Centerstone Investors, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$31,815
Net value change ($000)
+3,750 (13.4%)
New positions
1
Sold out positions
0
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
RSP 2,495 NEW
SPY 1,419 127.5%
DG 267 28.5%
SCCO 162 19.2%
ROST 143 18.2%
ACWI 120 2.3%
HSIC 91 13.8%
NVST 41 6.6%
GWW 37 5.8%
CPAY 28 4.5%
Top Reduces (Value $000, Stocks/ETFs)
GLD -748 -10.3%
ORLY -139 -15.4%
FNV -104 -7.1%
KMX -55 -13.8%
CSL -24 -2.8%
CVX -18 -1.9%
DIS -5 -0.6%
BIDU -4 -0.9%
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