What does STONE RUN CAPITAL, LLC hold?

STONE RUN CAPITAL, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include APH, HEI, BRK.B. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1512746.

What is STONE RUN CAPITAL, LLC's AUM?

STONE RUN CAPITAL, LLC reported approximately $253.9M in 13F-reportable AUM as of 2025-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source STONE RUN CAPITAL, LLC's holdings?

All STONE RUN CAPITAL, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1512746. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is STONE RUN CAPITAL, LLC's 13F data updated on 13F Pro?

STONE RUN CAPITAL, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

STONE RUN CAPITAL, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1512746

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13F Reported Value

ⓘ

$253.9M

Holdings

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

6 quarters accumulating

$AXGN

5 quarters accumulating

$PAYX

3 quarters accumulating

$LII

2 quarters accumulating

$DHR

2 quarters accumulating

Sector Allocation

TechnologyIndustrialsMaterialsHealthcareFinancialsConsumer Discretionary

13fpro.ai/research/fund/stone-run-capital-llc-1512746

AUM History

13fpro.ai/research/fund/stone-run-capital-llc-1512746

Top Equity Holdings by Value

13fpro.ai/research/fund/stone-run-capital-llc-1512746

Quarterly Activity — Q3 2025

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Top Holdings

AI Quality Scored

AMPHENOL CORP /DE/
$APH
79.1#45
Quality
$11.8M95,320 sh
HEICO CORP
$HEI
75.4#96
Quality
$11.4M35,466 sh
BERKSHIRE HATHAWAY INC
$BRK.B
73.6#124
Quality
$10.3M20,575 sh
Autodesk, Inc.
$ADSK
78.5
Quality
$10.0M31,535 sh
Arista Networks, Inc.
$ANET
81.8
Quality
$9.7M66,400 sh
MARTIN MARIETTA MATERIALS INC
$MLM
62.6
Quality
$9.6M15,263 sh
WATTS WATER TECHNOLOGIES INC
$WTS
64.3
Quality
$8.9M32,000 sh
S&P Global Inc.
$SPGI
75.8
Quality
$8.8M18,061 sh
LINDE PLC
$LIN
—
Quality
$8.4M17,645 sh
LENNOX INTERNATIONAL INC
$LII
61.1
Quality
$8.3M15,715 sh

