Drystone

Drystone as of Sept. 30, 2025

Portfolio Holdings for Drystone

Drystone holds 18 positions in its portfolio as reported in the September 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) 16.5 $18M 249k 73.46
Trane common stock (TT) 13.6 $15M 36k 421.96
Microsoft common stock (MSFT) 7.9 $8.7M 17k 517.95
Rockwell Automation common stock (ROK) 7.8 $8.7M 25k 349.52
Hilton common stock (HLT) 7.1 $7.9M 31k 259.44
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 6.8 $7.6M 83k 91.42
Berkshire Hathaway B Class B common stock 6.7 $7.5M 15k 502.74
Ritchie Global Class A common stock (RBA) 5.9 $6.6M 61k 108.36
Expeditors Int'l. common stock (EXPD) 5.9 $6.6M 54k 122.59
Texas Instruments common stock (TXN) 5.3 $5.9M 32k 183.73
Pfizer common stock (PFE) 3.8 $4.2M 165k 25.48
Johnson & Johnson common stock (JNJ) 3.7 $4.1M 22k 185.42
Kenvue common stock (KVUE) 3.5 $3.9M 242k 16.23
Mettler-Toledo common stock (MTD) 3.5 $3.8M 3.1k 1227.61
Vanguard Total World Stock ETF exchange-traded fund (VT) 1.2 $1.3M 9.6k 137.79
Fastenal common stock (FAST) 0.4 $490k 10k 49.04
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $328k 535.00 612.38
Apple common stock (AAPL) 0.0 $25k 98.00 254.63