Drystone

Drystone as of June 30, 2022

Portfolio Holdings for Drystone

Drystone holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ritchie Brothers common stock 9.3 $6.7M 103k 65.06
Trane common stock 8.9 $6.4M 49k 129.87
Microsoft common stock (MSFT) 7.8 $5.7M 22k 256.84
Expeditors Int'l. common stock (EXPD) 7.2 $5.2M 54k 97.45
Texas Instruments common stock (TXN) 6.9 $5.0M 32k 153.64
Vanguard Total International Stock ETF exchange-traded fund (VXUS) 6.8 $4.9M 95k 51.61
Vanguard International REIT ETF exchange-traded fund (VNQI) 6.7 $4.8M 110k 44.27
Vanguard Int'l. Dividend Stock ETF exchange-traded fund (VYMI) 6.7 $4.8M 82k 58.82
Mettler-Toledo common stock (MTD) 6.1 $4.4M 3.8k 1148.71
Hilton common stock (HLT) 5.7 $4.1M 37k 111.43
Rockwell Automation common stock (ROK) 5.7 $4.1M 21k 199.30
Berkshire Hathaway B Class B common stock 5.6 $4.0M 15k 272.99
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 5.6 $4.0M 44k 91.10
Johnson & Johnson common stock (JNJ) 5.0 $3.6M 20k 177.50
Douglas Dynamics common stock (PLOW) 4.6 $3.3M 115k 28.74
Vanguard Total World Stock ETF exchange-traded fund (VT) 0.8 $574k 6.7k 85.39
Fastenal common stock (FAST) 0.3 $250k 5.0k 50.00
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $212k 610.00 347.54
Apple common stock (AAPL) 0.0 $13k 98.00 132.65