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

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
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