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	$27,531 29.45% of portfolio	-	4	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$15,151 16.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$8,727 9.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$8,722 9.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE JNJ 2 stocks	$8,281 8.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$7,943 8.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$6,564 7.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$6,212 6.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MTD 1 stocks	$3,835 4.1% of portfolio	-	1	-	-	0 Calls 0 Puts

Industrial Distribution \| Industrials FAST 1 stocks	$490 0.52% 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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