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STONE RUN CAPITAL, LLC
Period ended Sep 30, 2025 · Latest filing Nov 14, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2025: $253,864,322
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMPHENOL CORP NEW · CL A · 032095101 · shares: $11,795,850
- HEICO CORP NEW · COM · 422806109 · shares: $11,449,134
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $10,343,875
- AUTODESK INC · COM · 052769106 · shares: $10,017,723
- ARISTA NETWORKS INC · COM SHS · 040413205 · shares: $9,675,144
- MARTIN MARIETTA MATLS INC · COM · 573284106 · shares: $9,619,964
- WATTS WATER TECHNOLOGIES INC · CL A · 942749102 · shares: $8,936,960
- S&P GLOBAL INC · COM · 78409V104 · shares: $8,790,469
- LINDE PLC · SHS · G54950103 · shares: $8,381,375
- LENNOX INTL INC · COM · 526107107 · shares: $8,318,892
Reported holdings
71 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMPHENOL CORP NEW | CL A | 032095101 | — | 95,320 shares | $11,795,850 |
| HEICO CORP NEW | COM | 422806109 | — | 35,466 shares | $11,449,134 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 20,575 shares | $10,343,875 |
| AUTODESK INC | COM | 052769106 | — | 31,535 shares | $10,017,723 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 66,400 shares | $9,675,144 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 15,263 shares | $9,619,964 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | — | 32,000 shares | $8,936,960 |
| S&P GLOBAL INC | COM | 78409V104 | — | 18,061 shares | $8,790,469 |
| LINDE PLC | SHS | G54950103 | — | 17,645 shares | $8,381,375 |
| LENNOX INTL INC | COM | 526107107 | — | 15,715 shares | $8,318,892 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 16,021 shares | $7,989,290 |
| STERIS PLC | SHS USD | G8473T100 | — | 28,330 shares | $7,009,975 |
| CORNING INC | COM | 219350105 | — | 84,724 shares | $6,949,899 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 18,490 shares | $6,402,347 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 13,012 shares | $6,311,080 |
| ECOLAB INC | COM | 278865100 | — | 21,660 shares | $5,931,808 |
| EMERSON ELEC CO | COM | 291011104 | — | 43,896 shares | $5,758,256 |
| WABTEC | COM | 929740108 | — | 28,335 shares | $5,680,296 |
| GE VERNOVA INC | COM | 36828A101 | — | 8,956 shares | $5,506,952 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 70,400 shares | $5,475,008 |
| PAYCHEX INC | COM | 704326107 | — | 42,853 shares | $5,432,089 |
| XYLEM INC | COM | 98419M100 | — | 34,545 shares | $5,095,387 |
| DANAHER CORPORATION | COM | 235851102 | — | 25,388 shares | $5,033,432 |
| TRIMBLE INC | COM | 896239100 | — | 59,440 shares | $4,853,276 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 16,705 shares | $4,795,337 |
| BIO-TECHNE CORP | COM | 09073M104 | — | 78,195 shares | $4,349,988 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 17,350 shares | $4,217,785 |
| NORDSON CORP | COM | 655663102 | — | 18,315 shares | $4,156,515 |
| GARTNER INC | COM | 366651107 | — | 15,602 shares | $4,101,298 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 21,139 shares | $3,956,562 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 59,050 shares | $3,951,035 |
| SYNOPSYS INC | COM | 871607107 | — | 7,498 shares | $3,699,438 |
| FISERV INC | COM | 337738108 | — | 28,625 shares | $3,690,621 |
| ENTEGRIS INC | COM | 29362U104 | — | 39,830 shares | $3,682,682 |
| REVVITY INC | COM | 714046109 | — | 39,283 shares | $3,443,155 |
| TERADYNE INC | COM | 880770102 | — | 20,450 shares | $2,814,738 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 13,500 shares | $2,748,870 |
| VERALTO CORP | COM SHS | 92338C103 | — | 20,824 shares | $2,220,076 |
| PTC INC | COM | 69370C100 | — | 9,230 shares | $1,873,875 |
| EPAM SYS INC | COM | 29414B104 | — | 12,140 shares | $1,830,591 |
| APPLE INC | COM | 037833100 | — | 6,980 shares | $1,777,317 |
| AXOGEN INC | COM | 05463X106 | — | 94,526 shares | $1,686,344 |
| SMITH A O CORP | COM | 831865209 | — | 22,300 shares | $1,637,043 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | — | 48,930 shares | $1,609,312 |
| FORTINET INC | COM | 34959E109 | — | 15,650 shares | $1,315,852 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 2,500 shares | $1,118,075 |
| ABBVIE INC | COM | 00287Y109 | — | 3,700 shares | $856,698 |
| 3M CO | COM | 88579Y101 | — | 4,189 shares | $650,049 |
| RTX CORPORATION | COM | 75513E101 | — | 3,573 shares | $597,870 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 1,950 shares | $508,482 |
| ABBOTT LABS | COM | 002824100 | — | 3,300 shares | $442,002 |
| FORTIVE CORP | COM | 34959J108 | — | 8,404 shares | $411,712 |
| WOODWARD INC | COM | 980745103 | — | 1,500 shares | $379,065 |
| ONEOK INC NEW | COM | 682680103 | — | 4,550 shares | $332,013 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,670 shares | $309,651 |
| RALLIANT CORP | COM | 750940108 | — | 7,016 shares | $306,810 |
| CATERPILLAR INC | COM | 149123101 | — | 600 shares | $286,290 |
| MIDDLEBY CORP | COM | 596278101 | — | 2,085 shares | $277,159 |
| MCDONALDS CORP | COM | 580135101 | — | 900 shares | $273,501 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 2,900 shares | $273,470 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 1,428 shares | $263,280 |
| AIR PRODS & CHEMS INC | COM | 009158106 | — | 950 shares | $259,084 |
| CDW CORP | COM | 12514G108 | — | 1,620 shares | $258,034 |
| AMGEN INC | COM | 031162100 | — | 900 shares | $253,980 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 3,060 shares | $227,939 |
| SEMPRA | COM | 816851109 | — | 2,500 shares | $224,950 |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 | — | 5,191 shares | $213,471 |
| GE AEROSPACE | COM NEW | 369604301 | — | 708 shares | $212,935 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 636 shares | $209,289 |
| SHELL PLC | SPON ADS | 780259305 | — | 2,810 shares | $200,999 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 1,621 shares | $200,599 |