Centerstone Investors, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
21
Total value ($000)
$28,065
Net value change ($000)
+3,683 (15.1%)
New positions
0
Sold out positions
1
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWI 3,057 148.7%
GLD 2,562 54.2%
TSLA 381 40.0%
BIDU 158 53.9%
ORLY 148 19.7%
SCCO 147 21.2%
ROST 127 19.3%
SPY 81 7.8%
NVST 25 4.2%
MCD 25 4.0%
Top Reduces (Value $000, Stocks/ETFs)
FXY -1,005 -100.0%
DG -360 -27.7%
DIS -319 -26.1%
EMR -299 -21.3%
FNV -298 -16.8%
KMX -200 -33.3%
CVX -146 -13.3%
CSL -117 -11.9%
CPAY -94 -13.2%
SMG -66 -13.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type