Stone Run Capital, LLC Portfolio Holdings

Stone Run Capital, LLC

  • $250 Billion
  • Q2 2025

Stone Run Capital, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Heico Corp with a value of $11.6B, Autodesk, Inc. with a value of $10.1B, S&P Global Inc. with a value of $10.1B, Berkshire Hathaway Inc Class B with a value of $9.99B, and Amphenol Corp with a value of $9.66B.

Examining the 13F form we can see an increase of $12.8B in the current position value, from $237B to 250B.

Stone Run Capital, LLC is based out at New York, NY

Below you can find more details about Stone Run Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $250 Billion
Industrials: $72.1 Billion
Technology: $61 Billion
Healthcare: $38 Billion
Basic Materials: $21.1 Billion
Financial Services: $20.1 Billion
Consumer Defensive: $4.53 Billion
Communication Services: $2.71 Billion
Utilities: $1.84 Billion
Other: $634 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.1B
$11.6 Billion 4.65% of portfolio
35,481
Q1 2025 Reduced 7.8%
$53.1B
$10.1 Billion 4.03% of portfolio
32,585
Q2 2025 Reduced 3.24%
$182B
$10.1 Billion 4.03% of portfolio
19,117
Q2 2025 Added 0.26%
$621B
$9.99 Billion 4.0% of portfolio
20,575
Q2 2025 Reduced 2.65%
$66.5B
$9.66 Billion 3.86% of portfolio
97,820
Q2 2025 Reduced 0.15%
$55.1B
$9.34 Billion 3.73% of portfolio
16,470
Q2 2025 Reduced 0.08%
$20.9B
$8.89 Billion 3.55% of portfolio
15,505
Q2 2025 Added 0.49%
$38.4B
$8.67 Billion 3.47% of portfolio
15,798
Q2 2025 Reduced 0.22%
Linde PLC
-
$8.28 Billion 3.31% of portfolio
-
Q2 2025 Added 0.03%
$7.45B
$8.13 Billion 3.25% of portfolio
33,050
Q2 2025 Reduced 0.38%
Arista Networks Inc
-
$6.81 Billion 2.72% of portfolio
-
Q1 2025 Reduced 7.76%
$24.4B
$6.77 Billion 2.71% of portfolio
28,180
Q2 2025 Reduced 1.66%
$92.8B
$6.37 Billion 2.55% of portfolio
18,550
Q2 2025 Added 0.27%
$18.1B
$6.32 Billion 2.53% of portfolio
15,647
Q1 2025 Reduced 16.74%
$48.7B
$6.22 Billion 2.49% of portfolio
42,753
Q2 2025 Added 0.5%
$35.1B
$6.14 Billion 2.46% of portfolio
29,335
Q2 2025 Added 2.18%
$78.8B
$5.84 Billion 2.33% of portfolio
21,660
Q1 2025 Reduced 0.23%
$32.6B
$5.63 Billion 2.25% of portfolio
16,040
Q1 2025 Reduced 0.93%
$47.6B
$5.51 Billion 2.2% of portfolio
70,450
Q2 2025 Reduced 0.21%
$79.5B
$5.35 Billion 2.14% of portfolio
31,025
Q2 2025 Added 0.18%
$150B
$5.01 Billion 2.0% of portfolio
25,363
Q2 2025 Added 0.3%
Ge Vernova Inc
-
$4.88 Billion 1.95% of portfolio
-
Q2 2025 Reduced 19.37%
Labcorp Holdings Inc
-
$4.74 Billion 1.89% of portfolio
-
Q2 2025 Added 18.74%
$187B
$4.65 Billion 1.86% of portfolio
11,472
Q2 2025 Reduced 2.22%
$20.7B
$4.54 Billion 1.81% of portfolio
59,690
Q2 2025 Added 15.53%
$17.3B
$4.53 Billion 1.81% of portfolio
59,750
Q1 2025 Reduced 7.22%
$25.8B
$4.5 Billion 1.8% of portfolio
34,770
Q1 2025 Added 0.94%
$55.6B
$4.46 Billion 1.78% of portfolio
84,770
Q2 2025 Added 147.76%
$12.3B
$4.39 Billion 1.76% of portfolio
20,479
Q2 2025 Added 24.24%
$55.6B
$4.2 Billion 1.68% of portfolio
24,388
Q2 2025 Added 9.89%
$2.07B
$4.03 Billion 1.61% of portfolio
78,240
Q2 2025 Added 2.56%
$15.3B
$3.81 Billion 1.52% of portfolio
39,433
Q2 2025 Reduced 5.17%
Veralto Corp
-
$2.84 Billion 1.14% of portfolio
-
Q2 2025 Reduced 13.35%
$1.21T
$2.71 Billion 1.08% of portfolio
15,350
Q2 2025 Added 186.92%
$11.3B
$2.68 Billion 1.07% of portfolio
33,180
Q2 2025 Added 7.23%
$6.9B
$2.33 Billion 0.93% of portfolio
16,160
Q2 2025 Reduced 48.73%
$10.6B
$2.26 Billion 0.9% of portfolio
12,800
Q2 2025 Reduced 0.19%
$52.5B
$2.24 Billion 0.89% of portfolio
10,925
Q2 2025 Reduced 1.58%
$17.5B
$1.85 Billion 0.74% of portfolio
20,600
Q2 2025 Added 14.44%
$9.05B
$1.74 Billion 0.7% of portfolio
26,600
Q2 2025 Reduced 6.9%
$61.9B
$1.68 Billion 0.67% of portfolio
15,850
Q2 2025 Added 3.26%
$13.9B
$1.64 Billion 0.66% of portfolio
48,921
Q2 2025 Added 0.03%
$24B
$1.55 Billion 0.62% of portfolio
8,980
Q2 2025 Reduced 5.27%
$3.69T
$1.43 Billion 0.57% of portfolio
6,980
Q4 2024 Reduced 1.41%
$169B
$1.36 Billion 0.54% of portfolio
2,500
Q4 2023 Reduced 0.08%
$599M
$998 Million 0.4% of portfolio
92,026
Q2 2025 Added 13.19%
$351B
$687 Million 0.27% of portfolio
3,700
Q2 2025 Reduced 9.76%
$95.7B
$641 Million 0.26% of portfolio
1,250
Q2 2025 Reduced 9.09%
$87.3B
$638 Million 0.25% of portfolio
4,189
Q4 2023 Reduced 45.52%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $250 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Stone Run Capital, LLC Portfolio

Follow Stone Run Capital, 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 Stone Run Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Run Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email