13F Insight
DOSSIER · 13F-HR · Q4 2025

Drystone LLC

Drystone's holding co. based in San Francisco, CA — $111M in tracked AUM across 17 positions as of Q4 2025.

D
Drystone·San Francisco, CA·Holding Co.
CIK 0001910462 · last filed Dec 31, 2025
Total AUM
$111M
▼ 6.8%
vs prior
Holdings
17
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Drystone LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VXUS
Vanguard Total International Stock ETF
$19M248K16.8%
02$13M35K12.1%
03
ROK
Rockwell Automation
$10M24K8.6%
04
HLT
Hilton
$8M29K7.5%
05
MSFT
Microsoft
$8M17K7.2%
06
EXPD
Expeditors Int'l.
$8M53K7.2%
07
084670207
Berkshire Hathaway B
$7M15K6.7%
08
VNQ
Vanguard U.S. REIT ETF
$7M81K6.5%
09
RBA
Ritchie Global
$6M59K5.4%
10
TXN
Texas Instruments
$6M32K5.0%

Filing history

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