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Drystone LLC

Q1 2022 Holdings

Filed 2022-05-02 | 19 holdings | $82.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Microsoft(MSFT)common stock594918104$7.6K24,5729.2%
Trane(IR)common stockG47791101$7.5K49,4269.1%
Hilton(HLT)common stock43300A203$6.3K41,3637.6%
Ritchie Brothers(RBAGBP)common stock767744105$6.2K105,3757.5%
Texas Instruments(TXN)common stock882508104$6.1K33,0967.4%
Rockwell Automation(ROK)common stock773903109$5.7K20,1756.8%
Vanguard International REIT ETF(VNQI)exchange-traded fund922042676$5.6K108,4076.8%
Vanguard Total International Stock ETF(VXUS)exchange-traded fund921909768$5.6K93,3656.8%
Expeditors Int'l.(EXPD)common stock302130109$5.5K53,1456.6%
Mettler-Toledo(MTD)common stock592688105$5.3K3,8836.5%
Berkshire Hathaway BClass B common stock084670207$5.3K14,9556.4%
Vanguard U.S. REIT ETF(VNQ)exchange-traded fund922908553$4.8K44,1475.8%
Douglas Dynamics(PLOW)common stock25960R105$3.9K112,2424.7%
Johnson & Johnson(JNJ)common stock478160104$3.4K19,4144.2%
Vanguard Int'l. Dividend Stock ETF(VYMI)exchange-traded fund921946794$2.5K37,1593.0%
Vanguard Total World Stock ETF(VT)exchange-traded fund922042742$6806,7090.8%
Fastenal(FAST)common stock311900104$2975,0000.4%
Vanguard S&P 500 Stock ETF(VOO)exchange-traded fund922908363$2536100.3%
Apple(AAPL)common stock037833100$17980.0%