Stone Run Capital, LLC 13F 持仓 · 最近申报 2025年Q3
Stone Run Capital 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 2.54 亿美元。前几大持仓：APH（4.65%）、HEI（4.51%）、BRKB（4.07%）。本季前 25 大持仓中：增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | $11.8M | 4.65% | 95,320 | 减持 |
| 2 | HEI | HEICO CORP NEW | $11.4M | 4.51% | 35,466 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.3M | 4.07% | 20,575 | 持平 |
| 4 | ADSK | AUTODESK INC | $10.0M | 3.95% | 31,535 | 减持 |
| 5 | ANET | ARISTA NETWORKS INC | $9.7M | 3.81% | 66,400 | 减持 |
| 6 | MLM | MARTIN MARIETTA MATLS INC | $9.6M | 3.79% | 15,263 | 减持 |
| 7 | WTS | WATTS WATER TECHNOLOGIES INC | $8.9M | 3.52% | 32,000 | 减持 |
| 8 | SPGI | S&P GLOBAL INC | $8.8M | 3.46% | 18,061 | 减持 |
| 9 | LIN | LINDE PLC | $8.4M | 3.30% | 17,645 | 减持 |
| 10 | LII | LENNOX INTL INC | $8.3M | 3.28% | 15,715 | 增持 |
| 11 | ROP | ROPER TECHNOLOGIES INC | $8.0M | 3.15% | 16,021 | 减持 |
| 12 | STE | STERIS PLC | $7.0M | 2.76% | 28,330 | 增持 |
| 13 | GLW | CORNING INC | $6.9M | 2.74% | 84,724 | 减持 |
| 14 | SHW | SHERWIN WILLIAMS CO | $6.4M | 2.52% | 18,490 | 减持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $6.3M | 2.49% | 13,012 | 增持 |
| 16 | ECL | ECOLAB INC | $5.9M | 2.34% | 21,660 | 持平 |
| 17 | EMR | EMERSON ELEC CO | $5.8M | 2.27% | 43,896 | 减持 |
| 18 | WAB | WABTEC | $5.7M | 2.24% | 28,335 | 减持 |
| 19 | GEV | GE VERNOVA INC | $5.5M | 2.17% | 8,956 | 减持 |
| 20 | EW | EDWARDS LIFESCIENCES CORP | $5.5M | 2.16% | 70,400 | 减持 |
| 21 | PAYX | PAYCHEX INC | $5.4M | 2.14% | 42,853 | 增持 |
| 22 | XYL | XYLEM INC | $5.1M | 2.01% | 34,545 | 减持 |
| 23 | DHR | DANAHER CORPORATION | $5.0M | 1.98% | 25,388 | 增持 |
| 24 | TRMB | TRIMBLE INC | $4.9M | 1.91% | 59,440 | 减持 |
| 25 | LH | LABCORP HOLDINGS INC | $4.8M | 1.89% | 16,705 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR