DRYSTONE LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 243K | $4.20M |
 | PFE | 166K | $4.13M |
 | RBA | 59K | $6.04M |
 | EXPD | 53K | $7.97M |
 | TT | 35K | $13.47M |
 | TXN | 32K | $5.57M |
 | HLT | 29K | $8.34M |
 | ROK | 24K | $9.53M |
 | JNJ | 22K | $4.58M |
 | MSFT | 17K | $8.03M |
 | FAST | 10K | $401.30K |
 | MTD | 3K | $4.32M |
 | AAPL | 98 | $26.64K |
Kenvue Inc.
KVUE
Shares Held
243K
Value
$4.20M
Pfizer Inc.
PFE
Shares Held
166K
Value
$4.13M
RB Global, Inc.
RBA
Shares Held
59K
Value
$6.04M
Expeditors International of Washington, Inc.
EXPD
Shares Held
53K
Value
$7.97M
Trane Technologies plc
TT
Shares Held
35K
Value
$13.47M
Texas Instruments Incorporated
TXN
Shares Held
32K
Value
$5.57M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
29K
Value
$8.34M
Rockwell Automation, Inc.
ROK
Shares Held
24K
Value
$9.53M
Johnson & Johnson
JNJ
Shares Held
22K
Value
$4.58M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$8.03M
Fastenal Company
FAST
Shares Held
10K
Value
$401.30K
Mettler-Toledo International Inc.
MTD
Shares Held
3K
Value
$4.32M
Apple Inc.
AAPL
Shares Held
98
Value
$26.64K