THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $210,377 (100.0% shares, 0.0% debt)

Holdings (55)

Visa Inc Cl A 6.4%
Value ($000) $13,408 Shares 68,098 Est. Cost $96.52 Unrealized
JNJ Johnson & Johnson 6.1%
Value ($000) $12,831 Shares 72,281 Est. Cost $66.07 Unrealized +142.1%
TSCO Tractor Supply Co 6.0%
Value ($000) $12,723 Shares 65,632 Est. Cost $12.19 Unrealized +212.7%
O'Reilly Automotive Inc 5.6%
Value ($000) $11,748 Shares 18,595 Est. Cost $121.66 Unrealized
AAPL Apple Inc 4.8%
Value ($000) $10,092 Shares 73,812 Est. Cost $89.31 Unrealized +66.4%
Costco Wholesale Corp 4.8%
Value ($000) $10,077 Shares 21,025 Est. Cost $190.14 Unrealized
PG Procter And Gamble Co 4.7%
Value ($000) $9,868 Shares 68,628 Est. Cost $57.65 Unrealized +138.2%
Accenture PLC Ireland Class A 4.5%
Value ($000) $9,435 Shares 33,980 Est. Cost $81.58 Unrealized
GD General Dynamics Corp 4.1%
Value ($000) $8,647 Shares 39,081 Est. Cost $126.50 Unrealized +68.7%
INTC Intel Corp 3.8%
Value ($000) $7,893 Shares 210,999 Est. Cost $20.11 Unrealized +102.0%
BDX Becton Dickinson & Co 3.4%
Value ($000) $7,119 Shares 28,876 Est. Cost $137.04 Unrealized +74.0%
ABT Abbott Laboratories 3.0%
Value ($000) $6,244 Shares 57,469 Est. Cost $66.68 Unrealized +59.1%
3M Co 2.8%
Value ($000) $5,876 Shares 45,403 Est. Cost $123.24 Unrealized
CGNX Cognex Corp 2.8%
Value ($000) $5,821 Shares 136,900 Est. Cost $40.08 Unrealized +36.2%
WSM Williams Sonoma Inc 2.7%
Value ($000) $5,776 Shares 52,057 Est. Cost $20.22 Unrealized +197.9%
FedEx Corp 2.6%
Value ($000) $5,519 Shares 24,342 Est. Cost $198.85 Unrealized
ITW Illinois Tool Works Inc 2.4%
Value ($000) $5,054 Shares 27,731 Est. Cost $66.15 Unrealized +176.6%
Crown Castle Intl Corp 2.3%
Value ($000) $4,812 Shares 28,576 Est. Cost $99.99 Unrealized
FAST Fastenal Co 2.1%
Value ($000) $4,519 Shares 90,523 Est. Cost $13.30 Unrealized +85.2%
Alphabet Inc Cap Stock Cl A 2.0%
Value ($000) $4,292 Shares 1,969 Est. Cost $1513.51 Unrealized
IDA IDACORP Inc 1.9%
Value ($000) $4,064 Shares 38,370 Est. Cost $90.01 Unrealized +20.1%
NKE Nike Inc Cl B 1.8%
Value ($000) $3,870 Shares 37,870 Est. Cost $56.07 Unrealized +98.5%
AMD Advanced Micro Devices Inc 1.8%
Value ($000) $3,854 Shares 50,395 Est. Cost $119.38 Unrealized -21.6%
FISV Fiserv Inc 1.7%
Value ($000) $3,657 Shares 41,100 Est. Cost $106.40 Unrealized -8.8%
KO Coca-Cola Co 1.7%
Value ($000) $3,542 Shares 56,299 Est. Cost $28.01 Unrealized +102.6%
Blackstone Group Inc Cl A 1.4%
Value ($000) $2,892 Shares 31,701 Est. Cost $91.23 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $2,521 Shares 9,235 Est. Cost $134.95 Unrealized +132.5%
C H Robinson Worldwide Inc 1.1%
Value ($000) $2,391 Shares 23,582 Est. Cost $56.30 Unrealized
Wec Energy Group Inc 1.1%
Value ($000) $2,353 Shares 23,379 Est. Cost $64.89 Unrealized
DIS Disney Walt Co Disney 1.0%
Value ($000) $2,075 Shares 21,979 Est. Cost $129.79 Unrealized -16.4%
ASML Holding NV NY Registry 0.9%
Value ($000) $1,979 Shares 4,158 Est. Cost $667.95 Unrealized
PAYX Paychex Inc 0.8%
Value ($000) $1,673 Shares 14,695 Est. Cost $46.90 Unrealized +140.7%
TRMB Trimble Inc 0.8%
Value ($000) $1,616 Shares 27,760 Est. Cost $37.10 Unrealized +77.0%
CI Cigna Corp New Com 0.7%
Value ($000) $1,423 Shares 5,399 Est. Cost $190.77 Unrealized +26.5%
Linde PLC 0.5%
Value ($000) $1,089 Shares 3,789 Est. Cost $166.85 Unrealized
SLB Schlumberger Ltd 0.5%
Value ($000) $990 Shares 27,679 Est. Cost $52.30 Unrealized -26.8%
LLY Lilly Eli & Co 0.4%
Value ($000) $885 Shares 2,730 Est. Cost $70.82 Unrealized +310.8%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $818 Shares 2 Est. Cost $325257.94 Unrealized +44.9%
GWW Grainger W W Inc 0.4%
Value ($000) $763 Shares 1,678 Est. Cost $201.89 Unrealized +132.5%
UNP Union Pacific Corp 0.3%
Value ($000) $624 Shares 2,925 Est. Cost $77.07 Unrealized +170.9%
CTRA Coterra Energy Inc 0.3%
Value ($000) $615 Shares 23,842 Est. Cost $17.73 Unrealized +44.6%
McKesson Corp 0.2%
Value ($000) $457 Shares 1,400 Est. Cost $153.57 Unrealized
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $451 Shares 6,871 Est. Cost $27.28 Unrealized +102.1%
JPMorgan Chase & Co 0.2%
Value ($000) $442 Shares 3,924 Est. Cost $94.78 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $415 Shares 1,615 Est. Cost $130.95 Unrealized +101.2%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value ($000) $386 Shares 2,924 Est. Cost $98.96 Unrealized
SPDR S&P 500 ETF Tr 0.2%
Value ($000) $360 Shares 954 Est. Cost $216.16 Unrealized
Nextera Energy Inc 0.2%
Value ($000) $354 Shares 4,564 Est. Cost $104.58 Unrealized
OEF iShares S&P 100 ETF 0.2%
Value ($000) $341 Shares 1,980 Est. Cost $104.55 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $322 Shares 1,325 Est. Cost $74.20 Unrealized +194.6%
SO Southern Co 0.1%
Value ($000) $307 Shares 4,300 Est. Cost $41.35 Unrealized +55.5%
CAT Caterpillar Inc 0.1%
Value ($000) $304 Shares 1,700 Est. Cost $71.77 Unrealized +174.9%
SCI Service Corp Intl 0.1%
Value ($000) $276 Shares 4,000 Est. Cost $42.66 Unrealized +60.3%
HD Home Depot Inc 0.1%
Value ($000) $274 Shares 1,000 Est. Cost $199.72 Unrealized +34.7%
FITB Fifth Third Bancorp 0.1%
Value ($000) $240 Shares 7,150 Est. Cost $28.18 Unrealized +14.7%