Stone Run Capital

Stone Run Capital as of March 31, 2025

Portfolio Holdings for Stone Run Capital

Stone Run Capital holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $11M 21k 532.58
Roper Industries (ROP) 4.1 $9.7M 17k 589.59
S&p Global (SPGI) 4.1 $9.7M 19k 508.10
HEICO Corporation (HEI) 4.0 $9.5M 36k 267.19
Autodesk (ADSK) 3.7 $8.8M 34k 261.80
Lennox International (LII) 3.6 $8.7M 15k 560.83
Linde SHS (LIN) 3.5 $8.2M 18k 465.64
Martin Marietta Materials (MLM) 3.2 $7.6M 16k 478.13
Fiserv (FI) 2.9 $6.8M 31k 220.83
Watts Water Technologies Cl A (WTS) 2.9 $6.8M 33k 203.92
Gartner (IT) 2.8 $6.6M 16k 419.74
Paychex (PAYX) 2.8 $6.6M 43k 154.28
Steris Shs Usd (STE) 2.7 $6.5M 29k 226.65
Sherwin-Williams Company (SHW) 2.7 $6.5M 19k 349.19
Amphenol Corp Cl A (APH) 2.7 $6.4M 98k 65.59
Emerson Electric (EMR) 2.6 $6.1M 56k 109.64
Thermo Fisher Scientific (TMO) 2.5 $5.8M 12k 497.60
Ecolab (ECL) 2.3 $5.5M 22k 253.52
Wabtec Corporation (WAB) 2.2 $5.2M 29k 181.35
Danaher Corporation (DHR) 2.2 $5.2M 25k 205.00
Arista Networks Com Shs (ANET) 2.2 $5.2M 67k 77.48
Edwards Lifesciences (EW) 2.2 $5.1M 71k 72.48
Becton, Dickinson and (BDX) 2.1 $5.1M 22k 229.06
Ansys (ANSS) 2.1 $5.1M 16k 316.56
Mccormick & Co Com Non Vtg (MKC) 2.1 $4.9M 60k 82.31
Middleby Corporation (MIDD) 2.0 $4.8M 32k 151.98
Bio-techne Corporation (TECH) 1.9 $4.5M 76k 58.63
PerkinElmer (RVTY) 1.9 $4.4M 42k 105.80
Xylem (XYL) 1.8 $4.2M 35k 119.46
Labcorp Holdings Com Shs (LH) 1.5 $3.5M 15k 232.74
Ge Vernova (GEV) 1.5 $3.5M 11k 305.27
Trimble Navigation (TRMB) 1.4 $3.4M 52k 65.65
Nordson Corporation (NDSN) 1.4 $3.3M 17k 201.72
Veralto Corp Com Shs (VLTO) 1.3 $3.2M 33k 97.45
Entegris (ENTG) 1.1 $2.7M 31k 87.48
Epam Systems (EPAM) 0.9 $2.2M 13k 168.84
Palo Alto Networks (PANW) 0.8 $1.9M 11k 170.64
A. O. Smith Corporation (AOS) 0.8 $1.9M 29k 65.36
Corning Incorporated (GLW) 0.7 $1.6M 34k 45.78
Apple (AAPL) 0.7 $1.6M 7.0k 222.13
Axogen (AXGN) 0.6 $1.5M 81k 18.50
Teradyne (TER) 0.6 $1.5M 18k 82.60
Fortinet (FTNT) 0.6 $1.5M 15k 96.26
Ptc (PTC) 0.6 $1.5M 9.5k 154.95
Brookfield Infrast Partners Lp Int Unit (BIP) 0.6 $1.5M 49k 29.79
Adobe Systems Incorporated (ADBE) 0.6 $1.3M 3.4k 383.53
Intuitive Surgical Com New (ISRG) 0.5 $1.2M 2.5k 495.27
Fortive (FTV) 0.4 $1.1M 14k 73.18
Abbvie (ABBV) 0.4 $859k 4.1k 209.52
Alphabet Cap Stk Cl A (GOOGL) 0.3 $827k 5.4k 154.64
3M Company (MMM) 0.3 $615k 4.2k 146.86
Synopsys (SNPS) 0.2 $590k 1.4k 428.85
Illinois Tool Works (ITW) 0.2 $484k 2.0k 248.01
Raytheon Technologies Corp (RTX) 0.2 $473k 3.6k 132.46
Oneok (OKE) 0.2 $452k 4.6k 99.22
Abbott Laboratories (ABT) 0.2 $438k 3.3k 132.65
Canadian Natl Ry (CNI) 0.1 $283k 2.9k 97.46
McDonald's Corporation (MCD) 0.1 $281k 900.00 312.37
Amgen (AMGN) 0.1 $280k 900.00 311.55
Air Products & Chemicals (APD) 0.1 $280k 950.00 294.92
Johnson & Johnson (JNJ) 0.1 $277k 1.7k 165.84
Woodward Governor Company (WWD) 0.1 $274k 1.5k 182.49
Duke Energy Corp Com New (DUK) 0.1 $253k 2.1k 121.97
Canadian Pacific Kansas City (CP) 0.1 $215k 3.1k 70.21
Shell Spon Ads (SHEL) 0.1 $206k 2.8k 73.28
Clarivate Ord Shs (CLVT) 0.0 $49k 13k 3.93