Company	Quality	Value	Shares
AMPHENOL CORP /DE/$APH	79.1#45	$11.8M	95,320
HEICO CORP$HEI	75.4#96	$11.4M	35,466
BERKSHIRE HATHAWAY INC$BRK.B	73.6#124	$10.3M	20,575
Autodesk, Inc.$ADSK	78.5	$10.0M	31,535
Arista Networks, Inc.$ANET	81.8	$9.7M	66,400
MARTIN MARIETTA MATERIALS INC$MLM	62.6	$9.6M	15,263
WATTS WATER TECHNOLOGIES INC$WTS	64.3	$8.9M	32,000
S&P Global Inc.$SPGI	75.8	$8.8M	18,061
LINDE PLC$LIN	—	$8.4M	17,645
LENNOX INTERNATIONAL INC$LII	61.1	$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%	79.1
2	$HEI	HEICO CORP	$11.4M	4.5%	-0%	75.4
3	$BRK.B	BERKSHIRE HATHAWAY INC	$10.3M	4.1%	+0%	73.6
4	$ADSK	Autodesk, Inc.	$10.0M	4.0%	-3%	78.5
5	$ANET	Arista Networks, Inc.	$9.7M	3.8%	-0%	81.8
6	$MLM	MARTIN MARIETTA MATERIALS INC	$9.6M	3.8%	-3%	62.6
7	$WTS	WATTS WATER TECHNOLOGIES INC	$8.9M	3.5%	-3%	64.3
8	$SPGI	S&P Global Inc.	$8.8M	3.5%	-6%	75.8
9	$LIN	LINDE PLC	$8.4M	3.3%	-0%	—
10	$LII	LENNOX INTERNATIONAL INC	$8.3M	3.3%	+1%	61.1
11	$ROP	ROPER TECHNOLOGIES INC	$8.0M	3.1%	-3%	71.8
12	$STE	STERIS plc	$7.0M	2.8%	+1%	—
13	$GLW	CORNING INC /NY	$6.9M	2.7%	-0%	73.5
14	$SHW	SHERWIN WILLIAMS CO	$6.4M	2.5%	-0%	60.9
15	$TMO	THERMO FISHER SCIENTIFIC INC.	$6.3M	2.5%	+13%	64.9
16	$ECL	ECOLAB INC.	$5.9M	2.3%	+0%	63
17	$EMR	EMERSON ELECTRIC CO	$5.8M	2.3%	-0%	65.1
18	$WAB	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	$5.7M	2.2%	-3%	66
19	$GEV	GE Vernova Inc.	$5.5M	2.2%	-3%	81.1
20	$EW	Edwards Lifesciences Corp	$5.5M	2.2%	-0%	69.2
21	$PAYX	PAYCHEX INC	$5.4M	2.1%	+0%	73.7
22	$XYL	Xylem Inc.	$5.1M	2.0%	-1%	65.5
23	$DHR	DANAHER CORP /DE/	$5.0M	2.0%	+0%	64.6
24	$TRMB	TRIMBLE INC.	$4.9M	1.9%	-0%	49
25	$LH	LABCORP HOLDINGS INC.	$4.8M	1.9%	-7%	64.6
26	$TECH	BIO-TECHNE Corp	$4.3M	1.7%	-0%	58.4
27	$GOOG	Alphabet Inc.	$4.2M	1.7%	+13%	78.1
28	$NDSN	NORDSON CORP	$4.2M	1.6%	-11%	68.9
29	$IT	GARTNER INC	$4.1M	1.6%	-0%	59.7
30	$BDX	BECTON DICKINSON & CO	$4.0M	1.6%	-13%	58.8
31	$MKC	MCCORMICK & CO INC	$4.0M	1.6%	-1%	67.3
32	$SNPS	SYNOPSYS INC	$3.7M	1.5%	+500%	67.7
33	$FISV	FISERV INC	$3.7M	1.4%	-8%	60.4
34	$ENTG	ENTEGRIS INC	$3.7M	1.4%	+20%	57.8
35	$RVTY	REVVITY, INC.	$3.4M	1.4%	-0%	57.2
36	$TER	TERADYNE, INC	$2.8M	1.1%	-1%	77.1
37	$PANW	Palo Alto Networks Inc	$2.7M	1.1%	+24%	65.4
38	$VLTO	Veralto Corp	$2.2M	0.9%	-26%	65.3
39	$PTC	PTC INC.	$1.9M	0.7%	+3%	74.7
40	$EPAM	EPAM Systems, Inc.	$1.8M	0.7%	-5%	58.6
41	$AAPL	Apple Inc.	$1.8M	0.7%	+0%	76.3
42	$AXGN	Axogen, Inc.	$1.7M	0.7%	+3%	40.7
43	$AOS	SMITH A O CORP	$1.6M	0.6%	-16%	59.8
44	—	BROOKFIELD INFRAST PARTNERS	$1.6M	0.6%	+0%	—
45	$FTNT	Fortinet, Inc.	$1.3M	0.5%	-1%	80
46	$ISRG	INTUITIVE SURGICAL INC	$1.1M	0.4%	+0%	79.7
47	$ABBV	AbbVie Inc.	$856,698	0.3%	+0%	72.5
48	$MMM	3M CO	$650,049	0.3%	+0%	64.7
49	$RTX	RTX Corp	$597,870	0.2%	+0%	73.1
50	$ITW	ILLINOIS TOOL WORKS INC	$508,482	0.2%	+0%	63.5
51	$ABT	ABBOTT LABORATORIES	$442,002	0.2%	+0%	65.2
52	$FTV	Fortive Corp	$411,712	0.2%	+0%	56.8
53	$WWD	Woodward, Inc.	$379,065	0.1%	+0%	67.1
54	$OKE	ONEOK INC /NEW/	$332,013	0.1%	+0%	71.5
55	$JNJ	JOHNSON & JOHNSON	$309,651	0.1%	+0%	68.8
56	$RAL	Ralliant Corp	$306,810	0.1%	NEW	36.8
57	$CAT	CATERPILLAR INC	$286,290	0.1%	+0%	66.3
58	$MIDD	MIDDLEBY Corp	$277,159	0.1%	-87%	40.4
59	$MCD	MCDONALDS CORP	$273,501	0.1%	+0%	68.6
60	$CNI	CANADIAN NATIONAL RAILWAY CO	$273,470	0.1%	+0%	—
61	$BWXT	BWX Technologies, Inc.	$263,280	0.1%	+0%	63.6
62	$APD	Air Products & Chemicals, Inc.	$259,084	0.1%	+0%	46.2
63	$CDW	CDW Corp	$258,034	0.1%	+22%	55.1
64	$AMGN	AMGEN INC	$253,980	0.1%	+0%	79
65	$CP	CANADIAN PACIFIC KANSAS CITY LTD/CN	$227,939	0.1%	+0%	69.7
66	$SRE	SEMPRA	$224,950	0.1%	NEW	41.6
67	$BIPC	Brookfield Infrastructure Corp	$213,471	0.1%	+0%	50.2
68	$GE	GENERAL ELECTRIC CO	$212,935	0.1%	NEW	73.6
69	$CEG	Constellation Energy Corp	$209,289	0.1%	+0%	59.2
70	$SHEL	Shell plc	$200,999	0.1%	NEW	—
71	$DUK	Duke Energy CORP	$200,599	0.1%	NEW	56

New Positions (5)

$RAL Ralliant Corp$306,810

$SRE SEMPRA$224,950

$GE GENERAL ELECTRIC CO$212,935

$SHEL Shell plc$200,999

$DUK Duke Energy CORP$200,599

Exited Positions (2)

ANSYS INC

$CARR CARRIER GLOBAL Corp

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AI-Powered Hedge Fund Analysis: STONE RUN CAPITAL, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For STONE RUN CAPITAL, LLC (SEC CIK: 1512746), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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