SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Corundum Trust Company, INC

CIK 0001987720 · 401 E. 8TH STREET, SUITE 303, SIOUX FALLS, SD, 57103 · 16058001992

Reported Value
$44M
Q4 2025
Positions
51
Filings on Record
10
2023–present window
Filed
Jan 20, 2026
original filing

Summary

Corundum Trust Company, Inc reported $44M in U.S.-listed holdings across 51 positions for Q4 2025.

Its largest position, 3m Company, represents 14.3% of the portfolio.

Compared with Q3 2025, the fund opened 1 new position and exited 77.

Portfolio Metrics

Turnover
+9.0%
vs prior filed quarter
Top-10 Concentration
+58.8%
share of reported value
Largest Position
+14.3%
3m Company
New / Exited
1 / 77
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’23: $37MQ2 ’23Q3 ’23: $33MQ2 ’24: $34MQ2 ’24Q3 ’24: $36MQ4 ’24: $33MQ4 ’24Q1 ’25: $35MQ2 ’25: $38MQ2 ’25Q3 ’25: $46MQ4 ’25: $44MQ4 ’25Q1 ’26: $44Mfilingsflow.com

Portfolio Composition

By security type
Other: 47.3%ETP: 30.9%Common Stock: 21.7%
  • Other · 47.3% · $21M
  • ETP · 30.9% · $14M
  • Common Stock · 21.7% · $10M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NGEX MINERALS LTD NEW COMNEW+35.0K35.0K+$653,100$653,100
NGEX MINERALS LTD COMSOLD OUT35.0K0$652,750$0
UGIUGI CORPORATIONSOLD OUT9.8K0$325,050$0
BABOEING COSOLD OUT8860$191,225$0
VWOVANGUARD FTSE EMERGING MARKETSSOLD OUT3.3K0$180,148$0
TRIPLE FLAG PRECIOUS METALS COSOLD OUT5.8K0$169,767$0
MERCK & CO INCSOLD OUT2.0K0$164,755$0
TARGET CORPSOLD OUT1.8K0$164,061$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

51 positions
#IssuerClass% PortfolioValueShares
13M COMPANYCS14.27%$6M39.2K
2IJRISHARES CORE S&P SMALL CAP ETFhistory →CS8.23%$4M30.1K
3DVYISHARES SELECT DIVIDEND ETFhistory →CS6.06%$3M18.9K
4MSFTMICROSOFT CORPhistory →CS5.28%$2M4.8K
5IJKISHARES S&P MID CAP 400 GROWTHhistory →CS4.80%$2M21.7K
6IVVISHARES CORE S&P 500 ETFhistory →CS4.59%$2M2.9K
7ALPHABET INC CLASS C CAPITAL SCS4.20%$2M5.9K
8IJJISHARES S&P MID CAP 400 VALUEhistory →CS3.94%$2M13.2K
9AAPLAPPLE INChistory →CS3.83%$2M6.2K
10DISCOVERY SILVER CORP COMMONCS3.58%$2M257.5K
11SKEENA RESOURCES LIMITED NEW CCS3.44%$2M63.8K
12EFAISHARES MSCI EAFE ETFhistory →CS2.69%$1M12.3K
13LLYELI LILLY & COhistory →CS2.63%$1M1.1K
14GREATLAND RES LTD ORDINARY FULCS2.39%$1M151.3K
15LUGDFLUNDIN GOLD INC COMhistory →CS2.08%$913,44011.0K
16WESDOME GOLD MINES LTDCS1.81%$795,36048.0K
17JPMORGAN CHASE & COCS1.79%$786,8612.4K
18SOLVENTUM CORPORATION COMMON SCS1.77%$779,0089.8K
19NGEX MINERALS LTD NEW COMCS1.49%$653,10035.0K
20CISCO SYSTEMS INCCS1.34%$589,4347.7K
21AYA GOLD & SILVER INC COMCS1.31%$574,74040.0K
22VANGUARD RUSSELL 3000 ETFCS1.29%$568,2241.9K
23UNITEDHEALTH GROUP INCCS1.13%$494,8351.5K
24SPDR S&P 500 ETF TRUSTCS1.03%$451,431662
25FNVFRANCO-NEVADA CORPORATIONCS0.94%$414,5602.0K
26NEMNEWMONT CORPORATION COMMON STOCS0.91%$399,4004.0K
27CCITIGROUP INC COMCS0.88%$386,8273.3K
28AMZNAMAZON.COM INCCS0.88%$385,9311.7K
29VIZSLA SILVER CORP COM NO PARCS0.87%$384,26770.3K
30SNOWLINE GOLD CORP COMCS0.77%$340,20027.0K
31AEMAGNICO EAGLE MINES LIMITEDCS0.77%$339,0602.0K
32EVOLUTION MINING LTD US LISTEDCS0.77%$337,27240.0K
33NTHN STAR RES LTD NPVCS0.75%$328,37518.5K
34BRK/BBERKSHIRE HATHAWAY CLASS BCS0.73%$320,691638
35UNPUNION PACIFIC CORPCS0.73%$319,6841.4K
36RUPERT RESOURCES LTDCS0.68%$298,45063.5K
37TMOTHERMO FISHER SCIENTIFIC INCCS0.66%$289,725500
38KGCKINROSS GOLD CORPCS0.64%$281,60010.0K
39EEMISHARES MSCI EMERGING MARKETSCS0.60%$263,1554.8K
40SXGCFSOUTHERN CROSS GOLD CONSOLIDATCS0.53%$231,65430.0K
41OR ROYALTIES INC COMCS0.48%$212,3406.0K
42G MINING VENTURES CORP NEW COMCS0.48%$211,8907.0K
43FIRST MAJESTIC SILVER CORPCS0.46%$199,92012.0K
44AURION RESOURCES LTDCS0.36%$157,686156.1K
45RAMELIUS RESOURCES LTD US LISTCS0.22%$95,65934.8K
46OGNNFOROGEN ROYALTIES INC NEW COMCS0.22%$94,80050.0K
47ONYX GOLD CORP COMCS0.19%$82,42575.0K
48DEEP YELLOW LIMITED ORDINARY SCS0.17%$75,83862.2K
49BANYAN GOLD CORP CL ACS0.15%$66,450100.0K
50GOGOLD RESOURCES INCCS0.15%$63,90030.0K
51WLFFFWOLFDEN RES CORP COMCS0.04%$16,351398.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$44M48Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$44M51Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$46M127Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$38M50Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$35M50Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$33M49Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$36M52Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$34M55Jul 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$33M37Oct 23, 202313F-HRchanges · EDGAR ↗
Q2 2023$37M39Aug 3, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.