THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 1, 2013

Total Value ($000): $161,356 (100.0% shares, 0.0% debt)

Holdings (59)

Visa Inc Cl A 5.2%
Value ($000) $8,342 Shares 43,650 Est. Cost $182.75 Unrealized
INTC Intel Corp 5.0%
Value ($000) $8,000 Shares 349,041 Est. Cost $17.18 Unrealized -1.6%
SLB Schlumberger Ltd 4.9%
Value ($000) $7,895 Shares 89,347 Est. Cost $52.90 Unrealized +11.5%
PG Procter & Gamble Co 4.8%
Value ($000) $7,732 Shares 102,295 Est. Cost $55.00 Unrealized +2.2%
JNJ Johnson & Johnson 4.8%
Value ($000) $7,720 Shares 89,048 Est. Cost $59.66 Unrealized +6.5%
FAST Fastenal Co 4.3%
Value ($000) $6,989 Shares 139,020 Est. Cost $8.84 Unrealized -2.8%
Chubb Corp 4.2%
Value ($000) $6,770 Shares 75,850 Est. Cost $84.65 Unrealized
O'Reilly Automotive Inc 4.2%
Value ($000) $6,761 Shares 52,990 Est. Cost $112.63 Unrealized
Accenture Ltd Bermuda Cl A 4.1%
Value ($000) $6,569 Shares 89,210 Est. Cost $72.02 Unrealized
SU Suncor Energy Inc 3.4%
Value ($000) $5,476 Shares 153,044 Est. Cost $19.64 Unrealized +11.1%
Exxon Mobil Corp 3.4%
Value ($000) $5,468 Shares 63,555 Est. Cost $90.35 Unrealized
TSCO Tractor Supply Co 3.2%
Value ($000) $5,131 Shares 76,385 Est. Cost $9.83 Unrealized +5.5%
Express Scripts Holding Co 3.0%
Value ($000) $4,870 Shares 78,800 Est. Cost $61.74 Unrealized
ITW Illinois Tool Works Inc 3.0%
Value ($000) $4,781 Shares 62,680 Est. Cost $49.85 Unrealized +9.9%
3M Co 2.9%
Value ($000) $4,603 Shares 38,550 Est. Cost $109.34 Unrealized
Stericycle Inc 2.8%
Value ($000) $4,530 Shares 39,256 Est. Cost $110.43 Unrealized
Babcock & Wilcox Co 2.7%
Value ($000) $4,380 Shares 129,890 Est. Cost $30.26 Unrealized
Monsanto Co 2.7%
Value ($000) $4,373 Shares 41,894 Est. Cost $98.97 Unrealized
Bed Bath & Beyond Inc 2.4%
Value ($000) $3,806 Shares 49,200 Est. Cost $70.96 Unrealized
Cimarex Energy Co 2.1%
Value ($000) $3,442 Shares 35,703 Est. Cost $64.98 Unrealized
KO Coca-Cola Co 2.1%
Value ($000) $3,421 Shares 90,313 Est. Cost $27.66 Unrealized -3.2%
C H Robinson Worldwide Inc 1.8%
Value ($000) $2,979 Shares 50,000 Est. Cost $56.30 Unrealized
Verizon Communications Inc 1.8%
Value ($000) $2,885 Shares 61,812 Est. Cost $50.35 Unrealized
Praxair Inc 1.8%
Value ($000) $2,843 Shares 23,650 Est. Cost $115.18 Unrealized
BDX Becton Dickinson & Co 1.4%
Value ($000) $2,218 Shares 22,177 Est. Cost $78.11 Unrealized +3.2%
Xilinx Inc 1.3%
Value ($000) $2,119 Shares 45,235 Est. Cost $39.60 Unrealized
Staples Inc 1.3%
Value ($000) $2,094 Shares 142,923 Est. Cost $15.87 Unrealized
Idexx Laboratories Inc 1.2%
Value ($000) $1,878 Shares 18,850 Est. Cost $89.71 Unrealized
MCD McDonalds Corp 1.0%
Value ($000) $1,578 Shares 16,404 Est. Cost $71.80 Unrealized -1.7%
Continental Resources Inc 1.0%
