STONE RUN CAPITAL, LLC
13F Reported Value
ⓘ$253.9M
Holdings
71
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
STONE RUN CAPITAL, LLC disclosed 71 positions worth $253.9M in its Form 13F-HR for Q3 2025, led by $APH (AMPHENOL CORP /DE/) at 4.7% of the equity portfolio, followed by $HEI and $BRK.B. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $RAL. The portfolio is most concentrated in Technology (41.5% of disclosed assets). All figures are sourced directly from STONE RUN CAPITAL, LLC’s Form 13F-HR filing with the SEC under CIK 1512746.
AI Fund Analysis
Stable
$APH
$HEI
$BRK-A
$ADSK
$ANET
$AXGN
$PAYX
$LII
$DHRSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
- 80.5#40
Quality
$11.8M95,320 sh - 79.2#60
Quality
$11.4M35,466 sh - 64.5#634
Quality
$10.3M20,575 sh - 76.4
Quality
$10.0M31,535 sh - 86.0
Quality
$9.7M66,400 sh - 67.6
Quality
$9.6M15,263 sh - 70.7
Quality
$8.9M32,000 sh - 79.4
Quality
$8.8M18,061 sh - —
Quality
$8.4M17,645 sh - 64.8
Quality
$8.3M15,715 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMPHENOL CORP /DE/$APH | 80.5#40 | $11.8M | 95,320 |
| HEICO CORP$HEI | 79.2#60 | $11.4M | 35,466 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $10.3M | 20,575 |
| Autodesk, Inc.$ADSK | 76.4 | $10.0M | 31,535 |
| Arista Networks, Inc.$ANET | 86.0 | $9.7M | 66,400 |
 MARTIN MARIETTA MATERIALS INC$MLM | 67.6 | $9.6M | 15,263 |
 WATTS WATER TECHNOLOGIES INC$WTS | 70.7 | $8.9M | 32,000 |
 S&P Global Inc.$SPGI | 79.4 | $8.8M | 18,061 |
 LINDE PLC$LIN | — | $8.4M | 17,645 |
| LENNOX INTERNATIONAL INC$LII | 64.8 | $8.3M | 15,715 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of STONE RUN CAPITAL, LLC's 71 positions.
Showing top 10 of 71 holdings.
Sector Allocation
Technology
$105.4M
Industrials
$49.8M
Materials
$34.8M
Healthcare
$30.9M
Financials
$19.1M
Consumer Discretionary
$6.9M
Consumer Staples
$4.0M
Other
$1.6M
Full Holdings — STONE RUN CAPITAL, LLC (Q3 2025)
All 71 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $APH | AMPHENOL CORP /DE/ | $11.8M | 4.7% | -3% | 80.5 |
| 2 | $HEI | HEICO CORP | $11.4M | 4.5% | -0% | 79.2 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $10.3M | 4.1% | +0% | 64.5 |
| 4 | $ADSK | Autodesk, Inc. | $10.0M | 4.0% | -3% | 76.4 |
| 5 | $ANET | Arista Networks, Inc. | $9.7M | 3.8% | -0% | 86 |
| 6 | $MLM | MARTIN MARIETTA MATERIALS INC | $9.6M | 3.8% | -3% | 67.6 |
| 7 | $WTS | WATTS WATER TECHNOLOGIES INC | $8.9M | 3.5% | -3% | 70.7 |
| 8 | $SPGI | S&P Global Inc. | $8.8M | 3.5% | -6% | 79.4 |
| 9 | $LIN | LINDE PLC | $8.4M | 3.3% | -0% | — |
| 10 | $LII | LENNOX INTERNATIONAL INC | $8.3M | 3.3% | +1% | 64.8 |
| 11 |  $ROP | ROPER TECHNOLOGIES INC | $8.0M | 3.1% | -3% | 72.2 |
| 12 |  $STE | STERIS plc | $7.0M | 2.8% | +1% | — |
| 13 |  $GLW | CORNING INC /NY | $6.9M | 2.7% | -0% | 72.7 |
| 14 |  $SHW | SHERWIN WILLIAMS CO | $6.4M | 2.5% | -0% | 65.3 |
| 15 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $6.3M | 2.5% | +13% | 63.7 |
| 16 |  $ECL | ECOLAB INC. | $5.9M | 2.3% | +0% | 64.3 |
| 17 |  $EMR | EMERSON ELECTRIC CO | $5.8M | 2.3% | -0% | 65.9 |
| 18 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $5.7M | 2.2% | -3% | 70.8 |
| 19 |  $GEV | GE Vernova Inc. | $5.5M | 2.2% | -3% | 70.1 |
| 20 |  $EW | Edwards Lifesciences Corp | $5.5M | 2.2% | -0% | 67.6 |
