DRYSTONE LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 243K | $4.18M |
 | PFE | 166K | $4.65M |
 | EXPD | 53K | $7.64M |
 | TT | 34K | $14.24M |
 | RBA | 34K | $3.24M |
 | TXN | 32K | $6.21M |
 | HLT | 29K | $8.80M |
 | ROK | 24K | $8.78M |
 | JNJ | 22K | $5.41M |
 | MSFT | 17K | $6.15M |
 | ADBE | 10K | $2.52M |
 | FAST | 10K | $464.00K |
 | MTD | 3K | $3.91M |
 | AAPL | 98 | $24.87K |
Kenvue Inc.
KVUE
Shares Held
243K
Value
$4.18M
Pfizer Inc.
PFE
Shares Held
166K
Value
$4.65M
Expeditors International of Washington, Inc.
EXPD
Shares Held
53K
Value
$7.64M
Trane Technologies plc
TT
Shares Held
34K
Value
$14.24M
RB Global, Inc.
RBA
Shares Held
34K
Value
$3.24M
Texas Instruments Incorporated
TXN
Shares Held
32K
Value
$6.21M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
29K
Value
$8.80M
Rockwell Automation, Inc.
ROK
Shares Held
24K
Value
$8.78M
Johnson & Johnson
JNJ
Shares Held
22K
Value
$5.41M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.15M
Adobe Inc.
ADBE
Shares Held
10K
Value
$2.52M
Fastenal Company
FAST
Shares Held
10K
Value
$464.00K
Mettler-Toledo International Inc.
MTD
Shares Held
3K
Value
$3.91M
Apple Inc.
AAPL
Shares Held
98
Value
$24.87K