THOMAS STORY & SON LLC Diversified Active

Location: Culver, IN

CIK: 0001505207 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

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

Holdings (56)

JNJ Johnson & Johnson 5.7%
Value $9.291M Shares 88,808 Est. Cost $59.66 Unrealized +22.6%
SLB Schlumberger Ltd 5.7%
Value $9.204M Shares 78,037 Est. Cost $52.90 Unrealized +41.5%
INTC Intel Corp 5.7%
Value $9.175M Shares 296,919 Est. Cost $17.19 Unrealized +20.3%
PG Procter & Gamble Co 5.1%
Value $8.275M Shares 105,290 Est. Cost $55.09 Unrealized +5.8%
Visa Inc Cl A 4.5%
Value $7.242M Shares 34,370 Est. Cost $182.75 Unrealized
Chubb Corp 4.3%
Value $6.96M Shares 75,510 Est. Cost $84.65 Unrealized
Express Scripts Holding Co 4.2%
Value $6.798M Shares 98,050 Est. Cost $64.90 Unrealized
Accenture Ltd Bermuda Cl A 3.9%
Value $6.348M Shares 78,525 Est. Cost $72.39 Unrealized
Exxon Mobil Corp 3.6%
Value $5.769M Shares 57,300 Est. Cost $90.60 Unrealized
O'Reilly Automotive Inc 3.4%
Value $5.537M Shares 36,765 Est. Cost $112.63 Unrealized
3M Co 3.4%
Value $5.508M Shares 38,450 Est. Cost $109.34 Unrealized
ITW Illinois Tool Works Inc 3.3%
Value $5.278M Shares 60,280 Est. Cost $49.85 Unrealized +31.3%
SU Suncor Energy Inc 3.2%
Value $5.273M Shares 123,694 Est. Cost $19.64 Unrealized +32.4%
FAST Fastenal Co 3.1%
Value $5.081M Shares 102,674 Est. Cost $8.84 Unrealized +3.0%
Cimarex Energy Co 3.1%
Value $4.957M Shares 34,553 Est. Cost $64.98 Unrealized
Monsanto Co 2.8%
Value $4.6M Shares 36,880 Est. Cost $99.31 Unrealized
TSCO Tractor Supply Co 2.4%
Value $3.89M Shares 64,405 Est. Cost $9.83 Unrealized +12.9%
KO Coca-Cola Co 2.3%
Value $3.745M Shares 88,402 Est. Cost $27.51 Unrealized +2.2%
Stericycle Inc 2.3%
Value $3.712M Shares 31,344 Est. Cost $110.43 Unrealized
GNTX Gentex Corp 2.1%
Value $3.455M Shares 118,780 Est. Cost $15.35 Unrealized -4.9%
Babcock & Wilcox Co 2.1%
Value $3.413M Shares 105,140 Est. Cost $30.39 Unrealized
C H Robinson Worldwide Inc 2.0%
Value $3.189M Shares 50,000 Est. Cost $56.30 Unrealized
Verizon Communications Inc 1.9%
Value $3.016M Shares 61,647 Est. Cost $50.35 Unrealized
BDX Becton Dickinson & Co 1.5%
Value $2.492M Shares 21,067 Est. Cost $78.11 Unrealized +21.3%
Bed Bath & Beyond Inc 1.4%
Value $2.269M Shares 39,545 Est. Cost $70.96 Unrealized
Xilinx Inc 1.3%
Value $2.136M Shares 45,147 Est. Cost $39.60 Unrealized
Teradata Corp 1.3%
Value $2.03M Shares 50,500 Est. Cost $45.49 Unrealized
Apollo Global Mgmt LLC Cl A 1.1%
Value $1.787M Shares 64,465 Est. Cost $28.40 Unrealized
Sigma Aldrich Corp 1.0%
Value $1.674M Shares 16,500 Est. Cost $80.42 Unrealized
Syntel Inc 1.0%
Value $1.565M Shares 18,210 Est. Cost $90.92 Unrealized
Staples Inc 1.0%
Value $1.544M Shares 142,405 Est. Cost $15.87 Unrealized
Blackstone Mtg Tr Inc Cl A 0.9%
Value $1.467M Shares 50,600 Est. Cost $27.16 Unrealized
MCD McDonalds Corp 0.9%
Value $1.401M Shares 13,910 Est. Cost $71.80 Unrealized +4.2%
AMGN Amgen Inc 0.7%
Value $1.108M Shares 9,357 Est. Cost $73.34 Unrealized +13.7%
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value $1.098M Shares 8,674 Est. Cost $110.02 Unrealized +15.0%
EMR Emerson Electric Co 0.7%
Value $1.088M Shares 16,400 Est. Cost $40.02 Unrealized +22.8%
Dominion Resources Inc VA 0.6%
Value $994K Shares 13,903 Est. Cost $56.80 Unrealized
Praxair Inc 0.6%
Value $969K Shares 7,296 Est. Cost $115.18 Unrealized
CAT Caterpillar Inc 0.6%
Value $913K Shares 8,400 Est. Cost $61.55 Unrealized +26.8%
Diamond Offshore Drilling Inc 0.6%
Value $908K Shares 18,294 Est. Cost $66.18 Unrealized
Scana Corp 0.5%
Value $841K Shares 15,629 Est. Cost $49.08 Unrealized
SO Southern Co 0.5%
Value $803K Shares 17,687 Est. Cost $26.74 Unrealized +0.8%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value $760K Shares 4 Est. Cost $165023.42 Unrealized +15.0%
CBSH Commerce Bancshares Inc 0.5%
Value $735K Shares 15,808 Est. Cost $21.59 Unrealized +13.7%
PAYX Paychex Inc 0.4%
Value $681K Shares 16,395 Est. Cost $25.02 Unrealized +15.1%
GWW Grainger W W Inc 0.3%
Value $435K Shares 1,711 Est. Cost $201.89 Unrealized +4.7%
IBM International Business Machine 0.2%
Value $392K Shares 2,160 Est. Cost $118.94 Unrealized -5.6%
VGPMX Vanguard Specialized Portfolio 0.2%
Value $340K Shares 29,160 Est. Cost $10.39 Unrealized
ConocoPhillips 0.2%
Value $321K Shares 3,746 Est. Cost $60.60 Unrealized
MetLife Inc 0.2%
Value $297K Shares 5,350 Est. Cost $53.83 Unrealized
McKesson Corp 0.2%
Value $279K Shares 1,500 Est. Cost $128.13 Unrealized
Boardwalk Pipeline Partners LP 0.2%
Value $263K Shares 14,200 Est. Cost $18.52 Unrealized
OAKBX Harris Assoc Inv Tr Oakmark Eq 0.2%
Value $260K Shares 7,583 Est. Cost $30.55 Unrealized
UNP Union Pacific Corp 0.1%
Value $239K Shares 2,400 Est. Cost $67.66 Unrealized +10.5%
SBUX Starbucks Corp 0.1%
Value $232K Shares 3,000 Est. Cost $28.27 Unrealized +2.1%
MLKN Miller Herman Inc 0.1%
Value $224K Shares 7,400 Est. Cost $19.62 Unrealized +19.6%