THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

Total Value ($000): $162,261 (100.0% shares, 0.0% debt)

Holdings (56)

JNJ Johnson & Johnson 5.7%
Value ($000) $9,291 Shares 88,808 Est. Cost $59.66 Unrealized +22.6%
SLB Schlumberger Ltd 5.7%
Value ($000) $9,204 Shares 78,037 Est. Cost $52.90 Unrealized +41.5%
INTC Intel Corp 5.7%
Value ($000) $9,175 Shares 296,919 Est. Cost $17.19 Unrealized +20.3%
PG Procter & Gamble Co 5.1%
Value ($000) $8,275 Shares 105,290 Est. Cost $55.09 Unrealized +5.8%
Visa Inc Cl A 4.5%
Value ($000) $7,242 Shares 34,370 Est. Cost $182.75 Unrealized
Chubb Corp 4.3%
Value ($000) $6,960 Shares 75,510 Est. Cost $84.65 Unrealized
Express Scripts Holding Co 4.2%
Value ($000) $6,798 Shares 98,050 Est. Cost $64.90 Unrealized
Accenture Ltd Bermuda Cl A 3.9%
Value ($000) $6,348 Shares 78,525 Est. Cost $72.39 Unrealized
Exxon Mobil Corp 3.6%
Value ($000) $5,769 Shares 57,300 Est. Cost $90.60 Unrealized
O'Reilly Automotive Inc 3.4%
Value ($000) $5,537 Shares 36,765 Est. Cost $112.63 Unrealized
3M Co 3.4%
Value ($000) $5,508 Shares 38,450 Est. Cost $109.34 Unrealized
ITW Illinois Tool Works Inc 3.3%
Value ($000) $5,278 Shares 60,280 Est. Cost $49.85 Unrealized +31.3%
SU Suncor Energy Inc 3.2%
Value ($000) $5,273 Shares 123,694 Est. Cost $19.64 Unrealized +32.4%
FAST Fastenal Co 3.1%
Value ($000) $5,081 Shares 102,674 Est. Cost $8.84 Unrealized +3.0%
Cimarex Energy Co 3.1%
Value ($000) $4,957 Shares 34,553 Est. Cost $64.98 Unrealized
Monsanto Co 2.8%
Value ($000) $4,600 Shares 36,880 Est. Cost $99.31 Unrealized
TSCO Tractor Supply Co 2.4%
Value ($000) $3,890 Shares 64,405 Est. Cost $9.83 Unrealized +12.9%
KO Coca-Cola Co 2.3%
Value ($000) $3,745 Shares 88,402 Est. Cost $27.51 Unrealized +2.2%
Stericycle Inc 2.3%
Value ($000) $3,712 Shares 31,344 Est. Cost $110.43 Unrealized
GNTX Gentex Corp 2.1%
Value ($000) $3,455 Shares 118,780 Est. Cost $15.35 Unrealized -4.9%
Babcock & Wilcox Co 2.1%
Value ($000) $3,413 Shares 105,140 Est. Cost $30.39 Unrealized
C H Robinson Worldwide Inc 2.0%
Value ($000) $3,189 Shares 50,000 Est. Cost $56.30 Unrealized
Verizon Communications Inc 1.9%
Value ($000) $3,016 Shares 61,647 Est. Cost $50.35 Unrealized
BDX Becton Dickinson & Co 1.5%
Value ($000) $2,492 Shares 21,067 Est. Cost $78.11 Unrealized +21.3%
Bed Bath & Beyond Inc 1.4%
Value ($000) $2,269 Shares 39,545 Est. Cost $70.96 Unrealized
Xilinx Inc 1.3%
Value ($000) $2,136 Shares 45,147 Est. Cost $39.60 Unrealized
Teradata Corp 1.3%
Value ($000) $2,030 Shares 50,500 Est. Cost $45.49 Unrealized
Apollo Global Mgmt LLC Cl A 1.1%
Value ($000) $1,787 Shares 64,465 Est. Cost $28.40 Unrealized
Sigma Aldrich Corp 1.0%
Value ($000) $1,674 Shares 16,500 Est. Cost $80.42 Unrealized
Syntel Inc 1.0%
Value ($000) $1,565 Shares 18,210 Est. Cost $90.92 Unrealized
Staples Inc 1.0%
Value ($000) $1,544 Shares 142,405 Est. Cost $15.87 Unrealized
Blackstone Mtg Tr Inc Cl A 0.9%
Value ($000) $1,467 Shares 50,600 Est. Cost $27.16 Unrealized
MCD McDonalds Corp 0.9%
Value ($000) $1,401 Shares 13,910 Est. Cost $71.80 Unrealized +4.2%
AMGN Amgen Inc 0.7%
Value ($000) $1,108 Shares 9,357 Est. Cost $73.34 Unrealized +13.7%
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value ($000) $1,098 Shares 8,674 Est. Cost $110.02 Unrealized +15.0%
EMR Emerson Electric Co 0.7%
Value ($000) $1,088 Shares 16,400 Est. Cost $40.02 Unrealized +22.8%
Dominion Resources Inc VA 0.6%
Value ($000) $994 Shares 13,903 Est. Cost $56.80 Unrealized
Praxair Inc 0.6%
Value ($000) $969 Shares 7,296 Est. Cost $115.18 Unrealized
CAT Caterpillar Inc 0.6%
Value ($000) $913 Shares 8,400 Est. Cost $61.55 Unrealized +26.8%
Diamond Offshore Drilling Inc 0.6%
Value ($000) $908 Shares 18,294 Est. Cost $66.18 Unrealized
Scana Corp 0.5%
Value ($000) $841 Shares 15,629 Est. Cost $49.08 Unrealized
SO Southern Co 0.5%
Value ($000) $803 Shares 17,687 Est. Cost $26.74 Unrealized +0.8%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value ($000) $760 Shares 4 Est. Cost $165023.42 Unrealized +15.0%
CBSH Commerce Bancshares Inc 0.5%
Value ($000) $735 Shares 15,808 Est. Cost $21.59 Unrealized +13.7%
PAYX Paychex Inc 0.4%
Value ($000) $681 Shares 16,395 Est. Cost $25.02 Unrealized +15.1%
GWW Grainger W W Inc 0.3%
Value ($000) $435 Shares 1,711 Est. Cost $201.89 Unrealized +4.7%
IBM International Business Machine 0.2%
Value ($000) $392 Shares 2,160 Est. Cost $118.94 Unrealized -5.6%
VGPMX Vanguard Specialized Portfolio 0.2%
Value ($000) $340 Shares 29,160 Est. Cost $10.39 Unrealized
ConocoPhillips 0.2%
Value ($000) $321 Shares 3,746 Est. Cost $60.60 Unrealized
MetLife Inc 0.2%
Value ($000) $297 Shares 5,350 Est. Cost $53.83 Unrealized
McKesson Corp 0.2%
Value ($000) $279 Shares 1,500 Est. Cost $128.13 Unrealized
Boardwalk Pipeline Partners LP 0.2%
Value ($000) $263 Shares 14,200 Est. Cost $18.52 Unrealized
OAKBX Harris Assoc Inv Tr Oakmark Eq 0.2%
Value ($000) $260 Shares 7,583 Est. Cost $30.55 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $239 Shares 2,400 Est. Cost $67.66 Unrealized +10.5%
SBUX Starbucks Corp 0.1%
Value ($000) $232 Shares 3,000 Est. Cost $28.27 Unrealized +2.1%
MLKN Miller Herman Inc 0.1%
Value ($000) $224 Shares 7,400 Est. Cost $19.62 Unrealized +19.6%