Centerstone Investors as of June 30, 2025
Portfolio Holdings for Centerstone Investors
Centerstone Investors holds 22 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 19.4 | $4.7M | 16k | 304.83 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 8.4 | $2.1M | 16k | 128.60 | |
| Franco-Nevada Corporation (FNV) | 7.3 | $1.8M | 11k | 163.92 | |
| Emerson Electric (EMR) | 5.8 | $1.4M | 11k | 133.33 | |
| Dollar General (DG) | 5.3 | $1.3M | 11k | 114.38 | |
| Walt Disney Company (DIS) | 5.0 | $1.2M | 9.8k | 124.01 | |
| Chevron Corporation (CVX) | 4.5 | $1.1M | 7.7k | 143.19 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.2 | $1.0M | 1.7k | 617.85 | |
| Invesco Currencyshares Japan Japanese Yen (FXY) | 4.1 | $1.0M | 16k | 63.94 | |
| Carlisle Companies (CSL) | 4.0 | $983k | 2.6k | 373.40 | |
| Tesla Motors (TSLA) | 3.9 | $953k | 3.0k | 317.66 | |
| O'reilly Automotive (ORLY) | 3.1 | $753k | 8.4k | 90.13 | |
| Henry Schein (HSIC) | 3.0 | $724k | 9.9k | 73.05 | |
| Corpay Com Shs (CPAY) | 2.9 | $712k | 2.1k | 331.82 | |
| W.W. Grainger (GWW) | 2.9 | $696k | 669.00 | 1040.24 | |
| Southern Copper Corporation (SCCO) | 2.9 | $695k | 6.9k | 101.18 | |
| Ross Stores (ROST) | 2.7 | $658k | 5.2k | 127.58 | |
| McDonald's Corporation (MCD) | 2.6 | $626k | 2.1k | 292.17 | |
| CarMax (KMX) | 2.5 | $600k | 8.9k | 67.21 | |
| Envista Hldgs Corp (NVST) | 2.4 | $594k | 30k | 19.54 | |
| Scotts Miracle-gro Cl A (SMG) | 2.0 | $485k | 7.4k | 65.96 | |
| Baidu Spon Adr Rep A (BIDU) | 1.2 | $293k | 3.4k | 85.76 |
