Fund HoldingsCorundum Group, Inc.

Total Portfolio Value
$176.00M
Total Bought
$765.5K
Total Sold
$22.60M
Net Transaction
-$21.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COSTCO WHOLESALE CORP-NEW1,1861,462+2766398260.47%+187
MARATHON PETE CORP COM(MPC)01,950+1,95002950.17%+295
PIONEER NATURAL RESOURCES COMP0995+99502280.13%+228
MICRON TECHNOLOGY(MU)04,120+4,12002800.16%+280
SERVICENOW INC COM(NOW)0497+49702780.16%+278
BECTON DICKINSON & CO(BDX)0885+88502290.13%+229
CANNABIS SCIENCE INC0118,000+118,000000
FUTUREONE INC0100,000+100,000000
LLOYDS BANKING GROUP PLC SPONS(LYG)010,742+10,7420230.01%+23
DEVON ENERGY CORP(DVN)04,715+4,71502250.13%+225
AMGEN INC(AMGN)2,3961,968-4285325290.30%-3
ADOBE INC COMMON STOCK616578-383012950.17%-6
RAYMOND JAMES FINANCIAL INC(RJF)02,250+2,25002260.13%+226
AMPLIFY ETF TR AMPLIFY CWP ENH9,0009,00003243130.18%-11
ISHARES S&P SMALL CAP 600 GROW2,6002,60002992850.16%-14
AIR PRODUCTS & CHEMICALS INC990997+72972830.16%-14
O REILLY AUTOMOTIVE INC(ORLY)31431403002850.16%-15
FIRST TRUST GLOBAL TACTICAL CO69,46065,285-4,1751,5821,5670.89%-15
MYMD PHARMACEUTICALS INC COMMO019,600+19,6000120.01%+12
FEDEX CORP4,2633,887-3761,0571,0300.59%-27
BROADCOM INC COMMON STOCK(AVGO)532523-94614340.25%-27
TESLA INC COMMON STOCK2,3552,35506165890.33%-27
TRACTOR SUPPLY CO(TSCO)1,7071,717+103773490.20%-29
LEGG MASON ETF INVT TR CLEARBR10,85610,808-485895600.32%-29
US BANCORP DEL COM(USB)22,30721,407-9007377080.40%-29
REPUBLIC SERVICES INC(RSG)2,7902,79004273980.23%-30
FISERV INC COMMON STOCK(FISV)2,4002,40003032710.15%-32
INTUIT INC(INTU)633504-1292902580.15%-33
UNION PACIFIC CORP(UNP)2,4252,263-1624964610.26%-35
LOCKHEED MARTIN CORP(LMT)74274203423030.17%-38
MICROCHIP TECHNOLOGY INC(MCHP)3,4793,47903122720.15%-40
ALPHABET INC. CLASS C9,1518,068-1,0831,1071,0640.60%-43
VAIL RESORTS INC1,5001,50003783330.19%-45
NUSHARES ETF TR SMALL CAP ETF56,41258,585+2,1732,0872,0401.16%-47
ABBVIE INC(ABBV)5,7354,862-8737737250.41%-48
SYSCO CORP(SYY)5,9915,99104453960.22%-49
DANAHER CORPORATION(DHR)1,119871-2482692160.12%-52
TEXAS INSTRUMENTS INCORPORATED(TXN)2,2322,188-444023480.20%-54
ISHARES TRUST ISHARES MSCI USA61,28763,143+1,8565,7395,6813.23%-58
ALPHABET INC. CLASS A9,7068,425-1,2811,1621,1020.63%-59
ISHARES CORE S&P SMALL CAP ETF10,0629,962-1001,0039400.53%-63
ARISTA NETWORKS INC COM1,7691,197-5722872200.13%-67
CISCO SYSTEMS INC(CSCO)24,80022,601-2,1991,2831,2150.69%-68
THERMO FISHER SCIENTIFIC INC(TMO)900771-1294703900.22%-79
UNITEDHEALTH GROUP INC(UNH)2,7622,473-2891,3281,2470.71%-81
GOLDMAN SACHS GROUP INC(GS)2,6642,406-2588597790.44%-81
INTEL CORP(INTC)46,80841,638-5,1701,5651,4800.84%-85
CATERPILLAR INC(CAT)2,7132,116-5976685780.33%-90
XCEL ENERGY INC COMMON STOCK6,4035,364-1,0393983070.17%-91
WALMART INC COMMON STOCK(WMT)7,1576,449-7081,1251,0310.59%-94
