Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 18
- 0 vs. Q1 2026
- Portfolio value
- $121.6M
- +$10.7M (+9.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $28.4K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 10,000 | $480.3K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 9,328 | $1.46M | 1.2% | −281−2.9% | Reduced | – |
| ADBEAdobe Inc. | Stock | 10,420 | $2.14M | 1.8% | +50+0.5% | Added | History |
| RBARB Global Inc. | COM | 33,000 | $3.84M | 3.2% | −800−2.4% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 3,099 | $3.96M | 3.3% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 165,789 | $3.99M | 3.3% | +135+0.1% | Added | History |
| KVUEKenvue Inc. | Stock | 243,012 | $4.64M | 3.8% | +307+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 22,123 | $5.62M | 4.6% | +50.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 16,602 | $6.19M | 5.1% | +10.0% | Added | History |
| Berkshire Hathaway Cl B084670207 | COM | 14,730 | $7.37M | 6.1% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 79,918 | $7.71M | 6.3% | −1,362−1.7% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 28,460 | $8.48M | 7.0% | −3,508−11.0% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 26,031 | $8.60M | 7.1% | −2,900−10.0% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 53,706 | $8.75M | 7.2% | +353+0.7% | Added | History |
| ROKRockwell Automation, Inc | Stock | 23,216 | $11.5M | 9.5% | −1,243−5.1% | Reduced | History |
| TTTrane Technologies plc | SHS | 32,433 | $15.9M | 13.1% | −1,740−5.1% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 244,750 | $20.9M | 17.2% | −3,357−1.4% | Reduced | – |