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Drystone

Latest statistics and disclosures from Drystone's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXUS, TT, ROK, HLT, MSFT, and represent 52.21% of Drystone's stock portfolio.
Added to shares of these 4 stocks: KVUE, TXN, PFE, JNJ.
Reduced shares in these 10 stocks: TT, HLT, VOO, RBA, ROK, VNQ, MSFT, VXUS, Berkshire Hathaway Inc. Class B, MTD.
Sold out of its position in VOO.
Drystone was a net seller of stock by $-2.1M.
Drystone has $111M in assets under management (AUM), dropping by 0.10%.
Central Index Key (CIK): 0001910462

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Portfolio Holdings for Drystone

Drystone holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total International Stock ETF exchange-traded fund (VXUS)	16.8	$19M		248k	75.44	View chart
Trane common stock (TT)	12.1	$14M	-3%	35k	389.20	View chart
Rockwell Automation common stock (ROK)	8.6	$9.5M		25k	389.07	View chart
Hilton common stock (HLT)	7.5	$8.3M	-5%	29k	287.25	View chart
Microsoft common stock (MSFT)	7.2	$8.0M		17k	483.63	View chart
Expeditors Int'l. common stock (EXPD)	7.2	$8.0M		54k	149.01	View chart
Berkshire Hathaway B Class B common stock	6.7	$7.4M		15k	502.65	View chart
Vanguard U.S. REIT ETF exchange-traded fund (VNQ)	6.5	$7.2M		81k	88.49	View chart
Ritchie Global Class A common stock (RBA)	5.4	$6.0M	-3%	59k	102.87	View chart
Texas Instruments common stock (TXN)	5.0	$5.6M		32k	173.49	View chart
Johnson & Johnson common stock (JNJ)	4.1	$4.6M		22k	206.95	View chart
Mettler-Toledo common stock (MTD)	3.9	$4.3M		3.1k	1394.19	View chart
Kenvue common stock (KVUE)	3.8	$4.2M		243k	17.25	View chart
Pfizer common stock (PFE)	3.7	$4.1M		166k	24.90	View chart
Vanguard Total World Stock ETF exchange-traded fund (VT)	1.2	$1.3M		9.5k	141.06	View chart
Fastenal common stock (FAST)	0.4	$401k		10k	40.13	View chart
Apple common stock (AAPL)	0.0	$27k		98.00	271.86	View chart

Past Filings by Drystone

SEC 13F filings are viewable for Drystone going back to 2021

Drystone 2025 Q4 filed Feb. 6, 2026
Drystone 2025 Q3 filed Nov. 17, 2025
Drystone 2025 Q2 filed Aug. 6, 2025
Drystone 2025 Q1 filed May 1, 2025
Drystone 2024 Q4 filed Jan. 23, 2025
Drystone 2022 Q3 filed Nov. 1, 2022
Drystone 2022 Q2 filed Aug. 2, 2022
Drystone 2022 Q1 filed May 2, 2022
Drystone 2021 Q4 filed Feb. 11, 2022

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