21 is the total number of securities Drystone LLC has owned. The longest Drystone LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IR | Trane | 4 | 4 | 8.89% | 9.72% | 10.48% | Q4 2021 | Q3 2022 | 4 |
| VXUS | Vanguard Total Interna... | 4 | 4 | 5.75% | 9.39% | 18.24% | Q4 2021 | Q3 2022 | 4 |
| MSFT | Microsoft | 4 | 4 | 7.42% | 8.77% | 10.64% | Q4 2021 | Q3 2022 | 4 |
| RBA | Ritchie Brothers | 4 | 4 | 6.75% | 8.09% | 9.27% | Q4 2021 | Q3 2022 | 4 |
| EXPD | Expeditors Int'l. | 4 | 4 | 6.64% | 7.03% | 7.42% | Q4 2021 | Q3 2022 | 4 |
| TXN | Texas Instruments | 4 | 4 | 6.57% | 7.00% | 7.36% | Q4 2021 | Q3 2022 | 4 |
| HLT | Hilton | 4 | 4 | 5.72% | 6.62% | 7.61% | Q4 2021 | Q3 2022 | 4 |
| ROK | Rockwell Automation | 4 | 4 | 5.68% | 6.60% | 7.42% | Q4 2021 | Q3 2022 | 4 |
| MTD | Mettler-Toledo | 4 | 4 | 5.91% | 6.57% | 7.81% | Q4 2021 | Q3 2022 | 4 |
| BRKB | Berkshire Hathaway B | 4 | 4 | 4.66% | 5.62% | 6.40% | Q4 2021 | Q3 2022 | 4 |
| VNQ | Vanguard U.S. REIT ETF | 4 | 4 | 5.12% | 5.47% | 5.80% | Q4 2021 | Q3 2022 | 4 |
| PLOW | Douglas Dynamics | 4 | 4 | 4.55% | 4.69% | 4.91% | Q4 2021 | Q3 2022 | 4 |
| JNJ | Johnson & Johnson | 4 | 4 | 3.41% | 4.39% | 5.02% | Q4 2021 | Q3 2022 | 4 |
| VT | Vanguard Total World S... | 4 | 4 | 0.80% | 0.84% | 0.92% | Q4 2021 | Q3 2022 | 4 |
| FAST | Fastenal | 4 | 4 | 0.33% | 0.34% | 0.36% | Q4 2021 | Q3 2022 | 4 |
| VOO | Vanguard S&P 500 Stock... | 4 | 4 | 0.28% | 0.29% | 0.31% | Q4 2021 | Q3 2022 | 4 |
| AAPL | Apple | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
| VNQI | Vanguard International... | 3 | 3 | 6.13% | 6.56% | 6.83% | Q4 2021 | Q2 2022 | 3 |
| VYMI | Vanguard Int'l. Divide... | 2 | 2 | 3.05% | 4.87% | 6.69% | Q1 2022 | Q2 2022 | 2 |
| VCSH | Vanguard Short-Term Co... | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2021 | Q4 2021 | 1 |
| VCIT | Vanguard Intermediate ... | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including Trane, Vanguard Total International Stock ETF, and Microsoft, are the highest-conviction holdings of Drystone LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Drystone LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Drystone LLC owns currently or has owned in the past.