THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 1, 2022

Total Value ($000): $190,047 (100.0% shares, 0.0% debt)

Holdings (54)

TSCO Tractor Supply Co 6.4%
Value ($000) $12,104 Shares 65,117 Est. Cost $12.19 Unrealized +201.0%
Visa Inc Cl A 6.2%
Value ($000) $11,795 Shares 66,393 Est. Cost $96.52 Unrealized
JNJ Johnson & Johnson 6.2%
Value ($000) $11,698 Shares 71,611 Est. Cost $66.07 Unrealized +131.4%
O'Reilly Automotive Inc 6.1%
Value ($000) $11,594 Shares 16,484 Est. Cost $121.66 Unrealized
Costco Wholesale Corp 5.2%
Value ($000) $9,856 Shares 20,868 Est. Cost $190.14 Unrealized
AAPL Apple Inc 4.8%
Value ($000) $9,070 Shares 65,632 Est. Cost $89.31 Unrealized +72.8%
Accenture PLC Ireland Class A 4.6%
Value ($000) $8,655 Shares 33,636 Est. Cost $81.58 Unrealized
PG Procter And Gamble Co 4.5%
Value ($000) $8,623 Shares 68,302 Est. Cost $57.65 Unrealized +126.5%
GD General Dynamics Corp 4.3%
Value ($000) $8,201 Shares 38,652 Est. Cost $126.50 Unrealized +66.7%
BDX Becton Dickinson & Co 3.4%
Value ($000) $6,411 Shares 28,773 Est. Cost $137.04 Unrealized +71.1%
WSM Williams Sonoma Inc 2.9%
Value ($000) $5,441 Shares 46,170 Est. Cost $20.22 Unrealized +228.8%
ABT Abbott Laboratories 2.9%
Value ($000) $5,436 Shares 56,185 Est. Cost $66.68 Unrealized +50.0%
INTC Intel Corp 2.8%
Value ($000) $5,402 Shares 209,637 Est. Cost $20.11 Unrealized +60.6%
CGNX Cognex Corp 2.8%
Value ($000) $5,252 Shares 126,712 Est. Cost $40.08 Unrealized +10.2%
3M Co 2.6%
Value ($000) $4,913 Shares 44,465 Est. Cost $123.24 Unrealized
ITW Illinois Tool Works Inc 2.6%
Value ($000) $4,898 Shares 27,113 Est. Cost $66.15 Unrealized +174.6%
BRK/B Berkshire Hathaway Inc Cl B 2.2%
Value ($000) $4,202 Shares 15,737 Est. Cost $196.76 Unrealized +44.6%
Crown Castle Intl Corp 2.2%
Value ($000) $4,109 Shares 28,426 Est. Cost $99.99 Unrealized
FAST Fastenal Co 2.1%
Value ($000) $4,057 Shares 88,112 Est. Cost $13.30 Unrealized +74.4%
IDA IDACORP Inc 2.0%
Value ($000) $3,763 Shares 38,010 Est. Cost $90.01 Unrealized +21.1%
Alphabet Inc Cap Stock Cl A 2.0%
Value ($000) $3,763 Shares 39,337 Est. Cost $166.63 Unrealized
AMD Advanced Micro Devices Inc 2.0%
Value ($000) $3,718 Shares 58,687 Est. Cost $114.54 Unrealized -25.7%
FISV Fiserv Inc 1.9%
Value ($000) $3,600 Shares 38,475 Est. Cost $106.40 Unrealized -4.2%
FedEx Corp 1.8%
Value ($000) $3,468 Shares 23,356 Est. Cost $198.85 Unrealized
KO Coca-Cola Co 1.6%
Value ($000) $3,121 Shares 55,719 Est. Cost $28.01 Unrealized +100.1%
NKE Nike Inc Cl B 1.5%
Value ($000) $2,842 Shares 34,188 Est. Cost $56.07 Unrealized +81.1%
Blackstone Group Inc Cl A 1.4%
Value ($000) $2,669 Shares 31,893 Est. Cost $91.23 Unrealized
C H Robinson Worldwide Inc 1.1%
Value ($000) $2,182 Shares 22,655 Est. Cost $56.30 Unrealized
Wec Energy Group Inc 1.1%
Value ($000) $2,037 Shares 22,779 Est. Cost $64.89 Unrealized
DIS Disney Walt Co Disney 1.0%
Value ($000) $1,887 Shares 20,004 Est. Cost $129.79 Unrealized -19.4%
ASML Holding NV NY Registry 0.9%
Value ($000) $1,727 Shares 4,158 Est. Cost $667.95 Unrealized
PAYX Paychex Inc 0.9%
Value ($000) $1,649 Shares 14,695 Est. Cost $46.90 Unrealized +139.1%
TRMB Trimble Inc 0.8%
Value ($000) $1,507 Shares 27,760 Est. Cost $37.10 Unrealized +70.5%
SLB Schlumberger Ltd 0.5%
Value ($000) $994 Shares 27,679 Est. Cost $52.30 Unrealized -36.1%
Linde PLC 0.5%
Value ($000) $986 Shares 3,658 Est. Cost $166.85 Unrealized
LLY Lilly Eli & Co 0.5%
Value ($000) $883 Shares 2,730 Est. Cost $70.82 Unrealized +335.0%
GWW Grainger W W Inc 0.4%
Value ($000) $821 Shares 1,678 Est. Cost $201.89 Unrealized +152.6%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $813 Shares 2 Est. Cost $325257.94 Unrealized +31.6%
CTRA Coterra Energy Inc 0.3%
Value ($000) $623 Shares 23,842 Est. Cost $17.73 Unrealized +39.4%
UNP Union Pacific Corp 0.3%
Value ($000) $570 Shares 2,925 Est. Cost $77.07 Unrealized +165.0%
McKesson Corp 0.3%
Value ($000) $476 Shares 1,400 Est. Cost $153.57 Unrealized
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $455 Shares 6,871 Est. Cost $27.28 Unrealized +106.1%
JPMorgan Chase & Co 0.2%
Value ($000) $410 Shares 3,924 Est. Cost $94.78 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $376 Shares 1,615 Est. Cost $130.95 Unrealized +96.2%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value ($000) $367 Shares 2,937 Est. Cost $98.96 Unrealized
Nextera Energy Inc 0.2%
Value ($000) $354 Shares 4,509 Est. Cost $104.58 Unrealized
SPDR S&P 500 ETF Tr 0.2%
Value ($000) $341 Shares 954 Est. Cost $216.16 Unrealized
OEF iShares S&P 100 ETF 0.2%
Value ($000) $322 Shares 1,980 Est. Cost $104.55 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $299 Shares 1,325 Est. Cost $74.20 Unrealized +193.6%
SO Southern Co 0.2%
Value ($000) $292 Shares 4,300 Est. Cost $41.35 Unrealized +61.9%
CAT Caterpillar Inc 0.1%
Value ($000) $279 Shares 1,700 Est. Cost $71.77 Unrealized +139.9%
HD Home Depot Inc 0.1%
Value ($000) $276 Shares 1,000 Est. Cost $199.72 Unrealized +35.5%
SCI Service Corp Intl 0.1%
Value ($000) $231 Shares 4,000 Est. Cost $42.66 Unrealized +54.5%
FITB Fifth Third Bancorp 0.1%
Value ($000) $229 Shares 7,150 Est. Cost $28.18 Unrealized +6.1%