Drystone LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 18 equity securities. The filing, submitted by Managing Member and Chief Compliance Officer Christopher H. Jackson, lists the firm's total holdings valued at $1,189,395,388.
The portfolio is diversified across various sectors, with the largest position being Adobe common stock. Drystone holds 2,500,175 shares of Adobe, valued at $10,420,000. Other notable individual stock holdings include Expeditors International with 9,736,187 shares, Hilton with 6,682,598 shares, and Rockwell Automation with 9,372,026 shares.
The filing also includes significant exposure to exchange-traded funds (ETFs). The top ETF holding is the Vanguard Total International Stock ETF, with 20,844,279 shares. This is followed by the Vanguard Total World Stock ETF with 1,549,535 shares and the Vanguard U.S. REIT ETF with 7,114,961 shares.
Other companies included in the portfolio as of the report date are Apple, Berkshire Hathaway Class B, Fastenal, Johnson & Johnson, Kenvue, Mettler-Toledo, Microsoft, Pfizer, Ritchie Global Class A, Texas Instruments, and Trane. All positions are reported as sole voting power with no shared or dispositive power.
