THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 29, 2019

Total Value ($000): $194,620 (100.0% shares, 0.0% debt)

Holdings (57)

Visa Inc Cl A 9.1%
Value ($000) $17,653 Shares 101,715 Est. Cost $93.78 Unrealized
JNJ Johnson & Johnson 6.3%
Value ($000) $12,344 Shares 88,630 Est. Cost $63.33 Unrealized +81.2%
Accenture PLC Ireland Class A 6.2%
Value ($000) $12,102 Shares 65,500 Est. Cost $72.39 Unrealized
INTC Intel Corp 6.2%
Value ($000) $12,012 Shares 250,938 Est. Cost $19.16 Unrealized +125.0%
O'Reilly Automotive Inc 6.0%
Value ($000) $11,668 Shares 31,593 Est. Cost $121.66 Unrealized
TSCO Tractor Supply Co 4.9%
Value ($000) $9,555 Shares 87,825 Est. Cost $11.07 Unrealized +68.3%
PG Procter And Gamble Co 4.8%
Value ($000) $9,376 Shares 85,505 Est. Cost $55.15 Unrealized +64.1%
CGNX Cognex Corp 4.0%
Value ($000) $7,735 Shares 161,220 Est. Cost $38.55 Unrealized +17.0%
WSM Williams Sonoma Inc 3.7%
Value ($000) $7,119 Shares 109,530 Est. Cost $19.71 Unrealized +26.8%
3M Co 3.5%
Value ($000) $6,771 Shares 39,062 Est. Cost $118.96 Unrealized
BDX Becton Dickinson & Co 3.4%
Value ($000) $6,557 Shares 26,018 Est. Cost $122.45 Unrealized +71.3%
Costco Wholesale Corp 3.0%
Value ($000) $5,756 Shares 21,780 Est. Cost $186.14 Unrealized
ITW Illinois Tool Works Inc 2.9%
Value ($000) $5,645 Shares 37,430 Est. Cost $49.85 Unrealized +157.9%
FAST Fastenal Co 2.7%
Value ($000) $5,172 Shares 158,688 Est. Cost $11.38 Unrealized +22.4%
NKE Nike Inc Cl B 2.6%
Value ($000) $5,064 Shares 60,320 Est. Cost $51.14 Unrealized +50.7%
AAPL Apple Inc 2.4%
Value ($000) $4,693 Shares 23,710 Est. Cost $39.27 Unrealized +18.7%
C H Robinson Worldwide Inc 2.2%
Value ($000) $4,217 Shares 50,000 Est. Cost $56.30 Unrealized
Exxon Mobil Corp 2.1%
Value ($000) $4,101 Shares 53,520 Est. Cost $90.04 Unrealized
Cimarex Energy Co 2.0%
Value ($000) $3,972 Shares 66,943 Est. Cost $67.60 Unrealized
Crown Castle Intl Corp 2.0%
Value ($000) $3,873 Shares 29,710 Est. Cost $99.99 Unrealized
ABT Abbott Laboratories 1.9%
Value ($000) $3,719 Shares 44,220 Est. Cost $33.65 Unrealized +108.7%
KO Coca-Cola Co 1.7%
Value ($000) $3,231 Shares 63,451 Est. Cost $28.01 Unrealized +42.5%
Blackstone Group LP 1.6%
Value ($000) $3,154 Shares 71,015 Est. Cost $31.96 Unrealized
FedEx Corp 1.3%
Value ($000) $2,616 Shares 15,935 Est. Cost $220.35 Unrealized
THO Thor Industries Inc 1.3%
Value ($000) $2,446 Shares 41,850 Est. Cost $79.92 Unrealized -34.0%
Xilinx Inc 1.2%
Value ($000) $2,355 Shares 19,972 Est. Cost $39.60 Unrealized
Wec Energy Group Inc 1.2%
Value ($000) $2,349 Shares 28,175 Est. Cost $60.69 Unrealized
SLB Schlumberger Ltd 1.1%
Value ($000) $2,201 Shares 55,377 Est. Cost $53.99 Unrealized -37.7%
BRK/B Berkshire Hathaway Inc Cl B 0.9%
Value ($000) $1,801 Shares 8,449 Est. Cost $114.49 Unrealized +80.7%
CI Cigna Corp New Com 0.9%
Value ($000) $1,750 Shares 11,110 Est. Cost $190.77 Unrealized -24.9%
CAT Caterpillar Inc 0.7%
Value ($000) $1,417 Shares 10,400 Est. Cost $71.77 Unrealized +59.8%
TRMB Trimble Inc 0.6%
Value ($000) $1,262 Shares 27,985 Est. Cost $24.41 Unrealized +70.3%
PAYX Paychex Inc 0.6%
Value ($000) $1,234 Shares 14,995 Est. Cost $25.02 Unrealized +178.1%
CBSH Commerce Bancshares Inc 0.6%
Value ($000) $1,199 Shares 20,094 Est. Cost $24.18 Unrealized +71.4%
Linde PLC 0.4%
Value ($000) $874 Shares 4,354 Est. Cost $166.85 Unrealized
Dominion Resources Inc VA New 0.4%
Value ($000) $741 Shares 9,583 Est. Cost $76.70 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $637 Shares 2 Est. Cost $165023.42 Unrealized +88.4%
SPDR S&P 500 ETF Tr 0.3%
Value ($000) $580 Shares 1,980 Est. Cost $216.16 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $503 Shares 6,000 Est. Cost $34.60 Unrealized +96.3%
UNP Union Pacific Corp 0.3%
Value ($000) $495 Shares 2,925 Est. Cost $77.07 Unrealized +91.7%
GWW Grainger W W Inc 0.2%
Value ($000) $450 Shares 1,678 Est. Cost $201.89 Unrealized +27.6%
JPMorgan Chase & Co 0.2%
Value ($000) $434 Shares 3,882 Est. Cost $94.16 Unrealized
MLKN Miller Herman Inc 0.2%
Value ($000) $326 Shares 7,300 Est. Cost $19.62 Unrealized +61.8%
LLY Lilly Eli & Co 0.2%
Value ($000) $299 Shares 2,700 Est. Cost $69.54 Unrealized +55.3%
IBM Intl Business Machines 0.2%
Value ($000) $298 Shares 2,160 Est. Cost $118.94 Unrealized -17.1%
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $285 Shares 2,778 Est. Cost $98.81 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $276 Shares 1,500 Est. Cost $74.20 Unrealized +97.0%
OEF iShares S&P 100 ETF 0.1%
Value ($000) $257 Shares 1,980 Est. Cost $104.55 Unrealized
Nextera Energy Inc 0.1%
Value ($000) $246 Shares 1,200 Est. Cost $205.00 Unrealized
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $240 Shares 1,600 Est. Cost $129.38 Unrealized
SO Southern Co 0.1%
Value ($000) $238 Shares 4,300 Est. Cost $41.35 Unrealized 0.0%
SCI Service Corp Intl 0.1%
Value ($000) $234 Shares 5,000 Est. Cost $40.38 Unrealized +6.9%
VGPMX Vanguard Prec Metals & Mineral 0.1%
Value ($000) $234 Shares 29,160 Est. Cost $8.20 Unrealized
OAKBX Oakmark Equity Invs 0.1%
Value ($000) $229 Shares 7,583 Est. Cost $30.55 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.1%
Value ($000) $216 Shares 610 Est. Cost $345.90 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $208 Shares 1,000 Est. Cost $169.54 Unrealized 0.0%
MSFT Microsoft Corp 0.1%
Value ($000) $201 Shares 1,500 Est. Cost $119.52 Unrealized 0.0%