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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 | |||||
|---|---|---|---|---|---|
| Adobe | common stock | $2.5M | 2.3% | 10,370 SH | New |
| Apple | common stock | $25K | 0.0%Prev: 0.0% | 98 SH | Increased |
| Berkshire Hathaway B | Class B common stock | $7.1M | 6.4%Prev: 8.0% | 14,730 SH | Decreased-300 SH |
| Expeditors Int'l. | common stock | $7.6M | 6.9%Prev: 6.5% | 53,353 SH | Increased-338 SH |
| Fastenal | common stock | $464K | 0.4%Prev: 0.4% | 10,000 SH | Increased+5,000 SH |
| Hilton | common stock | $8.8M | 7.9%Prev: 7.2% | 28,931 SH | Increased-2,734 SH |
| Johnson & Johnson | common stock | $5.4M | 4.9%Prev: 3.6% | 22,118 SH | Increased+373 SH |
| Kenvue | common stock | $4.2M | 3.8%Prev: 3.7% | 242,705 SH | Increased+87,848 SH |
| Mettler-Toledo | common stock | $3.9M | 3.5%Prev: 3.7% | 3,099 SH | Increased-50 SH |
| Microsoft | common stock | $6.1M | 5.5%Prev: 6.4% | 16,601 SH | Decreased-478 SH |
| Pfizer | common stock | $4.7M | 4.2%Prev: 4.1% | 165,654 SH | Increased+2,966 SH |
| Ritchie Global | Class A common stock | $3.2M | 2.9%Prev: 6.2% | 33,800 SH | Decreased-28,290 SH |
| Rockwell Automation | common stock | $8.8M | 7.9%Prev: 6.6% | 24,459 SH | Increased-1,188 SH |
| Texas Instruments | common stock | $6.2M | 5.6%Prev: 5.8% | 31,968 SH | Increased-340 SH |
| Trane | common stock | $14.2M | 12.8%Prev: 13.9% | 34,173 SH | Increased-7,072 SH |
| Vanguard Total International Stock ETF | exchange-traded fund | $19.1M | 17.2%Prev: 15.1% | 248,107 SH | Increased+5,950 SH |
| Vanguard Total World Stock ETF | exchange-traded fund | $1.3M | 1.2%Prev: 0.7% | 9,609 SH | Increased+3,161 SH |
| Vanguard U.S. REIT ETF | exchange-traded fund | $7.2M | 6.5%Prev: 7.6% | 81,280 SH | Decreased-2,358 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 |