CENTERSTONE INVESTORS, LLC

PrivateCIK: 1766788
Location

NEW YORK, NY

22
Positions
$31.81M
Total AUM (reported)
199.46K
Total Shares

Allocation by class

TOTAL AUM$31.81M22 positions
COM$13.49M42.4%
GOLD SHS$6.54M20.5%
MSCI ACWI ETF$5.23M16.4%
TR UNIT$2.53M8.0%
S&P500 EQL WGT$2.50M7.8%
COM SHS$646.1K2.0%
SPON ADR REP A$447.0K1.4%

Portfolio Concentration

Top 345.0%4–1029.8%11–2525.3%TOP 1074.7%0%100%
Top 3$14.30M45.0%
4–10$9.48M29.8%
11–25$8.03M25.3%

Top 3 weight

45.0%

Top 10 weight

74.7%

Voting Authority Distribution

Total shares with voting rights: 199.46K

Sole

Full voting authority

199.46K

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 Shares USD Class

SOLE
GOLD SHS
Shares16.50K
TypeSH
Market value$6.54M
20.55%
Sole
16.50K
Shared
0.00
None
0.00

ISHARES MSCI ACWI ETF

SOLE
MSCI ACWI ETF
Shares36.98K
TypeSH
Market value$5.23M
16.45%
Sole
36.98K
Shared
0.00
None
0.00

SPDR S&P 500 ETF

SOLE
TR UNIT
Shares3.71K
TypeSH
Market value$2.53M
7.96%
Sole
3.71K
Shared
0.00
None
0.00

INVESCO S&P EQUAL WEIGHT

SOLE
S&P500 EQL WGT
Shares13.03K
TypeSH
Market value$2.50M
7.84%
Sole
13.03K
Shared
0.00
None
0.00

Franco-Nevada Corporation

SOLE
COM
Shares6.61K
TypeSH
Market value$1.37M
4.31%
Sole
6.61K
Shared
0.00
None
0.00

Tesla Inc.

SOLE
COM
Shares3K
TypeSH
Market value$1.35M
4.24%
Sole
3K
Shared
0.00
None
0.00

Dollar General Corporation

SOLE
COM
Shares9.08K
TypeSH
Market value$1.21M
3.79%
Sole
9.08K
Shared
0.00
None
0.00

Emerson Electric Company

SOLE
COM
Shares8.43K
TypeSH
Market value$1.12M
3.52%
Sole
8.43K
Shared
0.00
None
0.00

Southern Copper Corporation

SOLE
COM
Shares7K
TypeSH
Market value$1.00M
3.16%
Sole
7K
Shared
0.00
None
0.00

Chevron Corporation

SOLE
COM
Shares6.14K
TypeSH
Market value$936.4K
2.94%
Sole
6.14K
Shared
0.00
None
0.00

Ross Stores Inc.

SOLE
COM
Shares5.15K
TypeSH
Market value$928.4K
2.92%
Sole
5.15K
Shared
0.00
None
0.00

Walt Disney Company (The)

SOLE
COM
Shares7.87K
TypeSH
Market value$895.6K
2.82%
Sole
7.87K
Shared
0.00
None
0.00

Carlisle Companies Inc.

SOLE
COM
Shares2.63K
TypeSH
Market value$841.9K
2.65%
Sole
2.63K
Shared
0.00
None
0.00

O'Reilly Automotive Inc.

SOLE
COM
Shares8.36K
TypeSH
Market value$762.1K
2.40%
Sole
8.36K
Shared
0.00
None
0.00

Henry Schein Inc.

SOLE
COM
Shares9.91K
TypeSH
Market value$749.3K
2.36%
Sole
9.91K
Shared
0.00
None
0.00

WW Grainger Inc.

SOLE
COM
Shares669.00
TypeSH
Market value$675.1K
2.12%
Sole
669.00
Shared
0.00
None
0.00

Envista Holdings Corporation

SOLE
COM
Shares30.40K
TypeSH
Market value$659.9K
2.07%
Sole
30.40K
Shared
0.00
None
0.00

McDonald's Corporation

SOLE
COM
Shares2.14K
TypeSH
Market value$654.7K
2.06%
Sole
2.14K
Shared
0.00
None
0.00

Corpay Inc.

SOLE
COM SHS
Shares2.15K
TypeSH
Market value$646.1K
2.03%
Sole
2.15K
Shared
0.00
None
0.00

Baidu Inc.

SOLE
SPON ADR REP A
Shares3.42K
TypeSH
Market value$447.0K
1.40%
Sole
3.42K
Shared
0.00
None
0.00

Scotts Miracle-Gro Company (The)

SOLE
CL A
Shares7.36K
TypeSH
Market value$429.3K
1.35%
Sole
7.36K
Shared
0.00
None
0.00

CarMax Inc.

SOLE
COM
Shares8.92K
TypeSH
Market value$344.7K
1.08%
Sole
8.92K
Shared
0.00
None
0.00