Drystone LLC 13F Holdings
CIK 0001910462 · Ivy, VA
As of Sep 30, 2025, Drystone LLC reported 18 positions worth
CIK 0001910462 · Ivy, VA
As of Sep 30, 2025, Drystone LLC reported 18 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 249,239 | 8.3M | 16.48% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 35,908 | 5.2M | 13.63% |
| MICROSOFT CORP | MSFT | Technology | 16,850 | $8.7M | 7.85% |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 24,954 | $8.7M | 7.85% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 30,616 | $7.9M | 7.15% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 82,851 | $7.6M | 6.82% |
| Berkshire Hathaway Inc Class B | BRK.B | Financial Services | 14,890 | $7.5M | 6.74% |
| RB GLOBAL INC | RBA | Industrials | 60,790 | $6.6M | 5.93% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | Industrials | 53,546 | $6.6M | 5.91% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 31,925 | $5.9M | 5.28% |
| PFIZER INC | PFE | Healthcare | 164,893 | $4.2M | 3.78% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 22,006 | $4.1M | 3.67% |
| KENVUE INC | KVUE | Consumer Defensive | 241,605 | $3.9M | 3.53% |
| METTLER-TOLEDO INTERNATIONAL | MTD | Healthcare | 3,124 | $3.8M | 3.45% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 9,587 | .3M | 1.19% |
| FASTENAL CO | FAST | Industrials | 10,000 | $490.4K | 0.44% |
| VANGUARD 500 INDEX FUND | VOO | — | 535 | $327.6K | 0.29% |
| APPLE INC | AAPL | Technology | 98 | $25.0K | 0.02% |