Centerstone Investors
New York, NYfiles as Centerstone Investors, LLC
$32m in 22 US stocks at the end of 31 December 2025. The top 10 are 74.7% of the money. It changed about 12.6% of the portfolio this quarter.
Value
$32m
Stocks
22
Top 10 share
74.7%
Turnover
12.6%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exchange Traded FD TRSP7.8% of the fund
Added
Bought more of a stock they already held.
- State STR Spdr S&P 500 ETF TSPY8.0% of the fund+122%
Cut
Sold some of their stake.
- Spdr Gold TRGLD20.5% of the fund-20%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Spdr Gold TRGLD
- Share
- 20.5%
- Value
- $7m
- Shares
- 16,495
-20%
- Ishares TRACWI
- Share
- 16.4%
- Value
- $5m
- Shares
- 36,984
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 8.0%
- Value
- $3m
- Shares
- 3,713
+122%
- Invesco Exchange Traded FD TRSP
- Share
- 7.8%
- Value
- $2m
- Shares
- 13,027
New
- Franco NevadaFNV
- Share
- 4.3%
- Value
- $1m
- Shares
- 6,611
Held
- BaiduBIDU
- Share
- 1.4%
- Value
- $446,988
- Shares
- 3,421
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Gold TRGLD | 20.5% | $7m | 16,495 | -20% |
| Ishares TRACWI | 16.4% | $5m | 36,984 | Held |
| State STR Spdr S&P 500 ETF TSPY | 8.0% | $3m | 3,713 | +122% |
| Invesco Exchange Traded FD TRSP | 7.8% | $2m | 13,027 | New |
| Franco NevadaFNV | 4.3% | $1m | 6,611 | Held |
| TeslaTSLA | 4.2% | $1m | 3,000 | Held |
| Dollar GeneralDG | 3.8% | $1m | 9,077 | Held |
| Emerson ElectricEMR | 3.5% | $1m | 8,426 | Held |
| Southern CopperSCCO | 3.2% | $1m | 6,998 | Held |
| ChevronCVX | 2.9% | $936,407 | 6,144 | Held |
| Ross StoresROST | 2.9% | $928,442 | 5,154 | Held |
| Walt DisneyDIS | 2.8% | $895,598 | 7,872 | Held |
| Carlisle CompaniesCSL | 2.6% | $841,872 | 2,632 | Held |
| O'Reilly AutomotiveORLY | 2.4% | $762,060 | 8,355 | Held |
| Henry ScheinHSIC | 2.4% | $749,300 | 9,914 | Held |
| W.W. GraingerGWW | 2.1% | $675,054 | 669 | Held |
| Envista HoldingsNVST | 2.1% | $659,919 | 30,397 | Held |
| McDonald'sMCD | 2.1% | $654,659 | 2,142 | Held |
| CorpayCPAY | 2.0% | $646,097 | 2,147 | Held |
| BaiduBIDU | 1.4% | $446,988 | 3,421 | Held |
| Scotts Miracle-GroSMG | 1.3% | $429,281 | 7,357 | Held |
| CarMaxKMX | 1.1% | $344,669 | 8,920 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 30.5% since 30 June 2025.
Where the money is
Retail & consumer12.7%
Materials8.8%
Industrials8.3%
Health care4.4%
Everyday goods3.8%
Energy2.9%
Media & telecom2.8%
Financial services2.0%
Other54.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.