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James S. Riswold

@Corundum Trust Company, Inc

Latest period2024 - Q4ReportedManaged Assets$33.308MTotal holdings49
Assets growth rate-8.22%Assets growth rate (2-Q avg)-1.34%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Corundum Trust Company, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Corundum Trust Company, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 33.308M in assets, with a quarterly growth rate of -8.22% and a 2-quarter average growth rate of -1.34%. The portfolio is managed by James S. Riswold, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co
Recent Activity
Decreased -2.18%
1.77%
$588,967
2,457 shares@ $239.71 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -2.01%
1.37%
$454,005
7,669 shares@ $59.21 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Decreased -60.12%
1.17%
$387,985
662 shares@ $586.09 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -2.77%
1.11%
$368,356
1,679 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Decreased -4.17%
0.88%
$291,459
643 shares@ $453.28 avg price
TGTTarget Corp
Recent Activity
Decreased -3.75%
0.72%
$238,998
1,768 shares@ $135.18 avg price
BMTLFBemetals Corp Com
Recent Activity
Decreased -2.92%
0.02%
$4,494
132,567 shares@ $0.04 avg price