Stone Run Capital

Stone Run Capital as of Sept. 30, 2018

Portfolio Holdings for Stone Run Capital

Stone Run Capital holds 69 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Becton, Dickinson and (BDX) 4.6 $10M 38k 261.02
Autodesk (ADSK) 4.1 $8.9M 57k 156.11
Edwards Lifesciences (EW) 3.8 $8.2M 47k 174.10
HEICO Corporation (HEI) 3.5 $7.6M 82k 92.62
Ihs Markit 3.4 $7.4M 137k 53.96
Bio-techne Corporation (TECH) 3.3 $7.2M 35k 204.11
Roper Industries (ROP) 3.3 $7.1M 24k 296.23
Emerson Electric (EMR) 3.2 $6.9M 90k 76.58
Praxair 2.9 $6.3M 39k 160.71
Ptc (PTC) 2.8 $6.1M 57k 106.18
Gartner (IT) 2.8 $6.0M 38k 158.49
Thermo Fisher Scientific (TMO) 2.7 $5.9M 24k 244.09
McCormick & Company, Incorporated (MKC) 2.5 $5.6M 42k 131.75
International Flavors & Fragrances (IFF) 2.5 $5.5M 40k 139.12
Paychex (PAYX) 2.5 $5.4M 73k 73.65
Martin Marietta Materials (MLM) 2.4 $5.2M 29k 181.94
Teleflex Incorporated (TFX) 2.3 $5.1M 19k 266.07
Mohawk Industries (MHK) 2.2 $4.8M 28k 175.36
Lennox International (LII) 2.2 $4.7M 22k 218.39
Epam Systems (EPAM) 2.1 $4.6M 34k 137.69
Xylem (XYL) 2.1 $4.6M 58k 79.87
Watts Water Technologies (WTS) 2.1 $4.6M 56k 82.99
Wabtec Corporation (WAB) 2.1 $4.5M 43k 104.88
Woodward Governor Company (WWD) 2.1 $4.5M 56k 80.85
Middleby Corporation (MIDD) 2.1 $4.5M 35k 129.33
PerkinElmer (RVTY) 2.0 $4.3M 44k 97.27
Trimble Navigation (TRMB) 1.9 $4.2M 97k 43.46
Danaher Corporation (DHR) 1.9 $4.2M 39k 108.65
Fiserv (FI) 1.9 $4.0M 49k 82.37
Sherwin-Williams Company (SHW) 1.7 $3.7M 8.2k 455.21
Laboratory Corp. of America Holdings (LH) 1.7 $3.7M 21k 173.66
Ecolab (ECL) 1.6 $3.5M 22k 156.78
Berkshire Hathaway (BRK.B) 1.6 $3.4M 16k 214.12
Nielsen Hldgs Plc Shs Eur 1.4 $3.2M 114k 27.66
3M Company (MMM) 1.4 $3.0M 14k 210.66
Dentsply Sirona (XRAY) 1.4 $3.0M 79k 37.73
Welbilt 1.3 $2.8M 135k 20.88
Cerner Corporation 1.2 $2.6M 40k 64.42
General Electric Company 1.1 $2.5M 219k 11.29
Brookfield Infrastructure Part (BIP) 0.7 $1.5M 38k 39.89
Fortive (FTV) 0.7 $1.4M 17k 84.21
Schlumberger (SLB) 0.6 $1.3M 22k 60.89
Corning Incorporated (GLW) 0.6 $1.3M 36k 35.30
Kirby Corporation (KEX) 0.5 $1.1M 14k 82.23
Eqt Midstream Partners 0.5 $1.0M 20k 52.76
United Technologies Corporation 0.4 $943k 6.8k 139.70
Varian Medical Systems 0.4 $910k 8.1k 111.86
Apple (AAPL) 0.4 $855k 3.8k 225.71
PPG Industries (PPG) 0.3 $765k 9.2k 83.24
Minerals Technologies (MTX) 0.3 $561k 8.3k 67.59
Dowdupont 0.3 $572k 8.9k 64.29
Air Products & Chemicals (APD) 0.2 $526k 3.2k 166.98
Intuitive Surgical (ISRG) 0.2 $517k 900.00 574.44
Canadian Natl Ry (CNI) 0.2 $449k 5.0k 89.80
Merck & Co (MRK) 0.2 $422k 5.9k 71.00
Exxon Mobil Corporation (XOM) 0.2 $390k 4.6k 85.17
Oneok (OKE) 0.2 $387k 5.7k 67.89
Abbvie (ABBV) 0.2 $383k 4.1k 94.57
McDonald's Corporation (MCD) 0.2 $376k 2.3k 167.11
Johnson & Johnson (JNJ) 0.2 $380k 2.8k 138.18
Illinois Tool Works (ITW) 0.2 $346k 2.5k 141.22
Abbott Laboratories (ABT) 0.1 $297k 4.1k 73.33
Amgen (AMGN) 0.1 $280k 1.4k 207.41
EQT Corporation (EQT) 0.1 $276k 6.2k 44.20
Royal Dutch Shell 0.1 $262k 3.8k 68.28
Brookfield Renewable energy partners lpu (BEP) 0.1 $257k 8.5k 30.24
Dominion Resources (D) 0.1 $246k 3.5k 70.29
Intel Corporation (INTC) 0.1 $244k 5.2k 47.29
Hmh Holdings 0.1 $119k 17k 7.00