Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Corundum Trust Company, INC (CIK 1987720) reported $37.4M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MMM ($6.4M, 16.98%), IJR ($4.6M, 12.39%), DVY ($2.9M, 7.86%), IJK ($2.6M, 7.01%), IVV ($2.5M, 6.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MMM | 3M COMPANY | $6.4M | 16.98% | 39,280 | Hold |
| 2 | IJR | ISHARES CORE S&P SMALL CAP ETF | $4.6M | 12.39% | 31,295 | Trimmed |
| 3 | DVY | ISHARES SELECT DIVIDEND ETF | $2.9M | 7.86% | 18,840 | Trimmed |
| 4 | IJK | ISHARES S&P MID CAP 400 GROWTH | $2.6M | 7.01% | 22,354 | Hold |
| 5 | IVV | ISHARES CORE S&P 500 ETF | $2.5M | 6.61% | 3,306 | Hold |
| 6 | IJJ | ISHARES S&P MID CAP 400 VALUE | $1.9M | 5.19% | 13,166 | Hold |
| 7 | AAPL | APPLE INC | $1.9M | 5.03% | 6,512 | Hold |
| 8 | GOOG | ALPHABET INC CLASS C CAPITAL S | $1.9M | 5.01% | 5,313 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $1.8M | 4.80% | 4,823 | Hold |
| 10 | EFA | ISHARES MSCI EAFE ETF | $1.3M | 3.51% | 12,656 | Added |
| 11 | LLY | ELI LILLY & CO | $1.3M | 3.51% | 1,095 | Hold |
| 12 | SPY | STATE STREET SPDR S&P 500 ETF | $920,767 | 2.46% | 1,233 | Added |
| 13 | CSCO | CISCO SYSTEMS INC | $911,020 | 2.43% | 7,756 | Hold |
| 14 | JPM | JPMORGAN CHASE & CO | $810,469 | 2.16% | 2,476 | Hold |
| 15 | SOLV | SOLVENTUM CORPORATION COMMON S | $758,462 | 2.03% | 9,831 | Hold |
| 16 | VTHR | VANGUARD RUSSELL 3000 ETF | $627,058 | 1.67% | 1,892 | Hold |
| 17 | UNH | UNITEDHEALTH GROUP INC | $623,029 | 1.66% | 1,499 | Hold |
| 18 | C | CITIGROUP INC COM | $463,967 | 1.24% | 3,315 | Hold |
| 19 | IVW | ISHARES S&P 500 GROWTH ETF | $427,718 | 1.14% | 3,110 | Hold |
| 20 | AMZN | AMAZON.COM INC | $405,893 | 1.08% | 1,703 | Hold |
| 21 | UNP | UNION PACIFIC CORP | $375,904 | 1.00% | 1,382 | Hold |
| 22 | UGI | UGI CORPORATION | $337,559 | 0.90% | 9,773 | Hold |
| 23 | EEM | ISHARES MSCI EMERGING MARKETS | $329,052 | 0.88% | 4,810 | Hold |
| 24 | BRKB | BERKSHIRE HATHAWAY CLASS B | $326,755 | 0.87% | 653 | Hold |
| 25 | IVE | ISHARES S&P 500 VALUE ETF | $256,578 | 0.69% | 1,130 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30