Drystone

Drystone as of Dec. 31, 2021

Portfolio Holdings for Drystone

Drystone holds 20 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft common stock (MSFT) 10.6 $10M 30k 336.31
Trane common stock 10.5 $10M 50k 202.02
Mettler-Toledo common stock (MTD) 7.8 $7.5M 4.4k 1697.26
Expeditors Int'l. common stock (EXPD) 7.4 $7.1M 53k 134.30
Rockwell Automation common stock (ROK) 7.4 $7.1M 21k 348.86
Ritchie Brothers common stock 6.7 $6.5M 106k 61.21
Hilton common stock (HLT) 6.7 $6.5M 42k 155.99
Texas Instruments common stock (TXN) 6.6 $6.3M 34k 188.48
Vanguard International REIT ETF exchange-traded fund (VNQI) 6.1 $5.9M 109k 53.95
Vanguard Total International Stock ETF exchange-traded fund (VXUS) 5.8 $5.5M 87k 63.57
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 5.4 $5.2M 45k 116.00
Berkshire Hathaway B Class B common stock 4.7 $4.5M 15k 298.97
Douglas Dynamics common stock (PLOW) 4.5 $4.4M 112k 39.06
Johnson & Johnson common stock (JNJ) 3.4 $3.3M 19k 171.06
Vanguard Short-Term Corporate Bond ETF exchange-traded fund (VCSH) 2.5 $2.4M 30k 81.26
Vanguard Intermediate Corp. Bond ETF exchange-traded fund (VCIT) 2.2 $2.1M 23k 92.74
Vanguard Total World Stock ETF exchange-traded fund (VT) 0.9 $887k 8.3k 107.39
Fastenal common stock (FAST) 0.3 $320k 5.0k 64.00
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $266k 610.00 436.07
Apple common stock (AAPL) 0.0 $17k 98.00 173.47