STONE RUN CAPITAL, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 20 quarters from 2013-06-30 to 2025-09-30, STONE RUN CAPITAL, LLC opened 70 positions, added to 248, reduced 379 and sold out of 43.
- Q3 2025: Stock RAL; Country of operation United States; Class COM; Shares before 0.
- Q3 2025: Stock SRE; Country of operation United States; Class COM; Shares before 0.
- Q3 2025: Stock GE; Country of operation United States; Class COM NEW; Shares before 0.
- Q3 2025: Stock DUK; Country of operation United States; Class COM NEW; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1512746), 20 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2025 | RAL
RALLIANT CORP | United States | COM | 0 | 7,016 | +7,016 | $0 | $306,810 | +$306,810 | 2025-11-14 |
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| Q3 2025 | SRE
SEMPRA | United States | COM | 0 | 2,500 | +2,500 | $0 | $224,950 | +$224,950 | 2025-11-14 |
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| Q3 2025 | GE
GE AEROSPACE | United States | COM NEW | 0 | 708 | +708 | $0 | $212,935 | +$212,935 | 2025-11-14 |
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| Q3 2025 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 1,621 | +1,621 | $0 | $200,599 | +$200,599 | 2025-11-14 |
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| Q2 2025 | CDW
CDW CORP | United States | COM | 0 | 1,325 | +1,325 | $0 | $236,632 | +$236,632 | 2025-08-14 |
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| Q2 2025 | CAT
CATERPILLAR INC | United States | COM | 0 | 600 | +600 | $0 | $232,926 | +$232,926 | 2025-08-14 |
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| Q2 2025 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 0 | 3,000 | +3,000 | $0 | $219,570 | +$219,570 | 2025-08-14 |
|---|
| Q2 2025 | BIPC
BROOKFIELD INFRASTRUCTURE CO | | COM SUB VTG A | 0 | 5,191 | +5,191 | $0 | $215,933 | +$215,933 | 2025-08-14 |
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| Q2 2025 | BWXT
BWX TECHNOLOGIES INC | United States | COM | 0 | 1,428 | +1,428 | $0 | $205,718 | +$205,718 | 2025-08-14 |
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| Q2 2025 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 0 | 636 | +636 | $0 | $205,275 | +$205,275 | 2025-08-14 |
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| Q1 2025 | LH
LABCORP HOLDINGS INC | United States | COM SHS | 0 | 15,205 | +15,205 | $0 | $3,538,812 | +$3,538,812 | 2025-05-14 |
|---|
| Q1 2025 | AOS
SMITH A O CORP | United States | COM | 0 | 28,572 | +28,572 | $0 | $1,867,466 | +$1,867,466 | 2025-05-14 |
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| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 0 | 5,350 | +5,350 | $0 | $827,324 | +$827,324 | 2025-05-14 |
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| Q4 2024 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 72,200 | +72,200 | $0 | $7,980,266 | +$7,980,266 | 2025-02-14 |
|---|
| Q4 2024 | BIPC
BROOKFIELD INFRASTRUCTURE CO | | COM SUB VTG A | 0 | 5,189 | +5,189 | $0 | $207,619 | +$207,619 | 2025-02-14 |
|---|
| Q3 2024 | DAY
DAYFORCE INC | United States | COM | 0 | 5,000 | +5,000 | $0 | $306,250 | +$306,250 | 2024-11-14 |
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| Q3 2024 | ENTG
ENTEGRIS INC | United States | COM | 0 | 2,150 | +2,150 | $0 | $241,939 | +$241,939 | 2024-11-14 |
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| Q3 2024 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 0 | 3,000 | +3,000 | $0 | $241,470 | +$241,470 | 2024-11-14 |
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| Q3 2024 | SRE
SEMPRA | United States | COM | 0 | 2,578 | +2,578 | $0 | $215,598 | +$215,598 | 2024-11-14 |
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| Q3 2024 | CLVT
CLARIVATE PLC | | ORD SHS | 0 | 14,000 | +14,000 | $0 | $99,400 | +$99,400 | 2024-11-14 |
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| Q2 2024 | GEV
GE VERNOVA INC | United States | COM | 0 | 23,950 | +23,950 | $0 | $4,107,625 | +$4,107,625 | 2024-08-14 |
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| Q2 2024 | SNPS
SYNOPSYS INC | United States | COM | 0 | 2,705 | +2,705 | $0 | $1,609,637 | +$1,609,637 | 2024-08-14 |
