THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 2, 2022

Total Value ($000): $252,581 (100.0% shares, 0.0% debt)

Holdings (62)

TSCO Tractor Supply Co 6.6%
Value ($000) $16,746 Shares 71,759 Est. Cost $12.19 Unrealized +238.6%
Visa Inc Cl A 6.0%
Value ($000) $15,260 Shares 68,808 Est. Cost $96.52 Unrealized
AAPL Apple Inc 5.5%
Value ($000) $13,942 Shares 79,846 Est. Cost $89.31 Unrealized +84.6%
O'Reilly Automotive Inc 5.1%
Value ($000) $12,932 Shares 18,880 Est. Cost $121.66 Unrealized
JNJ Johnson & Johnson 5.1%
Value ($000) $12,842 Shares 72,461 Est. Cost $66.07 Unrealized +129.8%
Costco Wholesale Corp 4.8%
Value ($000) $12,165 Shares 21,125 Est. Cost $190.14 Unrealized
Accenture PLC Ireland Class A 4.5%
Value ($000) $11,466 Shares 34,000 Est. Cost $81.58 Unrealized
CGNX Cognex Corp 4.2%
Value ($000) $10,573 Shares 137,050 Est. Cost $40.08 Unrealized +66.2%
PG Procter And Gamble Co 4.2%
Value ($000) $10,506 Shares 68,753 Est. Cost $57.65 Unrealized +146.6%
INTC Intel Corp 4.1%
Value ($000) $10,474 Shares 211,349 Est. Cost $20.11 Unrealized +129.6%
GD General Dynamics Corp 3.8%
Value ($000) $9,667 Shares 40,081 Est. Cost $126.50 Unrealized +61.9%
BDX Becton Dickinson & Co 3.0%
Value ($000) $7,694 Shares 28,926 Est. Cost $137.04 Unrealized +75.9%
WSM Williams Sonoma Inc 3.0%
Value ($000) $7,548 Shares 52,057 Est. Cost $20.22 Unrealized +246.8%
3M Co 2.7%
Value ($000) $6,767 Shares 45,453 Est. Cost $123.24 Unrealized
ITW Illinois Tool Works Inc 2.3%
Value ($000) $5,828 Shares 27,831 Est. Cost $66.15 Unrealized +207.9%
FedEx Corp 2.2%
Value ($000) $5,638 Shares 24,367 Est. Cost $198.85 Unrealized
AMD Advanced Micro Devices Inc 2.2%
Value ($000) $5,507 Shares 50,369 Est. Cost $119.38 Unrealized 0.0%
Alphabet Inc Cap Stock Cl A 2.1%
Value ($000) $5,422 Shares 1,949 Est. Cost $1506.67 Unrealized
FAST Fastenal Co 2.1%
Value ($000) $5,379 Shares 90,548 Est. Cost $13.30 Unrealized +91.0%
Crown Castle Intl Corp 2.1%
Value ($000) $5,275 Shares 28,576 Est. Cost $99.99 Unrealized
NKE Nike Inc Cl B 2.1%
Value ($000) $5,185 Shares 38,536 Est. Cost $56.07 Unrealized +135.3%
IDA IDACORP Inc 1.7%
Value ($000) $4,412 Shares 38,245 Est. Cost $90.01 Unrealized +20.9%
FISV Fiserv Inc 1.7%
Value ($000) $4,216 Shares 41,575 Est. Cost $106.40 Unrealized -4.9%
DIS Disney Walt Co Disney 1.7%
Value ($000) $4,172 Shares 30,419 Est. Cost $129.79 Unrealized +8.8%
ABT Abbott Laboratories 1.5%
Value ($000) $3,831 Shares 32,367 Est. Cost $36.11 Unrealized +219.5%
TRUP Trupanion Inc 1.4%
Value ($000) $3,591 Shares 40,295 Est. Cost $46.20 Unrealized +99.1%
KO Coca-Cola Co 1.4%
Value ($000) $3,577 Shares 57,699 Est. Cost $28.01 Unrealized +93.0%
BRK/B Berkshire Hathaway Inc Cl B 1.3%
Value ($000) $3,298 Shares 9,345 Est. Cost $134.95 Unrealized +139.7%
ASML Holding NV NY Registry 1.1%
Value ($000) $2,784 Shares 4,168 Est. Cost $667.95 Unrealized
C H Robinson Worldwide Inc 1.0%
Value ($000) $2,540 Shares 23,582 Est. Cost $56.30 Unrealized
