Centerstone Investors, LLC Portfolio Holdings by Sector

Centerstone Investors, LLC

$43.5 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GLD 1 stocks	$7,542 17.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$5,925 13.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$3,392 7.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$3,042 7.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$2,827 6.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ROST 1 stocks	$1,938 4.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO 1 stocks	$1,925 4.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$1,738 4.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials FNV 1 stocks	$1,679 3.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META BIDU 2 stocks	$1,665 3.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$1,630 3.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$1,599 3.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1,577 3.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CSL 1 stocks	$1,478 3.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$1,439 3.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC 1 stocks	$1,403 3.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NVST 1 stocks	$1,000 2.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$862 1.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG 1 stocks	$797 1.83% of portfolio	-	1	-	-	0 Calls 0 Puts

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