Centerstone Investors, LLC Portfolio Holdings

Centerstone Investors, LLC

  • $23.7 Million
  • Q2 2025

Centerstone Investors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $23.7 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $4.72M, Ishares Msci Acwi ETF with a value of $2.06M, Franco Nevada Corp with a value of $1.77M, Emerson Electric CO with a value of $1.4M, and Dollar General Corp with a value of $1.3M.

Examining the 13F form we can see an decrease of $17.8M in the current position value, from $41.5M to 23.7M.

Centerstone Investors, LLC is based out at New York, NY

Below you can find more details about Centerstone Investors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $23.7 Million
ETFs: $8.81 Million
Consumer Cyclical: $3.59 Million
Industrials: $3.08 Million
Basic Materials: $2.95 Million
Communication Services: $1.51 Million
Healthcare: $1.32 Million
Consumer Defensive: $1.3 Million
Energy: $1.1 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$4.72 Million 19.96% of portfolio
15,495
Q2 2025 Reduced 58.24%
$0
$2.06 Million 8.69% of portfolio
15,984
Q2 2025 Reduced 73.05%
$0
$1.03 Million 4.36% of portfolio
1,670
Q2 2025 New
$131M
$1.01 Million 4.25% of portfolio
15,725
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $23.7 Million
  • Prior Value $41.5 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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