Centerstone Investors
Latest statistics and disclosures from Centerstone Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, ACWI, SPY, RSP, FNV, and represent 57.10% of Centerstone Investors's stock portfolio.
- Added to shares of these 3 stocks: RSP, SPY, SCCO.
- Started 1 new stock position in RSP.
- Reduced shares in these 1 stock: GLD.
- Centerstone Investors was a net buyer of stock by $2.3M.
- Centerstone Investors has $32M in assets under management (AUM), dropping by 13.36%.
- Central Index Key (CIK): 0001766788
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Portfolio Holdings for Centerstone Investors
Centerstone Investors holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Gold Shares USD Class Gold Shs (GLD) | 20.5 | $6.5M | -19% | 17k | 396.31 |
|
| Ishares Msci Acwi Etf Msci Acwi Etf (ACWI) | 16.4 | $5.2M | 37k | 141.49 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 8.0 | $2.5M | +122% | 3.7k | 681.92 |
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| Invesco S&p Equal Weight S&p500 Eql Wgt (RSP) | 7.8 | $2.5M | NEW | 13k | 191.56 |
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| Franco-Nevada Corporation (FNV) | 4.3 | $1.4M | 6.6k | 207.28 |
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| Tesla Motors (TSLA) | 4.2 | $1.3M | 3.0k | 449.72 |
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| Dollar General (DG) | 3.8 | $1.2M | 9.1k | 132.77 |
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| Emerson Electric (EMR) | 3.5 | $1.1M | 8.4k | 132.72 |
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| Southern Copper Corporation (SCCO) | 3.2 | $1.0M | 7.0k | 143.47 |
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| Chevron Corporation (CVX) | 2.9 | $936k | 6.1k | 152.41 |
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| Ross Stores (ROST) | 2.9 | $928k | 5.2k | 180.14 |
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| Walt Disney Company (DIS) | 2.8 | $896k | 7.9k | 113.77 |
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| Carlisle Companies (CSL) | 2.6 | $842k | 2.6k | 319.86 |
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| O'reilly Automotive (ORLY) | 2.4 | $762k | 8.4k | 91.21 |
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| Henry Schein (HSIC) | 2.4 | $749k | 9.9k | 75.58 |
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| W.W. Grainger (GWW) | 2.1 | $675k | 669.00 | 1009.05 |
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| Envista Hldgs Corp (NVST) | 2.1 | $660k | 30k | 21.71 |
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| McDonald's Corporation (MCD) | 2.1 | $655k | 2.1k | 305.63 |
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| Corpay Com Shs (CPAY) | 2.0 | $646k | 2.1k | 300.93 |
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| Baidu Spon Adr Rep A (BIDU) | 1.4 | $447k | 3.4k | 130.66 |
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| Scotts Miracle-Gro Company Cl A (SMG) | 1.3 | $429k | 7.4k | 58.35 |
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| CarMax (KMX) | 1.1 | $345k | 8.9k | 38.64 |
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Past Filings by Centerstone Investors
SEC 13F filings are viewable for Centerstone Investors going back to 2018
- Centerstone Investors 2025 Q4 filed Jan. 30, 2026
- 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