StockDriftsStockDriftsTop 18 Drystone LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 17.25% | 248.1K | $19.1M | +0.02%(+59) | $61.97(+36.91%) | 2026-03-31 | |
| TT | Trane | 12.84% | 34.2K | $14.2M | -1.29%(-445) | $353.14(+35.40%) | 2026-03-31 | |
| HLT | Hilton | 7.93% | 28.9K | $8.8M | -0.33%(-95) | $238.83(+41.57%) | 2026-03-31 | |
| ROK | Rockwell Automation | 7.91% | 24.5K | $8.8M | -0.15%(-37) | $276.15(+70.81%) | 2026-03-31 | |
| EXPD | Expeditors Int'l. | 6.89% | 53.4K | $7.6M | -0.19%(-100) | $121.04(+38.44%) | 2026-03-31 | |
| VNQ | Vanguard U.S. REIT ETF | 6.5% | 81.3K | $7.2M | +0.06%(+47) | $93.21(+5.16%) | 2026-03-31 | |
| BRKB | Berkshire Hathaway B | 6.36% | 14.7K | $7.1M | +0.00%(+0) | $456.77(+11.17%) | 2026-03-31 | |
| TXN | Texas Instruments | 5.59% | 32.0K | $6.2M | -0.38%(-122) | $196.77(+48.95%) | 2026-03-31 | |
| MSFT | Microsoft | 5.54% | 16.6K | $6.1M | +0.01%(+1) | $425.90(-8.31%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 4.87% | 22.1K | $5.4M | +0.02%(+5) | $153.81(+71.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.26% | -20.23% |
| Top 20 Holdings Unweighted | -6.04% | -17.04% |
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