Sponsored

The Analysis of STONE RUN CAPITAL, LLC's Holdings & P&L

Currently, STONE RUN CAPITAL, LLC holds 71 types of securities in its portfolio with a total value $253.9M. In the most recent quarter, they have increased their positions in SNPS (+6.2K shares, valued at $3.1M), TMO (+1.5K shares, valued at $746.9K), ENTG (+6.7K shares, valued at $614.9K); decreased their positions in MIDD (-14.1K shares, valued at $1.9M), VLTO (-7.3K shares, valued at $778.3K), BDX (-3.2K shares, valued at $608.1K); initiated new positions in RAL (+7.0K shares, valued at $306.8K), SRE (+2.5K shares, valued at $224.9K), GE (+708 shares, valued at $212.9K).

1M P&L

+21.5M+9.07%

3M P&L

-1.6M-0.63%

HY P&L

+11.1M+4.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery26.4M

10.4%

2Software - Application25.3M

10.0%

3Specialty Chemicals21.0M

8.3%

Top Industries by Stock Count

1Specialty Industrial Machinery7 stocks

9.9%

2Aerospace & Defense5 stocks

7.0%

3Medical Devices4 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APH AMPHENOL CORP NEW95.3K shares-2.56%2025-09-302025-11-14

HEI HEICO CORP NEW35.5K shares-0.04%2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC DEL20.6K shares0.00%2025-09-302025-11-14

ADSK AUTODESK INC31.5K shares-3.22%2025-09-302025-11-14

ANET ARISTA NETWORKS INC66.4K shares-0.30%2025-09-302025-11-14

MLM MARTIN MARIETTA MATLS INC15.3K shares-3.39%2025-09-302025-11-14

WTS WATTS WATER TECHNOLOGIES INC32.0K shares-3.18%2025-09-302025-11-14

SPGI S&P GLOBAL INC18.1K shares-5.52%2025-09-302025-11-14

Sponsored

LIN LINDE PLC17.6K shares-0.06%2025-09-302025-11-14

LII LENNOX INTL INC15.7K shares1.35%2025-09-302025-11-14

ROP ROPER TECHNOLOGIES INC16.0K shares-2.73%2025-09-302025-11-14

STE STERIS PLC28.3K shares0.53%2025-09-302025-11-14

GLW CORNING INC84.7K shares-0.05%2025-09-302025-11-14

SHW SHERWIN WILLIAMS CO18.5K shares-0.32%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC13.0K shares13.42%2025-09-302025-11-14

ECL ECOLAB INC21.7K shares0.00%2025-09-302025-11-14

Sponsored

EMR EMERSON ELEC CO43.9K shares-0.34%2025-09-302025-11-14

WAB WABTEC28.3K shares-3.41%2025-09-302025-11-14

GEV GE VERNOVA INC9.0K shares-2.87%2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP70.4K shares-0.07%2025-09-302025-11-14

PAYX PAYCHEX INC42.9K shares0.23%2025-09-302025-11-14

XYL XYLEM INC34.5K shares-0.65%2025-09-302025-11-14

DHR DANAHER CORPORATION25.4K shares0.10%2025-09-302025-11-14

TRMB TRIMBLE INC59.4K shares-0.42%2025-09-302025-11-14

Sponsored

LH LABCORP HOLDINGS INC16.7K shares-7.48%2025-09-302025-11-14

TECH BIO-TECHNE CORP78.2K shares-0.06%2025-09-302025-11-14

GOOGL ALPHABET INC17.4K shares13.03%2025-09-302025-11-14

NDSN NORDSON CORP18.3K shares-10.57%2025-09-302025-11-14

IT GARTNER INC15.6K shares-0.29%2025-09-302025-11-14

BDX BECTON DICKINSON & CO21.1K shares-13.32%2025-09-302025-11-14

MKC MCCORMICK & CO INC59.0K shares-1.17%2025-09-302025-11-14

SNPS SYNOPSYS INC7.5K shares499.84%2025-09-302025-11-14

Sponsored

FI FISERV INC28.6K shares-7.74%2025-09-302025-11-14

ENTG ENTEGRIS INC39.8K shares20.04%2025-09-302025-11-14

RVTY REVVITY INC39.3K shares-0.38%2025-09-302025-11-14

TER TERADYNE INC20.4K shares-0.73%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC13.5K shares23.57%2025-09-302025-11-14

