Institutional
Centerstone Investors, LLC
CIK 0001766788
$31.8M
Reported AUM
22
Positions
Q4 2025
Period
2026-01-30
Filed
Editorial summary
Summary for Centerstone Investors, LLC · Q4 2025 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q4 2025
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR Gold Shares USD Class | $377.40 | 1.70% | 20.05% | 118.68% | $6.5M | 20.55% | — | HELD |
| 2 | ACWI | ISHARES MSCI ACWI ETF | $155.03 | 1.68% | 22.31% | 61.62% | $5.2M | 16.45% | — | HELD |
| 3 | SPY | SPDR S&P 500 ETF | $738.76 | 1.27% | 18.63% | 72.84% | $2.5M | 7.96% | — | HELD |
| 4 | RSP | INVESCO S&P EQUAL WEIGHT | $214.17 | -0.72% | 19.83% | 48.78% | $2.5M | 7.84% | — | HELD |
| 5 | FNV | Franco-Nevada Corporation | $219.61 | 2.44% | 33.09% | 53.72% | $1.4M | 4.31% | — | HELD |
| 6 | TSLA | Tesla Inc. | $306.83 | 2.85% | -1.42% | 21.64% | $1.3M | 4.24% | — | HELD |
| 7 | DG | Dollar General Corporation | $126.68 | -1.55% | 19.14% | -38.17% | $1.2M | 3.79% | — | HELD |
| 8 | EMR | Emerson Electric Company | $148.64 | 2.00% | 4.46% | 51.98% | $1.1M | 3.52% | — | HELD |
| 9 | SCCO | Southern Copper Corporation | $184.04 | 4.88% | 103.40% | 259.69% | $1.0M | 3.16% | — | HELD |
| 10 | CVX | Chevron Corporation | $190.85 | -0.53% | 31.24% | 138.73% | $936K | 2.94% | — | HELD |
| 11 | ROST | Ross Stores Inc. | $250.48 | -0.59% | 85.57% | 124.87% | $928K | 2.92% | — | HELD |
| 12 | DIS | Walt Disney Company (The) | $95.51 | -3.02% | -14.31% | -43.98% | $896K | 2.82% | — | HELD |
| 13 | CSL | Carlisle Companies Inc. | $362.70 | 8.42% | -3.91% | 67.16% | $842K | 2.65% | — | HELD |
| 14 | ORLY | O'Reilly Automotive Inc. | $88.42 | -2.44% | -8.57% | 128.83% | $762K | 2.40% | — | HELD |
| 15 | HSIC | Henry Schein Inc. | $85.09 | -0.86% | 25.10% | 12.50% | $749K | 2.36% | — | HELD |
| 16 | GWW | WW Grainger Inc. | $1350.48 | -0.62% | 47.01% | 228.61% | $675K | 2.12% | — | HELD |
| 17 | NVST | Envista Holdings Corporation | $27.83 | -1.90% | 36.20% | -33.70% | $660K | 2.07% | — | HELD |
| 18 | MCD | McDonald's Corporation | $267.52 | -1.47% | -9.83% | 25.28% | $655K | 2.06% | — | HELD |
| 19 | CPAY | Corpay Inc. | $389.33 | -0.90% | 24.16% | 49.21% | $646K | 2.03% | — | HELD |
| 20 | BIDU | Baidu Inc. | $105.93 | 0.62% | 20.95% | -33.65% | $447K | 1.40% | — | HELD |
| 21 | SMG | Scotts Miracle-Gro Company (The) | $68.68 | -2.35% | 16.17% | -47.23% | $429K | 1.35% | — | HELD |
| 22 | KMX | CarMax Inc. | $58.42 | -1.16% | 3.41% | -53.77% | $345K | 1.08% | — | HELD |
Source: SEC EDGAR · accession 0001580642-26-000601. 13F discloses long positions only — shorts, foreign equities, and options are excluded.