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CIK 0001910462 • 6 13F filings • May 1, 2025 – Jul 24, 2026
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=jivedata("drystone-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Apple | common stock | $27K | 0.0%Prev: 0.0% | 98 SH | Increased |
| Berkshire Hathaway B | Class B common stock | $7.4M | 6.7%Prev: 6.7% | 14,730 SH | Decreased-160 SH |
| Expeditors Int'l. | common stock | $8.0M | 7.2%Prev: 5.9% | 53,453 SH | Increased-93 SH |
| Fastenal | common stock | $401K | 0.4%Prev: 0.4% | 10,000 SH | Decreased |
| Hilton | common stock | $8.3M | 7.5%Prev: 7.1% | 29,026 SH | Increased-1,590 SH |
| Johnson & Johnson | common stock | $4.6M | 4.1%Prev: 3.7% | 22,113 SH | Increased+107 SH |
| Kenvue | common stock | $4.2M | 3.8%Prev: 3.5% | 243,404 SH | Increased+1,799 SH |
| Mettler-Toledo | common stock | $4.3M | 3.9%Prev: 3.5% | 3,099 SH | Increased-25 SH |
| Microsoft | common stock | $8.0M | 7.2%Prev: 7.9% | 16,600 SH | Decreased-250 SH |
| Pfizer | common stock | $4.1M | 3.7%Prev: 3.8% | 166,022 SH | Decreased+1,129 SH |
| Ritchie Global | Class A common stock | $6.0M | 5.4%Prev: 5.9% | 58,690 SH | Decreased-2,100 SH |
| Rockwell Automation | common stock | $9.5M | 8.6%Prev: 7.8% | 24,496 SH | Increased-458 SH |
| Texas Instruments | common stock | $5.6M | 5.0%Prev: 5.3% | 32,090 SH | Decreased+165 SH |
| Trane | common stock | $13.5M | 12.1%Prev: 13.6% | 34,618 SH | Decreased-1,290 SH |
| Vanguard Total International Stock ETF | exchange-traded fund | $18.7M | 16.8%Prev: 16.5% | 248,048 SH | Increased-1,191 SH |
| Vanguard Total World Stock ETF | exchange-traded fund | $1.3M | 1.2%Prev: 1.2% | 9,492 SH | Increased-95 SH |
| Vanguard U.S. REIT ETF | exchange-traded fund | $7.2M | 6.5%Prev: 6.8% | 81,233 SH | Decreased-1,618 SH |
| 13F-HR |
| 0001376474-26-000519 |
| $121.6M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001376474-25-000712 | $109.1M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001376474-26-000346 | $110.9M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001376474-25-000424 | $99.9M | View |