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	$16,952 29.22% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RBA 1 stocks	$6,091 10.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$5,141 8.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$4,981 8.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$4,740 8.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$4,470 7.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$4,459 7.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$4,091 7.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$3,446 5.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical PLOW 1 stocks	$3,398 5.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$230 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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