13F HOLDINGS REPORT
STONE RUN CAPITAL, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003349
Total Value
$253.9M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 95,320 | $11.8M | 4.65% |
| 2 | HEICO CORP NEW | HEI-A | 35,466 | $11.4M | 4.51% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 20,575 | $10.3M | 4.07% |
| 4 | AUTODESK INC | ADSK | 31,535 | $10.0M | 3.95% |
| 5 | ARISTA NETWORKS INC | ANET | 66,400 | $9.7M | 3.81% |
| 6 | MARTIN MARIETTA MATLS INC | 573284106 | 15,263 | $9.6M | 3.79% |
| 7 | WATTS WATER TECHNOLOGIES INC | WTS | 32,000 | $8.9M | 3.52% |
| 8 | S&P GLOBAL INC | SPGI | 18,061 | $8.8M | 3.46% |
| 9 | LINDE PLC | LIN | 17,645 | $8.4M | 3.30% |
| 10 | LENNOX INTL INC | 526107107 | 15,715 | $8.3M | 3.28% |
| 11 | ROPER TECHNOLOGIES INC | ROP | 16,021 | $8.0M | 3.15% |
| 12 | STERIS PLC | STE | 28,330 | $7.0M | 2.76% |
| 13 | CORNING INC | GLW | 84,724 | $6.9M | 2.74% |
| 14 | SHERWIN WILLIAMS CO | SHW | 18,490 | $6.4M | 2.52% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 13,012 | $6.3M | 2.49% |
| 16 | ECOLAB INC | ECL | 21,660 | $5.9M | 2.34% |
| 17 | EMERSON ELEC CO | EMR | 43,896 | $5.8M | 2.27% |
| 18 | WABTEC | 929740108 | 28,335 | $5.7M | 2.24% |
| 19 | GE VERNOVA INC | GEV | 8,956 | $5.5M | 2.17% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 70,400 | $5.5M | 2.16% |
| 21 | PAYCHEX INC | PAYX | 42,853 | $5.4M | 2.14% |
| 22 | XYLEM INC | XYL | 34,545 | $5.1M | 2.01% |
| 23 | DANAHER CORPORATION | 235851102 | 25,388 | $5.0M | 1.98% |
| 24 | TRIMBLE INC | TRMB | 59,440 | $4.9M | 1.91% |
| 25 | LABCORP HOLDINGS INC | LH | 16,705 | $4.8M | 1.89% |
| 26 | BIO-TECHNE CORP | TECH | 78,195 | $4.3M | 1.71% |
| 27 | ALPHABET INC | GOOG | 17,350 | $4.2M | 1.66% |
| 28 | NORDSON CORP | NDSN | 18,315 | $4.2M | 1.64% |
| 29 | GARTNER INC | IT | 15,602 | $4.1M | 1.62% |
| 30 | BECTON DICKINSON & CO | BDX | 21,139 | $4.0M | 1.56% |
| 31 | MCCORMICK & CO INC | MKC-V | 59,050 | $4.0M | 1.56% |
| 32 | SYNOPSYS INC | SNPS | 7,498 | $3.7M | 1.46% |
| 33 | FISERV INC | FISV | 28,625 | $3.7M | 1.45% |
| 34 | ENTEGRIS INC | ENTG | 39,830 | $3.7M | 1.45% |
| 35 | REVVITY INC | RVTY | 39,283 | $3.4M | 1.36% |
| 36 | TERADYNE INC | TER | 20,450 | $2.8M | 1.11% |
| 37 | PALO ALTO NETWORKS INC | PANW | 13,500 | $2.7M | 1.08% |
| 38 | VERALTO CORP | VLTO | 20,824 | $2.2M | 0.87% |
| 39 | PTC INC | PTC | 9,230 | $1.9M | 0.74% |
| 40 | EPAM SYS INC | EPAM | 12,140 | $1.8M | 0.72% |
| 41 | APPLE INC | AAPL | 6,980 | $1.8M | 0.70% |
| 42 | AXOGEN INC | AXGN | 94,526 | $1.7M | 0.66% |
| 43 | SMITH A O CORP | AOS | 22,300 | $1.6M | 0.64% |
| 44 | BROOKFIELD INFRAST PARTNERS | G16252101 | 48,930 | $1.6M | 0.63% |
| 45 | FORTINET INC | FTNT | 15,650 | $1.3M | 0.52% |
| 46 | INTUITIVE SURGICAL INC | ISRG | 2,500 | $1.1M | 0.44% |
| 47 | ABBVIE INC | ABBV | 3,700 | $856,698 | 0.34% |
| 48 | 3M CO | MMM | 4,189 | $650,049 | 0.26% |
| 49 | RTX CORPORATION | RTX | 3,573 | $597,870 | 0.24% |
| 50 | ILLINOIS TOOL WKS INC | 452308109 | 1,950 | $508,482 | 0.20% |
| 51 | ABBOTT LABS | ABLZF | 3,300 | $442,002 | 0.17% |
| 52 | FORTIVE CORP | FTV | 8,404 | $411,712 | 0.16% |
| 53 | WOODWARD INC | WWD | 1,500 | $379,065 | 0.15% |
| 54 | ONEOK INC NEW | OKE | 4,550 | $332,013 | 0.13% |
| 55 | JOHNSON & JOHNSON | JNJ | 1,670 | $309,651 | 0.12% |
| 56 | RALLIANT CORP | RAL | 7,016 | $306,810 | 0.12% |
| 57 | CATERPILLAR INC | CAT | 600 | $286,290 | 0.11% |
| 58 | MIDDLEBY CORP | MIDD | 2,085 | $277,159 | 0.11% |
| 59 | MCDONALDS CORP | MCD | 900 | $273,501 | 0.11% |
| 60 | CANADIAN NATL RY CO | 136375102 | 2,900 | $273,470 | 0.11% |
| 61 | BWX TECHNOLOGIES INC | BWXT | 1,428 | $263,280 | 0.10% |
| 62 | AIR PRODS & CHEMS INC | AIIR | 950 | $259,084 | 0.10% |
| 63 | CDW CORP | CDW | 1,620 | $258,034 | 0.10% |
| 64 | AMGEN INC | AMGN | 900 | $253,980 | 0.10% |
| 65 | CANADIAN PACIFIC KANSAS CITY | CP | 3,060 | $227,939 | 0.09% |
| 66 | SEMPRA | SREA | 2,500 | $224,950 | 0.09% |
| 67 | BROOKFIELD INFRASTRUCTURE CO | BIPC | 5,191 | $213,471 | 0.08% |
| 68 | GE AEROSPACE | 369604301 | 708 | $212,935 | 0.08% |
| 69 | CONSTELLATION ENERGY CORP | CEG | 636 | $209,289 | 0.08% |
| 70 | SHELL PLC | RYDAF | 2,810 | $200,999 | 0.08% |
| 71 | DUKE ENERGY CORP NEW | DUKB | 1,621 | $200,599 | 0.08% |