Corundum Group, Inc.

COLORADO SPRINGS, CO · CIK 1486083 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 1992 · corporation

Assets managed$1.7bn
Staff12 · 11 in investment roles
Main clients (by assets)Private funds 59%, High net worth individuals 33%, Charities 5%
Private funds16 · $862.6m gross assets
Form ADV · 2026-07-15SEC adviser record

Kindprivate equity, real estate
Others nearbyColorado Springs, CO

As an employer

Offices in1 country
Private fundsother private 5, real estate 9, private equity 1, liquidity 1

$337.1m reported value +12.7% vs Q1 2026

112positions

54.0%in top 10

12 new 59 added 29 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 GRW ETF IWF	IWF	341,716	$42.4m12.59%	12.59%	Unchanged
2	ISHARES TR RUS 1000 VAL ETF IWD	IWD	167,207	$40.5m12.02%	12.02%	Added +1.5k	+1,477 0.9%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	164,969	$17.1m5.08%	5.08%	Added +2.5k	+2,508 1.5%
4	3M CO COM MMM	MMM	99,383	$16.1m4.77%	4.77%	Added +231	+231 0.2%
5	ISHARES TR RUS 2000 GRW ETF IWO	IWO	34,722	$13.7m4.06%	4.06%	Reduced -592	-592 -1.7%
6	ISHARES TR RUS 2000 VAL ETF IWN	IWN	53,073	$11.7m3.48%	3.48%	Reduced -435	-435 -0.8%
7	ISHARES TR RUS MD CP GR ETF IWP	IWP	76,317	$11.2m3.31%	3.31%	Added +821	+821 1.1%
8	ISHARES TR RUS MDCP VAL ETF IWS	IWS	61,801	$10.2m3.02%	3.02%	Reduced -7.0k	-7,010 -10.2%
9	LOCKHEED MARTIN CORP COM LMT	LMT	19,045	$9.7m2.88%	2.88%	Unchanged
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	12,537	$9.4m2.78%	2.78%	Added +150	+150 1.2%
11	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	47,936	$7.4m2.19%	2.19%	Reduced -2.2k	-2,213 -4.4%
12	LINDE PLC SHS LIN	LIN	13,913	$7.2m2.14%	2.14%	Reduced -1.9k	-1,950 -12.3%
13	APPLE INC COM AAPL	AAPL	24,451	$7.1m2.10%	2.10%	Added +941	+941 4.0%
14	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	47,826	$5.1m1.51%	1.51%	Added +665	+665 1.4%
15	MICROSOFT CORP COM MSFT	MSFT	12,510	$4.7m1.38%	1.38%	Added +51	+51 0.4%
16	ISHARES TR RUS 1000 ETF IWB	IWB	10,981	$4.5m1.33%	1.33%	Added +258	+258 2.4%
17	ISHARES TR RUSSELL 2000 ETF IWM	IWM	14,006	$4.2m1.25%	1.25%	Added +376	+376 2.8%
18	INTEL CORP COM INTC	INTC	29,853	$4.2m1.24%	1.24%	Added +81	+81 0.3%
19	CATERPILLAR INC COM CAT	CAT	3,337	$3.6m1.05%	1.05%	Reduced -22	-22 -0.7%
20	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	47,322	$3.5m1.05%	1.05%	Added +976	+976 2.1%
21	NVIDIA CORPORATION COM NVDA	NVDA	17,476	$3.5m1.04%	1.04%	Added +515	+515 3.0%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,763	$3.5m1.03%	1.03%	Added +98	+98 1.0%
23	SPDR GOLD TR GOLD SHS GLD	GLD	9,401	$3.5m1.03%	1.03%	Added +10	+10 0.1%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	9,510	$3.4m1.00%	1.00%	Added +537	+537 6.0%
25	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	37,204	$3.3m0.97%	0.97%	Added +3.7k	+3,665 10.9%
26	JPMORGAN CHASE & CO COM JPM	JPM	9,835	$3.2m0.95%	0.95%	Added +87	+87 0.9%
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,152	$2.9m0.85%	0.85%	Added +208	+208 5.3%
28	ISHARES TR S&P 500 GRWT ETF IVW	IVW	20,435	$2.8m0.83%	0.83%	Reduced -65	-65 -0.3%
29	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	18,821	$2.6m0.76%	0.76%	New
