Filed: 8/14/2025ACC: 0001172661-25-003472
📋 What this filing means
CENTERSTONE INVESTORS, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $24.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$24.38M
Total AUM (reported)
190.06K
Total Shares
Allocation by class
COM$14.08M57.7%
GOLD SHS$4.72M19.4%
MSCI ACWI ETF$2.06M8.4%
TR UNIT$1.03M4.2%
JAPANESE YEN$1.01M4.1%
COM SHS$712.4K2.9%
CL A$485.3K2.0%
Portfolio Concentration
Top 3$8.55M35.1%
4–10$8.04M33.0%
11–25$7.79M31.9%
Top 3 weight
35.1%
Top 10 weight
68.1%
Voting Authority Distribution
Total shares with voting rights: 190.06K
Sole
Full voting authority
190.06K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
SPDR GOLD TR
SOLEShares15.49K
TypeSH
Market value$4.72M
19.37%
Sole
15.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.98K
TypeSH
Market value$2.06M
8.43%
Sole
15.98K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares10.81K
TypeSH
Market value$1.77M
7.27%
Sole
10.81K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares10.53K
TypeSH
Market value$1.40M
5.76%
Sole
10.53K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares11.35K
TypeSH
Market value$1.30M
5.32%
Sole
11.35K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares9.84K
TypeSH
Market value$1.22M
5.00%
Sole
9.84K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares7.68K
TypeSH
Market value$1.10M
4.51%
Sole
7.68K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.67K
TypeSH
Market value$1.03M
4.23%
Sole
1.67K
Shared
0.00
None
0.00
INVESCO CURRENCYSHARES JAPAN
SOLEShares15.72K
TypeSH
Market value$1.01M
4.12%
Sole
15.72K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares2.63K
TypeSH
Market value$982.8K
4.03%
Sole
2.63K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3K
TypeSH
Market value$953.0K
3.91%
Sole
3K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares8.36K
TypeSH
Market value$753.0K
3.09%
Sole
8.36K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares9.91K
TypeSH
Market value$724.2K
2.97%
Sole
9.91K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares2.15K
TypeSH
Market value$712.4K
2.92%
Sole
2.15K
Shared
0.00
None
0.00
GRAINGER W W INC
SOLEShares669.00
TypeSH
Market value$695.9K
2.85%
Sole
669.00
Shared
0.00
None
0.00
SOUTHERN COPPER CORP
SOLEShares6.87K
TypeSH
Market value$695.1K
2.85%
Sole
6.87K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares5.15K
TypeSH
Market value$657.5K
2.70%
Sole
5.15K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares2.14K
TypeSH
Market value$625.8K
2.57%
Sole
2.14K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares8.92K
TypeSH
Market value$599.5K
2.46%
Sole
8.92K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares30.40K
TypeSH
Market value$594.0K
2.44%
Sole
30.40K
Shared
0.00
None
0.00
SCOTTS MIRACLE-GRO CO
SOLEShares7.36K
TypeSH
Market value$485.3K
1.99%
Sole
7.36K
Shared
0.00
None
0.00
BAIDU INC
SOLEShares3.42K
TypeSH
Market value$293.4K
1.20%
Sole
3.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 15.49K | SH | $4.72M 19.37% | 15.49K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 15.98K | SH | $2.06M 8.43% | 15.98K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 10.81K | SH | $1.77M 7.27% | 10.81K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 10.53K | SH | $1.40M 5.76% | 10.53K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 11.35K | SH | $1.30M 5.32% | 11.35K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 9.84K | SH | $1.22M 5.00% | 9.84K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 7.68K | SH | $1.10M 4.51% | 7.68K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.67K | SH | $1.03M 4.23% | 1.67K | 0.00 | 0.00 |
INVESCO CURRENCYSHARES JAPANSOLE | JAPANESE YEN | 15.72K | SH | $1.01M 4.12% | 15.72K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 2.63K | SH | $982.8K 4.03% | 2.63K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3K | SH | $953.0K 3.91% | 3K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 8.36K | SH | $753.0K 3.09% | 8.36K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 9.91K | SH | $724.2K 2.97% | 9.91K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 2.15K | SH | $712.4K 2.92% | 2.15K | 0.00 | 0.00 |
GRAINGER W W INCSOLE | COM | 669.00 | SH | $695.9K 2.85% | 669.00 | 0.00 | 0.00 |
SOUTHERN COPPER CORPSOLE | COM | 6.87K | SH | $695.1K 2.85% | 6.87K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 5.15K | SH | $657.5K 2.70% | 5.15K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 2.14K | SH | $625.8K 2.57% | 2.14K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 8.92K | SH | $599.5K 2.46% | 8.92K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 30.40K | SH | $594.0K 2.44% | 30.40K | 0.00 | 0.00 |
SCOTTS MIRACLE-GRO COSOLE | CL A | 7.36K | SH | $485.3K 1.99% | 7.36K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 3.42K | SH | $293.4K 1.20% | 3.42K | 0.00 | 0.00 |