THOMAS STORY & SON LLC Diversified Active

Location: Culver, IN

CIK: 0001505207 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Mar 1, 2024

Total Value: $213M

Holdings (52)

Visa Inc Cl A 6.9%
Value $14.65M Shares 56,276 Est. Cost $96.52 Unrealized
TSCO Tractor Supply Co 6.0%
Value $12.78M Shares 59,448 Est. Cost $12.19 Unrealized +223.1%
Costco Wholesale Corp 6.0%
Value $12.68M Shares 19,210 Est. Cost $190.14 Unrealized
O'Reilly Automotive Inc 5.3%
Value $11.18M Shares 11,771 Est. Cost $121.66 Unrealized
Accenture PLC Ireland Class A 5.2%
Value $11.01M Shares 31,365 Est. Cost $81.58 Unrealized
AAPL Apple Inc 4.9%
Value $10.37M Shares 53,866 Est. Cost $89.31 Unrealized +104.7%
WSM Williams Sonoma Inc 4.7%
Value $10.09M Shares 49,992 Est. Cost $24.87 Unrealized +237.0%
JNJ Johnson & Johnson 4.5%
Value $9.574M Shares 61,082 Est. Cost $66.07 Unrealized +117.3%
GD General Dynamics Corp 4.5%
Value $9.521M Shares 36,666 Est. Cost $126.50 Unrealized +85.2%
PG Procter And Gamble Co 4.4%
Value $9.461M Shares 64,564 Est. Cost $57.65 Unrealized +143.9%
AMD Advanced Micro Devices Inc 4.0%
Value $8.431M Shares 57,195 Est. Cost $110.48 Unrealized +6.7%
INTC Intel Corp 3.2%
Value $6.871M Shares 136,731 Est. Cost $20.11 Unrealized +99.1%
Crown Castle Intl Corp 2.7%
Value $5.845M Shares 50,741 Est. Cost $96.38 Unrealized
ABT Abbott Laboratories 2.7%
Value $5.814M Shares 52,825 Est. Cost $66.68 Unrealized +44.1%
Noble Corp Ord A 2.7%
Value $5.744M Shares 119,268 Est. Cost $37.71 Unrealized
ITW Illinois Tool Works Inc 2.7%
Value $5.681M Shares 21,687 Est. Cost $66.15 Unrealized +243.6%
FAST Fastenal Co 2.5%
Value $5.385M Shares 83,137 Est. Cost $13.30 Unrealized +115.7%
Alphabet Inc Cap Stock Cl A 2.4%
Value $5.203M Shares 37,246 Est. Cost $166.63 Unrealized
CGNX Cognex Corp 2.4%
Value $5.178M Shares 124,062 Est. Cost $40.08 Unrealized -5.8%
BRK/B Berkshire Hathaway Inc Cl B 2.4%
Value $5.08M Shares 14,242 Est. Cost $196.76 Unrealized +78.4%
FISV FISERV INC 1.9%
Value $4.138M Shares 31,150 Est. Cost $106.60 Unrealized +15.1%
NKE Nike Inc Cl B 1.6%
Value $3.434M Shares 31,630 Est. Cost $56.07 Unrealized +83.7%
Blackstone Group Inc Cl A 1.6%
Value $3.38M Shares 25,816 Est. Cost $91.39 Unrealized
IDA IDACORP Inc 1.5%
Value $3.284M Shares 33,405 Est. Cost $90.01 Unrealized +7.6%
KO Coca-Cola Co 1.5%
Value $3.092M Shares 52,469 Est. Cost $28.01 Unrealized +90.1%
ASML Holding NV NY Registry 1.2%
Value $2.542M Shares 3,358 Est. Cost $668.80 Unrealized
C H Robinson Worldwide Inc 0.9%
Value $1.957M Shares 22,655 Est. Cost $56.30 Unrealized
Wec Energy Group Inc 0.9%
Value $1.918M Shares 22,784 Est. Cost $65.94 Unrealized
LLY Lilly Eli & Co 0.7%
Value $1.591M Shares 2,730 Est. Cost $70.82 Unrealized +712.1%
PAYX Paychex Inc 0.7%
Value $1.554M Shares 13,045 Est. Cost $46.90 Unrealized +136.9%
TRMB Trimble Inc 0.7%
Value $1.406M Shares 26,435 Est. Cost $37.10 Unrealized +28.5%
Kenvue Inc 0.7%
Value $1.404M Shares 65,219 Est. Cost $20.08 Unrealized
SLB Schlumberger Ltd 0.6%
Value $1.375M Shares 26,423 Est. Cost $52.30 Unrealized -2.1%
Linde PLC 0.6%
Value $1.347M Shares 3,280 Est. Cost $381.07 Unrealized
GWW Grainger W W Inc 0.5%
Value $1.142M Shares 1,378 Est. Cost $201.89 Unrealized +274.6%
CVX Chevron Corp 0.5%
Value $1.131M Shares 7,580 Est. Cost $143.92 Unrealized -4.3%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value $1.085M Shares 2 Est. Cost $325257.94 Unrealized +64.1%
UNP Union Pacific Corp 0.3%
Value $718K Shares 2,925 Est. Cost $77.07 Unrealized +171.5%
JPMorgan Chase & Co 0.3%
Value $670K Shares 3,940 Est. Cost $95.92 Unrealized
McKesson Corp 0.3%
Value $648K Shares 1,400 Est. Cost $153.57 Unrealized
CTRA Coterra Energy Inc 0.3%
Value $573K Shares 22,437 Est. Cost $17.73 Unrealized +40.8%
MSFT Microsoft Corp 0.3%
Value $562K Shares 1,495 Est. Cost $130.95 Unrealized +167.6%
CAT Caterpillar Inc 0.2%
Value $503K Shares 1,700 Est. Cost $71.77 Unrealized +250.0%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value $498K Shares 3,012 Est. Cost $98.96 Unrealized
AMGN Amgen Inc 0.2%
Value $382K Shares 1,325 Est. Cost $74.20 Unrealized +243.8%
CBSH Commerce Bancshares Inc 0.2%
Value $354K Shares 6,637 Est. Cost $27.95 Unrealized +48.3%
HD Home Depot Inc 0.2%
Value $352K Shares 1,016 Est. Cost $201.00 Unrealized +46.1%
SO Southern Co 0.2%
Value $326K Shares 4,650 Est. Cost $43.04 Unrealized +48.1%
Nextera Energy Inc 0.1%
Value $271K Shares 4,464 Est. Cost $104.58 Unrealized
SCI Service Corp Intl 0.1%
Value $253K Shares 3,700 Est. Cost $42.66 Unrealized +41.1%
FITB Fifth Third Bancorp 0.1%
Value $236K Shares 6,850 Est. Cost $25.54 Unrealized 0.0%
OEF iShares S&P 100 ETF 0.1%
Value $201K Shares 900 Est. Cost $223.33 Unrealized