Institutions / Thomas Story & Son LLC
Thomas Story & Son LLC
CIK 1505207 · Institution · as of Dec 31, 2025
Portfolio value
$269.09M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $17.02M | 6.3% |
| Costco Wholesale Corp /New | $14.95M | 5.6% |
| Advanced Micro Devices Inc | $14.71M | 5.5% |
| Williams Sonoma Inc | $13.91M | 5.2% |
| Tractor Supply Co /De | $13.19M | 4.9% |
| General Dynamics Corp | $13.16M | 4.9% |
| Alphabet Inc. | $13.03M | 4.8% |
| Johnson & Johnson | $12.98M | 4.8% |
| Apple Inc. | $12.93M | 4.8% |
| O Reilly Automotive Inc | $12.54M | 4.7% |
| Wec Energy Group, Inc. | $9.70M | 3.6% |
| PROCTER & GAMBLE Co | $9.22M | 3.4% |
| Accenture plc | $8.68M | 3.2% |
| Leidos Holdings Inc | $8.65M | 3.2% |
| Abbott Laboratories | $8.35M | 3.1% |
| Merck & Co., Inc. | $8.09M | 3.0% |
| Chevron Corp | $8.02M | 3.0% |
| Warren E. Buffett | $6.91M | 2.6% |
| Fastenal Co | $6.29M | 2.3% |
| Houlihan Lokey Inc | $5.99M | 2.2% |
| IDACORP Inc | $5.62M | 2.1% |
| Illinois Tool Works Inc | $5.23M | 1.9% |
| Asml Holding N V N Y Registry Shs | $5.10M | 1.9% |
| Vanguard Short-Term Treasury ETF | $4.06M | 1.5% |
| Blackstone Inc | $3.76M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.