Drystone LLC

Ivy, VA · CIK 1910462 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIvy, VA

$121.6m reported value +9.6% vs Q1 2026

18positions

83.1%in top 10

0 new 6 added 8 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	244,750	$20.9m17.20%	17.20%	Reduced -3.4k	-3,357 -1.4%
2	TRANE TECHNOLOGIES PLC SHS TT	TT	32,433	$15.9m13.10%	13.10%	Reduced -1.7k	-1,740 -5.1%
3	ROCKWELL AUTOMATION INC COM ROK	ROK	23,216	$11.5m9.45%	9.45%	Reduced -1.2k	-1,243 -5.1%
4	EXPEDITORS INTL WASH INC COM EXPD	EXPD	53,706	$8.8m7.20%	7.20%	Added +353	+353 0.7%
5	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	26,031	$8.6m7.07%	7.07%	Reduced -2.9k	-2,900 -10.0%
6	TEXAS INSTRS INC COM TXN	TXN	28,460	$8.5m6.97%	6.97%	Reduced -3.5k	-3,508 -11.0%
7	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	79,918	$7.7m6.34%	6.34%	Reduced -1.4k	-1,362 -1.7%
8	Berkshire Hathaway Cl B COM COM		14,730	$7.4m6.06%	6.06%	Unchanged
9	MICROSOFT CORP COM MSFT	MSFT	16,602	$6.2m5.09%	5.09%	Added +1	+1 0.0%
10	JOHNSON & JOHNSON COM JNJ	JNJ	22,123	$5.6m4.62%	4.62%	Added +5	+5 0.0%
11	KENVUE INC COM KVUE	KVUE	243,012	$4.6m3.82%	3.82%	Added +307	+307 0.1%
12	PFIZER INC COM PFE	PFE	165,789	$4.0m3.28%	3.28%	Added +135	+135 0.1%
13	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	3,099	$4.0m3.26%	3.26%	Unchanged
14	RB GLOBAL INC COM RBA	RBA	33,000	$3.8m3.16%	3.16%	Reduced -800	-800 -2.4%
15	ADOBE INC COM ADBE	ADBE	10,420	$2.1m1.76%	1.76%	Added +50	+50 0.5%
16	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	9,328	$1.5m1.20%	1.20%	Reduced -281	-281 -2.9%
17	FASTENAL CO COM FAST	FAST	10,000	$480.3k0.39%	0.39%	Unchanged
18	APPLE INC COM AAPL	AAPL	98	$28.4k0.02%	0.02%	Unchanged