Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 18
- 0 vs. Q1 2025
- Portfolio value
- $109.1M
- +$9.24M (+9.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 575 | $326.6K | 0.3% | 00.0% | Unchanged | – |
| FASTFastenal Co | Stock | 10,000 | $420.0K | 0.4% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| Vanguard Total World Stock ETF922042742 | ETF | 10,167 | $1.31M | 1.2% | +3,719+57.7% | Added | – |
| KVUEKenvue Inc. | Stock | 158,374 | $3.31M | 3.0% | +3,517+2.3% | Added | History |
| JNJJohnson & Johnson | Stock | 22,214 | $3.39M | 3.1% | +469+2.2% | Added | History |
| MTDMettler Toledo International Inc | COM | 3,149 | $3.70M | 3.4% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 164,612 | $3.99M | 3.7% | +1,924+1.2% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 53,971 | $6.17M | 5.7% | +280+0.5% | Added | History |
| RBARB Global Inc. | COM | 61,690 | $6.55M | 6.0% | −400−0.6% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 32,266 | $6.70M | 6.1% | −42−0.1% | Reduced | History |
| Berkshire Hathaway Cl B084670207 | COM | 14,980 | $7.28M | 6.7% | −50−0.3% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 83,235 | $7.41M | 6.8% | −403−0.5% | Reduced | – |
| HLTHilton Worldwide Holdings Inc. | COM | 31,415 | $8.37M | 7.7% | −250−0.8% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 25,375 | $8.43M | 7.7% | −272−1.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 17,080 | $8.50M | 7.8% | +10.0% | Added | History |
| TTTrane Technologies plc | SHS | 36,383 | $15.9M | 14.6% | −4,862−11.8% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 250,670 | $17.3M | 15.9% | +8,513+3.5% | Added | – |