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| Q1 2024 | ADBE
ADOBE INC | United States | COM | 0 | 8,575 | +8,575 | $0 | $4,326,945 | +$4,326,945 | 2024-05-14 |
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| Q1 2024 | TER
TERADYNE INC | United States | COM | 0 | 9,250 | +9,250 | $0 | $1,043,677 | +$1,043,677 | 2024-05-14 |
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| Q1 2024 | DAY
DAYFORCE INC | United States | COM | 0 | 3,355 | +3,355 | $0 | $222,135 | +$222,135 | 2024-05-14 |
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| Q3 2016 | ASH
ASHLAND GLOBAL HLDGS INC | United States | COM | 0 | 13,000 | +13,000 | $0 | $1,507,000 | +$1,507,000 | 2016-11-14 |
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| Q3 2016 | FTV
FORTIVE CORP | United States | COM | 0 | 17,339 | +17,339 | $0 | $883,000 | +$883,000 | 2016-11-14 |
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| Q3 2016 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 0 | 300 | +300 | $0 | $217,000 | +$217,000 | 2016-11-14 |
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| Q2 2016 | ILMN
ILLUMINA INC | United States | COM | 0 | 5,950 | +5,950 | $0 | $835,000 | +$835,000 | 2016-08-15 |
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| Q2 2016 | OKE
ONEOK INC NEW | United States | COM | 0 | 5,950 | +5,950 | $0 | $282,000 | +$282,000 | 2016-08-15 |
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| Q2 2016 | ABBV
ABBVIE INC | United States | COM | 0 | 4,300 | +4,300 | $0 | $266,000 | +$266,000 | 2016-08-15 |
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| Q2 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 0 | 1,750 | +1,750 | $0 | $212,000 | +$212,000 | 2016-08-15 |
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| Q1 2016 | XRAY
DENTSPLY SIRONA INC | United States | COM | 0 | 88,065 | +88,065 | $0 | $5,428,000 | +$5,428,000 | 2016-05-13 |
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| Q1 2016 | TECH
BIO TECHNE CORP | United States | COM | 0 | 45,650 | +45,650 | $0 | $4,315,000 | +$4,315,000 | 2016-05-13 |
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| Q1 2016 | MTX
MINERALS TECHNOLOGIES INC | United States | COM | 0 | 60,900 | +60,900 | $0 | $3,462,000 | +$3,462,000 | 2016-05-13 |
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| Q1 2016 | WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 0 | 56,853 | +56,853 | $0 | $3,134,000 | +$3,134,000 | 2016-05-13 |
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| Q4 2015 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 0 | 2,000 | +2,000 | $0 | $213,000 | +$213,000 | 2016-02-12 |
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| Q4 2015 | PEP
PEPSICO INC | United States | COM | 0 | 2,000 | +2,000 | $0 | $200,000 | +$200,000 | 2016-02-12 |
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| Q4 2015 | PPG
PPG INDS INC | United States | COM | 0 | 2,000 | +2,000 | $0 | $198,000 | +$198,000 | 2016-02-12 |
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| Q2 2015 | ABBV
ABBVIE INC | United States | COM | 0 | 4,300 | +4,300 | $0 | $289,000 | +$289,000 | 2015-08-14 |
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| Q1 2015 | TRMB
TRIMBLE NAVIGATION LTD | United States | COM | 0 | 58,400 | +58,400 | $0 | $1,472,000 | +$1,472,000 | 2015-05-14 |
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| Q4 2014 | KMI
KINDER MORGAN INC DEL | United States | COM | 0 | 7,128 | +7,128 | $0 | $302,000 | +$302,000 | 2015-02-13 |
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| Q4 2014 | ABBV
ABBVIE INC | United States | COM | 0 | 4,300 | +4,300 | $0 | $281,000 | +$281,000 | 2015-02-13 |
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| Q4 2014 | FE
FIRSTENERGY CORP | United States | COM | 0 | 5,371 | +5,371 | $0 | $205,000 | +$205,000 | 2015-02-13 |
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| Q4 2014 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 0 | 2,000 | +2,000 | $0 | $192,000 | +$192,000 | 2015-02-13 |
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| Q3 2014 | AMGN
AMGEN INC | United States | COM | 0 | 1,750 | +1,750 | $0 | $246,000 | +$246,000 | 2014-11-14 |
