Fund HoldingsSTONE RUN CAPITAL, LLC

Total Portfolio Value
$261.66M
Total Bought
$26.22M
Total Sold
$14.52M
Net Transaction
+$11.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ADOBE INC(ADBE)08,575+8,57504,3271.65%+4,327
WABTEC(WAB)13,85936,909+23,0501,7595,3772.05%+3,618
INTERNATIONAL FLAVORS&FRAGRA(IFF)13,62046,320+32,7001,1033,9831.52%+2,880
TRIMBLE INC(TRMB)57,45087,410+29,9603,0565,6262.15%+2,569
GRACO INC(GGG)10,00027,050+17,0508682,5280.97%+1,660
MIDDLEBY CORP(MIDD)50,77556,075+5,3007,4739,0163.45%+1,544
EDWARDS LIFESCIENCES CORP79,80077,850-1,9506,0857,4392.84%+1,355
BERKSHIRE HATHAWAY INC DEL25,10024,100-1,0008,95210,1353.87%+1,182
ARISTA NETWORKS INC20,10020,10004,7345,8292.23%+1,095
REVVITY INC(RVTY)42,10854,158+12,0504,6035,6872.17%+1,084
VERALTO CORP(VLTO)19,47430,008+10,5341,6022,6611.02%+1,059
MARTIN MARIETTA MATLS INC(MLM)19,17317,298-1,8759,56610,6204.06%+1,054
TERADYNE INC(TER)09,250+9,25001,0440.40%+1,044
AMPHENOL CORP NEW53,83555,210+1,3755,3376,3682.43%+1,032
NORDSON CORP(NDSN)15,30018,325+3,0254,0425,0311.92%+989
FISERV INC(FISV)38,50038,000-5005,1146,0732.32%+959
LINDE PLC(LIN)21,77021,020-7508,9419,7603.73%+819
LENNOX INTL INC(LII)16,98017,080+1007,5998,3483.19%+749
VONTIER CORPORATION(VNT)10,14420,144+10,0003509140.35%+563
FORTIVE CORP(FTV)28,11430,514+2,4002,0702,6251.00%+555
GARTNER INC(IT)19,77719,852+758,9229,4633.62%+541
XYLEM INC(XYL)34,12034,270+1503,9024,4291.69%+527
MCCORMICK & CO INC(MKC)68,75068,050-7004,7045,2272.00%+523
HEICO CORP NEW(HEI)42,71642,71607,6418,1593.12%+518
ECOLAB INC(ECL)22,81021,810-1,0004,5245,0361.92%+512
SHERWIN WILLIAMS CO(SHW)19,80019,050-7506,1766,6172.53%+441
THERMO FISHER SCIENTIFIC INC(TMO)14,30713,807-5007,5948,0253.07%+431
ABBVIE INC(ABBV)3,7005,000+1,3005739110.35%+337
PALO ALTO NETWORKS INC(PANW)5,5506,700+1,1501,6371,9040.73%+267
DAYFORCE INC03,355+3,35502220.08%+222
WATTS WATER TECHNOLOGIES INC(WTS)32,95033,100+1506,8657,0352.69%+171
INTUITIVE SURGICAL INC2,5002,50008439980.38%+154
PTC INC(PTC)9,2809,380+1001,6241,7720.68%+149
AUTODESK INC36,28534,410-1,8758,8358,9613.42%+126
PAYCHEX INC(PAYX)61,07560,100-9757,2757,3802.82%+106
FORTINET INC(FTNT)17,00016,000-1,0009951,0930.42%+98
AXOGEN INC(AXGN)22,50025,500+3,0001542060.08%+52
CATERPILLAR INC(CAT)70070002072570.10%+50
RTX CORPORATION(RTX)3,5733,57303013480.13%+48
ONEOK INC NEW(OKE)4,7544,75403343810.15%+47
MERCK & CO INC(MRK)1,8931,899+62062510.10%+44
CANADIAN PACIFIC KANSAS CITY(CP)3,0603,06002422700.10%+28
WOODWARD INC(WWD)1,5001,50002042310.09%+27
CANADIAN NATL RY CO(CNI)3,2843,28404134330.17%+20
ILLINOIS TOOL WKS INC(ITW)2,0532,05305385510.21%+13
ABBOTT LABS3,3003,30003633750.14%+12
JOHNSON & JOHNSON(JNJ)1,6701,67002622640.10%+2
CORNING INC(GLW)65,48360,491-4,9921,9941,9940.76%-0
DUKE ENERGY CORP NEW(DUK)2,0712,07102012000.08%-1
AMGEN INC(AMGN)1,0391,03902992950.11%-4
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
48,87348,880+71,5391,5260.58%-13
3M CO(MMM)4,1894,18904584440.17%-14
DANAHER CORPORATION(DHR)30,73728,412-2,3257,1117,0952.71%-16
MCDONALDS CORP(MCD)1,2601,26003743550.14%-18
ALBANY INTL CORP7,7546,604-1,1507626180.24%-144
APPLE INC(AAPL)7,0807,08001,3631,2140.46%-149
ROPER TECHNOLOGIES INC(ROP)17,68016,845-8359,6399,4473.61%-191
STERIS PLC(STE)31,35529,755-1,6006,8936,6902.56%-204
EMERSON ELEC CO(EMR)54,98945,390-9,5995,3525,1481.97%-204
ANSYS INC17,29017,440+1506,2746,0542.31%-220
INTEL CORP(INTC)5,0560-5,0562540-254
TELEFLEX INCORPORATED(TFX)1,5000-1,5003740-374
EPAM SYS INC(EPAM)13,30012,800-5003,9553,5351.35%-420
DENTSPLY SIRONA INC(XRAY)45,25032,250-13,0001,6101,0700.41%-540
BIO-TECHNE CORP(TECH)81,66579,965-1,7006,3015,6292.15%-673
S&P GLOBAL INC(SPGI)23,39521,367-2,02810,3069,0913.47%-1,215
AIR PRODS & CHEMS INC6,5752,025-4,5501,8004910.19%-1,310
BECTON DICKINSON & CO(BDX)32,59026,591-5,9997,9466,5802.51%-1,367
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