAP ETF31.3K shares-0.66%2026-06-302026-07-29

DVY ISHARES SELECT DIVIDEND ETF18.8K shares-0.17%2026-06-302026-07-29

IJK ISHARES S&P MID CAP 400 GROWTH22.4K shares0.00%2026-06-302026-07-29

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF3.3K shares0.00%2026-06-302026-07-29

IJJ ISHARES S&P MID CAP 400 VALUE13.2K shares0.00%2026-06-302026-07-29

AAPL APPLE INC6.5K shares0.00%2026-06-302026-07-29

ALPHABET INC CLASS C CAPITAL S ALPHABET INC CLASS C CAPITAL S5.3K shares-0.23%2026-06-302026-07-29

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MSFT MICROSOFT CORP4.8K shares0.00%2026-06-302026-07-29

EFA ISHARES MSCI EAFE ETF12.7K shares0.04%2026-06-302026-07-29

LLY ELI LILLY & CO1.1K shares0.00%2026-06-302026-07-29

SPY STATE STREET SPDR S&P 500 ETF1.2K shares0.08%2026-06-302026-07-29

CSCO CISCO SYSTEMS INC7.8K shares0.00%2026-06-302026-07-29

JPM JPMORGAN CHASE & CO2.5K shares0.00%2026-06-302026-07-29

SOLVENTUM CORPORATION COMMON S SOLVENTUM CORPORATION COMMON S9.8K shares0.00%2026-06-302026-07-29

VANGUARD RUSSELL 3000 ETF VANGUARD RUSSELL 3000 ETF1.9K shares0.00%2026-06-302026-07-29

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UNH UNITEDHEALTH GROUP INC1.5K shares0.00%2026-06-302026-07-29

C CITIGROUP INC COM3.3K shares0.00%2026-06-302026-07-29

IVW ISHARES S&P 500 GROWTH ETF3.1K shares0.00%2026-06-302026-07-29

AMZN AMAZON.COM INC1.7K shares0.00%2026-06-302026-07-29

UNP UNION PACIFIC CORP1.4K shares0.00%2026-06-302026-07-29

UGI UGI CORPORATION9.8K shares0.00%2026-06-302026-07-29

EEM ISHARES MSCI EMERGING MARKETS4.8K shares0.00%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY CLASS B653 shares0.00%2026-06-302026-07-29

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IVE ISHARES S&P 500 VALUE ETF1.1K shares0.00%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC500 shares0.00%2026-06-302026-07-29

MERCK & CO INC MERCK & CO INC1.8K shares0.00%2026-06-302026-07-29

BA BOEING CO958 sharesnew addition2026-06-302026-07-29

MMM

3M COMPANY

0.00%

Shares39.3K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES CORE S&P SMALL CAP ETF

-0.66%

Shares31.3K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES SELECT DIVIDEND ETF

-0.17%

Shares18.8K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES S&P MID CAP 400 GROWTH

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-29

ISHARES CORE S&P 500 ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES S&P MID CAP 400 VALUE

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-29

ALPHABET INC CLASS C CAPITAL S

-0.23%

Shares5.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES MSCI EAFE ETF

0.04%

Shares12.7K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SPY

STATE STREET SPDR S&P 500 ETF

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CSCO

CISCO SYSTEMS INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-29

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SOLVENTUM CORPORATION COMMON S

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-29

VANGUARD RUSSELL 3000 ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC COM

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON.COM INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

UNP

UNION PACIFIC CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

UGI

UGI CORPORATION

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES MSCI EMERGING MARKETS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY CLASS B

0.00%

Shares653

Event2026-06-30

Filed2026-07-29

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

MERCK & CO INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BOEING CO

New

Shares958

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available