Drystone

Drystone as of March 31, 2025

Portfolio Holdings for Drystone

Drystone holds 18 positions in its portfolio as reported in the March 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) 15.1 $15M 242k 62.10
Trane common stock (TT) 13.9 $14M 41k 336.92
Berkshire Hathaway B Class B common stock 8.0 $8.0M 15k 532.58
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 7.6 $7.6M 84k 90.54
Hilton common stock (HLT) 7.2 $7.2M 32k 227.55
Rockwell Automation common stock (ROK) 6.6 $6.6M 26k 258.38
Expeditors Int'l. common stock (EXPD) 6.5 $6.5M 54k 120.25
Microsoft common stock (MSFT) 6.4 $6.4M 17k 375.39
Ritchie Global Class A common stock (RBA) 6.2 $6.2M 62k 100.30
Texas Instruments common stock (TXN) 5.8 $5.8M 32k 179.70
Pfizer common stock (PFE) 4.1 $4.1M 163k 25.34
Mettler-Toledo common stock (MTD) 3.7 $3.7M 3.1k 1180.91
Kenvue common stock (KVUE) 3.7 $3.7M 155k 23.98
Johnson & Johnson common stock (JNJ) 3.6 $3.6M 22k 165.84
Vanguard Total World Stock ETF exchange-traded fund (VT) 0.7 $748k 6.4k 115.95
Fastenal common stock (FAST) 0.4 $388k 5.0k 77.55
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $296k 575.00 513.91
Apple common stock (AAPL) 0.0 $22k 98.00 222.13