Drystone LLC
18 holdingsFiling period: 2026-03-31Current AUM: $124.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total International Stock ETF | 248.1K | $19.1M | $21.0M | 16.92% | +59 | 2026-03-31 |
| 2 | — | Trane | 34.2K | $14.2M | $14.2M | 11.48% | -445 | 2026-03-31 |
| 3 | HLT | Hilton | 28.9K | $8.8M | $9.3M | 7.48% | -95 | 2026-03-31 |
| 4 | ROK | Rockwell Automation | 24.5K | $8.8M | $11.7M | 9.47% | -37 | 2026-03-31 |
| 5 | EXPD | Expeditors Int'l. | 53.4K | $7.6M | $9.0M | 7.22% | -100 | 2026-03-31 |
| 6 | VNQ | Vanguard U.S. REIT ETF | 81.3K | $7.2M | $8.0M | 6.49% | +47 | 2026-03-31 |
| 7 | BRK-B | Berkshire Hathaway B | 14.7K | $7.1M | $7.1M | 5.69% | -- | 2026-03-31 |
| 8 | TXN | Texas Instruments | 32.0K | $6.2M | $8.8M | 7.11% | -122 | 2026-03-31 |
| 9 | MSFT | Microsoft | 16.6K | $6.1M | $7.7M | 6.22% | +1 | 2026-03-31 |
| 10 | JNJ | Johnson & Johnson | 22.1K | $5.4M | $5.7M | 4.57% | +5 | 2026-03-31 |
| 11 | PFE | Pfizer | 165.7K | $4.7M | $4.1M | 3.34% | -368 | 2026-03-31 |
| 12 | KVUE | Kenvue | 242.7K | $4.2M | $4.7M | 3.77% | -699 | 2026-03-31 |
| 13 | MTD | Mettler-Toledo | 3.1K | $3.9M | $4.4M | 3.54% | -- | 2026-03-31 |
| 14 | RBA | Ritchie Global | 33.8K | $3.2M | $3.7M | 2.99% | -24,890 | 2026-03-31 |
| 15 | ADBE | Adobe | 10.4K | $2.5M | $2.6M | 2.09% | -- | 2026-03-31 |
| 16 | VT | Vanguard Total World Stock ETF | 9.6K | $1.3M | $1.5M | 1.21% | +117 | 2026-03-31 |
| 17 | FAST | Fastenal | 10.0K | $464K | $477K | 0.38% | -- | 2026-03-31 |
| 18 | AAPL | Apple | 98 | $24K | $29K | 0.02% | -- | 2026-03-31 |
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