Centerstone Investors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.7%; sector active share 50.8% against the combined 13F book's sector weights.
Over time 24 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 backtestPortfolio Concentration
22 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.8% | $16,797,419 |
| Consumer Cyclical | 12.7% | $4,038,987 |
| Basic Materials | 8.8% | $2,804,108 |
| Industrials | 8.3% | $2,635,223 |
| Healthcare | 4.4% | $1,409,218 |
| Communication Services | 4.2% | $1,342,584 |
| Consumer Defensive | 3.8% | $1,205,153 |
| Energy | 2.9% | $936,407 |
| Technology | 2.0% | $646,096 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | −4,000 | 16,495 | $6,537,133 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RSP | Victory Portfolios II | 13,027 | $2,495,452 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 16,495 | $6,537,133 | 20.55% | |
| ACWI |
iShares MSCI ACWI ETF
|
Held | 36,984 | $5,232,866 | 16.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,713 | $2,531,968 | 7.96% | |
| RSP |
Victory Portfolios II
|
NEW | 13,027 | $2,495,452 | 7.84% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Held | 6,611 | $1,370,328 | 4.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 3,000 | $1,349,160 | 4.24% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 9,077 | $1,205,153 | 3.79% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 8,426 | $1,118,298 | 3.51% | |
| SCCO |
Southern Copper Corp
Basic Materials
|
Added | 6,998 | $1,004,500 | 3.16% | |
| CVX |
Chevron Corp
Energy
|
Held | 6,144 | $936,407 | 2.94% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
Held | 5,154 | $928,441 | 2.92% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 7,872 | $895,597 | 2.81% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Held | 2,632 | $841,871 | 2.65% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 8,355 | $762,059 | 2.40% | |
| HSIC |
Henry Schein Inc
Healthcare
|
Held | 9,914 | $749,300 | 2.36% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 669 | $675,054 | 2.12% | |
| NVST |
Envista Holdings Corp
Healthcare
|
Held | 30,397 | $659,918 | 2.07% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 2,142 | $654,659 | 2.06% | |
| CPAY |
Corpay, Inc.
Technology
|
Held | 2,147 | $646,096 | 2.03% | |
| BIDU |
Baidu, Inc.
Communication Services
|
Held | 3,421 | $446,987 | 1.40% | |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
Held | 7,357 | $429,280 | 1.35% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
Held | 8,920 | $344,668 | 1.08% |
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.