Drystone

Drystone as of Dec. 31, 2024

Portfolio Holdings for Drystone

Drystone holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Trane common stock 15.2 $15M 41k 369.35
Vanguard Total International Stock ETF exchange-traded fund (VXUS) 14.2 $14M 241k 58.93
Hilton common stock (HLT) 7.8 $7.8M 32k 247.16
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 7.4 $7.4M 83k 89.08
Microsoft common stock (MSFT) 7.2 $7.2M 17k 421.49
Ritchie Global Class A common stock 7.0 $7.0M 77k 90.21
Berkshire Hathaway B Class B common stock 6.8 $6.8M 15k 453.28
Texas Instruments common stock (TXN) 6.0 $6.0M 32k 187.51
Expeditors Int'l. common stock (EXPD) 5.9 $5.9M 54k 110.77
Rockwell Automation common stock (ROK) 5.9 $5.9M 21k 285.80
Pfizer common stock (PFE) 3.9 $3.9M 146k 26.53
Mettler-Toledo common stock (MTD) 3.8 $3.9M 3.1k 1223.68
Johnson & Johnson common stock (JNJ) 2.9 $2.9M 20k 144.62
Douglas Dynamics common stock (PLOW) 2.5 $2.5M 107k 23.63
Kenvue common stock (KVUE) 2.1 $2.1M 97k 21.35
Vanguard Total World Stock ETF exchange-traded fund (VT) 0.7 $743k 6.3k 117.48
Fastenal common stock (FAST) 0.4 $360k 5.0k 71.91
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $321k 595.00 538.81
Apple common stock (AAPL) 0.0 $25k 98.00 250.42