THOMAS STORY & SON LLC Diversified Active

CIK: 0001505207 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 4, 2023

Total Value ($000): $219 (100.0% shares, 0.0% debt)

Holdings (53)

Visa Inc Cl A 6.9%
Value ($000) $15 Shares 63,254 Est. Cost $96.52 Unrealized
O'Reilly Automotive Inc 6.4%
Value ($000) $14 Shares 14,575 Est. Cost $121.66 Unrealized
TSCO Tractor Supply Co 6.2%
Value ($000) $14 Shares 61,702 Est. Cost $12.19 Unrealized +258.8%
AAPL Apple Inc 5.7%
Value ($000) $12 Shares 63,912 Est. Cost $89.31 Unrealized +92.7%
JNJ Johnson & Johnson 5.3%
Value ($000) $12 Shares 69,526 Est. Cost $66.07 Unrealized +125.4%
Costco Wholesale Corp 4.9%
Value ($000) $11 Shares 20,043 Est. Cost $190.14 Unrealized
PG Procter And Gamble Co 4.6%
Value ($000) $10 Shares 66,559 Est. Cost $57.65 Unrealized +145.1%
Accenture PLC Ireland Class A 4.5%
Value ($000) $10 Shares 32,026 Est. Cost $81.58 Unrealized
GD General Dynamics Corp 3.7%
Value ($000) $8 Shares 37,187 Est. Cost $126.50 Unrealized +61.7%
BDX Becton Dickinson & Co 3.4%
Value ($000) $7 Shares 27,819 Est. Cost $137.04 Unrealized +76.6%
CGNX Cognex Corp 3.2%
Value ($000) $7 Shares 126,012 Est. Cost $40.08 Unrealized +26.4%
AMD Advanced Micro Devices Inc 3.1%
Value ($000) $7 Shares 59,960 Est. Cost $110.48 Unrealized -5.9%
INTC Intel Corp 3.0%
Value ($000) $7 Shares 198,862 Est. Cost $20.11 Unrealized +52.7%
WSM Williams Sonoma Inc 2.9%
Value ($000) $6 Shares 50,952 Est. Cost $24.87 Unrealized +129.1%
ITW Illinois Tool Works Inc 2.9%
Value ($000) $6 Shares 25,012 Est. Cost $66.15 Unrealized +232.0%
ABT Abbott Laboratories 2.7%
Value ($000) $6 Shares 54,370 Est. Cost $66.68 Unrealized +52.2%
BRK/B Berkshire Hathaway Inc Cl B 2.3%
Value ($000) $5 Shares 14,757 Est. Cost $196.76 Unrealized +65.9%
Noble Corp Ord A 2.3%
Value ($000) $5 Shares 121,695 Est. Cost $0.04 Unrealized
FAST Fastenal Co 2.3%
Value ($000) $5 Shares 84,337 Est. Cost $13.30 Unrealized +93.1%
Alphabet Inc Cap Stock Cl A 2.1%
Value ($000) $5 Shares 38,126 Est. Cost $166.63 Unrealized
FISV Fiserv Inc Com 1.9%
Value ($000) $4 Shares 32,400 Est. Cost $106.40 Unrealized +10.6%
CVX Chevron Corp 1.8%
Value ($000) $4 Shares 24,679 Est. Cost $143.24 Unrealized 0.0%
IDA IDACORP Inc 1.7%
Value ($000) $4 Shares 35,660 Est. Cost $90.01 Unrealized +19.4%
NKE Nike Inc Cl B 1.6%
Value ($000) $4 Shares 32,420 Est. Cost $56.07 Unrealized +98.6%
KO Coca-Cola Co 1.5%
Value ($000) $3 Shares 53,219 Est. Cost $28.01 Unrealized +104.7%
Crown Castle Intl Corp 1.4%
Value ($000) $3 Shares 27,626 Est. Cost $99.99 Unrealized
Blackstone Group Inc Cl A 1.1%
Value ($000) $2 Shares 26,676 Est. Cost $82.59 Unrealized
ASML Holding NV NY Registry 1.1%
Value ($000) $2 Shares 3,323 Est. Cost $657.91 Unrealized
C H Robinson Worldwide Inc 1.0%
Value ($000) $2 Shares 22,655 Est. Cost $56.30 Unrealized
Wec Energy Group Inc 0.9%
Value ($000) $2 Shares 22,779 Est. Cost $61.97 Unrealized
PAYX Paychex Inc 0.7%
Value ($000) $2 Shares 14,395 Est. Cost $46.90 Unrealized +115.4%
DIS Disney Walt Co Disney 0.7%
Value ($000) $1 Shares 16,679 Est. Cost $129.79 Unrealized -28.7%
TRMB Trimble Inc 0.6%
Value ($000) $1 Shares 26,435 Est. Cost $37.10 Unrealized +31.8%
SLB Schlumberger Ltd 0.6%
Value ($000) $1 Shares 27,119 Est. Cost $52.30 Unrealized -14.9%
GWW Grainger W W Inc 0.6%
Value ($000) $1 Shares 1,678 Est. Cost $201.89 Unrealized +233.4%
Linde PLC 0.6%
Value ($000) $1 Shares 3,380 Est. Cost $0.38 Unrealized
LLY Lilly Eli & Co 0.6%
Value ($000) $1 Shares 2,730 Est. Cost $70.82 Unrealized +481.0%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value ($000) $1 Shares 2 Est. Cost $325257.94 Unrealized +53.1%
UNP Union Pacific Corp 0.3%
Value ($000) $1 Shares 2,925 Est. Cost $77.07 Unrealized +142.6%
McKesson Corp 0.3%
Value ($000) $1 Shares 1,400 Est. Cost $153.57 Unrealized
CTRA Coterra Energy Inc 0.3%
Value ($000) $1 Shares 23,139 Est. Cost $17.73 Unrealized +28.6%
JPMorgan Chase & Co 0.3%
Value ($000) $1 Shares 3,882 Est. Cost $93.80 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $1 Shares 1,595 Est. Cost $130.95 Unrealized +134.6%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value ($000) $0 Shares 2,976 Est. Cost $98.96 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $0 Shares 1,700 Est. Cost $71.77 Unrealized +197.8%
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
Nextera Energy Inc 0.2%
Value ($000) $0 Shares 4,509 Est. Cost $104.58 Unrealized
CBSH Commerce Bancshares Inc 0.1%
Value ($000) $0 Shares 6,650 Est. Cost $27.28 Unrealized +54.4%
HD Home Depot Inc 0.1%
Value ($000) $0 Shares 1,016 Est. Cost $201.00 Unrealized +37.5%
SO Southern Co 0.1%
Value ($000) $0 Shares 4,300 Est. Cost $41.35 Unrealized +57.9%
AMGN Amgen Inc 0.1%
Value ($000) $0 Shares 1,325 Est. Cost $74.20 Unrealized +187.9%
SCI Service Corp Intl 0.1%
Value ($000) $0 Shares 3,700 Est. Cost $42.66 Unrealized +56.6%