Centerstone Investors, LLC 13F Holdings

CIK 0001766788 · New York, NY

As of Sep 30, 2025, Centerstone Investors, LLC reported 21 positions worth $28.1M in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR GOLD TRUSTGQ9—20,495$7.3M25.96%
ISHARES MSCI ACWI ETFACWI—36,984$5.1M18.22%
FRANCO NEVADA CORPFNVBasic Materials6,611 .5M5.25%
TESLA INCTSLAConsumer Cyclical3,000 .3M4.75%
SPDR S&P 500 ETF TRUSTSPY—1,670 .1M3.96%
EMERSON ELECTRIC COEMRIndustrials8,426 .1M3.94%
CHEVRON CORPCHVEnergy6,144$954.1K3.40%
DOLLAR GENERAL CORPDGConsumer Defensive9,077$938.1K3.34%
WALT DISNEY CODISCommunication Services7,872$901.3K3.21%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical8,355$900.8K3.21%
CARLISLE COMPANIES INCCSLBasic Materials2,632$865.8K3.09%
SOUTHERN COPPER CORPSCCOBasic Materials6,939$842.1K3.00%
ROSS STORES INCROSTConsumer Cyclical5,154$785.4K2.80%
HENRY SCHEIN INCHSICHealthcare9,914$658.0K2.34%
MCDONALDS CORPMCDConsumer Cyclical2,142$650.9K2.32%
WW GRAINGER INCGWWIndustrials669$637.5K2.27%
ENVISTA HOLDINGS CORPNVSTHealthcare30,397$619.2K2.21%
CORPAY INCCPAYTechnology2,147$618.5K2.20%
BAIDU INCBIDUCommunication Services3,421$450.8K1.61%
SCOTTS MIRACLE-GRO COSMGBasic Materials7,357$419.0K1.49%
CARMAX INCKMXConsumer Cyclical8,920$400.2K1.43%