Value ($000) $1,577 Shares 14,700 Est. Cost $86.05 Unrealized
Sigma Aldrich Corp 0.9%
Value ($000) $1,407 Shares 16,500 Est. Cost $80.42 Unrealized
APH Amphenol Corp Cl A 0.8%
Value ($000) $1,246 Shares 16,100 Est. Cost $8.50 Unrealized +2.1%
Allergan Inc 0.7%
Value ($000) $1,184 Shares 13,085 Est. Cost $84.22 Unrealized
Ultimate Software Group Inc 0.7%
Value ($000) $1,179 Shares 8,000 Est. Cost $117.25 Unrealized
AMGN Amgen Inc 0.7%
Value ($000) $1,119 Shares 10,000 Est. Cost $73.34 Unrealized +5.0%
EMR Emerson Electric Co 0.7%
Value ($000) $1,061 Shares 16,400 Est. Cost $40.02 Unrealized +9.5%
EXPD Expeditors Intl Wash Inc 0.6%
Value ($000) $1,007 Shares 22,850 Est. Cost $31.69 Unrealized +11.4%
BRK/B Berkshire Hathaway Inc Cl B 0.6%
Value ($000) $985 Shares 8,674 Est. Cost $110.02 Unrealized +4.9%
Diamond Offshore Drilling Inc 0.6%
Value ($000) $898 Shares 14,409 Est. Cost $68.80 Unrealized
Dominion Resources Inc VA 0.5%
Value ($000) $881 Shares 14,103 Est. Cost $56.80 Unrealized
Apollo Global Mgmt LLC Cl A 0.5%
Value ($000) $802 Shares 28,365 Est. Cost $24.11 Unrealized
SO Southern Co 0.5%
Value ($000) $741 Shares 17,987 Est. Cost $26.74 Unrealized -5.3%
Scana Corp 0.4%
Value ($000) $720 Shares 15,629 Est. Cost $49.08 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $701 Shares 8,400 Est. Cost $61.55 Unrealized +0.1%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $682 Shares 4 Est. Cost $165023.42 Unrealized +4.8%
PAYX Paychex Inc 0.4%
Value ($000) $675 Shares 16,602 Est. Cost $25.02 Unrealized +8.0%
CBSH Commerce Bancshares Inc 0.4%
Value ($000) $665 Shares 15,180 Est. Cost $21.46 Unrealized +8.3%
iShares MSCI Frontier 100 0.4%
Value ($000) $580 Shares 18,402 Est. Cost $29.59 Unrealized
WAIOX Wasatch Intl Opport Fund 0.3%
Value ($000) $552 Shares 187,814 Est. Cost $2.79 Unrealized
OAKBX Harris Assoc Inv Tr Oakmark Eq 0.3%
Value ($000) $523 Shares 15,808 Est. Cost $30.55 Unrealized
GWW Grainger W W Inc 0.3%
Value ($000) $453 Shares 1,731 Est. Cost $201.89 Unrealized +5.4%
IBM International Business Machine 0.3%
Value ($000) $437 Shares 2,360 Est. Cost $118.94 Unrealized -6.2%
FDS FactSet Research Systems Inc 0.2%
Value ($000) $327 Shares 3,000 Est. Cost $83.78 Unrealized +12.9%
VGPMX Vanguard Specialized Portfolio 0.2%
Value ($000) $312 Shares 29,160 Est. Cost $10.39 Unrealized
ConocoPhillips 0.2%
Value ($000) $260 Shares 3,746 Est. Cost $60.60 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $231 Shares 3,000 Est. Cost $28.27 Unrealized 0.0%
MLKN Miller Herman Inc 0.1%
Value ($000) $220 Shares 7,544 Est. Cost $19.62 Unrealized +5.7%
McKesson Corp 0.1%
Value ($000) $205 Shares 1,600 Est. Cost $128.13 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $26.53 Unrealized +5.3%