Institutional Investor · CIK 0001910462
DRYSTONE LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
20
Total Value
$123.94M
Total Shares
1.04M
Latest Filing
Jul 24, 2026
CIK
0001910462
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 244,750 | $20.92M | 0.0032% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 23,216 | $11.49M | 0.0209% | SH | — | View | |
Rockwell Automation, Inc.(RWL.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 23,216 | $11.49M | 0.0209% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-24 | 53,706 | $8.75M | 0.0411% | SH | — | View | |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-07-24 | 26,031 | $8.60M | 0.0116% | SH | — | View | |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 28,460 | $8.48M | 0.0031% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 28,460 | $8.48M | 0.0031% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 79,918 | $7.71M | 0.0111% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 16,602 | $6.19M | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 22,123 | $5.62M | 0.0009% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 22,123 | $5.62M | 0.0009% | SH | — | View |
Kenvue Inc.(KVUE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-24 | 243,012 | $4.64M | 0.0127% | SH | — | View |
Pfizer Inc.(PFE.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 165,789 | $3.99M | 0.0029% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-24 | 3,099 | $3.96M | 0.0153% | SH | — | View | |
RB Global, Inc.(RBA.TO) | Industrials | Specialty Business Services | 2026-06-30 | 2026-07-24 | 33,000 | $3.84M | 0.0177% | SH | — | View |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-24 | 10,420 | $2.14M | 0.0026% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 9,328 | $1.46M | 0.0015% | SH | — | View | |
Fastenal Company(FAS.DE) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-24 | 10,000 | $480.30K | 0.0017% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 98 | $28.36K | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 98 | $28.36K | 0.0000% | SH | — | View |
Showing 1 to 20 of 20 results
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