Drystone

Drystone as of June 30, 2025

Portfolio Holdings for Drystone

Drystone holds 18 positions in its portfolio as reported in the June 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) 15.9 $17M 251k 69.09
Trane common stock (TT) 14.6 $16M 36k 437.41
Microsoft common stock (MSFT) 7.8 $8.5M 17k 497.40
Rockwell Automation common stock (ROK) 7.7 $8.4M 25k 332.17
Hilton common stock (HLT) 7.7 $8.4M 31k 266.34
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 6.8 $7.4M 83k 89.06
Berkshire Hathaway B Class B common stock 6.7 $7.3M 15k 485.77
Texas Instruments common stock (TXN) 6.1 $6.7M 32k 207.62
Ritchie Global Class A common stock (RBA) 6.0 $6.6M 62k 106.19
Expeditors Int'l. common stock (EXPD) 5.7 $6.2M 54k 114.25
Pfizer common stock (PFE) 3.7 $4.0M 165k 24.24
Mettler-Toledo common stock (MTD) 3.4 $3.7M 3.1k 1174.72
Johnson & Johnson common stock (JNJ) 3.1 $3.4M 22k 152.75
Kenvue common stock (KVUE) 3.0 $3.3M 158k 20.93
Vanguard Total World Stock ETF exchange-traded fund (VT) 1.2 $1.3M 10k 128.52
Fastenal common stock (FAST) 0.4 $420k 10k 42.00
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $327k 575.00 568.03
Apple common stock (AAPL) 0.0 $20k 98.00 205.17