Thomas Story & Son LLC 13F 持仓 · 2026年Q2
Thomas Story & Son 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 2.83 亿美元。前几大持仓：AMD（9.38%）、WSM（6.36%）、V（6.05%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC COM | $26.5M | 9.38% | 45,661 | 减持 |
| 2 | WSM | WILLIAMS SONOMA INC COM | $18.0M | 6.36% | 77,219 | 减持 |
| 3 | V | VISA INC COM CL A | $17.1M | 6.05% | 49,858 | 增持 |
| 4 | COST | COSTCO WHOLESALE CORPORATION COM | $16.2M | 5.72% | 17,300 | 增持 |
| 5 | JNJ | JOHNSON & JOHNSON COM | $15.9M | 5.62% | 62,569 | 减持 |
| 6 | GD | GENERAL DYNAMICS CORP COM | $13.8M | 4.89% | 39,010 | 增持 |
| 7 | AAPL | APPLE INC COM | $13.7M | 4.85% | 47,450 | 增持 |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $13.7M | 4.83% | 38,216 | 减持 |
| 9 | ORLY | OREILLY AUTOMOTIVE INC COM | $13.3M | 4.72% | 144,853 | 增持 |
| 10 | WEC | WEC ENERGY GROUP INC COM | $10.7M | 3.79% | 91,915 | 增持 |
| 11 | MRK | MERCK & CO INC COM | $10.4M | 3.66% | 80,662 | 增持 |
| 12 | ASML | ASML HLDG NV N Y REGISTRY SHS | $9.4M | 3.33% | 4,731 | 减持 |
| 13 | PG | PROCTER & GAMBLE CO COM | $9.4M | 3.32% | 64,110 | 减持 |
| 14 | CVX | CHEVRON CORPORATION COM | $8.7M | 3.08% | 52,518 | 减持 |
| 15 | TSCO | TRACTOR SUPPLY CO COM | $8.2M | 2.91% | 260,482 | 减持 |
| 16 | FAST | FASTENAL CO COM | $7.5M | 2.66% | 156,650 | 持平 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.9M | 2.43% | 13,738 | 增持 |
| 18 | IDA | IDACORP INC COM | $6.7M | 2.37% | 44,221 | 减持 |
| 19 | ABT | ABBOTT LABORATORIES COM | $6.4M | 2.26% | 70,560 | 增持 |
| 20 | ITW | ILLINOIS TOOL WKS INC COM | $5.7M | 2.01% | 21,050 | 持平 |
| 21 | LDOS | LEIDOS HOLDINGS INC COM | $5.0M | 1.75% | 48,108 | 增持 |
| 22 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $4.6M | 1.62% | 78,903 | 增持 |
| 23 | KO | COCA COLA CO COM | $4.3M | 1.53% | 53,114 | 减持 |
| 24 | CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4.2M | 1.50% | 22,555 | 持平 |
| 25 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.0M | 1.43% | 32,423 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR