THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 22, 2014

Total Value ($000): $182,384 (100.0% shares, 0.0% debt)

Holdings (64)

Visa Inc Cl A 5.3%
Value ($000) $9,646 Shares 43,320 Est. Cost $182.75 Unrealized
INTC Intel Corp 5.0%
Value ($000) $9,206 Shares 354,691 Est. Cost $17.19 Unrealized +4.3%
PG Procter & Gamble Co 4.7%
Value ($000) $8,580 Shares 105,390 Est. Cost $55.09 Unrealized +5.3%
JNJ Johnson & Johnson 4.5%
Value ($000) $8,143 Shares 88,908 Est. Cost $59.66 Unrealized +10.2%
SLB Schlumberger Ltd 4.4%
Value ($000) $8,037 Shares 89,186 Est. Cost $52.90 Unrealized +23.0%
Accenture Ltd Bermuda Cl A 4.2%
Value ($000) $7,607 Shares 92,525 Est. Cost $72.39 Unrealized
Chubb Corp 4.0%
Value ($000) $7,306 Shares 75,610 Est. Cost $84.65 Unrealized
O'Reilly Automotive Inc 3.7%
Value ($000) $6,814 Shares 52,940 Est. Cost $112.63 Unrealized
FAST Fastenal Co 3.7%
Value ($000) $6,711 Shares 141,245 Est. Cost $8.84 Unrealized -1.0%
Exxon Mobil Corp 3.6%
Value ($000) $6,585 Shares 65,065 Est. Cost $90.60 Unrealized
Express Scripts Holding Co 3.3%
Value ($000) $6,018 Shares 85,680 Est. Cost $62.42 Unrealized
TSCO Tractor Supply Co 3.2%
Value ($000) $5,920 Shares 76,305 Est. Cost $9.83 Unrealized +22.6%
3M Co 3.0%
Value ($000) $5,393 Shares 38,450 Est. Cost $109.34 Unrealized
SU Suncor Energy Inc 2.9%
Value ($000) $5,347 Shares 152,544 Est. Cost $19.64 Unrealized +18.1%
ITW Illinois Tool Works Inc 2.9%
Value ($000) $5,270 Shares 62,680 Est. Cost $49.85 Unrealized +19.3%
Monsanto Co 2.7%
Value ($000) $4,980 Shares 42,730 Est. Cost $99.31 Unrealized
KO Coca-Cola Co 2.6%
Value ($000) $4,705 Shares 113,902 Est. Cost $27.51 Unrealized -2.1%
Babcock & Wilcox Co 2.5%
Value ($000) $4,593 Shares 134,340 Est. Cost $30.39 Unrealized
Stericycle Inc 2.5%
Value ($000) $4,560 Shares 39,256 Est. Cost $110.43 Unrealized
Bed Bath & Beyond Inc 2.2%
Value ($000) $3,942 Shares 49,095 Est. Cost $70.96 Unrealized
Teradata Corp 2.0%
Value ($000) $3,701 Shares 81,350 Est. Cost $45.49 Unrealized
Cimarex Energy Co 2.0%
Value ($000) $3,646 Shares 34,753 Est. Cost $64.98 Unrealized
Verizon Communications Inc 1.7%
Value ($000) $3,024 Shares 61,547 Est. Cost $50.35 Unrealized
Praxair Inc 1.7%
Value ($000) $3,023 Shares 23,250 Est. Cost $115.18 Unrealized
C H Robinson Worldwide Inc 1.6%
Value ($000) $2,917 Shares 50,000 Est. Cost $56.30 Unrealized
BDX Becton Dickinson & Co 1.3%
Value ($000) $2,433 Shares 22,017 Est. Cost $78.11 Unrealized +9.8%
Staples Inc 1.2%
Value ($000) $2,263 Shares 142,405 Est. Cost $15.87 Unrealized
Syntel Inc 1.2%
Value ($000) $2,238 Shares 24,610 Est. Cost $90.94 Unrealized
Xilinx Inc 1.1%
Value ($000) $2,078 Shares 45,247 Est. Cost $39.60 Unrealized
Idexx Laboratories Inc 1.1%
Value ($000) $1,952 Shares 18,350 Est. Cost $89.71 Unrealized
Continental Resources Inc 0.9%
Value ($000) $1,654 Shares 14,700 Est. Cost $86.05 Unrealized
MCD McDonalds Corp 0.9%
Value ($000) $1,578 Shares 16,264 Est. Cost $71.80 Unrealized -2.5%
