TS

THOMAS STORY & SON LLC

13F
THOMAS STORY & SON LLC
Last update 2025-05-13 49 Stocks (2 new)
Value $257.00 Mil Turnover 7 %
Countries:
Top Holdings: V(7.67%)COST(7.22%)TSCO(5.88%)ORLY(5.53%)WSM(5.52%)
Summary Stock Picks Current Portfolio
THOMAS STORY & SON LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V
Visa Inc
56,209
19,699.0
+0.93%
7.670
+0.07%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
COST
Costco Wholesale Corp
19,626
18,561.4
+1.75%
7.220
+0.12%
0.000
+0.85%
+6.16%
430,319.1
Retail - Defensive
TSCO
Tractor Supply Co
274,324
15,115.3
+2.59%
5.880
+0.15%
0.050
+10.41%
+7.96%
30,110.2
Retail - Cyclical
ORLY
O'Reilly Automotive Inc
148,755
14,206.9
+1.05%
5.530
+0.06%
0.020
-1.11%
+15.90%
78,320.6
Vehicles & Parts
WSM
Williams-Sonoma Inc
89,681
14,178.6
+0.23%
5.520
+0.01%
0.070
+18.49%
-4.87%
21,502.5
Retail - Cyclical
PG
Procter & Gamble Co
65,358
11,138.2
+1.77%
4.340
+0.08%
0.000
-5.32%
-5.16%
368,210.3
Consumer Packaged Goods
AAPL
Apple Inc
47,665
10,587.7
+2.66%
4.120
+0.11%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
FI
Fiserv Inc
47,497
10,488.8
+3.32%
4.080
+0.13%
0.010
-20.48%
-19.42%
91,769.9
Software
JNJ
Johnson & Johnson
62,911
10,433.1
+3.18%
4.060
+0.13%
0.000
+4.29%
+10.30%
377,512.9
Drug Manufacturers
GD
General Dynamics Corp
37,908
10,332.8
+3.97%
4.020
+0.15%
0.010
+9.80%
+16.53%
81,109.3
Aerospace & Defense

THOMAS STORY & SON LLC's Historical Top Holdings Breakdowns

THOMAS STORY & SON LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LDOS
Leidos Holdings Inc
2025-03-31
New Buy
New Buy
+2.58%
●
126.82 ($139.6) 161.11
$162.05
16.08%
New holding
49,139
49,139
CCI
Crown Castle Inc
2025-03-31
Sold Out
Sold Out
-1.71%
●
84.33 ($93.37) 106.39
$102.76
10.06%
Sold Out
0
-44,951
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
New Buy
New Buy
+1.47%
●
58.07 ($58.36) 58.69
$58.49
0.22%
New holding
64,161
64,161
AMD
Advanced Micro Devices Inc
2025-03-31
Add
Add
+0.76%
●
96.63 ($111.19) 129.55
$146.42
31.68%
Add 33.02%
76,698
19,038
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.15%
●
442.66 ($486.15) 534.52
$475.86
-2.12%
Add 5%
14,798
705
TSCO
Tractor Supply Co
2025-03-31
Add
Add
+0.15%
●
51.66 ($54.74) 57.94
$56.79
3.74%
Add 2.59%
274,324
6,934
GD
General Dynamics Corp
2025-03-31
Add
Add
+0.15%
●
241.94 ($259.92) 272.58
$302.20
16.27%
Add 3.97%
37,908
1,447
WEC
WEC Energy Group Inc
2025-03-31
Add
Add
+0.14%
●
92.12 ($102.13) 108.98
$105.51
3.31%
Add 3.9%
86,935
3,261
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.13%
●
142.06 ($156.47) 167.7
$156.90
0.27%
Add 3.18%
62,911
1,941
FI
Fiserv Inc
2025-03-31
Add
Add
+0.13%
●
200.51 ($218.93) 237.79
$165.52
-24.40%
Add 3.32%
47,497
1,527

THOMAS STORY & SON LLC Total Holding History ($B)

To

THOMAS STORY & SON LLC's Asset Allocation

To

THOMAS STORY & SON LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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THOMAS STORY & SON LLC's Hypothetical Growth since 2025-03-31

THOMAS STORY & SON LLC's Yearly Returns

Year Portfolio % % Excess Gain %

THOMAS STORY & SON LLC's Holdings Heat Map

Size field:

THOMAS STORY & SON LLC's Holdings Bubble Chart

THOMAS STORY & SON LLC News

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