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Drystone LLC 13F holdings

Filed 2026-07-24 · Drystone LLC · 18 positions · $121.6M

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TickerCompanySharesValue% of portfolio
VXUSVanguard Total International Stock ETF244.8K$20.9M17.2%
—Trane32.4K$15.9M13.1%
ROKRockwell Automation23.2K$11.5M9.5%
EXPDExpeditors Int'l.53.7K$8.8M7.2%
HLTHilton26.0K$8.6M7.1%
TXNTexas Instruments28.5K$8.5M7.0%
VNQVanguard U.S. REIT ETF79.9K$7.7M6.3%
—Berkshire Hathaway B14.7K$7.4M6.1%
MSFTMicrosoft16.6K$6.2M5.1%
JNJJohnson & Johnson22.1K$5.6M4.6%
KVUEKenvue243.0K$4.6M3.8%
PFEPfizer165.8K$4.0M3.3%
MTDMettler-Toledo3.1K$4.0M3.3%
RBARitchie Global33.0K$3.8M3.2%
ADBEAdobe10.4K$2.1M1.8%
VTVanguard Total World Stock ETF9.3K$1.5M1.2%
FASTFastenal10.0K$480,3000.4%
AAPLApple98$28,3570.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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