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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 | $25K | 0.0%Prev: 0.0% | 98 SH | Decreased |
| Berkshire Hathaway B | Class B common stock | $7.5M | 6.7%Prev: 6.1% | 14,890 SH | Increased+160 SH |
| Expeditors Int'l. | common stock | $6.6M | 5.9%Prev: 7.2% | 53,546 SH | Decreased-160 SH |
| Fastenal | common stock | $490K | 0.4%Prev: 0.4% | 10,000 SH | Increased |
| Hilton | common stock | $7.9M | 7.1%Prev: 7.1% | 30,616 SH | Decreased+4,585 SH |
| Johnson & Johnson | common stock | $4.1M | 3.7%Prev: 4.6% | 22,006 SH | Decreased-117 SH |
| Kenvue | common stock | $3.9M | 3.5%Prev: 3.8% | 241,605 SH | Decreased-1,407 SH |
| Mettler-Toledo | common stock | $3.8M | 3.5%Prev: 3.3% | 3,124 SH | Decreased+25 SH |
| Microsoft | common stock | $8.7M | 7.9%Prev: 5.1% | 16,850 SH | Increased+248 SH |
| Pfizer | common stock | $4.2M | 3.8%Prev: 3.3% | 164,893 SH | Increased-896 SH |
| Ritchie Global | Class A common stock | $6.6M | 5.9%Prev: 3.2% | 60,790 SH | Increased+27,790 SH |
| Rockwell Automation | common stock | $8.7M | 7.8%Prev: 9.5% | 24,954 SH | Decreased+1,738 SH |
| Texas Instruments | common stock | $5.9M | 5.3%Prev: 7.0% | 31,925 SH | Decreased+3,465 SH |
| Trane | common stock | $15.2M | 13.6%Prev: 13.1% | 35,908 SH | Decreased+3,475 SH |
| Vanguard S&P 500 Stock ETF | exchange-traded fund | $328K | 0.3% | 535 SH | New |
| Vanguard Total International Stock ETF | exchange-traded fund | $18.3M | 16.5%Prev: 17.2% | 249,239 SH | Decreased+4,489 SH |
| Vanguard Total World Stock ETF | exchange-traded fund | $1.3M | 1.2%Prev: 1.2% | 9,587 SH | Decreased+259 SH |
| Vanguard U.S. REIT ETF | exchange-traded fund | $7.6M | 6.8%Prev: 6.3% | 82,851 SH | Decreased+2,933 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 |