THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 24, 2014

Total Value ($000): $160,090 (100.0% shares, 0.0% debt)

Holdings (55)

INTC Intel Corp 6.4%
Value ($000) $10,295 Shares 295,669 Est. Cost $17.19 Unrealized +49.8%
JNJ Johnson & Johnson 5.9%
Value ($000) $9,386 Shares 88,058 Est. Cost $59.66 Unrealized +26.7%
PG Procter & Gamble Co 5.5%
Value ($000) $8,807 Shares 105,165 Est. Cost $55.09 Unrealized +8.4%
SLB Schlumberger Ltd 5.1%
Value ($000) $8,184 Shares 80,477 Est. Cost $53.71 Unrealized +48.0%
Visa Inc Cl A 4.6%
Value ($000) $7,334 Shares 34,370 Est. Cost $182.75 Unrealized
Express Scripts Holding Co 4.3%
Value ($000) $6,908 Shares 97,800 Est. Cost $64.90 Unrealized
Chubb Corp 4.3%
Value ($000) $6,877 Shares 75,510 Est. Cost $84.65 Unrealized
Accenture Ltd Bermuda Cl A 4.0%
Value ($000) $6,378 Shares 78,425 Est. Cost $72.39 Unrealized
O'Reilly Automotive Inc 3.5%
Value ($000) $5,528 Shares 36,765 Est. Cost $112.63 Unrealized
3M Co 3.4%
Value ($000) $5,490 Shares 38,750 Est. Cost $109.34 Unrealized
Exxon Mobil Corp 3.4%
Value ($000) $5,389 Shares 57,300 Est. Cost $90.60 Unrealized
ITW Illinois Tool Works Inc 3.1%
Value ($000) $4,912 Shares 58,180 Est. Cost $49.85 Unrealized +32.8%
FAST Fastenal Co 2.9%
Value ($000) $4,610 Shares 102,674 Est. Cost $8.84 Unrealized -4.2%
SU Suncor Energy Inc 2.8%
Value ($000) $4,472 Shares 123,694 Est. Cost $19.64 Unrealized +37.1%
Cimarex Energy Co 2.6%
Value ($000) $4,195 Shares 33,153 Est. Cost $64.98 Unrealized
Monsanto Co 2.6%
Value ($000) $4,172 Shares 37,085 Est. Cost $99.31 Unrealized
TSCO Tractor Supply Co 2.6%
Value ($000) $4,151 Shares 67,485 Est. Cost $9.86 Unrealized +7.5%
GNTX Gentex Corp 2.5%
Value ($000) $3,998 Shares 149,345 Est. Cost $15.18 Unrealized -4.2%
KO Coca-Cola Co 2.4%
Value ($000) $3,771 Shares 88,402 Est. Cost $27.51 Unrealized +4.9%
Stericycle Inc 2.3%
Value ($000) $3,653 Shares 31,344 Est. Cost $110.43 Unrealized
C H Robinson Worldwide Inc 2.1%
Value ($000) $3,316 Shares 50,000 Est. Cost $56.30 Unrealized
Verizon Communications Inc 1.9%
Value ($000) $3,072 Shares 61,447 Est. Cost $50.35 Unrealized
Babcock & Wilcox Co 1.8%
Value ($000) $2,906 Shares 104,940 Est. Cost $30.39 Unrealized
Bed Bath & Beyond Inc 1.6%
Value ($000) $2,588 Shares 39,320 Est. Cost $70.96 Unrealized
BDX Becton Dickinson & Co 1.5%
Value ($000) $2,398 Shares 21,067 Est. Cost $78.11 Unrealized +22.5%
Sigma Aldrich Corp 1.4%
Value ($000) $2,244 Shares 16,500 Est. Cost $80.42 Unrealized
Teradata Corp 1.3%
Value ($000) $2,081 Shares 49,650 Est. Cost $45.49 Unrealized
Xilinx Inc 1.2%
Value ($000) $1,912 Shares 45,147 Est. Cost $39.60 Unrealized
Staples Inc 1.1%
Value ($000) $1,721 Shares 142,255 Est. Cost $15.87 Unrealized
Syntel Inc 1.0%
Value ($000) $1,601 Shares 18,210 Est. Cost $90.92 Unrealized
Apollo Global Mgmt LLC Cl A 1.0%
Value ($000) $1,537 Shares 64,465 Est. Cost $28.40 Unrealized
Blackstone Mtg Tr Inc Cl A 0.9%
Value ($000) $1,371 Shares 50,600 Est. Cost $27.16 Unrealized
MCD McDonalds Corp 0.8%
Value ($000) $1,319 Shares 13,910 Est. Cost $71.80 Unrealized -0.8%
AMGN Amgen Inc 0.8%
Value ($000) $1,314 Shares 9,357 Est. Cost $73.34 Unrealized +28.9%
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value ($000) $1,198 Shares 8,674 Est. Cost $110.02 Unrealized +21.1%
EMR Emerson Electric Co 0.6%
Value ($000) $1,026 Shares 16,400 Est. Cost $40.02 Unrealized +19.4%
Dominion Resources Inc VA 0.6%
Value ($000) $961 Shares 13,903 Est. Cost $56.80 Unrealized
Praxair Inc 0.6%
Value ($000) $941 Shares 7,296 Est. Cost $115.18 Unrealized
CAT Caterpillar Inc 0.5%
Value ($000) $832 Shares 8,400 Est. Cost $61.55 Unrealized +28.8%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value ($000) $828 Shares 4 Est. Cost $165023.42 Unrealized +21.1%
SO Southern Co 0.5%
Value ($000) $772 Shares 17,687 Est. Cost $26.74 Unrealized +1.4%
Scana Corp 0.5%
Value ($000) $760 Shares 15,329 Est. Cost $49.08 Unrealized
PAYX Paychex Inc 0.5%
Value ($000) $725 Shares 16,395 Est. Cost $25.02 Unrealized +18.9%
CBSH Commerce Bancshares Inc 0.4%
Value ($000) $706 Shares 15,808 Est. Cost $21.59 Unrealized +17.9%
Diamond Offshore Drilling Inc 0.3%
Value ($000) $487 Shares 14,200 Est. Cost $66.18 Unrealized
GWW Grainger W W Inc 0.3%
Value ($000) $431 Shares 1,711 Est. Cost $201.89 Unrealized +1.0%
IBM International Business Machine 0.3%
Value ($000) $410 Shares 2,160 Est. Cost $118.94 Unrealized -3.9%
VGPMX Vanguard Specialized Portfolio 0.2%
Value ($000) $295 Shares 29,160 Est. Cost $10.39 Unrealized
McKesson Corp 0.2%
Value ($000) $292 Shares 1,500 Est. Cost $128.13 Unrealized
ConocoPhillips 0.2%
Value ($000) $287 Shares 3,746 Est. Cost $60.60 Unrealized
MetLife Inc 0.2%
Value ($000) $287 Shares 5,350 Est. Cost $53.83 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $260 Shares 2,400 Est. Cost $67.66 Unrealized +18.7%
OAKBX Harris Assoc Inv Tr Oakmark Eq 0.2%
Value ($000) $255 Shares 7,583 Est. Cost $30.55 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $226 Shares 3,000 Est. Cost $28.27 Unrealized +9.1%
MLKN Miller Herman Inc 0.1%
Value ($000) $221 Shares 7,400 Est. Cost $19.62 Unrealized +16.6%