13F HOLDINGS REPORT
STONE RUN CAPITAL, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002087
Total Value
$250.1M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HEICO CORP NEW | HEI-A | 35,481 | $11.6M | 4.65% |
| 2 | AUTODESK INC | ADSK | 32,585 | $10.1M | 4.03% |
| 3 | S&P GLOBAL INC | SPGI | 19,117 | $10.1M | 4.03% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 20,575 | $10.0M | 4.00% |
| 5 | AMPHENOL CORP NEW | 032095101 | 97,820 | $9.7M | 3.86% |
| 6 | ROPER TECHNOLOGIES INC | ROP | 16,470 | $9.3M | 3.73% |
| 7 | LENNOX INTL INC | 526107107 | 15,505 | $8.9M | 3.55% |
| 8 | MARTIN MARIETTA MATLS INC | 573284106 | 15,798 | $8.7M | 3.47% |
| 9 | LINDE PLC | LIN | 17,655 | $8.3M | 3.31% |
| 10 | WATTS WATER TECHNOLOGIES INC | WTS | 33,050 | $8.1M | 3.25% |
| 11 | ARISTA NETWORKS INC | ANET | 66,600 | $6.8M | 2.72% |
| 12 | STERIS PLC | STE | 28,180 | $6.8M | 2.71% |
| 13 | SHERWIN WILLIAMS CO | SHW | 18,550 | $6.4M | 2.55% |
| 14 | GARTNER INC | IT | 15,647 | $6.3M | 2.53% |
| 15 | PAYCHEX INC | PAYX | 42,753 | $6.2M | 2.49% |
| 16 | WABTEC | 929740108 | 29,335 | $6.1M | 2.46% |
| 17 | EMERSON ELEC CO | EMR | 44,045 | $5.9M | 2.35% |
| 18 | ECOLAB INC | ECL | 21,660 | $5.8M | 2.33% |
| 19 | ANSYS INC | 03662Q105 | 16,040 | $5.6M | 2.25% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 70,450 | $5.5M | 2.20% |
| 21 | FISERV INC | FISV | 31,025 | $5.3M | 2.14% |
| 22 | DANAHER CORPORATION | 235851102 | 25,363 | $5.0M | 2.00% |
| 23 | GE VERNOVA INC | GEV | 9,221 | $4.9M | 1.95% |
| 24 | LABCORP HOLDINGS INC | LH | 18,055 | $4.7M | 1.89% |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 11,472 | $4.7M | 1.86% |
| 26 | TRIMBLE INC | TRMB | 59,690 | $4.5M | 1.81% |
| 27 | MCCORMICK & CO INC | MKC-V | 59,750 | $4.5M | 1.81% |
| 28 | XYLEM INC | XYL | 34,770 | $4.5M | 1.80% |
| 29 | CORNING INC | GLW | 84,770 | $4.5M | 1.78% |
| 30 | NORDSON CORP | NDSN | 20,479 | $4.4M | 1.76% |
| 31 | BECTON DICKINSON & CO | BDX | 24,388 | $4.2M | 1.68% |
| 32 | BIO-TECHNE CORP | TECH | 78,240 | $4.0M | 1.61% |
| 33 | REVVITY INC | RVTY | 39,433 | $3.8M | 1.52% |
| 34 | VERALTO CORP | VLTO | 28,124 | $2.8M | 1.14% |
| 35 | ALPHABET INC | GOOG | 15,350 | $2.7M | 1.08% |
| 36 | ENTEGRIS INC | ENTG | 33,180 | $2.7M | 1.07% |
| 37 | MIDDLEBY CORP | MIDD | 16,160 | $2.3M | 0.93% |
| 38 | EPAM SYS INC | EPAM | 12,800 | $2.3M | 0.90% |
| 39 | PALO ALTO NETWORKS INC | PANW | 10,925 | $2.2M | 0.89% |
| 40 | TERADYNE INC | TER | 20,600 | $1.9M | 0.74% |
| 41 | SMITH A O CORP | AOS | 26,600 | $1.7M | 0.70% |
| 42 | FORTINET INC | FTNT | 15,850 | $1.7M | 0.67% |
| 43 | BROOKFIELD INFRAST PARTNERS | G16252101 | 48,921 | $1.6M | 0.66% |
| 44 | PTC INC | PTC | 8,980 | $1.5M | 0.62% |
| 45 | APPLE INC | AAPL | 6,980 | $1.4M | 0.57% |
| 46 | INTUITIVE SURGICAL INC | ISRG | 2,500 | $1.4M | 0.54% |
| 47 | AXOGEN INC | AXGN | 92,026 | $998,482 | 0.40% |
| 48 | ABBVIE INC | ABBV | 3,700 | $686,794 | 0.27% |
| 49 | SYNOPSYS INC | SNPS | 1,250 | $640,850 | 0.26% |
| 50 | 3M CO | MMM | 4,189 | $637,733 | 0.25% |
| 51 | RTX CORPORATION | RTX | 3,573 | $521,729 | 0.21% |
| 52 | ILLINOIS TOOL WKS INC | 452308109 | 1,950 | $482,137 | 0.19% |
| 53 | ABBOTT LABS | ABLZF | 3,300 | $448,833 | 0.18% |
| 54 | FORTIVE CORP | FTV | 8,404 | $438,101 | 0.18% |
| 55 | ONEOK INC NEW | OKE | 4,550 | $371,416 | 0.15% |
| 56 | WOODWARD INC | WWD | 1,500 | $367,635 | 0.15% |
| 57 | CANADIAN NATL RY CO | 136375102 | 2,900 | $301,716 | 0.12% |
| 58 | AIR PRODS & CHEMS INC | AIIR | 950 | $267,957 | 0.11% |
| 59 | MCDONALDS CORP | MCD | 900 | $262,953 | 0.11% |
| 60 | JOHNSON & JOHNSON | JNJ | 1,670 | $255,092 | 0.10% |
| 61 | AMGEN INC | AMGN | 900 | $251,289 | 0.10% |
| 62 | CANADIAN PACIFIC KANSAS CITY | CP | 3,060 | $242,566 | 0.10% |
| 63 | CDW CORP | CDW | 1,325 | $236,632 | 0.09% |
| 64 | CATERPILLAR INC | CAT | 600 | $232,926 | 0.09% |
| 65 | CARRIER GLOBAL CORPORATION | CARR | 3,000 | $219,570 | 0.09% |
| 66 | BROOKFIELD INFRASTRUCTURE CO | BIPC | 5,191 | $215,933 | 0.09% |
| 67 | BWX TECHNOLOGIES INC | BWXT | 1,428 | $205,718 | 0.08% |
| 68 | CONSTELLATION ENERGY CORP | CEG | 636 | $205,275 | 0.08% |