59 is the total number of securities Centerstone Investors, LLC has owned. The longest Centerstone Investors, LLC has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GLD | SPDR GOLD TRUST | 20 | 20 | 6.19% | 15.35% | 23.05% | Q4 2018 | Q3 2023 | 20 |
| PRGO | PERRIGO CO PLC | 20 | 20 | 2.81% | 7.10% | 12.78% | Q4 2018 | Q3 2023 | 20 |
| HSIC | SCHEIN HENRY INC | 20 | 20 | 2.75% | 6.36% | 9.38% | Q4 2018 | Q3 2023 | 20 |
| CCU | COMPANIA CERVECERIAS U... | 20 | 20 | 2.66% | 5.53% | 8.98% | Q4 2018 | Q3 2023 | 20 |
| ORLY | O REILLY AUTOMOTIVE IN... | 20 | 20 | 1.44% | 5.27% | 7.65% | Q4 2018 | Q3 2023 | 20 |
| MHK | MOHAWK INDS INC | 20 | 20 | 1.53% | 5.03% | 11.38% | Q4 2018 | Q3 2023 | 20 |
| GWW | GRAINGER W W INC | 20 | 20 | 1.84% | 3.68% | 5.15% | Q4 2018 | Q3 2023 | 20 |
| EMR | EMERSON ELEC CO | 20 | 20 | 2.02% | 3.11% | 5.36% | Q4 2018 | Q3 2023 | 20 |
| SON | SONOCO PRODS CO | 20 | 20 | 1.24% | 3.05% | 5.49% | Q4 2018 | Q3 2023 | 20 |
| MCD | MCDONALDS CORP | 20 | 20 | 1.37% | 2.79% | 4.15% | Q4 2018 | Q3 2023 | 20 |
| SMG | SCOTTS MIRACLE-GRO CO | 20 | 20 | 1.66% | 2.65% | 4.14% | Q4 2018 | Q3 2023 | 20 |
| XRAY | DENTSPLY SIRONA INC | 20 | 20 | 1.55% | 2.50% | 3.61% | Q4 2018 | Q3 2023 | 20 |
| KMX | CARMAX INC | 20 | 20 | 1.13% | 2.10% | 3.28% | Q4 2018 | Q3 2023 | 20 |
| CSL | CARLISLE COS INC | 20 | 20 | 0.89% | 1.92% | 3.47% | Q4 2018 | Q3 2023 | 20 |
| MMM | 3M CO | 18 | 18 | 2.02% | 4.79% | 8.89% | Q4 2018 | Q1 2023 | 18 |
| BC | BRUNSWICK CORP | 16 | 16 | 1.18% | 2.58% | 4.22% | Q4 2019 | Q3 2023 | 16 |
| FNV | FRANCO NEV CORP | 14 | 14 | 0.49% | 3.56% | 4.76% | Q2 2020 | Q3 2023 | 14 |
| TGT | TARGET CORP | 8 | 3 | 2.70% | 3.50% | 4.62% | Q4 2018 | Q4 2021 | 11 |
| CL | COLGATE PALMOLIVE CO | 9 | 9 | 2.83% | 4.18% | 5.23% | Q4 2018 | Q4 2020 | 9 |
| CVET | COVETRUS INC | 8 | 8 | 0.87% | 2.41% | 4.38% | Q1 2019 | Q4 2020 | 8 |
| WMT | WALMART INC | 7 | 7 | 3.04% | 3.53% | 4.67% | Q1 2022 | Q3 2023 | 7 |
| KRE | SPDR SER TR | 5 | 2 | 1.47% | 2.77% | 4.58% | Q4 2020 | Q3 2022 | 7 |
| FLT | FLEETCOR TECHNOLOGIES INC | 4 | 2 | 1.65% | 3.52% | 5.26% | Q4 2018 | Q3 2023 | 6 |
| GE | GENERAL ELECTRIC CO | 6 | 6 | 2.62% | 2.92% | 3.64% | Q4 2018 | Q1 2020 | 6 |
| DNOW | NOW INC | 4 | 2 | 1.70% | 2.43% | 2.86% | Q4 2018 | Q2 2020 | 6 |
| ROST | ROSS STORES INC | 6 | 6 | 1.54% | 2.16% | 2.61% | Q2 2022 | Q3 2023 | 6 |
| MNR | MONMOUTH REAL ESTATE I... | 6 | 6 | 1.73% | 2.05% | 2.30% | Q4 2018 | Q1 2020 | 6 |
| MOS | MOSAIC CO NEW | 5 | 5 | 5.60% | 7.79% | 10.02% | Q4 2018 | Q4 2019 | 5 |
| CVX | CHEVRON CORP NEW | 3 | 2 | 1.98% | 3.77% | 5.17% | Q1 2020 | Q3 2023 | 5 |
| VTR | VENTAS INC | 5 | 5 | 2.66% | 2.96% | 3.50% | Q4 2018 | Q4 2019 | 5 |
| STT | STATE STR CORP | 5 | 5 | 1.96% | 2.65% | 3.22% | Q4 2018 | Q4 2019 | 5 |
