account_balance
Investment manager · 13F filer · SEC CIK 1910462
Drystone LLC
Reported value$119Mas of Sep 30, 2026
Positions18 0 new, 0 sold out
Top 10 weight82.4%VXUS alone is 18%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VXUSVanguard Total International Stock ETF
17.5%
TTTrane Technologies PLC
12.3%
EXPDExpeditors International of Washington Inc
8.2%
ROKRockwell Automation, Inc
7.9%Trimmed −7%
MSFTMicrosoft Corp
7.2%
TXNTexas Instruments Inc
6.7%
Berkshire Hathaway B
VNQVanguard U.S. REIT ETF
6.0%
HLTHilton Worldwide Holdings Inc.
5.6%Trimmed −19%
JNJJohnson & Johnson
4.9%
PFEPfizer Inc
4.0%
MTDMettler Toledo International Inc
3.9%
VXUSVanguard Total International Stock ETF
17.5%
TTTrane Technologies PLC
12.3%
EXPDExpeditors International of Washington Inc
8.2%
ROKRockwell Automation, Inc
7.9%−7%
MSFTMicrosoft Corp
7.2%
TXNTexas Instruments Inc
6.7%
VNQVanguard U.S. REIT ETF
6.0%
HLTHilton Worldwide Holdings Inc.
5.6%
JNJ4.9%PFE4.0%MTD3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VXUS Vanguard Total International Stock ETF 17.5% Held
TT Trane Technologies PLC 12.3% HeldEXPD Expeditors International of Washington Inc 8.2% HeldROK Rockwell Automation, Inc 7.9% Trimmed −7%MSFT Microsoft Corp 7.2% HeldTXN Texas Instruments Inc 6.7% HeldBerkshire Hathaway B 6.2% Held
VNQ Vanguard U.S. REIT ETF 6.0% Held
HLT Hilton Worldwide Holdings Inc. 5.6% Trimmed −19%JNJ Johnson & Johnson 4.9% HeldPFE Pfizer Inc 4.0% HeldMTD Mettler Toledo International Inc 3.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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