THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 3, 2020

Total Value ($000): $210,118 (100.0% shares, 0.0% debt)

Holdings (58)

Visa Inc Cl A 7.5%
Value ($000) $15,669 Shares 81,114 Est. Cost $93.78 Unrealized
INTC Intel Corp 6.9%
Value ($000) $14,400 Shares 240,678 Est. Cost $19.16 Unrealized +177.7%
TSCO Tractor Supply Co 6.3%
Value ($000) $13,231 Shares 100,395 Est. Cost $11.74 Unrealized +70.5%
JNJ Johnson & Johnson 5.7%
Value ($000) $11,874 Shares 84,436 Est. Cost $63.33 Unrealized +96.2%
Accenture PLC Ireland Class A 5.6%
Value ($000) $11,698 Shares 54,480 Est. Cost $72.39 Unrealized
O'Reilly Automotive Inc 5.1%
Value ($000) $10,778 Shares 25,560 Est. Cost $121.66 Unrealized
CGNX Cognex Corp 4.6%
Value ($000) $9,623 Shares 161,130 Est. Cost $38.55 Unrealized +32.7%
PG Procter And Gamble Co 4.2%
Value ($000) $8,871 Shares 74,195 Est. Cost $55.15 Unrealized +84.1%
AAPL Apple Inc 4.1%
Value ($000) $8,609 Shares 23,600 Est. Cost $39.27 Unrealized +91.2%
WSM Williams Sonoma Inc 3.4%
Value ($000) $7,185 Shares 87,610 Est. Cost $19.71 Unrealized +54.9%
3M Co 3.3%
Value ($000) $7,017 Shares 44,982 Est. Cost $121.23 Unrealized
FAST Fastenal Co 3.2%
Value ($000) $6,665 Shares 155,588 Est. Cost $11.38 Unrealized +45.8%
Costco Wholesale Corp 3.1%
Value ($000) $6,596 Shares 21,755 Est. Cost $186.14 Unrealized
ITW Illinois Tool Works Inc 3.1%
Value ($000) $6,510 Shares 37,230 Est. Cost $49.85 Unrealized +186.7%
BDX Becton Dickinson & Co 3.0%
Value ($000) $6,243 Shares 26,093 Est. Cost $122.45 Unrealized +79.9%
NKE Nike Inc Cl B 2.8%
Value ($000) $5,893 Shares 60,106 Est. Cost $51.14 Unrealized +67.1%
Crown Castle Intl Corp 2.4%
Value ($000) $4,972 Shares 29,710 Est. Cost $99.99 Unrealized
GD General Dynamics Corp 2.0%
Value ($000) $4,102 Shares 27,445 Est. Cost $124.31 Unrealized 0.0%
ABT Abbott Laboratories 1.9%
Value ($000) $4,041 Shares 44,195 Est. Cost $33.65 Unrealized +143.6%
C H Robinson Worldwide Inc 1.9%
Value ($000) $3,953 Shares 50,000 Est. Cost $56.30 Unrealized
TRUP Trupanion Inc 1.8%
Value ($000) $3,794 Shares 88,875 Est. Cost $31.28 Unrealized +3.4%
FedEx Corp 1.6%
Value ($000) $3,301 Shares 23,545 Est. Cost $172.09 Unrealized
KO Coca-Cola Co 1.3%
Value ($000) $2,822 Shares 63,151 Est. Cost $28.01 Unrealized +38.2%
IDA IDACORP Inc 1.3%
Value ($000) $2,658 Shares 30,425 Est. Cost $90.25 Unrealized 0.0%
Alphabet Inc Cap Stock Cl A 1.1%
Value ($000) $2,255 Shares 1,590 Est. Cost $1162.16 Unrealized
DIS Disney Walt Co Disney 1.1%
Value ($000) $2,247 Shares 20,150 Est. Cost $123.52 Unrealized -12.7%
CI Cigna Corp New Com 1.0%
Value ($000) $2,085 Shares 11,110 Est. Cost $190.77 Unrealized -9.0%
Wec Energy Group Inc 1.0%
Value ($000) $2,058 Shares 23,475 Est. Cost $61.52 Unrealized