VLTO VERALTO CORP20.8K shares-25.96%2025-09-302025-11-14

PTC PTC INC9.2K shares2.78%2025-09-302025-11-14

EPAM EPAM SYS INC12.1K shares-5.16%2025-09-302025-11-14

Sponsored

AAPL APPLE INC7.0K shares0.00%2025-09-302025-11-14

AXGN AXOGEN INC94.5K shares2.72%2025-09-302025-11-14

AOS SMITH A O CORP22.3K shares-16.17%2025-09-302025-11-14

BIP BROOKFIELD INFRAST PARTNERS48.9K shares0.02%2025-09-302025-11-14

FTNT FORTINET INC15.7K shares-1.26%2025-09-302025-11-14

ISRG INTUITIVE SURGICAL INC2.5K shares0.00%2025-09-302025-11-14

ABBV ABBVIE INC3.7K shares0.00%2025-09-302025-11-14

MMM 3M CO4.2K shares0.00%2025-09-302025-11-14

Sponsored

RTX RTX CORPORATION3.6K shares0.00%2025-09-302025-11-14

ITW ILLINOIS TOOL WKS INC1.9K shares0.00%2025-09-302025-11-14

ABT ABBOTT LABS3.3K shares0.00%2025-09-302025-11-14

FTV FORTIVE CORP8.4K shares0.00%2025-09-302025-11-14

WWD WOODWARD INC1.5K shares0.00%2025-09-302025-11-14

OKE ONEOK INC NEW4.5K shares0.00%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON1.7K shares0.00%2025-09-302025-11-14

RAL RALLIANT CORP7.0K sharesnew addition2025-09-302025-11-14

Sponsored

CAT CATERPILLAR INC600 shares0.00%2025-09-302025-11-14

MIDD MIDDLEBY CORP2.1K shares-87.10%2025-09-302025-11-14

MCD MCDONALDS CORP900 shares0.00%2025-09-302025-11-14

CNI CANADIAN NATL RY CO2.9K shares0.00%2025-09-302025-11-14

BWXT BWX TECHNOLOGIES INC1.4K shares0.00%2025-09-302025-11-14

APD AIR PRODS & CHEMS INC950 shares0.00%2025-09-302025-11-14

CDW CDW CORP1.6K shares22.26%2025-09-302025-11-14

AMGN AMGEN INC900 shares0.00%2025-09-302025-11-14

Sponsored

CP CANADIAN PACIFIC KANSAS CITY3.1K shares0.00%2025-09-302025-11-14

SRE SEMPRA2.5K sharesnew addition2025-09-302025-11-14

BIPC BROOKFIELD INFRASTRUCTURE CO5.2K shares0.00%2025-09-302025-11-14

GE GE AEROSPACE708 sharesnew addition2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP636 shares0.00%2025-09-302025-11-14

