CIK: 0001512746
申报总市值
US$2.5亿
申报季度: 2025-09-30 · 持股只数: 71
STONE RUN CAPITAL, LLC在最新一期 13F 报告中披露了 71 项持股，申报期为 2025-09-30，总持股市值约为 US$2.5亿，季度换手率为 28.8%。
加仓 GLW
-0.1% US$538.4万
加仓 APH
-2.6% US$537.0万
减仓 MIDD
-87.1% -US$451.4万
加仓 ANET
-0.3% US$451.5万
减仓 FISV
-7.7% -US$314.8万
加仓 GOOGL
+13.0% US$339.0万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | 股票-科技 | 4.65% | +1.94% | -2.56% | |
| 2 | HEI | Heico CORP | 股票-工业 | 4.51% | +0.51% | -0.04% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.07% | -0.67% | — | |
| 4 | ADSK | Autodesk INC | 股票-科技 | 3.95% | +0.23% | -3.22% | |
| 5 | ANET | Arista Networks INC | 股票-科技 | 3.81% | +1.64% | -0.30% | |
| 6 | MLM | Martin Marietta Materials | 股票-原材料 | 3.79% | +0.60% | -3.39% | |
| 7 | WTS | Watts Water Technologies-a | 股票-工业 | 3.52% | +0.67% | -3.18% | |
| 8 | SPGI | S&p Global INC | 股票-金融 | 3.46% | -0.62% | -5.52% | |
| 9 | LIN | Linde plc | 股票-原材料 | 3.30% | — | -0.06% | |
| 10 | LII | Lennox International INC | 股票-工业 | 3.28% | -0.37% | +1.35% | |
| 11 | ROP | Roper Technologies INC | 股票-科技 | 3.15% | -0.95% | -2.73% | |
| 12 | STE | STERIS plc | 股票-医疗保健 | 2.76% | +0.02% | +0.53% | |
| 13 | GLW | Corning INC | 股票-科技 | 2.74% | +2.08% | -0.05% | |
| 14 | SHW | Sherwin-williams Co/the | 股票-原材料 | 2.52% | — | -0.32% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.49% | +0.03% | +13.42% | |
| 16 | ECL | Ecolab INC | 股票-原材料 | 2.34% | +0.03% | — | |
| 17 | EMR | Emerson Electric Co | 股票-工业 | 2.27% | -0.29% | -0.34% | |
| 18 | WAB | Wabtec CORP | 股票-工业 | 2.24% | +0.05% | -3.41% | |
| 19 | GEV | GE Vernova INC | 股票-工业 | 2.17% | +0.70% | -2.87% | |
| 20 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.16% | — | -0.07% | |
| 21 | PAYX | Paychex INC | 股票-科技 | 2.14% | -0.63% | +0.23% | |
| 22 | XYL | Xylem INC | 股票-工业 | 2.01% | +0.26% | -0.65% | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 1.98% | — | +0.10% | |
| 24 | TRMB | Trimble INC | 股票-科技 | 1.91% | +0.48% | -0.42% | |
| 25 | LH | Labcorp Holdings INC | 股票-医疗保健 | 1.89% | +0.40% | -7.48% | |
| 26 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.71% | — | -0.06% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.66% | +1.31% | +13.03% | |
| 28 | NDSN | Nordson CORP | 股票-工业 | 1.64% | +0.24% | -10.57% | |
| 29 | IT | Gartner INC | 股票-科技 | 1.62% | -1.15% | -0.29% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.56% | -0.58% | -13.32% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.56% | -0.51% | -1.17% | |
| 32 | SNPS | Synopsys INC | 股票-科技 | 1.46% | +1.21% | +499.84% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 1.45% | -1.43% | -7.74% | |
| 34 | ENTG | Entegris INC | 股票-科技 | 1.45% | +0.31% | +20.04% | |
| 35 | RVTY | Revvity INC | 股票-医疗保健 | 1.36% | -0.49% | -0.38% | |
| 36 | TER | Teradyne INC | 股票-科技 | 1.11% | +0.48% | -0.73% | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 1.08% | +0.28% | +23.57% | |
