13F HOLDINGS REPORT
Centerstone Investors, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001933
Total Value
$42.2M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 37,108 | $10.7M | 25.36% |
| 2 | ISHARES TR | 464288257 | 59,300 | $6.9M | 16.37% |
| 3 | ISHARES INC | 464286392 | 32,969 | $5.1M | 11.98% |
| 4 | ISHARES TR | 464287226 | 51,000 | $4.9M | 11.72% |
| 5 | FRANCO NEV CORP | FNV | 10,812 | $1.7M | 4.04% |
| 6 | CHEVRON CORP NEW | CVX | 7,680 | $1.3M | 3.05% |
| 7 | EMERSON ELEC CO | EMR | 10,533 | $1.2M | 2.74% |
| 8 | DOLLAR GEN CORP NEW | 256677105 | 11,346 | $997,654 | 2.37% |
| 9 | DISNEY WALT CO | 254687106 | 9,840 | $971,208 | 2.30% |
| 10 | CARLISLE COS INC | 142339100 | 2,632 | $896,196 | 2.13% |
| 11 | OREILLY AUTOMOTIVE INC | 67103H107 | 557 | $797,947 | 1.89% |
| 12 | TESLA INC | TSLA | 3,000 | $777,480 | 1.84% |
| 13 | CORPAY INC | CPAY | 2,147 | $748,702 | 1.78% |
| 14 | CARMAX INC | KMX | 8,920 | $695,046 | 1.65% |
| 15 | HENRY SCHEIN INC | HSIC | 9,914 | $679,010 | 1.61% |
| 16 | MCDONALDS CORP | MCD | 2,142 | $669,097 | 1.59% |
| 17 | GRAINGER W W INC | 384802104 | 669 | $660,858 | 1.57% |
| 18 | ROSS STORES INC | ROST | 5,154 | $658,630 | 1.56% |
| 19 | SOUTHERN COPPER CORP | SCCO | 6,803 | $635,808 | 1.51% |
| 20 | ENVISTA HOLDINGS CORPORATION | NVST | 30,397 | $524,652 | 1.24% |
| 21 | SCOTTS MIRACLE-GRO CO | SMG | 7,357 | $403,826 | 0.96% |
| 22 | BAIDU INC | BAIDF | 3,421 | $314,835 | 0.75% |