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| Q2 2014 | GNRC
GENERAC HLDGS INC | United States | COM | 0 | 48,000 | +48,000 | $0 | $2,340,000 | +$2,340,000 | 2014-08-14 |
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| Q2 2014 | CTRA
CABOT OIL & GAS CORP | United States | COM | 0 | 64,500 | +64,500 | $0 | $2,202,000 | +$2,202,000 | 2014-08-14 |
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| Q2 2014 | SON
SONOCO PRODS CO | United States | COM | 0 | 4,100 | +4,100 | $0 | $316,000 | +$316,000 | 2014-08-14 |
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| Q2 2014 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 0 | 1,000 | +1,000 | $0 | $181,000 | +$181,000 | 2014-08-14 |
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| Q1 2014 | APD
AIR PRODS & CHEMS INC | United States | COM | 0 | 47,550 | +47,550 | $0 | $5,660,000 | +$5,660,000 | 2014-05-14 |
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| Q1 2014 | BDX
BECTON DICKINSON & CO | United States | COM | 0 | 22,530 | +22,530 | $0 | $2,637,000 | +$2,637,000 | 2014-05-14 |
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| Q1 2014 | ADSK
AUTODESK INC | United States | COM | 0 | 46,374 | +46,374 | $0 | $2,280,000 | +$2,280,000 | 2014-05-14 |
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| Q1 2014 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 16,500 | +16,500 | $0 | $2,062,000 | +$2,062,000 | 2014-05-14 |
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| Q1 2014 | AIN
ALBANY INTL CORP | United States | CL A | 0 | 41,260 | +41,260 | $0 | $1,467,000 | +$1,467,000 | 2014-05-14 |
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| Q1 2014 | HAE
HAEMONETICS CORP | United States | COM | 0 | 33,740 | +33,740 | $0 | $1,100,000 | +$1,100,000 | 2014-05-14 |
|---|
| Q1 2014 | EPAM
EPAM SYS INC | United States | COM | 0 | 22,250 | +22,250 | $0 | $732,000 | +$732,000 | 2014-05-14 |
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| Q1 2014 | AAPL
APPLE INC | United States | COM | 0 | 554 | +554 | $0 | $298,000 | +$298,000 | 2014-05-14 |
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| Q4 2013 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 0 | 23,100 | +23,100 | $0 | $1,864,000 | +$1,864,000 | 2014-02-11 |
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| Q4 2013 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 0 | 16,500 | +16,500 | $0 | $1,085,000 | +$1,085,000 | 2014-02-11 |
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| Q4 2013 | PG
PROCTER & GAMBLE CO | United States | COM | 0 | 9,160 | +9,160 | $0 | $740,000 | +$740,000 | 2014-02-11 |
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| Q4 2013 | PEP
PEPSICO INC | United States | COM | 0 | 4,000 | +4,000 | $0 | $332,000 | +$332,000 | 2014-02-11 |
|---|
| Q4 2013 | JNJ
JOHNSON & JOHNSON | United States | COM | 0 | 2,500 | +2,500 | $0 | $229,000 | +$229,000 | 2014-02-11 |
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| Q4 2013 | PPG
PPG INDS INC | United States | COM | 0 | 1,000 | +1,000 | $0 | $190,000 | +$190,000 | 2014-02-11 |
|---|
| Q4 2013 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 0 | 1,000 | +1,000 | $0 | $188,000 | +$188,000 | 2014-02-11 |
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| Q3 2013 | FMC
F M C CORP | United States | COM NEW | 0 | 19,800 | +19,800 | $0 | $1,420,000 | +$1,420,000 | 2013-11-14 |
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| Q3 2013 | XYL
XYLEM INC | United States | COM | 0 | 43,500 | +43,500 | $0 | $1,215,000 | +$1,215,000 | 2013-11-14 |
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| Q3 2013 | BEP
BROOKFIELD RENEWABLE ENRGY P | | PARTNERSHIP UNIT | 0 | 10,000 | +10,000 | $0 | $267,000 | +$267,000 | 2013-11-14 |
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| Q3 2013 | D
DOMINION RES INC VA NEW | United States | COM | 0 | 3,500 | +3,500 | $0 | $219,000 | +$219,000 | 2013-11-14 |
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| Q3 2013 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 0 | 2,650 | +2,650 | $0 | $202,000 | +$202,000 | 2013-11-14 |
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