Centerstone Investors, LLC 13F Filings, Portfolio & Analysis

CIK: 0001766788
New York 228 Park Avenue S. Suite 75938
Zip Code: 10003
Latest Portfolio Value
$31.81 M
+13.36%
12/31/2025
Total Holdings
22
1
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
74.75%

Centerstone Investors, LLC — Portfolio Overview & Company Profile

Centerstone Investors, LLC (CIK: 0001766788) is a financial institution headquartered at 228 Park Avenue S., Suite 75938, New York, New York 10003. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $31,814,706, comprising 22 distinct securities. Over its filing history, it has submitted 32 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Sells

Q4 2025

Asset Allocation

Stocks/ETFs
+13.36%
$31.81 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
16,495 $6.54 M 20.55% ▼ 4,000 Reduce -19.5%
36,984 $5.23 M 16.45%
3,713 $2.53 M 7.96% ▲ 2,043 Add 122.3%
13,027 $2.5 M 7.84% ▲ 13,027 New Buy
6,611 $1.37 M 4.31%
3,000 $1.35 M 4.24%
9,077 $1.21 M 3.79%
8,426 $1.12 M 3.52%
6,998 $1 M 3.16% ▲ 59 Add 0.9%
6,144 $936,407 2.94%

Historical Portfolio Charts