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Drystone LLC Top Holdings and 13F Report (2025)

About Drystone LLC

Investment Activity

  • Drystone LLC has $100.12 million in total holdings as of December 31, 2024.
  • Drystone LLC owns shares of 19 different stocks, but just 10 companies or ETFs make up 80% of its holdings.

Largest Holdings

Trane
$15,233,841
Hilton Worldwide
$7,845,206
Microsoft
$7,198,675

Sector Allocation

Map of 500 Largest Holdings ofDrystone LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Trane
$15,233,84141,24515.2%common stock
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$14,215,563241,22814.2%ETF
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$7,845,20631,7417.8%Consumer Discretionary
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$7,373,58282,7757.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$7,198,67517,0797.2%Computer and Technology
Ritchie Global
$6,963,31077,1907.0%Class A common stock
Berkshire Hathaway B
$6,824,13015,0556.8%Class B common stock
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,976,84431,8756.0%Computer and Technology
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$5,925,16353,4915.9%Transportation
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$5,907,98220,6725.9%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$3,868,063145,8003.9%Medical
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$3,853,3683,1493.8%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,893,23920,0062.9%Medical
Douglas Dynamics, Inc. stock logo
PLOW
Douglas Dynamics
$2,531,407107,1272.5%Auto/Tires/Trucks
Kenvue Inc. stock logo
KVUE
Kenvue
$2,062,20096,5902.1%Consumer Staples
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$742,8376,3230.7%ETF
Fastenal stock logo
FAST
Fastenal
$359,5505,0000.4%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$320,5925950.3%ETF
Apple Inc. stock logo
AAPL
Apple
$24,541980.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data