Institutions / Centerstone Investors, LLC
Centerstone Investors, LLC
CIK 1766788 · Institution · as of Dec 31, 2025
Portfolio value
$31.81M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Gold Shares USD Class | $6.54M | 20.5% |
| iShares MSCI Acwi ETF | $5.23M | 16.4% |
| SPDR S&P 500 ETF | $2.53M | 8.0% |
| Invesco S&P Equal Weight | $2.50M | 7.8% |
| Franco-Nevada Corporation | $1.37M | 4.3% |
| Tesla Inc | $1.35M | 4.2% |
| Dollar General Corp | $1.21M | 3.8% |
| Emerson Electric Co | $1.12M | 3.5% |
| Southern Copper CorpSCCO | $1.00M | 3.2% |
| Chevron Corp | $936.4K | 2.9% |
| Ross Stores, Inc. | $928.4K | 2.9% |
| Walt Disney Co | $895.6K | 2.8% |
| Carlisle Companies Inc | $841.9K | 2.6% |
| O Reilly Automotive Inc | $762.1K | 2.4% |
| Henry Schein Inc | $749.3K | 2.4% |
| W.w. Grainger, Inc. | $675.1K | 2.1% |
| Envista Holdings Corp | $659.9K | 2.1% |
| Mcdonald'S Corp | $654.7K | 2.1% |
| Corpay Inc | $646.1K | 2.0% |
| Baidu, Inc.BIDU | $447.0K | 1.4% |
| Scotts Miracle-Gro Co | $429.3K | 1.3% |
| CarMax Inc | $344.7K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.