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Drystone LLC

Q2 2022 Holdings

Filed 2022-08-02 | 19 holdings | $72.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ritchie Brothers(RBAGBP)common stock767744105$6.7K102,9059.3%
Trane(IR)common stockG47791101$6.4K49,4268.9%
Microsoft(MSFT)common stock594918104$5.7K22,0727.8%
Expeditors Int'l.(EXPD)common stock302130109$5.2K53,5027.2%
Texas Instruments(TXN)common stock882508104$5.0K32,2516.9%
Vanguard Total International Stock ETF(VXUS)exchange-traded fund921909768$4.9K95,1926.8%
Vanguard International REIT ETF(VNQI)exchange-traded fund922042676$4.8K109,5076.7%
Vanguard Int'l. Dividend Stock ETF(VYMI)exchange-traded fund921946794$4.8K82,1626.7%
Mettler-Toledo(MTD)common stock592688105$4.4K3,8336.1%
Hilton(HLT)common stock43300A203$4.1K37,0645.7%
Rockwell Automation(ROK)common stock773903109$4.1K20,5775.7%
Berkshire Hathaway BClass B common stock084670207$4.0K14,7555.6%
Vanguard U.S. REIT ETF(VNQ)exchange-traded fund922908553$4.0K44,1595.6%
Johnson & Johnson(JNJ)common stock478160104$3.6K20,4175.0%
Douglas Dynamics(PLOW)common stock25960R105$3.3K115,2714.6%
Vanguard Total World Stock ETF(VT)exchange-traded fund922042742$5746,7220.8%
Fastenal(FAST)common stock311900104$2505,0000.3%
Vanguard S&P 500 Stock ETF(VOO)exchange-traded fund922908363$2126100.3%
Apple(AAPL)common stock037833100$13980.0%