Exxon Mobil Corp 1.0%
Value ($000) $2,049 Shares 45,830 Est. Cost $90.04 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.0%
Value ($000) $2,033 Shares 11,387 Est. Cost $132.07 Unrealized +38.3%
Xilinx Inc 0.9%
Value ($000) $1,949 Shares 19,812 Est. Cost $39.60 Unrealized
CAT Caterpillar Inc 0.6%
Value ($000) $1,278 Shares 10,100 Est. Cost $71.77 Unrealized +47.9%
CBSH Commerce Bancshares Inc 0.6%
Value ($000) $1,226 Shares 20,623 Est. Cost $25.19 Unrealized +66.3%
TRMB Trimble Inc 0.6%
Value ($000) $1,209 Shares 27,985 Est. Cost $24.41 Unrealized +53.6%
PAYX Paychex Inc 0.5%
Value ($000) $1,136 Shares 14,995 Est. Cost $25.02 Unrealized +135.7%
Cimarex Energy Co 0.5%
Value ($000) $1,065 Shares 38,738 Est. Cost $67.60 Unrealized
Linde PLC 0.4%
Value ($000) $881 Shares 4,154 Est. Cost $166.85 Unrealized
Dominion Resources Inc VA New 0.4%
Value ($000) $778 Shares 9,583 Est. Cost $76.70 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $681 Shares 37,028 Est. Cost $53.99 Unrealized -71.3%
SPDR S&P 500 ETF Tr 0.3%
Value ($000) $611 Shares 1,980 Est. Cost $216.16 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $535 Shares 2 Est. Cost $165023.42 Unrealized +66.1%
GWW Grainger W W Inc 0.3%
Value ($000) $527 Shares 1,678 Est. Cost $201.89 Unrealized +34.0%
UNP Union Pacific Corp 0.2%
Value ($000) $495 Shares 2,925 Est. Cost $77.07 Unrealized +83.5%
LLY Lilly Eli & Co 0.2%
Value ($000) $443 Shares 2,700 Est. Cost $69.54 Unrealized +106.9%
SBUX Starbucks Corp 0.2%
Value ($000) $442 Shares 6,000 Est. Cost $34.60 Unrealized +91.7%
JPMorgan Chase & Co 0.2%
Value ($000) $365 Shares 3,882 Est. Cost $94.16 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $354 Shares 1,500 Est. Cost $74.20 Unrealized +158.3%
IBM Intl Business Machines 0.2%
Value ($000) $333 Shares 2,760 Est. Cost $114.45 Unrealized -20.1%
FXAIX Fidelity Tr 500 Index Ins Prem 0.1%
Value ($000) $307 Shares 2,840 Est. Cost $98.96 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $305 Shares 1,500 Est. Cost $119.52 Unrealized +44.8%
OEF iShares S&P 100 ETF 0.1%
Value ($000) $282 Shares 1,980 Est. Cost $104.55 Unrealized
FCNTX Fidelity Contrafund Inc 0.1%
Value ($000) $282 Shares 18,885 Est. Cost $11.76 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $251 Shares 1,000 Est. Cost $199.72 Unrealized 0.0%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $250 Shares 1,600 Est. Cost $129.38 Unrealized
Nextera Energy Inc 0.1%
Value ($000) $240 Shares 1,000 Est. Cost $205.00 Unrealized
SO Southern Co 0.1%
Value ($000) $223 Shares 4,300 Est. Cost $41.35 Unrealized +8.2%
VGPMX Vanguard Prec Metals & Mineral 0.1%
Value ($000) $223 Shares 29,160 Est. Cost $7.65 Unrealized
McKesson Corp 0.1%
Value ($000) $215 Shares 1,400 Est. Cost $153.57 Unrealized