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Corundum Trust Company, INC

Bank
Location
SIOUX FALLS, SD
Portfolio Value
Micro $19,489,649
Diversification
Diversified
Filing Date
Global Rank
#7,768 / 8,622 ▲ 59 · as of Mar 2026
Top Industry
Conglomerates 30.5%
3Y Alpha vs SPY
+4.0%
Period ended 4 months ago
Filed Apr 15, 2026 · 4mo
10 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+97.1%
SPY
+71.2%
Annualised alpha
+5.9%
Max drawdown
−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
29.3%
−1.3 pts
Top 5
60.5%
−2.6 pts
Top 10
77.3%
−1.0 pts
HHI
1,207
Jun 2023 → Mar 2026 · range 969 – 1,547
Diversified−93

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Industrials 31.0% $6,039,934
Technology 20.7% $4,039,797
Basic Materials 20.3% $3,960,975
Healthcare 12.9% $2,519,899
Financial Services 7.3% $1,417,211
Unclassified 4.1% $801,218
Utilities 1.8% $355,932
Consumer Cyclical 1.8% $354,683

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
9 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
25 tracked positions · $19,489,649 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.