13F HOLDINGS REPORT
STONE RUN CAPITAL, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001420506-25-001086
Total Value
$237.3M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 21,135 | $11.3M | 4.74% |
| 2 | ROPER TECHNOLOGIES INC | ROP | 16,483 | $9.7M | 4.10% |
| 3 | S&P GLOBAL INC | SPGI | 19,067 | $9.7M | 4.08% |
| 4 | HEICO CORP NEW | HEI-A | 35,481 | $9.5M | 4.00% |
| 5 | AUTODESK INC | ADSK | 33,675 | $8.8M | 3.72% |
| 6 | LENNOX INTL INC | 526107107 | 15,430 | $8.7M | 3.65% |
| 7 | LINDE PLC | LIN | 17,650 | $8.2M | 3.46% |
| 8 | MARTIN MARIETTA MATLS INC | 573284106 | 15,833 | $7.6M | 3.19% |
| 9 | FISERV INC | FISV | 30,970 | $6.8M | 2.88% |
| 10 | WATTS WATER TECHNOLOGIES INC | WTS | 33,175 | $6.8M | 2.85% |
| 11 | GARTNER INC | IT | 15,647 | $6.6M | 2.77% |
| 12 | PAYCHEX INC | PAYX | 42,539 | $6.6M | 2.77% |
| 13 | STERIS PLC | STE | 28,655 | $6.5M | 2.74% |
| 14 | SHERWIN WILLIAMS CO | SHW | 18,500 | $6.5M | 2.72% |
| 15 | AMPHENOL CORP NEW | 032095101 | 97,970 | $6.4M | 2.71% |
| 16 | EMERSON ELEC CO | EMR | 55,483 | $6.1M | 2.56% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 11,732 | $5.8M | 2.46% |
| 18 | ECOLAB INC | ECL | 21,660 | $5.5M | 2.31% |
| 19 | WABTEC | 929740108 | 28,710 | $5.2M | 2.19% |
| 20 | DANAHER CORPORATION | 235851102 | 25,288 | $5.2M | 2.18% |
| 21 | ARISTA NETWORKS INC | ANET | 66,600 | $5.2M | 2.17% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 70,600 | $5.1M | 2.16% |
| 23 | BECTON DICKINSON & CO | BDX | 22,194 | $5.1M | 2.14% |
| 24 | ANSYS INC | 03662Q105 | 16,040 | $5.1M | 2.14% |
| 25 | MCCORMICK & CO INC | MKC-V | 59,750 | $4.9M | 2.07% |
| 26 | MIDDLEBY CORP | MIDD | 31,522 | $4.8M | 2.02% |
| 27 | BIO-TECHNE CORP | TECH | 76,284 | $4.5M | 1.88% |
| 28 | REVVITY INC | RVTY | 41,583 | $4.4M | 1.85% |
| 29 | XYLEM INC | XYL | 34,770 | $4.2M | 1.75% |
| 30 | LABCORP HOLDINGS INC | LH | 15,205 | $3.5M | 1.49% |
| 31 | GE VERNOVA INC | GEV | 11,436 | $3.5M | 1.47% |
| 32 | TRIMBLE INC | TRMB | 51,666 | $3.4M | 1.43% |
| 33 | NORDSON CORP | NDSN | 16,484 | $3.3M | 1.40% |
| 34 | VERALTO CORP | VLTO | 32,458 | $3.2M | 1.33% |
| 35 | ENTEGRIS INC | ENTG | 30,942 | $2.7M | 1.14% |
| 36 | EPAM SYS INC | EPAM | 12,825 | $2.2M | 0.91% |
| 37 | PALO ALTO NETWORKS INC | PANW | 11,100 | $1.9M | 0.80% |
| 38 | SMITH A O CORP | AOS | 28,572 | $1.9M | 0.79% |
| 39 | CORNING INC | GLW | 34,215 | $1.6M | 0.66% |
| 40 | APPLE INC | AAPL | 6,980 | $1.6M | 0.65% |
| 41 | AXOGEN INC | AXGN | 81,301 | $1.5M | 0.63% |
| 42 | TERADYNE INC | TER | 18,000 | $1.5M | 0.63% |
| 43 | FORTINET INC | FTNT | 15,350 | $1.5M | 0.62% |
| 44 | PTC INC | PTC | 9,480 | $1.5M | 0.62% |
| 45 | BROOKFIELD INFRAST PARTNERS | G16252101 | 48,904 | $1.5M | 0.61% |
| 46 | ADOBE INC | ADBE | 3,425 | $1.3M | 0.55% |
| 47 | INTUITIVE SURGICAL INC | ISRG | 2,500 | $1.2M | 0.52% |
| 48 | FORTIVE CORP | FTV | 14,425 | $1.1M | 0.44% |
| 49 | ABBVIE INC | ABBV | 4,100 | $859,032 | 0.36% |
| 50 | ALPHABET INC | GOOG | 5,350 | $827,324 | 0.35% |
| 51 | 3M CO | MMM | 4,189 | $615,197 | 0.26% |
| 52 | SYNOPSYS INC | SNPS | 1,375 | $589,669 | 0.25% |
| 53 | ILLINOIS TOOL WKS INC | 452308109 | 1,950 | $483,619 | 0.20% |
| 54 | RTX CORPORATION | RTX | 3,573 | $473,280 | 0.20% |
| 55 | ONEOK INC NEW | OKE | 4,550 | $451,451 | 0.19% |
| 56 | ABBOTT LABS | ABLZF | 3,300 | $437,745 | 0.18% |
| 57 | CANADIAN NATL RY CO | 136375102 | 2,900 | $282,634 | 0.12% |
| 58 | MCDONALDS CORP | MCD | 900 | $281,133 | 0.12% |
| 59 | AMGEN INC | AMGN | 900 | $280,395 | 0.12% |
| 60 | AIR PRODS & CHEMS INC | AIIR | 950 | $280,174 | 0.12% |
| 61 | JOHNSON & JOHNSON | JNJ | 1,670 | $276,953 | 0.12% |
| 62 | WOODWARD INC | WWD | 1,500 | $273,735 | 0.12% |
| 63 | DUKE ENERGY CORP NEW | DUKB | 2,071 | $252,600 | 0.11% |
| 64 | CANADIAN PACIFIC KANSAS CITY | CP | 3,060 | $214,843 | 0.09% |
| 65 | SHELL PLC | RYDAF | 2,810 | $205,917 | 0.09% |
| 66 | CLARIVATE PLC | CLVT | 12,500 | $49,125 | 0.02% |