Stone Run Capital
Latest statistics and disclosures from Stone Run Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, HEI, BRK.B, ADSK, ANET, and represent 20.99% of Stone Run Capital's stock portfolio.
- Added to shares of these 10 stocks: SNPS, TMO, ENTG, PANW, GOOGL, RAL, SRE, GE, SHEL, DUK.
- Started 5 new stock positions in DUK, SRE, SHEL, GE, RAL.
- Reduced shares in these 10 stocks: , MIDD, VLTO, BDX, SPGI, NDSN, LH, MLM, ADSK, AOS.
- Sold out of its positions in ANSS, CARR.
- Stone Run Capital was a net seller of stock by $-6.4M.
- Stone Run Capital has $254M in assets under management (AUM), dropping by 1.50%.
- Central Index Key (CIK): 0001512746
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Portfolio Holdings for Stone Run Capital
Stone Run Capital holds 71 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 | |
|---|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 4.6 | $12M | -2% | 95k | 123.75 |
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| HEICO Corporation (HEI) | 4.5 | $11M | 36k | 322.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $10M | 21k | 502.74 |
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| Autodesk (ADSK) | 3.9 | $10M | -3% | 32k | 317.67 |
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| Arista Networks Com Shs (ANET) | 3.8 | $9.7M | 66k | 145.71 |
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| Martin Marietta Materials (MLM) | 3.8 | $9.6M | -3% | 15k | 630.28 |
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| Watts Water Technologies Cl A (WTS) | 3.5 | $8.9M | -3% | 32k | 279.28 |
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| S&p Global (SPGI) | 3.5 | $8.8M | -5% | 18k | 486.71 |
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| Linde SHS (LIN) | 3.3 | $8.4M | 18k | 475.00 |
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| Lennox International (LII) | 3.3 | $8.3M | 16k | 529.36 |
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| Roper Industries (ROP) | 3.1 | $8.0M | -2% | 16k | 498.68 |
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| Steris Shs Usd (STE) | 2.8 | $7.0M | 28k | 247.44 |
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| Corning Incorporated (GLW) | 2.7 | $6.9M | 85k | 82.03 |
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| Sherwin-Williams Company (SHW) | 2.5 | $6.4M | 19k | 346.26 |
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| Thermo Fisher Scientific (TMO) | 2.5 | $6.3M | +13% | 13k | 485.02 |
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| Ecolab (ECL) | 2.3 | $5.9M | 22k | 273.86 |
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| Emerson Electric (EMR) | 2.3 | $5.8M | 44k | 131.18 |
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| Wabtec Corporation (WAB) | 2.2 | $5.7M | -3% | 28k | 200.47 |
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| Ge Vernova (GEV) | 2.2 | $5.5M | -2% | 9.0k | 614.89 |
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| Edwards Lifesciences (EW) | 2.2 | $5.5M | 70k | 77.77 |
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| Paychex (PAYX) | 2.1 | $5.4M | 43k | 126.76 |
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| Xylem (XYL) | 2.0 | $5.1M | 35k | 147.50 |
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| Danaher Corporation (DHR) | 2.0 | $5.0M | 25k | 198.26 |
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| Trimble Navigation (TRMB) | 1.9 | $4.9M | 59k | 81.65 |
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| Labcorp Holdings Com Shs (LH) | 1.9 | $4.8M | -7% | 17k | 287.06 |
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| Bio-techne Corporation (TECH) | 1.7 | $4.3M | 78k | 55.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $4.2M | +13% | 17k | 243.10 |
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| Nordson Corporation (NDSN) | 1.6 | $4.2M | -10% | 18k | 226.95 |
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| Gartner (IT) | 1.6 | $4.1M | 16k | 262.87 |
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| Becton, Dickinson and (BDX) | 1.6 | $4.0M | -13% | 21k | 187.17 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.6 | $4.0M | 59k | 66.91 |
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| Synopsys (SNPS) | 1.5 | $3.7M | +499% | 7.5k | 493.39 |
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| Fiserv (FI) | 1.5 | $3.7M | -7% | 29k | 128.93 |
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| Entegris (ENTG) | 1.5 | $3.7M | +20% | 40k | 92.46 |
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| PerkinElmer (RVTY) | 1.4 | $3.4M | 39k | 87.65 |