| TJX | TJX COS INC NEW | 5 | 5 | 1.47% | 1.89% | 2.16% | Q4 2018 | Q4 2019 | 5 |
| CDK | CDK GLOBAL INC | 4 | 4 | 5.51% | 7.17% | 9.46% | Q3 2021 | Q2 2022 | 4 |
| VSM | VERSUM MATLS INC | 4 | 4 | 3.79% | 4.29% | 4.65% | Q4 2018 | Q3 2019 | 4 |
| RYAAY | RYANAIR HOLDINGS PLC | 4 | 4 | 0.48% | 3.83% | 7.42% | Q4 2022 | Q3 2023 | 4 |
| TPR | TAPESTRY INC | 4 | 4 | 1.73% | 3.05% | 3.84% | Q4 2018 | Q3 2019 | 4 |
| FB | META PLATFORMS INC | 4 | 4 | 1.60% | 2.61% | 3.58% | Q4 2022 | Q3 2023 | 4 |
| ACWI | ISHARES TR | 3 | 3 | 12.55% | 13.17% | 14.25% | Q1 2023 | Q3 2023 | 3 |
| MSFT | MICROSOFT CORP | 3 | 3 | 2.26% | 2.81% | 3.72% | Q1 2020 | Q3 2020 | 3 |
| UTX | UNITED TECHNOLOGIES CORP | 3 | 3 | 2.40% | 2.65% | 2.86% | Q4 2018 | Q2 2019 | 3 |
| IAA | IAA INC | 3 | 3 | 1.42% | 2.50% | 3.33% | Q2 2022 | Q4 2022 | 3 |
| DG | DOLLAR GEN CORP NEW | 2 | 2 | 1.81% | 2.55% | 3.28% | Q2 2023 | Q3 2023 | 2 |
| TRP | TC ENERGY CORP | 2 | 2 | 0.83% | 0.96% | 1.08% | Q1 2020 | Q2 2020 | 2 |
| SCCO | SOUTHERN COPPER CORP | 2 | 2 | 0.54% | 0.61% | 0.67% | Q2 2021 | Q3 2021 | 2 |
| ZROZ | PIMCO ETF TR | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2020 | Q2 2020 | 1 |
| TFC | TRUIST FINL CORP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2022 | Q4 2022 | 1 |
| PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 3.38% | 3.38% | 3.38% | Q4 2022 | Q4 2022 | 1 |
| USB | US BANCORP DEL | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2022 | Q4 2022 | 1 |
| RBA | RITCHIE BROS AUCTIONEERS | 1 | 1 | 2.27% | 2.27% | 2.27% | Q1 2023 | Q1 2023 | 1 |
| LHC | LEO HOLDINGS CORP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2019 | Q2 2019 | 1 |
| IEF | ISHARES TR | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2021 | Q4 2021 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2022 | Q3 2022 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
| TBT | PROSHARES TR | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2020 | Q4 2020 | 1 |
| PHYS | SPROTT PHYSICAL GOLD T... | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2020 | Q1 2020 | 1 |
| TLT | ISHARES TR | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
| NMR | NOMURA HLDGS INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2021 | Q1 2021 | 1 |
| IJR | ISHARES TR | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
| MRK | MERCK & CO INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including SPDR GOLD TRUST, PERRIGO CO PLC, and SCHEIN HENRY INC, are the highest-conviction holdings of Centerstone Investors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Centerstone Investors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Centerstone Investors, LLC owns currently or has owned in the past.