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THOMAS STORY & SON LLC 13F holdings

Filed 2026-07-23 · THOMAS STORY & SON LLC · 53 positions · $282.8M

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TickerCompanySharesValue% of portfolio
AMDADVANCED MICRO DEVICES INC COM45.7K$26.5M9.4%
WSMWILLIAMS SONOMA INC COM77.2K$18.0M6.4%
VVISA INC COM CL A49.9K$17.1M6.0%
COSTCOSTCO WHOLESALE CORPORATION COM17.3K$16.2M5.7%
JNJJOHNSON & JOHNSON COM62.6K$15.9M5.6%
GDGENERAL DYNAMICS CORP COM39.0K$13.8M4.9%
AAPLAPPLE INC COM47.5K$13.7M4.9%
GOOGLALPHABET INC CAP STK CL A38.2K$13.7M4.8%
ORLYOREILLY AUTOMOTIVE INC COM144.9K$13.3M4.7%
WECWEC ENERGY GROUP INC COM91.9K$10.7M3.8%
MRKMERCK & CO INC COM80.7K$10.4M3.7%
ASMLASML HLDG NV N Y REGISTRY SHS4.7K$9.4M3.3%
PGPROCTER & GAMBLE CO COM64.1K$9.4M3.3%
CVXCHEVRON CORPORATION COM52.5K$8.7M3.1%
TSCOTRACTOR SUPPLY CO COM260.5K$8.2M2.9%
FASTFASTENAL CO COM156.7K$7.5M2.7%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW13.7K$6.9M2.4%
IDAIDACORP INC COM44.2K$6.7M2.4%
ABTABBOTT LABORATORIES COM70.6K$6.4M2.3%
ITWILLINOIS TOOL WKS INC COM21.1K$5.7M2.0%
LDOSLEIDOS HOLDINGS INC COM48.1K$5.0M1.8%
VGSHVANGUARD SHORT-TERM TREASURY ETF78.9K$4.6M1.6%
KOCOCA COLA CO COM53.1K$4.3M1.5%
CHRWC H ROBINSON WORLDWIDE IN COM NEW22.6K$4.2M1.5%
—ACCENTURE PLC IRELAND SHS CLASS A32.4K$4.0M1.4%
LLYELI LILLY & CO COM2.7K$3.2M1.1%
NVDANVIDIA CORPORATION COM9.3K$1.9M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL CL A2$1.5M0.5%
CATCATERPILLAR INC COM1.4K$1.4M0.5%
GWWWW GRAINGER INC COM1.1K$1.4M0.5%
JPMJPMORGAN CHASE & CO COM4.3K$1.4M0.5%
PAYXPAYCHEX INC COM13.2K$1.3M0.5%
LINLINDE PLC SHS2.5K$1.3M0.5%
MCKMCKESSON CORP COM1.3K$1.0M0.4%
TRMBTRIMBLE INC COM19.2K$984,8310.3%
UNPUNION PAC CORP COM2.9K$795,6000.3%
MSFTMICROSOFT CORP COM2.0K$744,1750.3%
PSNPARSONS CORP DEL COM12.9K$674,5210.2%
DVNDEVON ENERGY CORP NEW COM15.4K$635,1710.2%
AMGNAMGEN INC COM1.3K$470,7560.2%
SOSOUTHERN CO COM4.7K$445,0520.2%
CBSHCOMMERCE BANCSHARES INC COM7.0K$403,6150.1%
NEENEXTERA ENERGY INC COM4.1K$357,2240.1%
SNPSSYNOPSYS INC COM707$315,3710.1%
GOOGALPHABET INC CAP STK CL C860$303,8640.1%
HDHOME DEPOT INC COM775$273,3270.1%
OEFISHARES S&P 100 ETF700$256,1090.1%
SCISERVICE CORP INTL COM3.2K$243,0720.1%
AEPAMERICAN ELEC PWR CO INC COM1.6K$225,7370.1%
EPDENTERPRISE PRODS PARTNERS L P COM6.1K$223,3170.1%
TRVTRAVELERS COMPANIES INC COM650$214,5780.1%
SPYSTATE STREET SPDR S&P 500 ETF275$205,3620.1%
PMPHILIP MORRIS INTL INC COM1.1K$205,1520.1%
Top Fund Holdings
13F
Top Fund Holdings

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