Centerstone Investors as of Sept. 30, 2025
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 | 21k | 355.47 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 18.2 | $5.1M | 37k | 138.24 | |
| Franco-Nevada Corporation (FNV) | 5.3 | $1.5M | 6.6k | 222.91 | |
| Tesla Motors (TSLA) | 4.8 | $1.3M | 3.0k | 444.72 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $1.1M | 1.7k | 666.18 | |
| Emerson Electric (EMR) | 3.9 | $1.1M | 8.4k | 131.18 | |
| Chevron Corporation (CVX) | 3.4 | $954k | 6.1k | 155.29 | |
| Dollar General (DG) | 3.3 | $938k | 9.1k | 103.35 | |
| Walt Disney Company (DIS) | 3.2 | $901k | 7.9k | 114.50 | |
| O'reilly Automotive (ORLY) | 3.2 | $901k | 8.4k | 107.81 | |
| Carlisle Companies (CSL) | 3.1 | $866k | 2.6k | 328.96 | |
| Southern Copper Corporation (SCCO) | 3.0 | $842k | 6.9k | 121.36 | |
| Ross Stores (ROST) | 2.8 | $785k | 5.2k | 152.39 | |
| Henry Schein (HSIC) | 2.3 | $658k | 9.9k | 66.37 | |
| McDonald's Corporation (MCD) | 2.3 | $651k | 2.1k | 303.89 | |
| W.W. Grainger (GWW) | 2.3 | $638k | 669.00 | 952.96 | |
| Envista Hldgs Corp (NVST) | 2.2 | $619k | 30k | 20.37 | |
| Corpay Com Shs (CPAY) | 2.2 | $619k | 2.1k | 288.06 | |
| Baidu Spon Adr Rep A (BIDU) | 1.6 | $451k | 3.4k | 131.77 | |
| Scotts Miracle-gro Cl A (SMG) | 1.5 | $419k | 7.4k | 56.95 | |
| CarMax (KMX) | 1.4 | $400k | 8.9k | 44.87 |