| 38 | VLTO | Veralto CORP | 股票-工业 | 0.87% | -0.46% | -25.96% | |
| 39 | PTC | Ptc INC | 股票-科技 | 0.74% | +0.12% | +2.78% | |
| 40 | EPAM | Epam Systems INC | 股票-科技 | 0.72% | -0.19% | -5.16% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.70% | +0.05% | — | |
| 42 | AXGN | Axogen INC | 股票-其他 | 0.66% | — | +2.72% | |
| 43 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.64% | -0.15% | -16.17% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.63% | — | +0.02% | |
| 45 | FTNT | Fortinet INC | 股票-科技 | 0.52% | — | -1.26% | |
| 46 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.44% | — | — | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | — | — | |
| 48 | MMM | 3m Co | 股票-工业 | 0.26% | — | — | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.24% | — | — | |
| 50 | ITW | Illinois Tool Works | 股票-工业 | 0.20% | — | — |
Q3 2026表现
+2.6%
近4个季度表现
+8.3%
基于可获取价格的持仓（占申报价值的61%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2025-09-30 | 71 | US$2.5亿 | 29 | |
| 2025-06-30 | 68 | US$2.5亿 | 0 | |
| 2025-03-31 | 66 | US$2.4亿 | 100 | |
| 2024-12-31 | 68 | US$2.5亿 | 0 | |
| 2024-09-30 | 70 | US$2.7亿 | 0 | |
| 2024-06-30 | 65 | US$2.5亿 | 0 | |
| 2024-03-31 | 66 | US$2.6亿 | 0 | |
| 2023-12-31 | 65 | US$2.3亿 | 0 | |
| 2023-09-30 | 57 | US$2.0亿 | 0 | |
| 2023-06-30 | 56 | US$2.2亿 | 0 | |
| 2023-03-31 | 57 | US$2.1亿 | 0 | |
| 2022-12-31 | 58 | US$2.0亿 | 0 | |
| 2022-09-30 | 59 | US$1.9亿 | 0 | |
| 2022-06-30 | 60 | US$2.0亿 | 0 | |
| 2022-03-31 | 64 | US$2.7亿 | 0 | |
| 2021-12-31 | 62 | US$3.1亿 | 0 | |
| 2021-09-30 | 64 | US$2.9亿 | 0 | |
| 2021-06-30 | 64 | US$2.8亿 | 15 | |
| 2021-03-31 | 64 | US$2.6亿 | 11 | |
| 2020-12-31 | 60 | US$2.5亿 | 15 | |
| 2020-09-30 | 61 | US$2.2亿 | 13 | |
| 2020-06-30 | 57 | US$2.0亿 | 23 | |
| 2020-03-31 | 59 | US$1.7亿 | 43 | |
| 2019-12-31 | 59 | US$2.3亿 | 13 | |
| 2019-09-30 | 58 | US$2.1亿 | 11 | |
| 2019-06-30 | 60 | US$2.2亿 | 11 | |
| 2019-03-31 | 61 | US$2.0亿 | 24 | |
| 2018-12-31 | 59 | US$1.6亿 | 38 | |
| 2018-09-30 | 69 | US$2.2亿 | 17 | |
| 2018-06-30 | 65 | US$1.9亿 | 13 | |
| 2018-03-31 | 67 | US$1.9亿 | 17 | |
| 2017-12-31 | 69 | US$1.9亿 | 15 | |
| 2017-09-30 | 71 | US$1.9亿 | 10 | |
| 2017-06-30 | 69 | US$1.8亿 | 11 | |
| 2017-03-31 | 68 | US$1.7亿 | 15 | |
| 2016-12-31 | 66 | US$1.5亿 | 14 | |
| 2016-09-30 | 70 | US$1.6亿 | 17 | |
| 2016-06-30 | 67 | US$1.5亿 | 18 | |
| 2016-03-31 | 68 | US$1.6亿 | 34 | |
| 2015-12-31 | 67 | US$1.4亿 | 20 | |
| 2015-09-30 | 65 | US$1.3亿 | 25 | |
| 2015-06-30 | 76 | US$1.5亿 | 13 | |
| 2015-03-31 | 82 | US$1.6亿 | 28 | |
| 2014-12-31 | 85 | US$1.5亿 | 5 | |
| 2014-09-30 | 82 | US$1.4亿 | 14 | |
| 2014-06-30 | 85 | US$1.5亿 | 16 | |
| 2014-03-31 | 81 | US$1.4亿 | 47 | |
| 2013-12-31 | 78 | US$1.4亿 | 20 | |
| 2013-09-30 | 71 | US$1.2亿 | 26 | |
| 2013-06-30 | 66 | US$1.0亿 | 0 |