BANK OF AMERICA CORP28,92426,862-2,0628307350.42%-94
AUTOMATIC DATA PROCESSING INC3,1192,442-6776865870.33%-98
S&P GLOBAL INC COM(SPGI)845646-1993392360.13%-103
ISHARES S&P 500 VALUE ETF6,3415,970-3711,0229180.52%-104
CHEVRON CORPORATION(CVX)6,1395,100-1,0399668600.49%-106
BRISTOL-MYERS SQUIBB(BMY)8,8417,888-9535654580.26%-108
ELI LILLY & CO(LLY)2,0201,558-4629478370.48%-110
ISHARES CORE S&P MID CAP ETF6,7136,578-1351,7551,6400.93%-115
WALT DISNEY CO(DIS)6,6245,750-8745914660.26%-125
BERKSHIRE HATHAWAY CLASS B2,0091,573-4366855510.31%-134
MASTERCARD INCORPORATED(MA)2,0491,692-3578066700.38%-136
PFIZER INC(PFE)37,03836,816-2221,3591,2210.69%-137
MEDTRONIC PLC COM9,9689,452-5168787410.42%-138
JPMORGAN CHASE & CO(JPM)11,69310,708-9851,7011,5530.88%-148
HOME DEPOT INC(HD)5,7255,388-3371,7781,6280.93%-150
PEPSICO INC COMMON STOCK(PEP)3,0422,355-6875633990.23%-164
COCA COLA COMPANY (THE)(KO)12,23310,219-2,0147375720.33%-165
EXXON MOBIL CORP20,11316,843-3,2702,1571,9801.13%-177
SPDR GOLD SHARES ETF10,2889,666-6221,8341,6570.94%-177
ECOLAB INC(ECL)5,3994,858-5411,0088230.47%-185
MCDONALDS CORP(MCD)3,8533,660-1931,1509640.55%-186
TARGET CORP(TGT)7,6787,472-2061,0138260.47%-187
PROCTER & GAMBLE CO(PG)8,3277,334-9931,2641,0700.61%-194
JOHNSON & JOHNSON COMMON STOCK(JNJ)11,15710,608-5491,8471,6520.94%-195
HONEYWELL INTL INC(HON)5,6495,276-3731,1729750.55%-197
QUEST DIAGNOSTICS INC(DGX)000000
VISA INC CL A COMMON STOCK(V)5,4574,724-7331,2961,0870.62%-209
CANADIAN PAC KANS CITY LTD COM000000
AMAZON.COM INC(AMZN)12,63011,267-1,3631,6461,4320.81%-214
AUTODESK INC000000
TJX COMPANIES INC NEW(TJX)000000
ISHARES RUSSELL 2000 VALUE ETF45,09245,09206,3496,1123.47%-237
ISHARES RUSSELL 2000 ETF15,16614,717-4492,8402,6011.48%-239
ABBOTT LABORATORIES11,94210,959-9831,3021,0610.60%-241
WASTE MANAGEMENT INC DEL(WM)6,0725,325-7471,0538120.46%-241
ISHARES S&P 500 GROWTH ETF29,58426,924-2,6602,0851,8421.05%-243
VERIZON COMMUNICATIONS000000
VANGUARD INDEX FUNDS VANGUARD1,1920-1,1922620-262
ISHARES S&P MID CAP 400 GROWTH11,9898,809-3,1808996360.36%-263
UNITED PARCEL SVC INC CL B(UPS)7,2366,635-6011,2971,0340.59%-263
SCHWAB STRATEGIC TR US DIVIDEN3,7380-3,7382710-271
INVESCO QQQ TR UNIT SER 11,471745-7265432670.15%-277
ISHARES RUSSELL MID CAP VALUE51,89951,89905,7015,4153.08%-285
MERCK & CO INC(MRK)13,05611,781-1,2751,5071,2130.69%-294
RAYTHEON TECHNOLOGIES CORPORAT(RTX)3,0500-3,0502990-299
INVESCO ACTIVELY MANAGED EXCHA22,1750-22,1753020-302
ISHARES RUSSELL MID CAP GROWTH58,02458,02405,6075,3003.01%-306
ORACLE CORPORATION(ORCL)10,2008,566-1,6341,2159070.52%-307
VANGUARD RUSSELL 1000 VALUE ET42,12638,922-3,2042,9162,5951.47%-321
ISHARES MSCI EAFE ETF118,189118,894+7058,5698,1944.66%-375
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