Stone-Run-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENTG",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "CP.TO",
  "DUK",
  "MCD",
  "ISRG",
  "ITW",
  "EMR",
  "LIN",
  "FTV",
  "HEI",
  "ANSS",
  "ANET",
  "OKE",
  "PAYX",
  "PANW",
  "AAPL",
  "ECL",
  "MKC",
  "AMGN",
  "SPGI",
  "SHW",
  "ROP",
  "SHEL",
  "RTX",
  "SNPS",
  "TMO",
  "IT",
  "EW",
  "ADSK",
  "WTS",
  "APH",
  "FI",
  "EPAM",
  "WAB",
  "FTNT",
  "MIDD",
  "AOS",
  "VLTO",
  "WWD",
  "XYL",
  "PTC",
  "NDSN",
  "LH",
  "TER",
  "TRMB",
  "RVTY",
  "LII",
  "GEV",
  "STE",
  "AXGN",
  "BRK-B",
  "BDX",
  "TECH",
  "BIP",
  "CNI",
  "CLVT",
  "GLW",
  "DHR",
  "JNJ",
  "MLM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 66
Total Value: 237289157
Accession Number: 0001420506-25-001086
Form Type: 13F-HR
CIK: stone-run-capital
Manager Name: Stone-Run-Capital

Data Enrichment

100% identified

66 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $237.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Arista Networks, Inc.

ANET|040413205

Shares:66.6K

Value:$5.2M

% of Portfolio:2.2% ($5.2M/$237.3M)

Edwards Lifesciences Corp

EW|28176E108

Shares:70.6K

Value:$5.1M

% of Portfolio:2.2% ($5.1M/$237.3M)

BECTON DICKINSON & CO

BDX|075887109

Shares:22.2K

Value:$5.1M

% of Portfolio:2.1% ($5.1M/$237.3M)

ANSYS INC

ANSS|03662Q105

Shares:16.0K

Value:$5.1M

% of Portfolio:2.1% ($5.1M/$237.3M)

MCCORMICK & CO INC

MKC|579780206

Shares:59.8K

Value:$4.9M

% of Portfolio:2.1% ($4.9M/$237.3M)

MIDDLEBY Corp

MIDD|596278101

Shares:31.5K

Value:$4.8M

% of Portfolio:2.0% ($4.8M/$237.3M)

BIO-TECHNE Corp

TECH|09073M104

Shares:76.3K

Value:$4.5M

% of Portfolio:1.9% ($4.5M/$237.3M)

REVVITY, INC.

RVTY|714046109

Shares:41.6K

Value:$4.4M

% of Portfolio:1.9% ($4.4M/$237.3M)

Xylem Inc.

XYL|98419M100

Shares:34.8K

Value:$4.2M

% of Portfolio:1.8% ($4.2M/$237.3M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:15.2K

Value:$3.5M

% of Portfolio:1.5% ($3.5M/$237.3M)

GE Vernova Inc.

GEV|36828A101

Shares:11.4K

Value:$3.5M

% of Portfolio:1.5% ($3.5M/$237.3M)

TRIMBLE INC.

TRMB|896239100

Shares:51.7K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$237.3M)

NORDSON CORP

NDSN|655663102

Shares:16.5K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$237.3M)

Veralto Corp

VLTO|92338C103

Shares:32.5K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$237.3M)

ENTEGRIS INC

ENTG|29362U104

Shares:30.9K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$237.3M)

EPAM Systems, Inc.

EPAM|29414B104

Shares:12.8K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$237.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:11.1K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$237.3M)

SMITH A O CORP

AOS|831865209

Shares:28.6K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$237.3M)

CORNING INC /NY

GLW|219350105

Shares:34.2K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$237.3M)

Apple Inc.