30	BROADCOM INC COM AVGO	AVGO	6,786	$2.6m0.76%	0.76%	Reduced -34	-34 -0.5%
31	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	53,375	$2.4m0.72%	0.72%	Added +1.4k	+1,427 2.8%
32	CISCO SYS INC COM CSCO	CSCO	20,236	$2.4m0.71%	0.71%	Added +38	+38 0.2%
33	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	84,182	$2.3m0.68%	0.68%	Added +981	+981 1.2%
34	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	43,317	$2.3m0.67%	0.67%	Reduced -2.0k	-2,032 -4.5%
35	ISHARES TR CORE S&P MCP ETF IJH	IJH	27,055	$2.1m0.62%	0.62%	Reduced -600	-600 -2.2%
36	AMAZON COM INC COM AMZN	AMZN	8,601	$2.0m0.61%	0.61%	Added +151	+151 1.8%
37	VISA INC COM CL A V	V	5,950	$2.0m0.61%	0.61%	Added +44	+44 0.8%
38	ELI LILLY & CO COM LLY	LLY	1,681	$2.0m0.60%	0.60%	Added +10	+10 0.6%
39	ABBVIE INC COM ABBV	ABBV	8,000	$2.0m0.60%	0.60%	Reduced -55	-55 -0.7%
40	JOHNSON & JOHNSON COM JNJ	JNJ	7,755	$2.0m0.58%	0.58%	Reduced -23	-23 -0.3%
41	GOLDMAN SACHS GROUP INC COM GS	GS	1,897	$1.9m0.57%	0.57%	Added +10	+10 0.5%
42	US BANCORP DEL COM NEW USB	USB	28,013	$1.7m0.50%	0.50%	Added +197	+197 0.7%
43	ECOLAB INC COM ECL	ECL	5,646	$1.6m0.47%	0.47%	Reduced -9	-9 -0.2%
44	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	25,813	$1.5m0.44%	0.44%	Added +87	+87 0.3%
45	HOME DEPOT INC COM HD	HD	4,102	$1.4m0.43%	0.43%	Added +49	+49 1.2%
46	BANK AMERICA CORP COM BAC	BAC	24,897	$1.4m0.42%	0.42%	Added +259	+259 1.1%
47	COSTCO WHSL CORP NEW COM COST	COST	1,507	$1.4m0.42%	0.42%	Added +28	+28 1.9%
48	MERCK & CO INC COM MRK	MRK	10,703	$1.4m0.41%	0.41%	Added +205	+205 1.9%
49	DUKE ENERGY CORP NEW COM NEW DUK	DUK	10,621	$1.3m0.40%	0.40%	Reduced -146	-146 -1.4%
50	WASTE MGMT INC DEL COM WM	WM	6,016	$1.3m0.40%	0.40%	Added +66	+66 1.1%
51	WALMART INC COM WMT	WMT	11,835	$1.3m0.40%	0.40%	Added +281	+281 2.4%
52	AMGEN INC COM AMGN	AMGN	3,678	$1.3m0.40%	0.40%	Added +41	+41 1.1%
53	ISHARES TR S&P 500 VAL ETF IVE	IVE	5,790	$1.3m0.39%	0.39%	Reduced -180	-180 -3.0%
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,589	$1.3m0.38%	0.38%	Added +37	+37 1.4%
55	MASTERCARD INCORPORATED CL A MA	MA	2,508	$1.3m0.38%	0.38%	Added +28	+28 1.1%
56	ORACLE CORP COM ORCL	ORCL	8,301	$1.2m0.36%	0.36%	Added +182	+182 2.2%
57	MICRON TECHNOLOGY INC COM MU	MU	1,038	$1.2m0.36%	0.36%	Reduced -10	-10 -0.9%
58	COCA COLA CO COM KO	KO	12,485	$1.0m0.30%	0.30%	Added +449	+449 3.7%
59	BOEING CO COM BA	BA	4,610	$997.9k0.30%	0.30%	New
60	META PLATFORMS INC CL A META	META	1,745	$982.9k0.29%	0.29%	New
61	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,347	$973.5k0.29%	0.29%	Added +57	+57 1.3%
62	CHEVRON CORP NEW COM CVX	CVX	5,873	$973.5k0.29%	0.29%	Added +200	+200 3.5%
63	MCDONALDS CORP COM MCD	MCD	3,408	$921.2k0.27%	0.27%	Added +72	+72 2.2%
64	ABBOTT LABS COM ABT	ABT	9,802	$889.4k0.26%	0.26%	Reduced -122	-122 -1.2%
65	PROCTER AND GAMBLE CO COM PG	PG	5,954	$873.1k0.26%	0.26%	Added +185	+185 3.2%
66	FEDEX CORP COM FDX	FDX	2,782	$871.1k0.26%	0.26%	Added +94	+94 3.5%
67	MEDTRONIC PLC SHS MDT	MDT	10,694	$836.6k0.25%	0.25%	Added +381	+381 3.7%
68	PFIZER INC COM PFE	PFE	34,264	$825.1k0.24%	0.24%	Added +1.5k	+1,470 4.5%
69	UNITED PARCEL SERVICE INC CL B UPS	UPS	7,593	$816.2k0.24%	0.24%	Added +246	+246 3.4%
