Corundum Trust Company, INC

Q2 2026 13F-HR Holdings

Location
Sioux Falls, SD
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$37,449
Net value change ($000)
-6,345 (-14.5%)
New positions
1
Sold out positions
21
Turnover %
30.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
IJR 725 18.5%
MMM 655 11.5%
IJK 378 16.8%
GOOGL 349 22.8%
IVV 316 14.6%
CSCO 309 51.3%
LLY 306 30.4%
AAPL 231 14.0%
UNH 217 53.4%
BA 207 NEW
Top Reduces (Value $000, Stocks/ETFs)
SKE -1,642 -100.0%
DSVSF -1,587 -100.0%
GREATLAND RES LTD ORDINARY FUL -1,116 -100.0%
LUGDF -838 -100.0%
WDOFF -677 -100.0%
AYASF -612 -100.0%
NGXXF -587 -100.0%
ISHARES S&P/TSX CAPPED ENERG -547 -100.0%
FNV -494 -100.0%
NEM -433 -100.0%
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