THOMAS STORY & SON LLC Diversified Active

Location: Culver, IN

CIK: 0001505207 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 30, 2024

Total Value: $237M

Holdings (52)

Visa Inc Cl A 6.6%
Value $15.67M Shares 56,156 Est. Cost $96.52 Unrealized
WSM Williams Sonoma Inc 6.1%
Value $14.34M Shares 45,157 Est. Cost $24.87 Unrealized +354.1%
TSCO Tractor Supply Co 5.9%
Value $14.09M Shares 53,823 Est. Cost $12.19 Unrealized +280.0%
Costco Wholesale Corp 5.9%
Value $14.05M Shares 19,172 Est. Cost $190.14 Unrealized
O'Reilly Automotive Inc 5.0%
Value $11.96M Shares 10,591 Est. Cost $121.66 Unrealized
Accenture PLC Ireland Class A 4.6%
Value $10.87M Shares 31,355 Est. Cost $81.58 Unrealized
PG Procter And Gamble Co 4.4%
Value $10.48M Shares 64,589 Est. Cost $57.65 Unrealized +160.0%
GD General Dynamics Corp 4.4%
Value $10.37M Shares 36,721 Est. Cost $126.50 Unrealized +104.0%
JNJ Johnson & Johnson 4.1%
Value $9.662M Shares 61,077 Est. Cost $66.07 Unrealized +127.4%
AAPL Apple Inc 3.9%
Value $9.234M Shares 53,846 Est. Cost $89.31 Unrealized +101.8%
AMD Advanced Micro Devices Inc 3.8%
Value $8.951M Shares 49,591 Est. Cost $110.48 Unrealized +58.2%
Noble Corp Ord A 3.1%
Value $7.306M Shares 150,663 Est. Cost $39.96 Unrealized
Wec Energy Group Inc 2.9%
Value $6.916M Shares 84,214 Est. Cost $77.75 Unrealized
FAST Fastenal Co 2.7%
Value $6.386M Shares 82,790 Est. Cost $13.30 Unrealized +155.5%
INTC Intel Corp 2.5%
Value $6.032M Shares 136,556 Est. Cost $20.11 Unrealized +119.0%
ABT Abbott Laboratories 2.5%
Value $6.004M Shares 52,825 Est. Cost $66.68 Unrealized +66.1%
BRK/B Berkshire Hathaway Inc Cl B 2.5%
Value $5.985M Shares 14,232 Est. Cost $196.76 Unrealized +99.9%
ITW Illinois Tool Works Inc 2.5%
Value $5.819M Shares 21,687 Est. Cost $66.15 Unrealized +274.3%
Alphabet Inc Cap Stock Cl A 2.4%
Value $5.622M Shares 37,246 Est. Cost $166.63 Unrealized
CVX Chevron Corp 2.3%
Value $5.44M Shares 34,490 Est. Cost $140.09 Unrealized -0.8%
Crown Castle Intl Corp 2.3%
Value $5.36M Shares 50,651 Est. Cost $96.38 Unrealized
CGNX Cognex Corp 2.2%
Value $5.263M Shares 124,062 Est. Cost $40.08 Unrealized -4.4%
FISV FISERV INC 2.1%
Value $4.974M Shares 31,125 Est. Cost $106.60 Unrealized +36.6%
Blackstone Group Inc Cl A 1.4%
Value $3.359M Shares 25,566 Est. Cost $91.39 Unrealized
ASML Holding NV NY Registry 1.4%
Value $3.259M Shares 3,358 Est. Cost $668.80 Unrealized
KO Coca-Cola Co 1.4%
Value $3.204M Shares 52,369 Est. Cost $28.01 Unrealized +102.4%
IDA IDACORP Inc 1.3%
Value $3.108M Shares 33,455 Est. Cost $90.01 Unrealized +1.7%
NKE Nike Inc Cl B 1.3%
Value $2.973M Shares 31,630 Est. Cost $56.07 Unrealized +74.5%
LLY Lilly Eli & Co 0.9%
Value $2.065M Shares 2,655 Est. Cost $70.82 Unrealized +892.0%
C H Robinson Worldwide Inc 0.7%
Value $1.725M Shares 22,655 Est. Cost $56.30 Unrealized
TRMB Trimble Inc 0.7%
Value $1.701M Shares 26,435 Est. Cost $37.10 Unrealized +53.6%
PAYX Paychex Inc 0.7%
Value $1.602M Shares 13,045 Est. Cost $46.90 Unrealized +144.5%
Linde PLC 0.6%
Value $1.523M Shares 3,280 Est. Cost $381.07 Unrealized
SLB Schlumberger Ltd 0.6%
Value $1.448M Shares 26,423 Est. Cost $52.30 Unrealized -8.5%
GWW Grainger W W Inc 0.6%
Value $1.402M Shares 1,378 Est. Cost $201.89 Unrealized +354.4%
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value $1.269M Shares 2 Est. Cost $325257.94 Unrealized +82.6%
JPMorgan Chase & Co 0.3%
Value $789K Shares 3,940 Est. Cost $95.92 Unrealized
McKesson Corp 0.3%
Value $752K Shares 1,400 Est. Cost $153.57 Unrealized
UNP Union Pacific Corp 0.3%
Value $719K Shares 2,925 Est. Cost $77.07 Unrealized +205.7%
MSFT Microsoft Corp 0.3%
Value $629K Shares 1,495 Est. Cost $130.95 Unrealized +204.9%
CTRA Coterra Energy Inc 0.3%
Value $626K Shares 22,437 Est. Cost $17.73 Unrealized +35.5%
CAT Caterpillar Inc 0.3%
Value $623K Shares 1,700 Est. Cost $71.77 Unrealized +333.4%
FXAIX Fidelity Tr 500 Index Ins Prem 0.2%
Value $551K Shares 3,012 Est. Cost $98.96 Unrealized
HD Home Depot Inc 0.2%
Value $390K Shares 1,016 Est. Cost $201.00 Unrealized +73.4%
AMGN Amgen Inc 0.2%
Value $377K Shares 1,325 Est. Cost $74.20 Unrealized +272.1%
CBSH Commerce Bancshares Inc 0.1%
Value $353K Shares 6,637 Est. Cost $27.95 Unrealized +63.9%
SO Southern Co 0.1%
Value $334K Shares 4,650 Est. Cost $43.04 Unrealized +50.4%
Nextera Energy Inc 0.1%
Value $285K Shares 4,464 Est. Cost $104.58 Unrealized
SCI Service Corp Intl 0.1%
Value $275K Shares 3,700 Est. Cost $42.66 Unrealized +65.4%
FITB Fifth Third Bancorp 0.1%
Value $255K Shares 6,850 Est. Cost $25.54 Unrealized +26.7%
OEF iShares S&P 100 ETF 0.1%
Value $223K Shares 900 Est. Cost $223.33 Unrealized
SPDR S&P 500 ETF Tr 0.1%
Value $209K Shares 400 Est. Cost $522.50 Unrealized