13F HOLDINGS REPORT
Centerstone Investors, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004784
Total Value
$28.1M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 20,495 | $7.3M | 25.96% |
| 2 | ISHARES TR | 464288257 | 36,984 | $5.1M | 18.22% |
| 3 | FRANCO NEV CORP | FNV | 6,611 | $1.5M | 5.25% |
| 4 | TESLA INC | TSLA | 3,000 | $1.3M | 4.75% |
| 5 | SPDR S&P 500 ETF TR | SPY | 1,670 | $1.1M | 3.96% |
| 6 | EMERSON ELEC CO | EMR | 8,426 | $1.1M | 3.94% |
| 7 | CHEVRON CORP NEW | CVX | 6,144 | $954,102 | 3.40% |
| 8 | DOLLAR GEN CORP NEW | 256677105 | 9,077 | $938,108 | 3.34% |
| 9 | DISNEY WALT CO | 254687106 | 7,872 | $901,344 | 3.21% |
| 10 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,355 | $900,753 | 3.21% |
| 11 | CARLISLE COS INC | 142339100 | 2,632 | $865,823 | 3.09% |
| 12 | SOUTHERN COPPER CORP | SCCO | 6,939 | $842,117 | 3.00% |
| 13 | ROSS STORES INC | ROST | 5,154 | $785,418 | 2.80% |
| 14 | HENRY SCHEIN INC | HSIC | 9,914 | $657,992 | 2.34% |
| 15 | MCDONALDS CORP | MCD | 2,142 | $650,932 | 2.32% |
| 16 | GRAINGER W W INC | 384802104 | 669 | $637,530 | 2.27% |
| 17 | ENVISTA HOLDINGS CORPORATION | NVST | 30,397 | $619,187 | 2.21% |
| 18 | CORPAY INC | CPAY | 2,147 | $618,465 | 2.20% |
| 19 | BAIDU INC | BAIDF | 3,421 | $450,785 | 1.61% |
| 20 | SCOTTS MIRACLE-GRO CO | SMG | 7,357 | $418,981 | 1.49% |
| 21 | CARMAX INC | KMX | 8,920 | $400,240 | 1.43% |