AAPL|037833100

Shares:7.0K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$237.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arista Networks, Inc.(ANETcusip040413205)	66.6K	QoQ -7.75% (-5.6K) YoY NEW(+66.6K)	All Managers (Combined)	$5.2M	2.2% ($5.2M/$237.3M)	QoQ -35.33% (-$2.8M) YoY NEW(+$5.2M)
Edwards Lifesciences Corp(EWcusip28176E108)	70.6K	QoQ -8.13% (-6.3K) YoY -9.31% (-7.3K)	All Managers (Combined)	$5.1M	2.2% ($5.1M/$237.3M)	QoQ -10.05% (-$572.1K) YoY -31.21% (-$2.3M)
BECTON DICKINSON & CO(BDXcusip075887109)	22.2K	QoQ -23.86% (-7.0K) YoY -16.53% (-4.4K)	All Managers (Combined)	$5.1M	2.1% ($5.1M/$237.3M)	QoQ -23.13% (-$1.5M) YoY -22.73% (-$1.5M)
ANSYS INC(ANSScusip03662Q105)	16.0K	QoQ -0.92% (-150) YoY -8.02% (-1.4K)	All Managers (Combined)	$5.1M	2.1% ($5.1M/$237.3M)	QoQ -7.02% (-$383.8K) YoY -16.13% (-$976.8K)
MCCORMICK & CO INC(MKCcusip579780206)	59.8K	QoQ -7.22% (-4.7K) YoY -12.19% (-8.3K)	All Managers (Combined)	$4.9M	2.1% ($4.9M/$237.3M)	QoQ +0.16% (-$8.2K) YoY -5.90% (-$308.9K)
MIDDLEBY Corp(MIDDcusip596278101)	31.5K	QoQ -14.13% (-5.2K) YoY -43.78% (-24.6K)	All Managers (Combined)	$4.8M	2.0% ($4.8M/$237.3M)	QoQ -3.65% (-$181.9K) YoY -46.86% (-$4.2M)
BIO-TECHNE Corp(TECHcusip09073M104)	76.3K	QoQ +1.38% (-1.0K) YoY -4.60% (-3.7K)	All Managers (Combined)	$4.5M	1.9% ($4.5M/$237.3M)	QoQ -17.47% (-$947.0K) YoY -20.54% (-$1.2M)
REVVITY, INC.(RVTYcusip714046109)	41.6K	QoQ -3.64% (-1.6K) YoY -23.21% (-12.6K)	All Managers (Combined)	$4.4M	1.9% ($4.4M/$237.3M)	QoQ -8.66% (-$417.4K) YoY -22.63% (-$1.3M)
Xylem Inc.(XYLcusip98419M100)	34.8K	QoQ +0.94% (+325) YoY +1.45% (-500)	All Managers (Combined)	$4.2M	1.8% ($4.2M/$237.3M)	QoQ +3.93% (+$157.3K) YoY -6.21% (-$275.4K)
LABCORP HOLDINGS INC.(LHcusip504922105)	15.2K	QoQ NEW(+15.2K) YoY NEW(+15.2K)	All Managers (Combined)	$3.5M	1.5% ($3.5M/$237.3M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
GE Vernova Inc.(GEVcusip36828A101)	11.4K	QoQ +18.56% (+1.8K) YoY NEW(+11.4K)	All Managers (Combined)	$3.5M	1.5% ($3.5M/$237.3M)	QoQ +10.04% (+$318.7K) YoY NEW(+$3.5M)
TRIMBLE INC.(TRMBcusip896239100)	51.7K	QoQ -0.28% (-150) YoY -40.89% (-35.7K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$237.3M)	QoQ -7.35% (-$269.4K) YoY -39.70% (-$2.2M)
NORDSON CORP(NDSNcusip655663102)	16.5K	QoQ -2.45% (-415) YoY -10.04% (-1.8K)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$237.3M)	QoQ -5.96% (-$210.7K) YoY -33.90% (-$1.7M)
Veralto Corp(VLTOcusip92338C103)	32.5K	QoQ -10.72% (-3.9K) YoY +8.16% (+2.5K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$237.3M)	QoQ -14.58% (-$540.0K) YoY +18.88% (+$502.5K)
ENTEGRIS INC(ENTGcusip29362U104)	30.9K	QoQ -12.86% (-4.6K) YoY NEW(+30.9K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$237.3M)	QoQ -23.05% (-$811.0K) YoY NEW(+$2.7M)
EPAM Systems, Inc.(EPAMcusip29414B104)	12.8K	QoQ +0.19% (-25) YoY +0.19% (-25)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$237.3M)	QoQ -27.64% (-$827.5K) YoY -38.74% (-$1.4M)
Palo Alto Networks Inc(PANWcusip697435105)	11.1K	QoQ -0.89% (-100) YoY +65.67% (-4.4K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$237.3M)	QoQ -7.05% (-$143.8K) YoY -0.50% (-$9.6K)
SMITH A O CORP(AOScusip831865209)	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$237.3M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
CORNING INC /NY(GLWcusip219350105)	34.2K	QoQ +0.60% (-206) YoY -43.43% (-26.3K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.3M)	QoQ -3.07% (-$49.8K) YoY -21.43% (-$427.4K)
Apple Inc.(AAPLcusip037833100)	7.0K	QoQ 0.00% (-0) YoY -1.41% (-100)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.3M)	QoQ -11.29% (-$197.5K) YoY +27.70% (-$336.4K)