account_balance
Investment manager · 13F filer · SEC CIK 2086041
Ravenstone Capital Management Inc.
Reported value$244Mas of Jun 30, 2026
Positions54 13 new, 14 sold out
Top 10 weight59.1%V alone is 7%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc.
7.2%Added +3%
APHAmphenol Corp
6.9%Added +3%
GOOGAlphabet Inc.
6.9%
RYRoyal Bank of Canada
6.4%Added +2%
FTNTFortinet, Inc.
6.4%
MSFTMicrosoft Corp
5.8%Added +3%
BRK-BBerkshire Hathaway Inc
5.0%Added +10132%
BNBrookfield Corp
4.9%Added +3%
TMOThermo Fisher Scientific Inc.
4.9%Added +4%
FASTFastenal Co
4.8%Added +3%
CPCanadian Pacific Kansas City Ltd
4.7%Added +4%
DHRDanaher Corp
4.5%
VVisa Inc.
7.2%+3%
APHAmphenol Corp
6.9%
GOOGAlphabet Inc.
6.9%
RYRoyal Bank of Canada
6.4%+2%
FTNTFortinet, Inc.
6.4%
MSFTMicrosoft Corp
5.8%+3%
BRK-BBerkshire Hathaway Inc
5.0%
BNBrookfield Corp
4.9%
TMOThermo Fisher Scientific Inc.
4.9%
FASTFastenal Co
4.8%
CPCanadian Pacific Kansas City Ltd
4.7%
DHRDanaher Corp
4.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc. 7.2% Added +3%APH Amphenol Corp 6.9% Added +3%GOOG Alphabet Inc. 6.9% HeldRY Royal Bank of Canada 6.4% Added +2%FTNT Fortinet, Inc. 6.4% HeldMSFT Microsoft Corp 5.8% Added +3%BRK-B Berkshire Hathaway Inc 5.0% Added +10132%BN Brookfield Corp 4.9% Added +3%TMO Thermo Fisher Scientific Inc. 4.9% Added +4%FAST Fastenal Co 4.8% Added +3%CP Canadian Pacific Kansas City Ltd 4.7% Added +4%DHR Danaher Corp 4.5% Added +9%
What changed
Biggest moves since Mar 31, 2026
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