Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
THOMAS STORY & SON LLC (CIK 1505207) reported $282.8M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($26.5M, 9.38%), WSM ($18.0M, 6.36%), V ($17.1M, 6.05%), COST ($16.2M, 5.72%), JNJ ($15.9M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC COM | $26.5M | 9.38% | 45,661 | Trimmed |
| 2 | WSM | WILLIAMS SONOMA INC COM | $18.0M | 6.36% | 77,219 | Trimmed |
| 3 | V | VISA INC COM CL A | $17.1M | 6.05% | 49,858 | Added |
| 4 | COST | COSTCO WHOLESALE CORPORATION COM | $16.2M | 5.72% | 17,300 | Added |
| 5 | JNJ | JOHNSON & JOHNSON COM | $15.9M | 5.62% | 62,569 | Trimmed |
| 6 | GD | GENERAL DYNAMICS CORP COM | $13.8M | 4.89% | 39,010 | Added |
| 7 | AAPL | APPLE INC COM | $13.7M | 4.85% | 47,450 | Added |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $13.7M | 4.83% | 38,216 | Trimmed |
| 9 | ORLY | OREILLY AUTOMOTIVE INC COM | $13.3M | 4.72% | 144,853 | Added |
| 10 | WEC | WEC ENERGY GROUP INC COM | $10.7M | 3.79% | 91,915 | Added |
| 11 | MRK | MERCK & CO INC COM | $10.4M | 3.66% | 80,662 | Added |
| 12 | ASML | ASML HLDG NV N Y REGISTRY SHS | $9.4M | 3.33% | 4,731 | Trimmed |
| 13 | PG | PROCTER & GAMBLE CO COM | $9.4M | 3.32% | 64,110 | Trimmed |
| 14 | CVX | CHEVRON CORPORATION COM | $8.7M | 3.08% | 52,518 | Trimmed |
| 15 | TSCO | TRACTOR SUPPLY CO COM | $8.2M | 2.91% | 260,482 | Trimmed |
| 16 | FAST | FASTENAL CO COM | $7.5M | 2.66% | 156,650 | Hold |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.9M | 2.43% | 13,738 | Added |
| 18 | IDA | IDACORP INC COM | $6.7M | 2.37% | 44,221 | Trimmed |
| 19 | ABT | ABBOTT LABORATORIES COM | $6.4M | 2.26% | 70,560 | Added |
| 20 | ITW | ILLINOIS TOOL WKS INC COM | $5.7M | 2.01% | 21,050 | Hold |
| 21 | LDOS | LEIDOS HOLDINGS INC COM | $5.0M | 1.75% | 48,108 | Added |
| 22 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $4.6M | 1.62% | 78,903 | Added |
| 23 | KO | COCA COLA CO COM | $4.3M | 1.53% | 53,114 | Trimmed |
| 24 | CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4.2M | 1.50% | 22,555 | Hold |
| 25 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.0M | 1.43% | 32,423 | Added |
Source: SEC Form 13F filings · as of 2026-06-30