Drystone

Drystone as of March 31, 2026

Portfolio Holdings for Drystone

Drystone holds 18 positions in its portfolio as reported in the March 2026 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) 17.2 $19M 248k 77.11
Trane common stock (TT) 12.8 $14M 34k 416.74
Hilton common stock (HLT) 7.9 $8.8M 29k 304.08
Rockwell Automation common stock (ROK) 7.9 $8.8M 25k 358.88
Expeditors Int'l. common stock (EXPD) 6.9 $7.6M 53k 143.23
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 6.5 $7.2M 81k 88.70
Berkshire Hathaway B Class B common stock 6.4 $7.1M 15k 479.20
Texas Instruments common stock (TXN) 5.6 $6.2M 32k 194.14
Microsoft common stock (MSFT) 5.5 $6.1M 17k 370.17
Johnson & Johnson common stock (JNJ) 4.9 $5.4M 22k 244.44
Pfizer common stock (PFE) 4.2 $4.7M 166k 28.08
Kenvue common stock (KVUE) 3.8 $4.2M 243k 17.24
Mettler-Toledo common stock (MTD) 3.5 $3.9M 3.1k 1261.20
Ritchie Global Class A common stock (RBA) 2.9 $3.2M 34k 95.85
Adobe common stock (ADBE) 2.3 $2.5M 10k 243.08
Vanguard Total World Stock ETF exchange-traded fund (VT) 1.2 $1.3M 9.6k 138.32
Fastenal common stock (FAST) 0.4 $464k 10k 46.40
Apple common stock (AAPL) 0.0 $25k 98.00 253.79