Stone Run Capital, LLC 在 2025-09-30 最显著的持仓异动： 清仓: Ansys INC (AKX); 清仓: Adobe INC (ADBE); 新建仓: Ralliant CORP (RAL); 新建仓: Caterpillar INC (CAT); 新建仓: Bwx Technologies INC (BWXT).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning INC | +2.1% | -0.05% | 加仓 |
| 2 | APH | Amphenol Corp-cl A | +1.9% | -2.56% | 减仓 |
| 3 | ANET | Arista Networks INC | +1.6% | -0.30% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.3% | +13.03% | 加仓 |
| 5 | SNPS | Synopsys INC | +1.2% | +499.84% | 加仓 |
| 6 | GEV | GE Vernova INC | +0.7% | -2.87% | 减仓 |
| 7 | WTS | Watts Water Technologies-a | +0.7% | -3.18% | 减仓 |
| 8 | MLM | Martin Marietta Materials | +0.6% | -3.39% | 减仓 |
| 9 | HEI | Heico CORP | +0.5% | -0.04% | 减仓 |
| 10 | TRMB | Trimble INC | +0.5% | -0.42% | 加仓 |
| 11 | TER | Teradyne INC | +0.5% | -0.73% | 加仓 |
| 12 | LH | Labcorp Holdings INC | +0.4% | -7.48% | 加仓 |
| 13 | ENTG | Entegris INC | +0.3% | +20.04% | 加仓 |
| 14 | PANW | Palo Alto Networks INC | +0.3% | +23.57% | 加仓 |
| 15 | XYL | Xylem INC | +0.3% | -0.65% | 减仓 |
| 16 | NDSN | Nordson CORP | +0.2% | -10.57% | 加仓 |
| 17 | ADSK | Autodesk INC | +0.2% | -3.22% | 减仓 |
| 18 | PTC | Ptc INC | +0.1% | +2.78% | 减仓 |
| 19 | WAB | Wabtec CORP | +0.1% | -3.41% | 减仓 |
| 20 | AAPL | Apple INC | +0.1% | — | 不变 |
| 21 | TMO | Thermo Fisher Scientific INC | 0% | +13.42% | 加仓 |
| 22 | ECL | Ecolab INC | 0% | — | 不变 |
| 23 | STE | STERIS plc | 0% | +0.53% | 减仓 |
| 24 | EW | Edwards Lifesciences CORP | — | -0.07% | 减仓 |
| 25 | AOS | Smith (a.o.) CORP | -0.2% | -16.17% | 减仓 |
| 26 | EPAM | Epam Systems INC | -0.2% | -5.16% | 减仓 |
| 27 | FTV | Fortive CORP | -0.3% | — | 减仓 |
| 28 | EMR | Emerson Electric Co | -0.3% | -0.34% | 减仓 |
| 29 | LII | Lennox International INC | -0.4% | +1.35% | 加仓 |
| 30 | VLTO | Veralto CORP | -0.5% | -25.96% | 减仓 |
| 31 | RVTY | Revvity INC | -0.5% | -0.38% | 减仓 |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | -0.5% | -1.17% | 减仓 |
| 33 | BDX | Becton Dickinson And Co | -0.6% | -13.32% | 减仓 |
| 34 | SPGI | S&p Global INC | -0.6% | -5.52% | 减仓 |
| 35 | PAYX | Paychex INC | -0.6% | +0.23% | 加仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | — | 减仓 |
| 37 | ROP | Roper Technologies INC | -1% | -2.73% | 减仓 |
| 38 | IT | Gartner INC | -1.2% | -0.29% | 减仓 |
| 39 | FISV | Fiserv INC | -1.4% | -7.74% | 减仓 |
| 40 | MIDD | Middleby CORP | -1.9% | -87.10% | 减仓 |
| 41 | AKX | Ansys INC | — | EXIT | 清仓 |
| 42 | ADBE | Adobe INC | — | EXIT | 清仓 |
| 43 | RAL | Ralliant CORP | — | NEW | 新建仓 |
| 44 | CAT | Caterpillar INC | — | NEW | 新建仓 |
| 45 | BWXT | Bwx Technologies INC | — | NEW | 新建仓 |
| 46 | CDW | Cdw Corp/de | — | NEW | 新建仓 |
| 47 | SRE | Sempra | — | NEW | 新建仓 |
| 48 | BIPC | Brookfield Infrastructure-a | — | NEW | 新建仓 |
| 49 | GE | General Electric | — | NEW | 新建仓 |
| 50 | CEG | Constellation Energy | — | NEW | 新建仓 |
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