13F HOLDINGS REPORT
Drystone LLC
Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001376474-25-000943
Total Value
$111.1M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard Total International Stock ETF | 921909768 | 249,239 | $18.3M | 16.48% |
| 2 | Trane | TT | 35,908 | $15.2M | 13.63% |
| 3 | Microsoft | MSFT | 16,850 | $8.7M | 7.85% |
| 4 | Rockwell Automation | ROK | 24,954 | $8.7M | 7.85% |
| 5 | Hilton | HLT | 30,616 | $7.9M | 7.15% |
| 6 | Vanguard U.S. REIT ETF | 922908553 | 82,851 | $7.6M | 6.82% |
| 7 | Berkshire Hathaway B | BRK-A | 14,890 | $7.5M | 6.74% |
| 8 | Ritchie Global | RBA | 60,790 | $6.6M | 5.93% |
| 9 | Expeditors Int'l. | 302130109 | 53,546 | $6.6M | 5.91% |
| 10 | Texas Instruments | 882508104 | 31,925 | $5.9M | 5.28% |
| 11 | Pfizer | PFE | 164,893 | $4.2M | 3.78% |
| 12 | Johnson & Johnson | JNJ | 22,006 | $4.1M | 3.67% |
| 13 | Kenvue | KVUE | 241,605 | $3.9M | 3.53% |
| 14 | Mettler-Toledo | MTD | 3,124 | $3.8M | 3.45% |
| 15 | Vanguard Total World Stock ETF | 922042742 | 9,587 | $1.3M | 1.19% |
| 16 | Fastenal | FAST | 10,000 | $490,400 | 0.44% |
| 17 | Vanguard S&P 500 Stock ETF | 922908363 | 535 | $327,623 | 0.29% |
| 18 | Apple | AAPL | 98 | $24,954 | 0.02% |