Centerstone Investors, LLC

CIK

1766788

Location

New York, NY

Portfolio Value

Micro $2,795,642

Diversification

Diversified

Filing Date

Global Rank

#7,687 / 8,652 ▼ 457

Top Industry

Gold 9.1%

3Y Alpha vs SPY

-7.5%

Period ended 6 months ago

Filed Jan 30, 2026 · 5mo

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.2%

SPY

+78.1%

Annualised alpha

-7.5%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

27.1%

−4.6 pts

Top 5

54.0%

+0.3 pts

Top 10

74.2%

+0.7 pts

HHI

1,090

Diversified−194

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	37.7%	$9,069,101	2
Consumer Cyclical	16.8%	$4,038,987	5
Basic Materials	11.6%	$2,795,642	3
Industrials	10.9%	$2,635,223	3
Healthcare	5.9%	$1,409,218	2
Communication Services	5.6%	$1,342,584	2
Consumer Defensive	5.0%	$1,205,153	1
Energy	3.9%	$936,407	1
Technology	2.7%	$646,096	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+2,043	3,713	$2,531,968
SCCO	Southern Copper Corp/	+59	6,998	$996,034
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

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

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $2,795,642 total · Basic Materials only · as of Dec 31, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SMG	Scotts Miracle-Gro Co Basic Materials	Held	7,357	0	$429,280	+2.5%	15.36%
SCCO	Southern Copper Corp/ Basic Materials	Added	6,998	+59	$996,034	+20.2%	35.63%
FNV	FRANCO NEVADA Corp Basic Materials	Held	6,611	0	$1,370,328	−7.0%	49.02%