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Drystone LLC
Drystone LLC is a registered investment adviser headquartered in Charlottesville, Virginia. With a small team and regulated by the SEC, the firm manages discretionary investment accounts primarily for high net worth individuals in the United States. Drystone LLC reports total assets under management of approximately $136 million as of March 2025. The firm serves individuals, with a focus on personalized wealth management and investment advisory services.
Investment Strategy
Drystone LLC focuses on discretionary portfolio management and investment advisory, serving mostly high net worth individuals. Its strategy is based on individualized client portfolios, seeking long-term growth and capital preservation through diversified investment approaches tailored to client needs. The firm does not serve institutional clients or pooled investment vehicles and manages all its accounts on a discretionary basis.
Latest 13F Filing Activity
Drystone LLC filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions with a total 13F market value of $109M. The fund increased holdings in Vanguard Total International Stock Etf, Microsoft, Trane among other positions. Drystone LLC reduced exposure to Kenvue, Expeditors Int'l., Johnson & Johnson among others.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | Vanguard Total International Stock ETF | 15.87% | $17.3M | 250,670 | $59.29 | $69.09 | +$2.3M |
T TT | Trane | 14.59% | $15.9M | 36,383 | $336.92 | $437.41 | +$2.0M |
M MSFT | Microsoft | 7.79% | $8.5M | 17,080 | $421.50 | $497.41 | +$2.1M |
R ROK | Rockwell Automation | 7.73% | $8.4M | 25,375 | $280.47 | $332.17 | +$1.8M |
H HLT | Hilton | 7.67% | $8.4M | 31,415 | $247.16 | $266.34 | +$1.2M |
Industry Allocation
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