Stone Run Capital

Stone Run Capital as of Dec. 31, 2024

Portfolio Holdings for Stone Run Capital

Stone Run Capital holds 68 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
S&p Global (SPGI) 4.1 $10M 21k 498.03
Lennox International (LII) 3.9 $10M 16k 609.30
Autodesk (ADSK) 3.9 $9.9M 34k 295.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $9.6M 21k 453.28
HEICO Corporation (HEI) 3.6 $9.1M 39k 237.74
Gartner (IT) 3.6 $9.1M 19k 484.47
Roper Industries (ROP) 3.4 $8.6M 17k 519.86
Martin Marietta Materials (MLM) 3.2 $8.1M 16k 516.50
Arista Networks Com Shs (ANET) 3.1 $8.0M 72k 110.53
Steris Shs Usd (STE) 3.1 $8.0M 39k 205.56
Linde SHS (LIN) 3.1 $7.9M 19k 418.67
Emerson Electric (EMR) 2.9 $7.4M 60k 123.93
Amphenol Corp Cl A (APH) 2.7 $6.8M 98k 69.45
Watts Water Technologies Cl A (WTS) 2.7 $6.8M 33k 203.30
Thermo Fisher Scientific (TMO) 2.6 $6.6M 13k 520.23
Becton, Dickinson and (BDX) 2.6 $6.6M 29k 226.87
Fiserv (FI) 2.5 $6.4M 31k 205.42
Sherwin-Williams Company (SHW) 2.5 $6.3M 19k 339.93
Danaher Corporation (DHR) 2.5 $6.3M 27k 229.55
Wabtec Corporation (WAB) 2.4 $6.1M 32k 189.59
Paychex (PAYX) 2.3 $6.0M 43k 140.22
Edwards Lifesciences (EW) 2.2 $5.7M 77k 74.03
Ansys (ANSS) 2.1 $5.5M 16k 337.33
Bio-techne Corporation (TECH) 2.1 $5.4M 75k 72.03
Ecolab (ECL) 2.0 $5.1M 22k 234.32
Middleby Corporation (MIDD) 2.0 $5.0M 37k 135.45
Mccormick & Co Com Non Vtg (MKC) 1.9 $4.9M 64k 76.24
PerkinElmer (RVTY) 1.9 $4.8M 43k 111.61
Xylem (XYL) 1.6 $4.0M 34k 116.02
Veralto Corp Com Shs (VLTO) 1.5 $3.7M 36k 101.85
Trimble Navigation (TRMB) 1.4 $3.7M 52k 70.66
Nordson Corporation (NDSN) 1.4 $3.5M 17k 209.24
Entegris (ENTG) 1.4 $3.5M 36k 99.06
Ge Vernova (GEV) 1.2 $3.2M 9.6k 328.92
Epam Systems (EPAM) 1.2 $3.0M 13k 233.82
Adobe Systems Incorporated (ADBE) 1.2 $3.0M 6.7k 444.68
Fortive (FTV) 0.9 $2.3M 31k 75.00
International Flavors & Fragrances (IFF) 0.9 $2.3M 27k 84.55
Palo Alto Networks (PANW) 0.8 $2.0M 11k 181.96
Teradyne (TER) 0.7 $1.8M 15k 125.92
Apple (AAPL) 0.7 $1.7M 7.0k 250.42
Fortinet (FTNT) 0.7 $1.7M 18k 94.48
Ptc (PTC) 0.7 $1.7M 9.2k 183.87
Corning Incorporated (GLW) 0.6 $1.6M 34k 47.52
Brookfield Infrast Partners Lp Int Unit (BIP) 0.6 $1.6M 49k 31.79
Axogen (AXGN) 0.5 $1.3M 81k 16.48
Intuitive Surgical Com New (ISRG) 0.5 $1.3M 2.5k 521.96
Abbvie (ABBV) 0.3 $729k 4.1k 177.70
Synopsys (SNPS) 0.3 $667k 1.4k 485.36
3M Company (MMM) 0.2 $541k 4.2k 129.09
Illinois Tool Works (ITW) 0.2 $521k 2.1k 253.56
Oneok (OKE) 0.2 $477k 4.8k 100.40
Raytheon Technologies Corp (RTX) 0.2 $414k 3.6k 115.72
Abbott Laboratories (ABT) 0.1 $373k 3.3k 113.11
McDonald's Corporation (MCD) 0.1 $365k 1.3k 289.89
Canadian Natl Ry (CNI) 0.1 $333k 3.3k 101.51
Air Products & Chemicals (APD) 0.1 $276k 950.00 290.04
Amgen (AMGN) 0.1 $271k 1.0k 260.64
Caterpillar (CAT) 0.1 $254k 700.00 362.76
Woodward Governor Company (WWD) 0.1 $250k 1.5k 166.42
Johnson & Johnson (JNJ) 0.1 $242k 1.7k 144.62
Ceridian Hcm Hldg (DAY) 0.1 $229k 3.1k 72.64
Sempra Energy (SRE) 0.1 $226k 2.6k 87.72
Duke Energy Corp Com New (DUK) 0.1 $223k 2.1k 107.74
Canadian Pacific Kansas City (CP) 0.1 $222k 3.1k 72.37
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.1 $208k 5.2k 40.01
Carrier Global Corporation (CARR) 0.1 $205k 3.0k 68.26
Clarivate Ord Shs (CLVT) 0.0 $76k 15k 5.08