THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 30, 2023

Total Value ($000): $197 (100.0% shares, 0.0% debt)

Holdings (53)

TSCO Tractor Supply Co 7.2%
Value ($000) $14 Shares 63,155 Est. Cost $12.19 Unrealized +229.8%
Visa Inc Cl A 6.8%
Value ($000) $13 Shares 64,218 Est. Cost $96.52 Unrealized
O'Reilly Automotive Inc 6.7%
Value ($000) $13 Shares 15,558 Est. Cost $121.66 Unrealized
JNJ Johnson & Johnson 6.2%
Value ($000) $12 Shares 69,420 Est. Cost $66.07 Unrealized +137.7%
PG Procter And Gamble Co 5.1%
Value ($000) $10 Shares 66,452 Est. Cost $57.65 Unrealized +125.1%
GD General Dynamics Corp 4.7%
Value ($000) $9 Shares 37,277 Est. Cost $126.50 Unrealized +80.9%
Costco Wholesale Corp 4.6%
Value ($000) $9 Shares 20,023 Est. Cost $190.14 Unrealized
Accenture PLC Ireland Class A 4.4%
Value ($000) $9 Shares 32,462 Est. Cost $81.58 Unrealized
AAPL Apple Inc 4.2%
Value ($000) $8 Shares 63,712 Est. Cost $89.31 Unrealized +57.5%
BDX Becton Dickinson & Co 3.6%
Value ($000) $7 Shares 27,733 Est. Cost $137.04 Unrealized +62.9%
ABT Abbott Laboratories 3.0%
Value ($000) $6 Shares 54,270 Est. Cost $66.68 Unrealized +46.4%
CGNX Cognex Corp 3.0%
Value ($000) $6 Shares 125,437 Est. Cost $40.08 Unrealized +14.2%
ITW Illinois Tool Works Inc 3.0%
Value ($000) $6 Shares 26,388 Est. Cost $66.15 Unrealized +198.6%
INTC Intel Corp 2.7%
Value ($000) $5 Shares 199,325 Est. Cost $20.11 Unrealized +32.5%
WSM Williams Sonoma Inc 2.6%
Value ($000) $5 Shares 44,785 Est. Cost $20.22 Unrealized +179.9%
Noble Corp Ord A 2.3%
Value ($000) $5 Shares 122,193 Est. Cost $0.04 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 2.3%
Value ($000) $5 Shares 14,797 Est. Cost $196.76 Unrealized +50.9%
FAST Fastenal Co 2.1%
Value ($000) $4 Shares 88,112 Est. Cost $13.30 Unrealized +70.2%
AMD Advanced Micro Devices Inc 2.1%
Value ($000) $4 Shares 64,043 Est. Cost $110.48 Unrealized -40.3%
IDA IDACORP Inc 2.0%
Value ($000) $4 Shares 35,710 Est. Cost $90.01 Unrealized +15.1%
NKE Nike Inc Cl B 2.0%
Value ($000) $4 Shares 32,803 Est. Cost $56.07 Unrealized +70.0%
Crown Castle Intl Corp 1.9%
Value ($000) $4 Shares 27,551 Est. Cost $99.99 Unrealized
Alphabet Inc Cap Stock Cl A 1.7%
Value ($000) $3 Shares 38,277 Est. Cost $166.63 Unrealized
KO Coca-Cola Co 1.7%
Value ($000) $3 Shares 53,069 Est. Cost $28.01 Unrealized +96.0%
FISV Fiserv Inc 1.7%
Value ($000) $3 Shares 32,425 Est. Cost $106.40 Unrealized -6.4%
C H Robinson Worldwide Inc 1.1%
Value ($000) $2 Shares 22,655 Est. Cost $56.30 Unrealized
Wec Energy Group Inc 1.0%
Value ($000) $2 Shares 21,629 Est. Cost $64.89 Unrealized
Blackstone Group Inc Cl A 0.9%
Value ($000) $2 Shares 24,289 Est. Cost $91.23 Unrealized
ASML Holding NV NY Registry 0.9%
Value ($000) $2 Shares 3,273 Est. Cost $667.95 Unrealized
PAYX Paychex Inc 0.9%
Value ($000) $2 Shares 14,595 Est. Cost $46.90 Unrealized +127.3%
DIS Disney Walt Co Disney 0.8%
Value ($000) $2 Shares 18,354 Est. Cost $129.79 Unrealized -28.0%
SLB Schlumberger Ltd 0.7%
Value ($000) $1 Shares 27,019 Est. Cost $52.30 Unrealized -11.9%
TRMB Trimble Inc 0.7%
Value ($000) $1 Shares 26,510 Est. Cost $37.10 Unrealized +50.1%
Linde PLC 0.6%
Value ($000) $1 Shares 3,658 Est. Cost $166.85 Unrealized
LLY Lilly Eli & Co 0.5%
Value ($000) $1 Shares 2,730 Est. Cost $70.82 Unrealized +388.3%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value ($000) $1 Shares 2 Est. Cost $325257.94 Unrealized +38.0%
GWW Grainger W W Inc 0.5%
Value ($000) $1 Shares 1,678 Est. Cost $201.89 Unrealized +171.7%
UNP Union Pacific Corp 0.3%
Value ($000) $1 Shares 2,925 Est. Cost $77.07 Unrealized +146.8%
CTRA Coterra Energy Inc 0.3%
Value ($000) $1 Shares 22,939 Est. Cost $17.73 Unrealized +37.2%
JPMorgan Chase & Co 0.3%
Value ($000) $1 Shares 3,965 Est. Cost $93.80 Unrealized
McKesson Corp 0.3%
Value ($000) $1 Shares 1,400 Est. Cost $153.57 Unrealized
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $0 Shares 6,677 Est. Cost $27.28 Unrealized +108.1%
CAT Caterpillar Inc 0.2%
Value ($000) $0 Shares 1,700 Est. Cost $71.77 Unrealized +187.8%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value ($000) $0 Shares 2,965 Est. Cost $98.96 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $0 Shares 1,615 Est. Cost $130.95 Unrealized +78.7%
Nextera Energy Inc 0.2%
Value ($000) $0 Shares 4,509 Est. Cost $104.58 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $0 Shares 1,325 Est. Cost $74.20 Unrealized +227.1%
OEF iShares S&P 100 ETF 0.2%
Value ($000) $0 Shares 1,980 Est. Cost $104.55 Unrealized
SPDR S&P 500 ETF Tr 0.2%
Value ($000) $0 Shares 864 Est. Cost $216.16 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $0 Shares 1,016 Est. Cost $201.00 Unrealized +39.9%
SO Southern Co 0.2%
Value ($000) $0 Shares 4,300 Est. Cost $41.35 Unrealized +44.2%
SCI Service Corp Intl 0.1%
Value ($000) $0 Shares 3,700 Est. Cost $42.66 Unrealized +56.1%
FITB Fifth Third Bancorp 0.1%
Value ($000) $0 Shares 6,850 Est. Cost $28.18 Unrealized +6.2%