Stone Run Capital

Stone Run Capital as of Dec. 31, 2017

Portfolio Holdings for Stone Run Capital

Stone Run Capital holds 69 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Becton, Dickinson and (BDX) 4.2 $8.1M 38k 214.06
Emerson Electric (EMR) 3.8 $7.4M 106k 69.69
Praxair 3.6 $7.1M 46k 154.67
Mohawk Industries (MHK) 3.6 $7.1M 26k 275.91
Ihs Markit 3.3 $6.4M 142k 45.14
Roper Industries (ROP) 3.2 $6.2M 24k 258.98
International Flavors & Fragrances (IFF) 3.1 $6.1M 40k 152.60
Autodesk (ADSK) 3.1 $6.0M 57k 104.83
Wabtec Corporation (WAB) 3.0 $5.8M 71k 81.43
Dentsply Sirona (XRAY) 3.0 $5.8M 88k 65.83
Edwards Lifesciences (EW) 2.8 $5.5M 49k 112.71
Bio-techne Corporation (TECH) 2.7 $5.2M 40k 129.57
Teleflex Incorporated (TFX) 2.6 $5.0M 20k 248.80
HEICO Corporation (HEI) 2.5 $4.9M 52k 94.34
Thermo Fisher Scientific (TMO) 2.4 $4.6M 24k 189.87
Lennox International (LII) 2.4 $4.6M 22k 208.23
Xylem (XYL) 2.3 $4.5M 65k 68.19
Watts Water Technologies (WTS) 2.2 $4.3M 57k 75.94
McCormick & Company, Incorporated (MKC) 2.2 $4.3M 42k 101.90
Woodward Governor Company (WWD) 2.1 $4.1M 54k 76.54
Paychex (PAYX) 2.1 $4.1M 60k 68.08
Schlumberger (SLB) 2.1 $4.0M 60k 67.39
Cerner Corporation 2.0 $3.9M 58k 67.39
Trimble Navigation (TRMB) 1.9 $3.8M 93k 40.64
Epam Systems (EPAM) 1.9 $3.6M 34k 107.43
3M Company (MMM) 1.9 $3.6M 15k 235.37
Ptc (PTC) 1.9 $3.6M 59k 60.78
Sherwin-Williams Company (SHW) 1.7 $3.4M 8.2k 409.99
Henry Schein (HSIC) 1.7 $3.3M 48k 69.88
PerkinElmer (RVTY) 1.7 $3.3M 45k 73.13
Berkshire Hathaway (BRK.B) 1.7 $3.3M 17k 198.24
Danaher Corporation (DHR) 1.7 $3.3M 35k 92.82
Cabot Oil & Gas Corporation (CTRA) 1.6 $3.2M 111k 28.61
Gartner (IT) 1.6 $3.2M 26k 123.15
Laboratory Corp. of America Holdings (LH) 1.6 $3.1M 19k 159.54
Ecolab (ECL) 1.5 $2.9M 22k 134.16
Fiserv (FI) 1.5 $2.9M 22k 131.13
Minerals Technologies (MTX) 1.3 $2.6M 37k 68.86
Monsanto Company 1.1 $2.1M 18k 116.75
Brookfield Infrastructure Part (BIP) 0.9 $1.7M 39k 44.79
Eqt Midstream Partners 0.8 $1.5M 21k 73.08
Fortive (FTV) 0.6 $1.2M 17k 72.33
Corning Incorporated (GLW) 0.6 $1.1M 36k 32.00
Kirby Corporation (KEX) 0.5 $996k 15k 66.85
Procter & Gamble Company (PG) 0.5 $934k 10k 91.93
United Technologies Corporation 0.5 $924k 7.3k 127.45
Varian Medical Systems 0.5 $904k 8.1k 111.12
Patterson Companies (PDCO) 0.4 $840k 23k 36.13
Apple (AAPL) 0.3 $641k 3.8k 169.22
Dowdupont 0.3 $634k 8.9k 71.26
Air Products & Chemicals (APD) 0.3 $517k 3.2k 164.13
Royal Dutch Shell 0.3 $523k 7.8k 66.73
EQT Corporation (EQT) 0.3 $526k 9.2k 56.90
Exxon Mobil Corporation (XOM) 0.3 $501k 6.0k 83.70
General Electric Company 0.2 $464k 27k 17.47
Johnson & Johnson (JNJ) 0.2 $419k 3.0k 139.67
Canadian Natl Ry (CNI) 0.2 $412k 5.0k 82.40
Illinois Tool Works (ITW) 0.2 $409k 2.5k 166.94
Abbvie (ABBV) 0.2 $416k 4.3k 96.74
McDonald's Corporation (MCD) 0.2 $387k 2.3k 172.00
Intuitive Surgical (ISRG) 0.2 $328k 900.00 364.44
Merck & Co (MRK) 0.2 $334k 5.9k 56.24
Oneok (OKE) 0.2 $305k 5.7k 53.51
Dominion Resources (D) 0.1 $284k 3.5k 81.14
Brookfield Renewable energy partners lpu (BEP) 0.1 $297k 8.5k 34.94
PPG Industries (PPG) 0.1 $234k 2.0k 117.00
Intel Corporation (INTC) 0.1 $231k 5.0k 46.20
Amgen (AMGN) 0.1 $235k 1.4k 174.07
Pepsi (PEP) 0.1 $240k 2.0k 120.00