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| Happy Holidays!! thanks for using AUM13F!! |
| Centerstone Investors LLC
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| CRD # | 282959 |
| SEC # | 801-107361 |
| CIK # | 0001766788 |
| AUM | $374.7 M (2025-04-01) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 917-658-1611 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.7 | ||
| Franco Nevada Corp | 1.8 | ||
| Emerson Electric Co | 1.4 | ||
| Dollar General Corp | 1.3 | ||
| Walt Disney Co | 1.2 | ||
| Chevron Corp | 1.1 | ||
| Currencyshares Japanese YEN Trust | 1.0 | ||
| Carlisle Companies Inc | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| O Reilly Automotive Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 121.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 238.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 374.7 |
| By Discretionary | ||
| Discretionary | 8 | 374.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 374.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.7 | |
| Total | 8 | 374.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766788] |
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|---|---|---|
|
Vantage Infrastructure USA Inc
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NY | 0.4 |
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Nomura Capital Management LLC
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|
NY | 0.4 |
|
Seymour Asset Management LLC
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NY | 0.4 |
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Social Leverage Advisors LLC
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AZ | 0.4 |
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Paradigm Asset Management Company LLC
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NY | 0.4 |
|
Bridgefront Capital LLC
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|
TX | 0.4 |
|
Formula Growth Management Corp
✚
|
NY | 0.4 |
|
Main Capital Partners North America LLC
✚
|
MA | 0.4 |
|
Piper Sandler Advisors LLC
✚
|
MN | 0.4 |
|
Cavalier Investments LLC
✚
|
GA | 0.4 |