13F HOLDINGS REPORT
Centerstone Investors, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003472
Total Value
$24.4M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 15,495 | $4.7M | 19.37% |
| 2 | ISHARES TR | 464288257 | 15,984 | $2.1M | 8.43% |
| 3 | FRANCO NEV CORP | FNV | 10,812 | $1.8M | 7.27% |
| 4 | EMERSON ELEC CO | EMR | 10,533 | $1.4M | 5.76% |
| 5 | DOLLAR GEN CORP NEW | 256677105 | 11,346 | $1.3M | 5.32% |
| 6 | DISNEY WALT CO | 254687106 | 9,840 | $1.2M | 5.00% |
| 7 | CHEVRON CORP NEW | CVX | 7,680 | $1.1M | 4.51% |
| 8 | SPDR S&P 500 ETF TR | SPY | 1,670 | $1.0M | 4.23% |
| 9 | INVESCO CURRENCYSHARES JAPAN | 46138W107 | 15,725 | $1.0M | 4.12% |
| 10 | CARLISLE COS INC | 142339100 | 2,632 | $982,789 | 4.03% |
| 11 | TESLA INC | TSLA | 3,000 | $952,980 | 3.91% |
| 12 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,355 | $753,036 | 3.09% |
| 13 | HENRY SCHEIN INC | HSIC | 9,914 | $724,218 | 2.97% |
| 14 | CORPAY INC | CPAY | 2,147 | $712,418 | 2.92% |
| 15 | GRAINGER W W INC | 384802104 | 669 | $695,921 | 2.85% |
| 16 | SOUTHERN COPPER CORP | SCCO | 6,870 | $695,073 | 2.85% |
| 17 | ROSS STORES INC | ROST | 5,154 | $657,547 | 2.70% |
| 18 | MCDONALDS CORP | MCD | 2,142 | $625,828 | 2.57% |
| 19 | CARMAX INC | KMX | 8,920 | $599,513 | 2.46% |
| 20 | ENVISTA HOLDINGS CORPORATION | NVST | 30,397 | $593,957 | 2.44% |
| 21 | SCOTTS MIRACLE-GRO CO | SMG | 7,357 | $485,268 | 1.99% |
| 22 | BAIDU INC | BAIDF | 3,421 | $293,385 | 1.20% |