Sigma Aldrich Corp 0.9%
Value ($000) $1,551 Shares 16,500 Est. Cost $80.42 Unrealized
Allergan Inc 0.8%
Value ($000) $1,453 Shares 13,085 Est. Cost $84.22 Unrealized
APH Amphenol Corp Cl A 0.8%
Value ($000) $1,436 Shares 16,100 Est. Cost $8.50 Unrealized +8.4%
Blackstone Mtg Tr Inc Cl A 0.7%
Value ($000) $1,350 Shares 49,750 Est. Cost $27.14 Unrealized
Ultimate Software Group Inc 0.6%
Value ($000) $1,180 Shares 7,700 Est. Cost $117.25 Unrealized
EMR Emerson Electric Co 0.6%
Value ($000) $1,151 Shares 16,400 Est. Cost $40.02 Unrealized +20.4%
AMGN Amgen Inc 0.6%
Value ($000) $1,090 Shares 9,557 Est. Cost $73.34 Unrealized +10.6%
Apollo Global Mgmt LLC Cl A 0.6%
Value ($000) $1,069 Shares 33,815 Est. Cost $25.32 Unrealized
Diamond Offshore Drilling Inc 0.6%
Value ($000) $1,053 Shares 18,494 Est. Cost $66.18 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.6%
Value ($000) $1,028 Shares 8,674 Est. Cost $110.02 Unrealized +5.1%
EXPD Expeditors Intl Wash Inc 0.6%
Value ($000) $1,011 Shares 22,850 Est. Cost $31.69 Unrealized +17.5%
Dominion Resources Inc VA 0.5%
Value ($000) $899 Shares 13,903 Est. Cost $56.80 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $763 Shares 8,400 Est. Cost $61.55 Unrealized +1.8%
PAYX Paychex Inc 0.4%
Value ($000) $756 Shares 16,602 Est. Cost $25.02 Unrealized +17.6%
Scana Corp 0.4%
Value ($000) $733 Shares 15,629 Est. Cost $49.08 Unrealized
SO Southern Co 0.4%
Value ($000) $727 Shares 17,687 Est. Cost $26.74 Unrealized -8.1%
CBSH Commerce Bancshares Inc 0.4%
Value ($000) $716 Shares 15,938 Est. Cost $21.59 Unrealized +11.6%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $712 Shares 4 Est. Cost $165023.42 Unrealized +5.1%
IBM International Business Machine 0.2%
Value ($000) $443 Shares 2,360 Est. Cost $118.94 Unrealized -10.5%
GWW Grainger W W Inc 0.2%
Value ($000) $437 Shares 1,711 Est. Cost $201.89 Unrealized +5.7%
Boardwalk Pipeline Partners LP 0.2%
Value ($000) $327 Shares 12,800 Est. Cost $25.55 Unrealized
FDS FactSet Research Systems Inc 0.2%
Value ($000) $326 Shares 3,000 Est. Cost $83.78 Unrealized +16.4%
VGPMX Vanguard Specialized Portfolio 0.2%
Value ($000) $302 Shares 29,160 Est. Cost $10.39 Unrealized
MetLife Inc 0.2%
Value ($000) $288 Shares 5,350 Est. Cost $53.83 Unrealized
ConocoPhillips 0.1%
Value ($000) $265 Shares 3,746 Est. Cost $60.60 Unrealized
McKesson Corp 0.1%
Value ($000) $258 Shares 1,600 Est. Cost $128.13 Unrealized
OAKBX Harris Assoc Inv Tr Oakmark Eq 0.1%
Value ($000) $248 Shares 7,583 Est. Cost $30.55 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $235 Shares 3,000 Est. Cost $28.27 Unrealized +10.4%
MLKN Miller Herman Inc 0.1%
Value ($000) $223 Shares 7,544 Est. Cost $19.62 Unrealized +14.5%
JPMorgan Chase & Co 0.1%
Value ($000) $210 Shares 3,589 Est. Cost $58.51 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $202 Shares 1,200 Est. Cost $60.55 Unrealized 0.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $72 Shares 920 Est. Cost $26.53 Unrealized +23.9%