Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
THOMAS STORY & SON LLC (CIK 1505207) reported $260.5M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COST ($17.2M, 6.61%), JNJ ($15.3M, 5.87%), V ($14.6M, 5.62%), WSM ($14.1M, 5.41%), AMD ($13.9M, 5.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHOLESALE CORPORATION COM | $17.2M | 6.61% | 17,294 | Trimmed |
| 2 | JNJ | JOHNSON & JOHNSON COM | $15.3M | 5.87% | 62,591 | Trimmed |
| 3 | V | VISA INC COM CL A | $14.6M | 5.62% | 48,403 | Trimmed |
| 4 | WSM | WILLIAMS SONOMA INC COM | $14.1M | 5.41% | 77,237 | Trimmed |
| 5 | AMD | ADVANCED MICRO DEVICES INC COM | $13.9M | 5.32% | 68,121 | Trimmed |
| 6 | GD | GENERAL DYNAMICS CORP COM | $13.4M | 5.14% | 38,986 | Trimmed |
| 7 | ORLY | OREILLY AUTOMOTIVE INC COM | $12.7M | 4.86% | 137,206 | Trimmed |
| 8 | AAPL | APPLE INC COM | $12.0M | 4.62% | 47,417 | Trimmed |
| 9 | TSCO | TRACTOR SUPPLY CO COM | $11.9M | 4.58% | 263,227 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $11.0M | 4.22% | 38,226 | Trimmed |
| 11 | CVX | CHEVRON CORPORATION COM | $10.9M | 4.17% | 52,535 | Trimmed |
| 12 | WEC | WEC ENERGY GROUP INC COM | $10.6M | 4.07% | 91,630 | Trimmed |
| 13 | MRK | MERCK & CO INC COM | $9.4M | 3.63% | 78,545 | Added |
| 14 | PG | PROCTER & GAMBLE CO COM | $9.3M | 3.55% | 64,114 | Trimmed |
| 15 | LDOS | LEIDOS HOLDINGS INC COM | $7.5M | 2.86% | 47,964 | Added |
| 16 | FAST | FASTENAL CO COM | $7.3M | 2.79% | 156,650 | Trimmed |
| 17 | ABT | ABBOTT LABORATORIES COM | $7.2M | 2.75% | 69,734 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.6M | 2.52% | 13,702 | Trimmed |
| 19 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $6.4M | 2.46% | 32,331 | Trimmed |
| 20 | IDA | IDACORP INC COM | $6.3M | 2.43% | 44,258 | Trimmed |
| 21 | ASML | ASML HLDG NV N Y REGISTRY SHS | $6.3M | 2.40% | 4,734 | Trimmed |
| 22 | ITW | ILLINOIS TOOL WKS INC COM | $5.5M | 2.10% | 21,050 | Trimmed |
| 23 | KO | COCA COLA CO COM | $4.0M | 1.55% | 53,224 | Trimmed |
| 24 | CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $3.7M | 1.44% | 22,555 | Trimmed |
| 25 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3.4M | 1.32% | 58,802 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31