SHEL SHELL PLC2.8K sharesnew addition2025-09-302025-11-14

DUK DUKE ENERGY CORP NEW1.6K sharesnew addition2025-09-302025-11-14

APH

AMPHENOL CORP NEW

-2.56%

Shares95.3K

Event2025-09-30

Filed2025-11-14

HEI

HEICO CORP NEW

-0.04%

Shares35.5K

Event2025-09-30

Filed2025-11-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares20.6K

Event2025-09-30

Filed2025-11-14

ADSK

AUTODESK INC

-3.22%

Shares31.5K

Event2025-09-30

Filed2025-11-14

ANET

ARISTA NETWORKS INC

-0.30%

Shares66.4K

Event2025-09-30

Filed2025-11-14

MLM

MARTIN MARIETTA MATLS INC

-3.39%

Shares15.3K

Event2025-09-30

Filed2025-11-14

WTS

WATTS WATER TECHNOLOGIES INC

-3.18%

Shares32.0K

Event2025-09-30

Filed2025-11-14

SPGI

S&P GLOBAL INC

-5.52%

Shares18.1K

Event2025-09-30

Filed2025-11-14

LIN

LINDE PLC

-0.06%

Shares17.6K

Event2025-09-30

Filed2025-11-14

LII

LENNOX INTL INC

1.35%

Shares15.7K

Event2025-09-30

Filed2025-11-14

ROP

ROPER TECHNOLOGIES INC

-2.73%

Shares16.0K

Event2025-09-30

Filed2025-11-14

STE

STERIS PLC

0.53%

Shares28.3K

Event2025-09-30

Filed2025-11-14

GLW

CORNING INC

-0.05%

Shares84.7K

Event2025-09-30

Filed2025-11-14

SHW

SHERWIN WILLIAMS CO

-0.32%

Shares18.5K

Event2025-09-30

Filed2025-11-14

TMO

THERMO FISHER SCIENTIFIC INC

13.42%

Shares13.0K

Event2025-09-30

Filed2025-11-14

ECL

ECOLAB INC

0.00%

Shares21.7K

Event2025-09-30

Filed2025-11-14

EMR

EMERSON ELEC CO

-0.34%

Shares43.9K

Event2025-09-30

Filed2025-11-14

WAB

WABTEC

-3.41%

Shares28.3K

Event2025-09-30

Filed2025-11-14

GEV

GE VERNOVA INC

-2.87%

Shares9.0K

Event2025-09-30

Filed2025-11-14

EDWARDS LIFESCIENCES CORP

-0.07%

Shares70.4K

Event2025-09-30

Filed2025-11-14

PAYX

PAYCHEX INC

0.23%

Shares42.9K

Event2025-09-30

Filed2025-11-14

XYL

XYLEM INC

-0.65%

Shares34.5K

Event2025-09-30

Filed2025-11-14

DHR

DANAHER CORPORATION

0.10%

Shares25.4K

Event2025-09-30

Filed2025-11-14

TRMB

TRIMBLE INC

-0.42%

Shares59.4K

Event2025-09-30

Filed2025-11-14

LABCORP HOLDINGS INC

-7.48%

Shares16.7K

Event2025-09-30

Filed2025-11-14

TECH

BIO-TECHNE CORP

-0.06%

Shares78.2K

Event2025-09-30

Filed2025-11-14

GOOGL

ALPHABET INC

13.03%

Shares17.4K

Event2025-09-30

Filed2025-11-14

NDSN

NORDSON CORP

-10.57%

Shares18.3K

Event2025-09-30

Filed2025-11-14

GARTNER INC

-0.29%

Shares15.6K

Event2025-09-30

Filed2025-11-14

BDX

BECTON DICKINSON & CO

-13.32%

Shares21.1K

Event2025-09-30

Filed2025-11-14

MKC

MCCORMICK & CO INC

-1.17%

Shares59.0K

Event2025-09-30

Filed2025-11-14

SNPS

SYNOPSYS INC

499.84%

Shares7.5K

Event2025-09-30

Filed2025-11-14

FISERV INC

-7.74%

Shares28.6K

Event2025-09-30

Filed2025-11-14

ENTG

ENTEGRIS INC

20.04%

Shares39.8K

Event2025-09-30

Filed2025-11-14

RVTY

REVVITY INC

-0.38%

Shares39.3K

Event2025-09-30

Filed2025-11-14

TER

TERADYNE INC

-0.73%

Shares20.4K

Event2025-09-30

Filed2025-11-14

PANW

PALO ALTO NETWORKS INC

23.57%

Shares13.5K

Event2025-09-30

Filed2025-11-14

VLTO

VERALTO CORP

-25.96%

Shares20.8K

Event2025-09-30

Filed2025-11-14

PTC

PTC INC

2.78%

Shares9.2K

Event2025-09-30

Filed2025-11-14

EPAM

EPAM SYS INC

-5.16%

Shares12.1K

Event2025-09-30

Filed2025-11-14

AAPL

APPLE INC

0.00%

Shares7.0K

Event2025-09-30

Filed2025-11-14

AXGN

AXOGEN INC

2.72%

Shares94.5K

Event2025-09-30

Filed2025-11-14

AOS

SMITH A O CORP

-16.17%

Shares22.3K

Event2025-09-30

Filed2025-11-14

BIP

BROOKFIELD INFRAST PARTNERS

0.02%

Shares48.9K

Event2025-09-30

Filed2025-11-14

FTNT

FORTINET INC

-1.26%

Shares15.7K

Event2025-09-30

Filed2025-11-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares2.5K

Event2025-09-30

Filed2025-11-14

ABBV

ABBVIE INC

0.00%

Shares3.7K

Event2025-09-30

Filed2025-11-14

MMM

3M CO

0.00%

Shares4.2K

Event2025-09-30

Filed2025-11-14

RTX

RTX CORPORATION

0.00%

Shares3.6K

Event2025-09-30

Filed2025-11-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.9K

Event2025-09-30

Filed2025-11-14

ABT

ABBOTT LABS

0.00%

Shares3.3K

Event2025-09-30

Filed2025-11-14

FTV

FORTIVE CORP

0.00%

Shares8.4K

Event2025-09-30

Filed2025-11-14

WWD

WOODWARD INC

0.00%

Shares1.5K

Event2025-09-30

Filed2025-11-14

OKE

ONEOK INC NEW

0.00%

Shares4.5K

Event2025-09-30

Filed2025-11-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.7K

Event2025-09-30

Filed2025-11-14

RAL

RALLIANT CORP

New

Shares7.0K

Event2025-09-30

Filed2025-11-14

CAT

CATERPILLAR INC

0.00%

Shares600

Event2025-09-30

Filed2025-11-14

MIDD

MIDDLEBY CORP

-87.10%

Shares2.1K

Event2025-09-30

Filed2025-11-14

MCD

MCDONALDS CORP

0.00%

Shares900

Event2025-09-30

Filed2025-11-14

CNI

CANADIAN NATL RY CO

0.00%

Shares2.9K

Event2025-09-30

Filed2025-11-14

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares1.4K

Event2025-09-30

Filed2025-11-14

APD

AIR PRODS & CHEMS INC

0.00%

Shares950

Event2025-09-30

Filed2025-11-14

CDW

CDW CORP

22.26%

Shares1.6K

Event2025-09-30

Filed2025-11-14

AMGN

AMGEN INC

0.00%

Shares900

Event2025-09-30

Filed2025-11-14

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.1K

Event2025-09-30

Filed2025-11-14

SRE

SEMPRA

New

Shares2.5K

Event2025-09-30

Filed2025-11-14

BIPC

BROOKFIELD INFRASTRUCTURE CO

0.00%

Shares5.2K

Event2025-09-30

Filed2025-11-14

GE AEROSPACE

New

Shares708

Event2025-09-30

Filed2025-11-14

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares636

Event2025-09-30

Filed2025-11-14

SHEL

SHELL PLC

New

Shares2.8K

Event2025-09-30

Filed2025-11-14

DUK

DUKE ENERGY CORP NEW

New

Shares1.6K

Event2025-09-30

Filed2025-11-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available