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	$22,650 29.72% of portfolio	1	3	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$7,845 10.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$7,198 9.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RBA 1 stocks	$6,963 9.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE JNJ 2 stocks	$6,761 8.87% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$6,202 8.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$5,925 7.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$5,907 7.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$3,853 5.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical PLOW 1 stocks	$2,531 3.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$359 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$24 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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