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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Centerstone Investors, LLC Portfolio

Follow Centerstone Investors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerstone Investors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerstone Investors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email