Centerstone Investors, LLC
CIK: 0001766788SEC EDGAR →
Portfolio Value
$29.3M
Holdings
22
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR Gold Shares USD Class | 16,495 | $6.5M | 22.33% |
| 2 | ISHARES MSCI ACWI ETF | 36,984 | $5.2M | 17.87% |
| 3 | INVESCO S&P EQUAL WEIGHT | 13,027 | $2.5M | 8.52% |
| 4 | Franco-Nevada Corporation | 6,611 | $1.4M | 4.68% |
| 5 | Tesla Inc. | 3,000 | $1.3M | 4.61% |
| 6 | Dollar General Corporation | 9,077 | $1.2M | 4.12% |
| 7 | Emerson Electric Company | 8,426 | $1.1M | 3.82% |
| 8 | Southern Copper Corporation | 6,998 | $1.0M | 3.43% |
| 9 | Chevron Corporation | 6,144 | $936K | 3.20% |
| 10 | Ross Stores Inc. | 5,154 | $928K | 3.17% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 3 | $7.7M | 26.4% |
| Unknown | 2 | $7.0M | 23.9% |
| Consumer Cyclical | 5 | $4.0M | 13.8% |
| Basic Materials | 3 | $2.8M | 9.6% |
| Industrials | 3 | $2.6M | 9.0% |
| Healthcare | 2 | $1.4M | 4.8% |
| Consumer Defensive | 1 | $1.2M | 4.1% |
| Energy | 1 | $936K | 3.2% |
| Communication Services | 1 | $895K | 3.1% |
| Technology | 1 | $646K | 2.2% |