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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001910462

Drystone LLC

Ivy, VA · File #028-21838

Latest AUM
$111.2M
Positions
17
Top-10 Concentration
82.9%
Filings
5

Sector Allocation

Industrials
26.5%$29.4M
Healthcare
11.7%$13.0M
Technology
7.2%$8.1M

Filing History

View all filings →

Top 17 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Total International Stock ETF921909768248,048$18.7M16.82%
2TraneTT34,618$13.5M12.11%
3Rockwell AutomationROK24,496$9.5M8.57%
4HiltonHLT29,026$8.3M7.50%
5MicrosoftMSFT16,600$8.0M7.22%
6Expeditors Int'l.30213010953,453$8.0M7.16%
7Berkshire Hathaway BBRK-A14,730$7.4M6.66%
8Vanguard U.S. REIT ETF92290855381,233$7.2M6.46%
9Ritchie GlobalRBA58,690$6.0M5.43%
10Texas Instruments88250810432,090$5.6M5.00%
11Johnson & JohnsonJNJ22,113$4.6M4.11%
12Mettler-ToledoMTD3,099$4.3M3.88%
13KenvueKVUE243,404$4.2M3.77%
14PfizerPFE166,022$4.1M3.72%
15Vanguard Total World Stock ETF9220427429,492$1.3M1.20%
16FastenalFAST10,000$401,3000.36%
17AppleAAPL98$26,6420.02%