Drystone LLC Portfolio Holdings by Sector

Drystone LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VXUS VNQ VT VOO 4 stocks	$26,362 28.8% of portfolio	2	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$15,914 17.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$8,495 9.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$8,428 9.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$8,367 9.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE JNJ 2 stocks	$7,383 8.07% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$6,278 6.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$6,166 6.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$3,699 4.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$420 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$20 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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