THOMAS STORY & SON LLC Diversified Active

Location: Culver, IN

CIK: 0001505207 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 24, 2014

Total Value: $160M (100.0% shares, 0.0% debt)

Holdings (55)

INTC Intel Corp 6.4%
Value $10.29M Shares 295,669 Est. Cost $17.19 Unrealized +49.8%
JNJ Johnson & Johnson 5.9%
Value $9.386M Shares 88,058 Est. Cost $59.66 Unrealized +26.7%
PG Procter & Gamble Co 5.5%
Value $8.807M Shares 105,165 Est. Cost $55.09 Unrealized +8.4%
SLB Schlumberger Ltd 5.1%
Value $8.184M Shares 80,477 Est. Cost $53.71 Unrealized +48.0%
Visa Inc Cl A 4.6%
Value $7.334M Shares 34,370 Est. Cost $182.75 Unrealized
Express Scripts Holding Co 4.3%
Value $6.908M Shares 97,800 Est. Cost $64.90 Unrealized
Chubb Corp 4.3%
Value $6.877M Shares 75,510 Est. Cost $84.65 Unrealized
Accenture Ltd Bermuda Cl A 4.0%
Value $6.378M Shares 78,425 Est. Cost $72.39 Unrealized
O'Reilly Automotive Inc 3.5%
Value $5.528M Shares 36,765 Est. Cost $112.63 Unrealized
3M Co 3.4%
Value $5.49M Shares 38,750 Est. Cost $109.34 Unrealized
Exxon Mobil Corp 3.4%
Value $5.389M Shares 57,300 Est. Cost $90.60 Unrealized
ITW Illinois Tool Works Inc 3.1%
Value $4.912M Shares 58,180 Est. Cost $49.85 Unrealized +32.8%
FAST Fastenal Co 2.9%
Value $4.61M Shares 102,674 Est. Cost $8.84 Unrealized -4.2%
SU Suncor Energy Inc 2.8%
Value $4.472M Shares 123,694 Est. Cost $19.64 Unrealized +37.1%
Cimarex Energy Co 2.6%
Value $4.195M Shares 33,153 Est. Cost $64.98 Unrealized
Monsanto Co 2.6%
Value $4.172M Shares 37,085 Est. Cost $99.31 Unrealized
TSCO Tractor Supply Co 2.6%
Value $4.151M Shares 67,485 Est. Cost $9.86 Unrealized +7.5%
GNTX Gentex Corp 2.5%
Value $3.998M Shares 149,345 Est. Cost $15.18 Unrealized -4.2%
KO Coca-Cola Co 2.4%
Value $3.771M Shares 88,402 Est. Cost $27.51 Unrealized +4.9%
Stericycle Inc 2.3%
Value $3.653M Shares 31,344 Est. Cost $110.43 Unrealized
C H Robinson Worldwide Inc 2.1%
Value $3.316M Shares 50,000 Est. Cost $56.30 Unrealized
Verizon Communications Inc 1.9%
Value $3.072M Shares 61,447 Est. Cost $50.35 Unrealized
Babcock & Wilcox Co 1.8%
Value $2.906M Shares 104,940 Est. Cost $30.39 Unrealized
Bed Bath & Beyond Inc 1.6%
Value $2.588M Shares 39,320 Est. Cost $70.96 Unrealized
BDX Becton Dickinson & Co 1.5%
Value $2.398M Shares 21,067 Est. Cost $78.11 Unrealized +22.5%
Sigma Aldrich Corp 1.4%
Value $2.244M Shares 16,500 Est. Cost $80.42 Unrealized
Teradata Corp 1.3%
Value $2.081M Shares 49,650 Est. Cost $45.49 Unrealized
Xilinx Inc 1.2%
Value $1.912M Shares 45,147 Est. Cost $39.60 Unrealized
Staples Inc 1.1%
Value $1.721M Shares 142,255 Est. Cost $15.87 Unrealized
Syntel Inc 1.0%
Value $1.601M Shares 18,210 Est. Cost $90.92 Unrealized
Apollo Global Mgmt LLC Cl A 1.0%
Value $1.537M Shares 64,465 Est. Cost $28.40 Unrealized
Blackstone Mtg Tr Inc Cl A 0.9%
Value $1.371M Shares 50,600 Est. Cost $27.16 Unrealized
MCD McDonalds Corp 0.8%
Value $1.319M Shares 13,910 Est. Cost $71.80 Unrealized -0.8%
AMGN Amgen Inc 0.8%
Value $1.314M Shares 9,357 Est. Cost $73.34 Unrealized +28.9%
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value $1.198M Shares 8,674 Est. Cost $110.02 Unrealized +21.1%
EMR Emerson Electric Co 0.6%
Value $1.026M Shares 16,400 Est. Cost $40.02 Unrealized +19.4%
Dominion Resources Inc VA 0.6%
Value $961K Shares 13,903 Est. Cost $56.80 Unrealized
Praxair Inc 0.6%
Value $941K Shares 7,296 Est. Cost $115.18 Unrealized
CAT Caterpillar Inc 0.5%
Value $832K Shares 8,400 Est. Cost $61.55 Unrealized +28.8%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value $828K Shares 4 Est. Cost $165023.42 Unrealized +21.1%
SO Southern Co 0.5%
Value $772K Shares 17,687 Est. Cost $26.74 Unrealized +1.4%
Scana Corp 0.5%
Value $760K Shares 15,329 Est. Cost $49.08 Unrealized
PAYX Paychex Inc 0.5%
Value $725K Shares 16,395 Est. Cost $25.02 Unrealized +18.9%
CBSH Commerce Bancshares Inc 0.4%
Value $706K Shares 15,808 Est. Cost $21.59 Unrealized +17.9%
Diamond Offshore Drilling Inc 0.3%
Value $487K Shares 14,200 Est. Cost $66.18 Unrealized
GWW Grainger W W Inc 0.3%
Value $431K Shares 1,711 Est. Cost $201.89 Unrealized +1.0%
IBM International Business Machine 0.3%
Value $410K Shares 2,160 Est. Cost $118.94 Unrealized -3.9%
VGPMX Vanguard Specialized Portfolio 0.2%
Value $295K Shares 29,160 Est. Cost $10.39 Unrealized
McKesson Corp 0.2%
Value $292K Shares 1,500 Est. Cost $128.13 Unrealized
MetLife Inc 0.2%
Value $287K Shares 5,350 Est. Cost $53.83 Unrealized
ConocoPhillips 0.2%
Value $287K Shares 3,746 Est. Cost $60.60 Unrealized
UNP Union Pacific Corp 0.2%
Value $260K Shares 2,400 Est. Cost $67.66 Unrealized +18.7%
OAKBX Harris Assoc Inv Tr Oakmark Eq 0.2%
Value $255K Shares 7,583 Est. Cost $30.55 Unrealized
SBUX Starbucks Corp 0.1%
Value $226K Shares 3,000 Est. Cost $28.27 Unrealized +9.1%
MLKN Miller Herman Inc 0.1%
Value $221K Shares 7,400 Est. Cost $19.62 Unrealized +16.6%