| 21 | $PAYX | PAYCHEX INC | $5.4M | 2.1% | +0% | 75.1 |
| 22 |  $XYL | Xylem Inc. | $5.1M | 2.0% | -1% | 65.6 |
| 23 | $DHR | DANAHER CORP /DE/ | $5.0M | 2.0% | +0% | 63.9 |
| 24 |  $TRMB | TRIMBLE INC. | $4.9M | 1.9% | -0% | 52.1 |
| 25 |  $LH | LABCORP HOLDINGS INC. | $4.8M | 1.9% | -7% | 54.8 |
| 26 |  $TECH | BIO-TECHNE Corp | $4.3M | 1.7% | -0% | 59.6 |
| 27 |  $GOOG | Alphabet Inc. | $4.2M | 1.7% | +13% | 80.2 |
| 28 |  $NDSN | NORDSON CORP | $4.2M | 1.6% | -11% | 67.8 |
| 29 |  $IT | GARTNER INC | $4.1M | 1.6% | -0% | 65.2 |
| 30 |  $BDX | BECTON DICKINSON & CO | $4.0M | 1.6% | -13% | 50.7 |
| 31 |  $MKC | MCCORMICK & CO INC | $4.0M | 1.6% | -1% | 73.7 |
| 32 |  $SNPS | SYNOPSYS INC | $3.7M | 1.5% | +500% | 63.1 |
| 33 |  $FISV | FISERV INC | $3.7M | 1.4% | -8% | 67.4 |
| 34 |  $ENTG | ENTEGRIS INC | $3.7M | 1.4% | +20% | 57.7 |
| 35 |  $RVTY | REVVITY, INC. | $3.4M | 1.4% | -0% | 52.4 |
| 36 |  $TER | TERADYNE, INC | $2.8M | 1.1% | -1% | 74.6 |
| 37 |  $PANW | Palo Alto Networks Inc | $2.7M | 1.1% | +24% | 66.5 |
| 38 |  $VLTO | Veralto Corp | $2.2M | 0.9% | -26% | 74.4 |
| 39 |  $PTC | PTC INC. | $1.9M | 0.7% | +3% | 69.8 |
| 40 |  $EPAM | EPAM Systems, Inc. | $1.8M | 0.7% | -5% | 59.2 |
| 41 |  $AAPL | Apple Inc. | $1.8M | 0.7% | +0% | 76.1 |
| 42 | $AXGN | Axogen, Inc. | $1.7M | 0.7% | +3% | 38 |
| 43 |  $AOS | SMITH A O CORP | $1.6M | 0.6% | -16% | 66.7 |
| 44 | — | BROOKFIELD INFRAST PARTNERS | $1.6M | 0.6% | +0% | — |
| 45 |  $FTNT | Fortinet, Inc. | $1.3M | 0.5% | -1% | 78.1 |
| 46 |  $ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.4% | +0% | 81.4 |
| 47 |  $ABBV | AbbVie Inc. | $856,698 | 0.3% | +0% | 59.3 |
| 48 |  $MMM | 3M CO | $650,049 | 0.3% | +0% | 60.7 |
| 49 |  $RTX | RTX Corp | $597,870 | 0.2% | +0% | 70 |
| 50 |  $ITW | ILLINOIS TOOL WORKS INC | $508,482 | 0.2% | +0% | 71.2 |
| 51 |  $ABT | ABBOTT LABORATORIES | $442,002 | 0.2% | +0% | 67 |
| 52 |  $FTV | Fortive Corp | $411,712 | 0.2% | +0% | 55.9 |
| 53 |  $WWD | Woodward, Inc. | $379,065 | 0.1% | +0% | 70.2 |
| 54 |  $OKE | ONEOK INC /NEW/ | $332,013 | 0.1% | +0% | 72 |
| 55 |  $JNJ | JOHNSON & JOHNSON | $309,651 | 0.1% | +0% | 72.8 |
| 56 |  $RAL | Ralliant Corp | $306,810 | 0.1% | NEW | 36.3 |
| 57 |  $CAT | CATERPILLAR INC | $286,290 | 0.1% | +0% | 67.8 |
| 58 |  $MIDD | MIDDLEBY Corp | $277,159 | 0.1% | -87% | 44.9 |
| 59 |  $MCD | MCDONALDS CORP | $273,501 | 0.1% | +0% | 73.9 |
| 60 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $273,470 | 0.1% | +0% | — |
| 61 |  $BWXT | BWX Technologies, Inc. | $263,280 | 0.1% | +0% | 68 |
| 62 |  $APD | Air Products & Chemicals, Inc. | $259,084 | 0.1% | +0% | 41.2 |
| 63 |  $CDW | CDW Corp | $258,034 | 0.1% | +22% | 61.6 |
| 64 |  $AMGN | AMGEN INC | $253,980 | 0.1% | +0% | 79.5 |
| 65 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $227,939 | 0.1% | +0% | — |
| 66 |  $SRE | SEMPRA | $224,950 | 0.1% | NEW | 47.6 |
| 67 |  $BIPC | Brookfield Infrastructure Corp | $213,471 | 0.1% | +0% | — |
| 68 |  $GE | GENERAL ELECTRIC CO | $212,935 | 0.1% | NEW | 74.8 |
| 69 |  $CEG | Constellation Energy Corp | $209,289 | 0.1% | +0% | 62.5 |
| 70 |  $SHEL | Shell plc | $200,999 | 0.1% | NEW | — |
| 71 |  $DUK | Duke Energy CORP | $200,599 | 0.1% | NEW | 64 |
New Positions (5)
Exited Positions (2)
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