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| Teradyne (TER) | 1.1 | $2.8M | 21k | 137.64 |
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| Palo Alto Networks (PANW) | 1.1 | $2.7M | +23% | 14k | 203.62 |
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| Veralto Corp Com Shs (VLTO) | 0.9 | $2.2M | -25% | 21k | 106.61 |
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| Ptc (PTC) | 0.7 | $1.9M | +2% | 9.2k | 203.02 |
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| Epam Systems (EPAM) | 0.7 | $1.8M | -5% | 12k | 150.79 |
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| Apple (AAPL) | 0.7 | $1.8M | 7.0k | 254.63 |
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| Axogen (AXGN) | 0.7 | $1.7M | +2% | 95k | 17.84 |
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| A. O. Smith Corporation (AOS) | 0.6 | $1.6M | -16% | 22k | 73.41 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.6 | $1.6M | 49k | 32.89 |
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| Fortinet (FTNT) | 0.5 | $1.3M | 16k | 84.08 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $1.1M | 2.5k | 447.23 |
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| Abbvie (ABBV) | 0.3 | $857k | 3.7k | 231.54 |
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| 3M Company (MMM) | 0.3 | $650k | 4.2k | 155.18 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $598k | 3.6k | 167.33 |
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| Illinois Tool Works (ITW) | 0.2 | $509k | 2.0k | 260.76 |
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| Abbott Laboratories (ABT) | 0.2 | $442k | 3.3k | 133.94 |
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| Fortive (FTV) | 0.2 | $412k | 8.4k | 48.99 |
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| Woodward Governor Company (WWD) | 0.1 | $379k | 1.5k | 252.71 |
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| Oneok (OKE) | 0.1 | $332k | 4.6k | 72.97 |
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| Johnson & Johnson (JNJ) | 0.1 | $310k | 1.7k | 185.42 |
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| Ralliant Corp (RAL) | 0.1 | $307k | NEW | 7.0k | 43.73 |
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| Caterpillar (CAT) | 0.1 | $286k | 600.00 | 477.15 |
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| Middleby Corporation (MIDD) | 0.1 | $277k | -87% | 2.1k | 132.93 |
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| McDonald's Corporation (MCD) | 0.1 | $274k | 900.00 | 303.89 |
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| Canadian Natl Ry (CNI) | 0.1 | $274k | 2.9k | 94.30 |
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| Bwx Technologies (BWXT) | 0.1 | $263k | 1.4k | 184.37 |
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| Air Products & Chemicals (APD) | 0.1 | $259k | 950.00 | 272.72 |
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| Cdw (CDW) | 0.1 | $258k | +22% | 1.6k | 159.28 |
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| Amgen (AMGN) | 0.1 | $254k | 900.00 | 282.20 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $228k | 3.1k | 74.49 |
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| Sempra Energy (SRE) | 0.1 | $225k | NEW | 2.5k | 89.98 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.1 | $214k | 5.2k | 41.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $213k | NEW | 708.00 | 300.76 |
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| Constellation Energy (CEG) | 0.1 | $209k | 636.00 | 329.07 |
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| Shell Spon Ads (SHEL) | 0.1 | $201k | NEW | 2.8k | 71.53 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $201k | NEW | 1.6k | 123.75 |
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Past Filings by Stone Run Capital
SEC 13F filings are viewable for Stone Run Capital going back to 2011
- Stone Run Capital 2025 Q3 filed Nov. 14, 2025
- Stone Run Capital 2025 Q2 filed Aug. 14, 2025
- Stone Run Capital 2025 Q1 filed May 14, 2025
- Stone Run Capital 2024 Q4 filed Feb. 14, 2025
- Stone Run Capital 2024 Q3 filed Nov. 14, 2024
- Stone Run Capital 2024 Q2 filed Aug. 14, 2024
- Stone Run Capital 2024 Q1 filed May 14, 2024
- Stone Run Capital 2023 Q4 filed Feb. 14, 2024
- Stone Run Capital 2023 Q3 filed Nov. 14, 2023
- Stone Run Capital 2023 Q2 amended filed Aug. 15, 2023
- Stone Run Capital 2023 Q2 filed Aug. 14, 2023
- Stone Run Capital 2023 Q1 filed May 15, 2023
- Stone Run Capital 2022 Q4 filed Feb. 14, 2023
- Stone Run Capital 2022 Q3 filed Nov. 14, 2022
- Stone Run Capital 2022 Q2 filed Aug. 15, 2022
- Stone Run Capital 2022 Q1 filed May 16, 2022