Wec Energy Group Inc 0.9%
Value ($000) $2,328 Shares 23,322 Est. Cost $64.89 Unrealized
PAYX Paychex Inc 0.8%
Value ($000) $2,005 Shares 14,695 Est. Cost $46.90 Unrealized +134.0%
TRMB Trimble Inc 0.8%
Value ($000) $2,003 Shares 27,760 Est. Cost $37.10 Unrealized +92.0%
DOCU Docusign Inc 0.6%
Value ($000) $1,531 Shares 14,297 Est. Cost $219.80 Unrealized -47.8%
CI Cigna Corp New Com 0.5%
Value ($000) $1,294 Shares 5,399 Est. Cost $190.77 Unrealized +14.5%
Linde PLC 0.5%
Value ($000) $1,242 Shares 3,889 Est. Cost $166.85 Unrealized
SLB Schlumberger Ltd 0.5%
Value ($000) $1,202 Shares 29,093 Est. Cost $52.30 Unrealized -31.4%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $1,058 Shares 2 Est. Cost $325257.94 Unrealized +49.3%
GWW Grainger W W Inc 0.3%
Value ($000) $865 Shares 1,678 Est. Cost $201.89 Unrealized +134.5%
UNP Union Pacific Corp 0.3%
Value ($000) $799 Shares 2,925 Est. Cost $77.07 Unrealized +199.2%
LLY Lilly Eli & Co 0.3%
Value ($000) $782 Shares 2,730 Est. Cost $70.82 Unrealized +250.9%
SPDR S&P 500 ETF Tr 0.3%
Value ($000) $652 Shares 1,444 Est. Cost $216.16 Unrealized
CTRA Coterra Energy Inc 0.3%
Value ($000) $643 Shares 23,842 Est. Cost $17.73 Unrealized +8.5%
JPMorgan Chase & Co 0.2%
Value ($000) $535 Shares 3,924 Est. Cost $94.78 Unrealized
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $526 Shares 7,346 Est. Cost $27.28 Unrealized +109.4%
MSFT Microsoft Corp 0.2%
Value ($000) $498 Shares 1,615 Est. Cost $130.95 Unrealized +122.5%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value ($000) $460 Shares 2,916 Est. Cost $98.96 Unrealized
McKesson Corp 0.2%
Value ($000) $429 Shares 1,400 Est. Cost $153.57 Unrealized
Qualtrics Intl Inc Cl A 0.2%
Value ($000) $423 Shares 14,805 Est. Cost $33.17 Unrealized
OEF iShares S&P 100 ETF 0.2%
Value ($000) $413 Shares 1,980 Est. Cost $104.55 Unrealized
Nextera Energy Inc 0.2%
Value ($000) $387 Shares 4,564 Est. Cost $104.58 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $379 Shares 1,700 Est. Cost $71.77 Unrealized +172.3%
AMGN Amgen Inc 0.1%
Value ($000) $339 Shares 1,400 Est. Cost $74.20 Unrealized +174.0%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $330 Shares 1,449 Est. Cost $129.38 Unrealized
SO Southern Co 0.1%
Value ($000) $312 Shares 4,300 Est. Cost $41.35 Unrealized +42.0%
FITB Fifth Third Bancorp 0.1%
Value ($000) $308 Shares 7,150 Est. Cost $28.18 Unrealized +41.5%
HD Home Depot Inc 0.1%
Value ($000) $299 Shares 1,000 Est. Cost $199.72 Unrealized +57.2%
VGPMX Vanguard Prec Metals & Mineral 0.1%
Value ($000) $297 Shares 23,901 Est. Cost $7.65 Unrealized
SCI Service Corp Intl 0.1%
Value ($000) $296 Shares 4,500 Est. Cost $42.66 Unrealized +47.6%
FCNTX Fidelity Contrafund Inc 0.1%
Value ($000) $259 Shares 15,524 Est. Cost $11.76 Unrealized
SLGAX SEI Large Cap Fund F 0.1%
Value ($000) $246 Shares 15,603 Est. Cost $15.49 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $204 Shares 491 Est. Cost $415.48 Unrealized