THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 29, 2018

Total Value ($000): $174,933 (100.0% shares, 0.0% debt)

Holdings (54)

JNJ Johnson & Johnson 7.0%
Value ($000) $12,203 Shares 87,338 Est. Cost $62.08 Unrealized +78.8%
Visa Inc Cl A 6.7%
Value ($000) $11,720 Shares 102,790 Est. Cost $93.78 Unrealized
INTC Intel Corp 6.2%
Value ($000) $10,899 Shares 236,114 Est. Cost $17.36 Unrealized +110.6%
Accenture PLC Ireland Class A 5.9%
Value ($000) $10,334 Shares 67,505 Est. Cost $72.39 Unrealized
CGNX Cognex Corp 5.7%
Value ($000) $10,006 Shares 163,600 Est. Cost $38.55 Unrealized +54.1%
3M Co 5.1%
Value ($000) $8,945 Shares 38,005 Est. Cost $116.92 Unrealized
PG Procter And Gamble Co 4.6%
Value ($000) $7,972 Shares 86,763 Est. Cost $55.15 Unrealized +31.7%
O'Reilly Automotive Inc 4.5%
Value ($000) $7,949 Shares 33,045 Est. Cost $121.66 Unrealized
ITW Illinois Tool Works Inc 3.8%
Value ($000) $6,616 Shares 39,655 Est. Cost $49.85 Unrealized +162.5%
WSM Williams Sonoma Inc 3.2%
Value ($000) $5,633 Shares 108,955 Est. Cost $19.63 Unrealized +7.9%
BDX Becton Dickinson & Co 3.2%
Value ($000) $5,628 Shares 26,293 Est. Cost $122.45 Unrealized +51.4%
TSCO Tractor Supply Co 3.1%
Value ($000) $5,407 Shares 72,328 Est. Cost $10.79 Unrealized +5.0%
Monsanto Co 2.7%
Value ($000) $4,696 Shares 40,208 Est. Cost $100.47 Unrealized
C H Robinson Worldwide Inc 2.5%
Value ($000) $4,454 Shares 50,000 Est. Cost $56.30 Unrealized
FAST Fastenal Co 2.5%
Value ($000) $4,415 Shares 80,719 Est. Cost $8.83 Unrealized +13.7%
NKE Nike Inc Cl B 2.5%
Value ($000) $4,392 Shares 70,210 Est. Cost $51.14 Unrealized +1.2%
Exxon Mobil Corp 2.5%
Value ($000) $4,355 Shares 52,070 Est. Cost $90.59 Unrealized
Costco Wholesale Corp 2.3%
Value ($000) $4,110 Shares 22,080 Est. Cost $186.14 Unrealized
Express Scripts Holding Co 2.3%
Value ($000) $4,011 Shares 53,740 Est. Cost $64.90 Unrealized
Cimarex Energy Co 2.3%
Value ($000) $3,941 Shares 32,303 Est. Cost $65.62 Unrealized
SLB Schlumberger Ltd 2.1%
Value ($000) $3,733 Shares 55,389 Est. Cost $53.99 Unrealized -5.1%
FedEx Corp 2.0%
Value ($000) $3,571 Shares 14,310 Est. Cost $225.56 Unrealized
Crown Castle Intl Corp 1.9%
Value ($000) $3,312 Shares 29,835 Est. Cost $99.99 Unrealized
KO Coca-Cola Co 1.7%
Value ($000) $2,965 Shares 64,615 Est. Cost $28.01 Unrealized +27.2%
ABT Abbott Laboratories 1.5%
Value ($000) $2,625 Shares 45,995 Est. Cost $33.65 Unrealized +43.0%
Stericycle Inc 1.2%
Value ($000) $2,132 Shares 31,359 Est. Cost $112.45 Unrealized
THO Thor Industries Inc 1.1%
Value ($000) $1,983 Shares 13,155 Est. Cost $86.83 Unrealized +35.1%
Wec Energy Group Inc 1.1%
Value ($000) $1,865 Shares 28,075 Est. Cost $60.63 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.9%
Value ($000) $1,595 Shares 8,049 Est. Cost $110.02 Unrealized +72.6%
Xilinx Inc 0.8%
Value ($000) $1,362 Shares 20,197 Est. Cost $39.60 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $1,324 Shares 8,400 Est. Cost $61.55 Unrealized +89.0%
TRMB Trimble Inc 0.6%
Value ($000) $1,126 Shares 27,710 Est. Cost $24.41 Unrealized +67.9%
CBSH Commerce Bancshares Inc 0.6%
Value ($000) $1,069 Shares 19,139 Est. Cost $23.30 Unrealized +58.6%
PAYX Paychex Inc 0.6%
Value ($000) $1,067 Shares 15,670 Est. Cost $25.02 Unrealized +106.4%
AAPL Apple Inc 0.5%
Value ($000) $956 Shares 5,650 Est. Cost $35.23 Unrealized +10.9%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $595 Shares 2 Est. Cost $165023.42 Unrealized +72.6%
Scana Corp 0.3%
Value ($000) $570 Shares 14,329 Est. Cost $50.46 Unrealized
Praxair Inc 0.3%
Value ($000) $542 Shares 3,504 Est. Cost $115.18 Unrealized
SPDR S&P 500 ETF Tr 0.3%
Value ($000) $528 Shares 1,980 Est. Cost $216.16 Unrealized
GWW Grainger W W Inc 0.2%
Value ($000) $396 Shares 1,678 Est. Cost $201.89 Unrealized -8.6%
UNP Union Pacific Corp 0.2%
Value ($000) $392 Shares 2,925 Est. Cost $77.07 Unrealized +30.8%
SBUX Starbucks Corp 0.2%
Value ($000) $345 Shares 6,000 Est. Cost $34.60 Unrealized +37.0%
IBM Intl Business Machines 0.2%
Value ($000) $331 Shares 2,160 Est. Cost $118.94 Unrealized -14.2%
GNTX Gentex Corp 0.2%
Value ($000) $327 Shares 15,596 Est. Cost $16.49 Unrealized +20.7%
VGPMX Vanguard Prec Metals & Mineral 0.2%
Value ($000) $312 Shares 29,160 Est. Cost $8.20 Unrealized
MLKN Miller Herman Inc 0.2%
Value ($000) $296 Shares 7,400 Est. Cost $19.62 Unrealized +45.4%
JPMorgan Chase & Co 0.2%
Value ($000) $287 Shares 2,682 Est. Cost $86.27 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $261 Shares 1,500 Est. Cost $74.20 Unrealized +86.3%
OAKBX Oakmark Equity Invs 0.1%
Value ($000) $244 Shares 7,583 Est. Cost $30.55 Unrealized
OEF iShares S&P 100 ETF 0.1%
Value ($000) $235 Shares 1,980 Est. Cost $104.55 Unrealized
McKesson Corp 0.1%
Value ($000) $234 Shares 1,500 Est. Cost $128.13 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $228 Shares 2,700 Est. Cost $69.54 Unrealized +8.3%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $220 Shares 1,600 Est. Cost $129.38 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.1%
Value ($000) $219 Shares 635 Est. Cost $318.11 Unrealized