Drystone LLC
18 holdingsFiling period: 2026-06-30Current AUM: $124.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total International Stock ETF | 244.8K | $20.9M | $19.8M | 15.94% | -3,357 | 2026-06-30 |
| 2 | — | Trane | 32.4K | $15.9M | $15.9M | 12.82% | -1,740 | 2026-06-30 |
| 3 | ROK | Rockwell Automation | 23.2K | $11.5M | $8.7M | 7.02% | -1,243 | 2026-06-30 |
| 4 | EXPD | Expeditors Int'l. | 53.7K | $8.8M | $9.9M | 7.98% | +353 | 2026-06-30 |
| 5 | HLT | Hilton | 26.0K | $8.6M | $9.6M | 7.76% | -2,900 | 2026-06-30 |
| 6 | TXN | Texas Instruments | 28.5K | $8.5M | $7.9M | 6.35% | -3,508 | 2026-06-30 |
| 7 | VNQ | Vanguard U.S. REIT ETF | 79.9K | $7.7M | $7.7M | 6.16% | -1,362 | 2026-06-30 |
| 8 | BRK-B | Berkshire Hathaway B | 14.7K | $7.4M | $7.4M | 5.93% | -- | 2026-06-30 |
| 9 | MSFT | Microsoft | 16.6K | $6.2M | $8.8M | 7.09% | +1 | 2026-06-30 |
| 10 | JNJ | Johnson & Johnson | 22.1K | $5.6M | $6.1M | 4.92% | +5 | 2026-06-30 |
| 11 | KVUE | Kenvue | 243.0K | $4.6M | $4.6M | 3.74% | +307 | 2026-06-30 |
| 12 | PFE | Pfizer | 165.8K | $4.0M | $4.9M | 3.92% | +135 | 2026-06-30 |
| 13 | MTD | Mettler-Toledo | 3.1K | $4.0M | $5.3M | 4.30% | -- | 2026-06-30 |
| 14 | RBA | Ritchie Global | 33.0K | $3.8M | $3.1M | 2.48% | -800 | 2026-06-30 |
| 15 | ADBE | Adobe | 10.4K | $2.1M | $2.5M | 2.01% | +50 | 2026-06-30 |
| 16 | VT | Vanguard Total World Stock ETF | 9.3K | $1.5M | $1.4M | 1.14% | -281 | 2026-06-30 |
| 17 | FAST | Fastenal | 10.0K | $480K | $530K | 0.43% | -- | 2026-06-30 |
| 18 | AAPL | Apple | 98 | $28K | $33K | 0.03% | -- | 2026-06-30 |
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