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CIK 0001910462 • 6 13F filings • May 1, 2025 – Jul 24, 2026
Import this data to Google Sheets with:
=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 | $2.1M | 1.8% | 10,420 SH | New |
| Apple | common stock | $28K | 0.0%Prev: 0.0% | 98 SH | Increased |
| Berkshire Hathaway B | Class B common stock | $7.4M | 6.1%Prev: 6.7% | 14,730 SH | Increased-250 SH |
| Expeditors Int'l. | common stock | $8.8M | 7.2%Prev: 5.7% | 53,706 SH | Increased-265 SH |
| Fastenal | common stock | $480K | 0.4%Prev: 0.4% | 10,000 SH | Increased |
| Hilton | common stock | $8.6M | 7.1%Prev: 7.7% | 26,031 SH | Increased-5,384 SH |
| Johnson & Johnson | common stock | $5.6M | 4.6%Prev: 3.1% | 22,123 SH | Increased-91 SH |
| Kenvue | common stock | $4.6M | 3.8%Prev: 3.0% | 243,012 SH | Increased+84,638 SH |
| Mettler-Toledo | common stock | $4.0M | 3.3%Prev: 3.4% | 3,099 SH | Increased-50 SH |
| Microsoft | common stock | $6.2M | 5.1%Prev: 7.8% | 16,602 SH | Decreased-478 SH |
| Pfizer | common stock | $4.0M | 3.3%Prev: 3.7% | 165,789 SH | Increased+1,177 SH |
| Ritchie Global | Class A common stock | $3.8M | 3.2%Prev: 6.0% | 33,000 SH | Decreased-28,690 SH |
| Rockwell Automation | common stock | $11.5M | 9.5%Prev: 7.7% | 23,216 SH | Increased-2,159 SH |
| Texas Instruments | common stock | $8.5M | 7.0%Prev: 6.1% | 28,460 SH | Increased-3,806 SH |
| Trane | common stock | $15.9M | 13.1%Prev: 14.6% | 32,433 SH | Increased-3,950 SH |
| Vanguard Total International Stock ETF | exchange-traded fund | $20.9M | 17.2%Prev: 15.9% | 244,750 SH | Increased-5,920 SH |
| Vanguard Total World Stock ETF | exchange-traded fund | $1.5M | 1.2%Prev: 1.2% | 9,328 SH | Increased-839 SH |
| Vanguard U.S. REIT ETF | exchange-traded fund | $7.7M | 6.3%Prev: 6.8% | 79,918 SH | Increased-3,317 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 |