STONE RUN CAPITAL, LLC

CIK

1512746

Location

NEW YORK, NY

Portfolio Value

Small $253,864,712

Diversification

Diversified

Filing Date

Global Rank

#5,216 / 8,113 ▼ 155 · as of Sep 2025

Top Industry

Specialty Industrial Machinery 12.7%

Period ended 1 year ago

Filed Nov 14, 2025 · 12mo

23 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 38.3%, 38.1 effective positions, active share 89.5% against the S&P 500 as of 2025-09-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

13.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.0 quarters (12+), a floor since 68.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2025-09-30, active share 89.5%; sector active share 40.5% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

71 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

4.6%

−0.0 pts

Top 5

21.0%

+0.4 pts

Top 10

38.3%

+0.5 pts

HHI

262

Diversified+4

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	32.1%	$81,534,670	19
Industrials	24.6%	$62,436,273	20
Healthcare	17.7%	$45,041,299	14
Basic Materials	12.1%	$30,594,576	5
Financial Services	7.5%	$19,134,344	2
Communication Services	1.7%	$4,217,785	1
Consumer Defensive	1.6%	$3,951,035	1
Unclassified	1.5%	$3,690,621	1
Utilities	1.0%	$2,457,596	5
Energy	0.2%	$533,012	2
Consumer Cyclical	0.1%	$273,501	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
ENTG	Entegris Inc	+6,650	39,830	$3,682,681
SNPS	Synopsys Inc	+6,248	7,498	$3,699,438
PANW	Palo Alto Networks Inc	+2,575	13,500	$2,748,870
AXGN	Axogen, Inc.	+2,500	94,526	$1,686,343
GOOGL	Alphabet Inc.	+2,000	17,350	$4,217,785
TMO	Thermo Fisher Scientific Inc.	+1,540	13,012	$6,311,080
CDW	CDW Corp	+295	1,620	$258,033
PTC	Ptc Inc.	+250	9,230	$1,873,874
LII	Lennox International Inc	+210	15,715	$8,318,892
STE	STERIS plc	+150	28,330	$7,009,975
PAYX	Paychex Inc	+100	42,853	$5,432,046
DHR	Danaher Corp	+25	25,388	$5,033,424
BIP	Brookfield Infrastructure Partners L.P.	+9	48,930	$1,609,307
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MIDD	MIDDLEBY Corp	−14,075	2,085	$277,159
VLTO	Veralto Corp	−7,300	20,824	$2,220,046
AOS	Smith A O Corp	−4,300	22,300	$1,637,043
BDX	Becton Dickinson & Co	−3,249	21,139	$3,956,585
APH	Amphenol Corp	−2,500	95,320	$11,795,850
FISV	Fiserv Inc	−2,400	28,625	$3,690,621
NDSN	Nordson Corp	−2,164	18,315	$4,156,589
LH	Labcorp Holdings Inc.	−1,350	16,705	$4,795,337
SPGI	S&P Global Inc.	−1,056	18,061	$8,790,469
WTS	Watts Water Technologies Inc	−1,050	32,000	$8,936,960
ADSK	Autodesk, Inc.	−1,050	31,535	$10,017,723
WAB	Westinghouse Air Brake Technologies Corp	−1,000	28,335	$5,680,317
MKC	Mccormick & Co Inc	−700	59,050	$3,951,035
EPAM	EPAM Systems, Inc.	−660	12,140	$1,830,590
MLM	Martin Marietta Materials Inc	−535	15,263	$9,619,963
ROP	Roper Technologies Inc	−449	16,021	$7,989,512
GEV	GE Vernova Inc.	−265	8,956	$5,507,044
TRMB	Trimble Inc.	−250	59,440	$4,853,276
XYL	Xylem Inc.	−225	34,545	$5,095,387
ANET	Arista Networks, Inc.	−200	66,400	$9,675,144
FTNT	Fortinet, Inc.	−200	15,650	$1,315,852
RVTY	Revvity, Inc.	−150	39,283	$3,443,154
TER	Teradyne, Inc	−150	20,450	$2,814,738
EMR	Emerson Electric Co	−149	43,896	$5,758,277
SHW	Sherwin Williams Co	−60	18,490	$6,402,347
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
RAL	Ralliant Corp	7,016	$306,809
SRE	Sempra	2,500	$224,950
GE	General Electric Co	708	$212,980
SHEL	Shell plc	2,810	$200,999
DUK	Duke Energy CORP	1,621	$200,598
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
—		16,040	$5,633,569
CARR	CARRIER GLOBAL Corp	3,000	$219,570
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $253,864,712 total · filing declares 71 positions · $253,864,322 · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
APH	Amphenol Corp Technology	Reduced	95,320	-2,500	$11,795,850	+22.1%	23+	before history	4.65%
HEI	Heico Corp Industrials	Reduced	35,466	-15	$11,449,134	−1.6%	23+	before history	4.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	20,575	0	$10,343,875	+3.5%	23+	before history	4.07%
ADSK	Autodesk, Inc. Technology	Reduced	31,535	-1,050	$10,017,723	−0.7%	23+	before history	3.95%
ANET	Arista Networks, Inc. Technology	Reduced	66,400	-200	$9,675,144	+42.0%	21	$21.01	3.81%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	15,263	-535	$9,619,963	+10.9%	23+	before history	3.79%
