Corundum Trust Company, INC

Q3 2025 13F-HR Holdings

Location
Sioux Falls, SD
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$46,102
Net value change ($000)
+8,228 (21.7%)
New positions
80
Sold out positions
3
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GREATLAND RES LTD ORDINARY FUL 718 NEW
DSVSF 398 71.2%
GOOGL 393 36.6%
AAPL 320 23.8%
IJR 284 8.0%
NGXXF 245 60.0%
OR 240 NEW
BA 191 NEW
VWO 180 NEW
DVY 177 7.0%
Top Reduces (Value $000, Stocks/ETFs)
GREATLAND RESOURCES -708 -100.0%
OROGEN ROYALTIES INC COM -280 -100.0%
SPARTAN RESOURCES LTD ORDINARY -55 -100.0%
UGI -31 -8.7%
SOLV -29 -3.8%
LLY -20 -2.3%
CSCO -9 -1.7%
AMZN -2 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type