70	XCEL ENERGY INC COM XEL	XEL	9,911	$795.9k0.24%	0.24%	Added +326	+326 3.4%
71	DISNEY WALT CO COM DIS	DIS	8,097	$779.4k0.23%	0.23%	Added +355	+355 4.6%
72	VERIZON COMMUNICATIONS INC COM VZ	VZ	17,599	$745.1k0.22%	0.22%	Added +777	+777 4.6%
73	ARISTA NETWORKS INC COM SHS ANET	ANET	4,356	$740.0k0.22%	0.22%	Added +1.4k	+1,441 49.4%
74	ISHARES TR S&P MC 400GR ETF IJK	IJK	6,265	$736.1k0.22%	0.22%	Reduced -735	-735 -10.5%
75	TEXAS INSTRS INC COM TXN	TXN	2,128	$634.3k0.19%	0.19%	Reduced -50	-50 -2.3%
76	SOLVENTUM CORP COM SHS SOLV	SOLV	8,214	$633.7k0.19%	0.19%	Unchanged
77	GE AEROSPACE COM NEW GE	GE	1,548	$578.5k0.17%	0.17%	Added +9	+9 0.6%
78	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,174	$560.7k0.17%	0.17%	Reduced -116	-116 -9.0%
79	LEGG MASON ETF INVT CLEARBRIDEG LR LRGE	LRGE	6,389	$547.3k0.16%	0.16%	Unchanged
80	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	706	$519.9k0.15%	0.15%	Unchanged
81	HONEYWELL AEROSPACE INC COM HONA	HONA	2,247	$496.8k0.15%	0.15%	New
82	HONEYWELL INTL INC COM HON	HON	1,976	$442.4k0.13%	0.13%	New
83	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,840	$421.2k0.12%	0.12%	Reduced -4.5k	-4,494 -61.3%
84	DBX ETF TR XTRACKRS S&P 500 SNPE	SNPE	5,852	$403.0k0.12%	0.12%	Added +53	+53 0.9%
85	PALO ALTO NETWORKS INC COM PANW	PANW	1,015	$346.1k0.10%	0.10%	Reduced -351	-351 -25.7%
86	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	4,908	$343.1k0.10%	0.10%	Reduced -1.2k	-1,173 -19.3%
87	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	8,456	$338.4k0.10%	0.10%	Added +61	+61 0.7%
88	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	4,054	$332.2k0.10%	0.10%	Unchanged
89	DANAHER CORPORATION COM DHR	DHR	1,640	$312.4k0.09%	0.09%	Added +67	+67 4.3%
90	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	795	$298.4k0.09%	0.09%	Reduced -14	-14 -1.7%
91	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,300	$285.3k0.08%	0.08%	Unchanged
92	MARVELL TECHNOLOGY INC COM MRVL	MRVL	950	$283.0k0.08%	0.08%	Reduced -1.2k	-1,244 -56.7%
93	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,282	$282.7k0.08%	0.08%	Unchanged
94	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	606	$278.2k0.08%	0.08%	Added +119	+119 24.4%
95	PROGRESSIVE CORP COM PGR	PGR	1,265	$276.3k0.08%	0.08%	Reduced -10	-10 -0.8%
96	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,320	$267.5k0.08%	0.08%	Unchanged
97	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	5,069	$252.3k0.07%	0.07%	Unchanged
98	WEST PHARMACEUTICAL SVSC INC COM WST	WST	701	$251.7k0.07%	0.07%	New
99	UBER TECHNOLOGIES INC COM UBER	UBER	3,445	$248.6k0.07%	0.07%	Added +324	+324 10.4%
100	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	624	$248.2k0.07%	0.07%	Added +53	+53 9.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	18,605	$3.2m18.6k shares
HONEYWELL INTL INC		1,862	$841.5k1.9k shares
TRACTOR SUPPLY CO TSCO	TSCO	7,925	$359.0k7.9k shares
ISHARES TR SGOV	SGOV	2,406	$242.2k2.4k shares
KKR & CO INC KKR	KKR	2,410	$222.9k2.4k shares
ISHARES TR IJT	IJT	1,450	$209.8k1.4k shares
INTUIT INTU	INTU	478	$206.7k478 shares
VERALTO CORP VLTO	VLTO	2,323	$205.4k2.3k shares