$29.6 Million is the total value of Corundum Group, Inc.'s 13 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES RUSSELL 2000 GROWTH ETcs | $1,293,000 | +6.4% | 8,531 | 0.0% | 4.37% | -10.9% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFcs | $897,000 | +1.5% | 8,690 | 0.0% | 3.03% | -15.0% | |
| BRKA | BERKSHIRE HATHAWAY INC-DEL CLcs | $435,000 | -3.8% | 2 | 0.0% | 1.47% | -19.4% | |
| PG | PROCTER & GAMBLE COcs | $250,000 | -10.1% | 3,054 | 0.0% | 0.84% | -24.7% | |
| PEP | PEPSICO INCcs | $222,000 | +1.4% | 2,321 | 0.0% | 0.75% | -15.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| 3M COMPANY | 41 | Q3 2023 | 81.0% |
| ISHARES MSCI EAFE INDEX FUND | 41 | Q3 2023 | 7.9% |
| ISHARES TRUST RUSSELL 2000 GRO | 41 | Q3 2023 | 7.3% |
| ISHARES RUSSELL 2000 VALUE IND | 41 | Q3 2023 | 5.7% |
| MICROSOFT CORP | 41 | Q3 2023 | 3.2% |
| EXXON MOBIL CORP | 41 | Q3 2023 | 2.8% |
| PROCTER & GAMBLE CO | 41 | Q3 2023 | 1.4% |
| ISHARES RUSSELL 1000 INDEX FUN | 39 | Q3 2023 | 3.0% |
| JOHNSON & JOHNSON COMMON STOCK | 39 | Q3 2023 | 1.3% |
| SPDR S&P 500 ETF TRUST | 35 | Q3 2023 | 9.5% |
View Corundum Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-07 |
View Corundum Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.