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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 | $20K | 0.0%Prev: 0.0% | 98 SH | Decreased |
| Berkshire Hathaway B | Class B common stock | $7.3M | 6.7%Prev: 6.4% | 14,980 SH | Increased+250 SH |
| Expeditors Int'l. | common stock | $6.2M | 5.7%Prev: 6.9% | 53,971 SH | Decreased+618 SH |
| Fastenal | common stock | $420K | 0.4%Prev: 0.4% | 10,000 SH | Decreased |
| Hilton | common stock | $8.4M | 7.7%Prev: 7.9% | 31,415 SH | Decreased+2,484 SH |
| Johnson & Johnson | common stock | $3.4M | 3.1%Prev: 4.9% | 22,214 SH | Decreased+96 SH |
| Kenvue | common stock | $3.3M | 3.0%Prev: 3.8% | 158,374 SH | Decreased-84,331 SH |
| Mettler-Toledo | common stock | $3.7M | 3.4%Prev: 3.5% | 3,149 SH | Decreased+50 SH |
| Microsoft | common stock | $8.5M | 7.8%Prev: 5.5% | 17,080 SH | Increased+479 SH |
| Pfizer | common stock | $4.0M | 3.7%Prev: 4.2% | 164,612 SH | Decreased-1,042 SH |
| Ritchie Global | Class A common stock | $6.6M | 6.0%Prev: 2.9% | 61,690 SH | Increased+27,890 SH |
| Rockwell Automation | common stock | $8.4M | 7.7%Prev: 7.9% | 25,375 SH | Decreased+916 SH |
| Texas Instruments | common stock | $6.7M | 6.1%Prev: 5.6% | 32,266 SH | Increased+298 SH |
| Trane | common stock | $15.9M | 14.6%Prev: 12.8% | 36,383 SH | Increased+2,210 SH |
| Vanguard S&P 500 Stock ETF | exchange-traded fund | $327K | 0.3% | 575 SH | New |
| Vanguard Total International Stock ETF | exchange-traded fund | $17.3M | 15.9%Prev: 17.2% | 250,670 SH | Decreased+2,563 SH |
| Vanguard Total World Stock ETF | exchange-traded fund | $1.3M | 1.2%Prev: 1.2% | 10,167 SH | Decreased+558 SH |
| Vanguard U.S. REIT ETF | exchange-traded fund | $7.4M | 6.8%Prev: 6.5% | 83,235 SH | Increased+1,955 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 |