Corundum Trust Company, INC
BankFiling Date
Global Rank
#7,734
/ 8,586
▲ 77
Top Industry
Conglomerates
30.5%
3Y Alpha vs SPY
+2.6%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
10 quarters · since Jun 2023
Clone Performance
Aug 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+85.6%
SPY
+74.7%
Annualised alpha
+2.6%
Max drawdown
−16.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.3%
−1.3 pts
Top 5
60.5%
−2.6 pts
Top 10
77.3%
−1.0 pts
HHI
1,207
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 CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +570 | 1,232 | $801,218 | |
| AAPL | Apple Inc. | +323 | 6,512 | $1,652,680 | |
| MMM | 3M Co | +125 | 39,280 | $5,704,634 | |
| CSCO | Cisco Systems, Inc. | +104 | 7,756 | $601,788 | |
| JPM | Jpmorgan Chase & Co | +34 | 2,476 | $728,340 | |
| AMZN | Amazon Com Inc | +31 | 1,703 | $354,683 | |
| MSFT | Microsoft Corp | +29 | 4,823 | $1,785,329 | |
| LLY | ELI LILLY & Co | +19 | 1,095 | $1,007,148 | |
| BRK-B | Berkshire Hathaway Inc | +15 | 653 | $312,917 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SKE | Skeena Resources Ltd | −8,500 | 55,250 | $1,642,030 | |
| No positions match the current search. | |||||
3 positions ·
$4,039,797 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 4,823 | $1,785,329 | 44.19% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,512 | $1,652,680 | 40.91% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,756 | $601,788 | 14.90% |