Centerstone Investors
Latest statistics and disclosures from Centerstone Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, ACWI, FNV, TSLA, SPY, and represent 58.14% of Centerstone Investors's stock portfolio.
- Added to shares of these 3 stocks: ACWI, GLD, SCCO.
- Reduced shares in these 6 stocks: FXY, FNV, EMR, CVX, DG, DIS.
- Sold out of its position in FXY.
- Centerstone Investors was a net buyer of stock by $1.8M.
- Centerstone Investors has $28M in assets under management (AUM), dropping by 15.11%.
- Central Index Key (CIK): 0001766788
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Portfolio Holdings for Centerstone Investors
Centerstone Investors holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 26.0 | $7.3M | +32% | 21k | 355.47 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 18.2 | $5.1M | +131% | 37k | 138.24 |
|
| Franco-Nevada Corporation (FNV) | 5.3 | $1.5M | -38% | 6.6k | 222.91 |
|
| Tesla Motors (TSLA) | 4.8 | $1.3M | 3.0k | 444.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $1.1M | 1.7k | 666.18 |
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| Emerson Electric (EMR) | 3.9 | $1.1M | -20% | 8.4k | 131.18 |
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| Chevron Corporation (CVX) | 3.4 | $954k | -20% | 6.1k | 155.29 |
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| Dollar General (DG) | 3.3 | $938k | -19% | 9.1k | 103.35 |
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| Walt Disney Company (DIS) | 3.2 | $901k | -20% | 7.9k | 114.50 |
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| O'reilly Automotive (ORLY) | 3.2 | $901k | 8.4k | 107.81 |
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| Carlisle Companies (CSL) | 3.1 | $866k | 2.6k | 328.96 |
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| Southern Copper Corporation (SCCO) | 3.0 | $842k | 6.9k | 121.36 |
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| Ross Stores (ROST) | 2.8 | $785k | 5.2k | 152.39 |
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| Henry Schein (HSIC) | 2.3 | $658k | 9.9k | 66.37 |
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| McDonald's Corporation (MCD) | 2.3 | $651k | 2.1k | 303.89 |
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| W.W. Grainger (GWW) | 2.3 | $638k | 669.00 | 952.96 |
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| Envista Hldgs Corp (NVST) | 2.2 | $619k | 30k | 20.37 |
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| Corpay Com Shs (CPAY) | 2.2 | $619k | 2.1k | 288.06 |
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| Baidu Spon Adr Rep A (BIDU) | 1.6 | $451k | 3.4k | 131.77 |
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| Scotts Miracle-gro Cl A (SMG) | 1.5 | $419k | 7.4k | 56.95 |
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| CarMax (KMX) | 1.4 | $400k | 8.9k | 44.87 |
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Past Filings by Centerstone Investors
SEC 13F filings are viewable for Centerstone Investors going back to 2018
- Centerstone Investors 2025 Q3 filed Nov. 14, 2025
- Centerstone Investors 2025 Q2 filed Aug. 14, 2025
- Centerstone Investors 2025 Q1 filed May 15, 2025
- Centerstone Investors 2024 Q4 restated filed Feb. 19, 2025
- Centerstone Investors 2024 Q4 filed Feb. 18, 2025
- Centerstone Investors 2024 Q3 restated filed Nov. 25, 2024
- Centerstone Investors 2024 Q3 filed Nov. 15, 2024
- Centerstone Investors 2024 Q2 filed Aug. 14, 2024
- Centerstone Investors 2024 Q1 filed May 15, 2024
- Centerstone Investors 2023 Q4 filed Feb. 14, 2024
- Centerstone Investors 2023 Q3 filed Nov. 14, 2023
- Centerstone Investors 2023 Q2 filed Aug. 14, 2023
- Centerstone Investors 2023 Q1 filed May 15, 2023
- Centerstone Investors 2022 Q4 filed Feb. 14, 2023
- Centerstone Investors 2022 Q3 filed Nov. 14, 2022
- Centerstone Investors 2022 Q2 filed Aug. 15, 2022