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	$23,651 28.71% of portfolio	3	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$13,896 16.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE JNJ 2 stocks	$7,728 9.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$7,205 8.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$6,626 8.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$6,456 7.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$6,411 7.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$6,287 7.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$3,718 4.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$387 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$21 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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