WTS	Watts Water Technologies Inc Industrials	Reduced	32,000	-1,050	$8,936,960	+10.0%	23+	before history	3.52%
SPGI	S&P Global Inc. Financial Services	Reduced	18,061	-1,056	$8,790,469	−12.8%	15	unpriced	3.46%
LIN	Linde PLC Basic Materials	Reduced	17,645	-10	$8,381,375	+1.2%	11	$334.92	3.30%
LII	Lennox International Inc Industrials	Added	15,715	+210	$8,318,892	−6.4%	23+	before history	3.28%
ROP	Roper Technologies Inc Technology	Reduced	16,021	-449	$7,989,512	−14.4%	23+	before history	3.15%
STE	STERIS plc Healthcare	Added	28,330	+150	$7,009,975	+3.6%	23+	before history	2.76%
GLW	Corning Inc Technology	Reduced	84,724	-46	$6,949,909	+55.9%	23+	before history	2.74%
SHW	Sherwin Williams Co Basic Materials	Reduced	18,490	-60	$6,402,347	+0.5%	23+	before history	2.52%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	13,012	+1,540	$6,311,080	+35.7%	23+	before history	2.49%
ECL	Ecolab Inc. Basic Materials	Held	21,660	0	$5,931,807	+1.6%	23+	before history	2.34%
EMR	Emerson Electric Co Industrials	Reduced	43,896	-149	$5,758,277	−1.9%	23+	before history	2.27%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	28,335	-1,000	$5,680,317	−7.5%	8	$133.26	2.24%
GEV	GE Vernova Inc. Industrials	Reduced	8,956	-265	$5,507,044	+12.9%	6	$188.26	2.17%
EW	Edwards Lifesciences Corp Healthcare	Reduced	70,400	-50	$5,475,008	−0.6%	23+	before history	2.16%
PAYX	Paychex Inc Technology	Added	42,853	+100	$5,432,046	−12.7%	23+	before history	2.14%
XYL	Xylem Inc. Industrials	Reduced	34,545	-225	$5,095,387	+13.3%	23+	before history	2.01%
DHR	Danaher Corp Healthcare	Added	25,388	+25	$5,033,424	+0.5%	23+	before history	1.98%
TRMB	Trimble Inc. Technology	Reduced	59,440	-250	$4,853,276	+7.0%	12	$56.55	1.91%
LH	Labcorp Holdings Inc. Healthcare	Reduced	16,705	-1,350	$4,795,337	+1.2%	3	$242.80	1.89%
TECH	BIO-TECHNE Corp Healthcare	Reduced	78,195	-45	$4,349,987	+8.1%	23+	before history	1.71%
GOOGL	Alphabet Inc. Communication Services	Added	17,350	+2,000	$4,217,785	+55.9%	3	$174.41	1.66%
NDSN	Nordson Corp Industrials	Reduced	18,315	-2,164	$4,156,589	−5.3%	11	$228.55	1.64%
IT	Gartner Inc Technology	Reduced	15,602	-45	$4,101,297	−35.2%	23+	before history	1.62%
BDX	Becton Dickinson & Co Healthcare	Reduced	21,139	-3,249	$3,956,585	−5.8%	23+	before history	1.56%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	59,050	-700	$3,951,035	−12.8%	23+	before history	1.56%
SNPS	Synopsys Inc Technology	Added	7,498	+6,248	$3,699,438	+477.3%	6	$565.32	1.46%
FISV	Fiserv Inc	Reduced	28,625	-2,400	$3,690,621	−31.0%	23+	before history	1.45%
ENTG	Entegris Inc Technology	Added	39,830	+6,650	$3,682,681	+37.6%	5	$101.00	1.45%
RVTY	Revvity, Inc. Healthcare	Reduced	39,283	-150	$3,443,154	−9.7%	23+	before history	1.36%
TER	Teradyne, Inc Technology	Reduced	20,450	-150	$2,814,738	+52.0%	7	$106.73	1.11%
PANW	Palo Alto Networks Inc Technology	Added	13,500	+2,575	$2,748,870	+23.0%	21	$97.11	1.08%
VLTO	Veralto Corp Industrials	Reduced	20,824	-7,300	$2,220,046	−21.8%	8	$86.68	0.87%
PTC	Ptc Inc. Technology	Added	9,230	+250	$1,873,874	+21.1%	23+	before history	0.74%
EPAM	EPAM Systems, Inc. Technology	Reduced	12,140	-660	$1,830,590	−19.1%	23+	before history	0.72%
AAPL	Apple Inc. Technology	Held	6,980	0	$1,777,317	+24.1%	23+	before history	0.70%
AXGN	Axogen, Inc. Healthcare	Added	94,526	+2,500	$1,686,343	+68.9%	8	$10.43	0.66%
AOS	Smith A O Corp Industrials	Reduced	22,300	-4,300	$1,637,043	−6.1%	3	$67.58	0.64%
BIP	Brookfield Infrastructure Partners L.P. Utilities	Added	48,930	+9	$1,609,307	−1.8%	23+	before history	0.63%
FTNT	Fortinet, Inc. Technology	Reduced	15,650	-200	$1,315,852	−21.5%	8	$66.00	0.52%
ISRG	Intuitive Surgical Inc Healthcare	Held	2,500	0	$1,118,075	−17.7%	23+	before history	0.44%
ABBV	AbbVie Inc. Healthcare	Held	3,700	0	$856,698	+24.7%	23+	before history	0.34%
MMM	3M Co Industrials	Held	4,189	0	$650,049	+1.9%	23+	before history	0.26%
RTX	RTX Corp Industrials	Held	3,573	0	$597,870	+14.6%	22	unpriced	0.24%
ITW	Illinois Tool Works Inc Industrials	Held	1,950	0	$508,482	+5.5%	23+	before history	0.20%

Showing the top 50 of 71 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.