The Analysis of STONE RUN CAPITAL, LLC's Holdings
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). Stock Holdings
TickerCompany NameSharesShares âŗ%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 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 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 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 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 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 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 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 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 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available