Centerstone Investors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Centerstone Investors, LLC reported 22 stock positions worth $42.2 million. Its top holding was SPDR Gold Shares (GLD) at 25.4% of the portfolio, followed by iShares MSCI Acwi ETF (ACWI, 16.4%) and iShares MSCI World ETF (URTH, 12.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 8 and reduced 18. The biggest buy was a new position in iShares MSCI Acwi ETF (ACWI) and the biggest sale an exit from TC Energy (TRP).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001766788
- Portfolio Value
- $42.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001933 ↗ filed May 15, 2025
Holdings Value
Holdings 22 stocks · $42.2M
| GLD SPDR Gold Shares | 25.36% | 37,108 | $10.7M | Reduce -21.5% |
| ACWI iShares MSCI Acwi ETF | 16.37% | 59,300 | $6.9M | New |
| URTH iShares MSCI World ETF | 11.98% | 32,969 | $5.1M | No change |
| AGG iShares Core U.S. Aggregate | 11.72% | 51,000 | $4.9M | No change |
| FNV Franco-Nevada Corp. | 4.04% | 10,812 | $1.7M | Reduce -78.6% |
| CVX Chevron Corp. | 3.05% | 7,680 | $1.3M | Reduce -70.0% |
| EMR Emerson Electric Co. | 2.74% | 10,533 | $1.2M | Reduce -45.5% |
| DG Dollar General Corp. | 2.37% | 11,346 | $998K | Reduce -57.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.30% | 9,840 | $971K | Reduce -59.6% |
| CSL Carlisle Cos Inc. | 2.13% | 2,632 | $896K | Reduce -53.5% |
| ORLY O'reilly Automotive Inc. | 1.89% | 557 | $798K | Reduce -87.6% |
| TSLA Tesla Inc. | 1.84% | 3,000 | $777K | New |
| CPAY Corpay Inc. | 1.78% | 2,147 | $749K | Reduce -79.8% |
| KMX Carmax Inc. | 1.65% | 8,920 | $695K | Reduce -58.3% |
| HSIC Henry Schein Inc. | 1.61% | 9,914 | $679K | Reduce -86.0% |
| MCD McDonald's Corp. | 1.59% | 2,142 | $669K | Reduce -73.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.57% | 669 | $661K | Reduce -76.9% |
| ROST Ross Stores Inc. | 1.56% | 5,154 | $659K | Reduce -71.2% |
| SCCO Southern Copper Corp. | 1.51% | 6,803 | $636K | Reduce -71.0% |
| NVST Envista Holdings Corp. | 1.24% | 30,397 | $525K | Reduce -61.6% |
| SMG Scotts Miracle-Gro Co. | 0.96% | 7,357 | $404K | Reduce -60.5% |
| BIDU Baidu Inc. - Spon ADR | 0.75% | 3,421 | $315K | Reduce -76.2% |
Portfolio Sells Q4 2024 → Q1 2025
| TRP TC Energy Corp. | Sold out | 0.00% | −12.90 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −10.11 |
| ICL Icl Group Ltd. | Sold out | 0.00% | −5.39 |
| ORLY O'reilly Automotive Inc. | Reduce -87.6% | 1.89% | −3.08 |
| HSIC Henry Schein Inc. | Reduce -86.0% | 1.61% | −2.98 |
| CPAY Corpay Inc. | Reduce -79.8% | 1.78% | −1.59 |
| FNV Franco-Nevada Corp. | Reduce -78.6% | 4.04% | −1.52 |
| BC Brunswick Corp. | Sold out | 0.00% | −1.42 |
| SOBO South Bow Corp. | Sold out | 0.00% | −1.33 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.32 |
| WMT Walmart Inc. | Sold out | 0.00% | −1.31 |
| GWW WW Grainger Inc. | Reduce -76.9% | 1.57% | −1.29 |
| ROST Ross Stores Inc. | Reduce -71.2% | 1.56% | −0.98 |
| MCD McDonald's Corp. | Reduce -73.8% | 1.59% | −0.63 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.55 |
| SCCO Southern Copper Corp. | Reduce -71.0% | 1.51% | −0.49 |
| CVX Chevron Corp. | Reduce -70.0% | 3.05% | −0.42 |
| BIDU Baidu Inc. - Spon ADR | Reduce -76.2% | 0.75% | −0.39 |
| DIS The Walt Disney Co. | Reduce -59.6% | 2.30% | −0.24 |
| SMG Scotts Miracle-Gro Co. | Reduce -60.5% | 0.96% | −0.20 |
| NVST Envista Holdings Corp. | Reduce -61.6% | 1.24% | −0.18 |
| KMX Carmax Inc. | Reduce -58.3% | 1.65% | +0.01 |
| CSL Carlisle Cos Inc. | Reduce -53.5% | 2.13% | +0.17 |
| DG Dollar General Corp. | Reduce -57.3% | 2.37% | +0.48 |
| EMR Emerson Electric Co. | Reduce -45.5% | 2.74% | +0.50 |
| GLD SPDR Gold Shares | Reduce -21.5% | 25.36% | +14.65 |
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 22 | $31.8M | GLD, ACWI, SPY, RSP, FNV |
| Q3 2025 | 21 | $28.1M | GLD, ACWI, FNV, TSLA, SPY |
| Q2 2025 | 22 | $24.4M | GLD, ACWI, FNV, EMR, DG |
| Q1 2025 | 22 | $42.2M | GLD, ACWI, URTH, AGG, FNV |
| Q4 2024Amended | 28 | $106.8M | TRP, GLD, RYAAY, FNV, ICL |
| Q3 2024Amended | 26 | $103.0M | TRP, GLD, RYAAY, FNV, ORLY |
| Q2 2024 | 29 | $120.0M | TRP, GLD, RYAAY, MCHI, FNV |
| Q1 2024 | 30 | $129.5M | RYAAY, GLD, EWH, ORLY, URTH |