Fund HoldingsTHOMAS STORY & SON LLC

Total Portfolio Value
$256.94M
Total Bought
$256.94M
Total Sold
$238.7K
Net Transaction
+$256.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VISA INC COM CL A(V)056,209+56,209019,6997.67%+19,699
COSTCO WHSL CORP NEW COM(COST)019,626+19,626018,5617.22%+18,561
TRACTOR SUPPLY CO COM(TSCO)0274,324+274,324015,1155.88%+15,115
OREILLY AUTOMOTIVE INC COM(ORLY)09,917+9,917014,2075.53%+14,207
WILLIAMS SONOMA INC COM(WSM)089,681+89,681014,1795.52%+14,179
PROCTER AND GAMBLE CO COM(PG)065,358+65,358011,1384.34%+11,138
APPLE INC COM(AAPL)047,665+47,665010,5884.12%+10,588
FISERV INC COM(FISV)047,497+47,497010,4894.08%+10,489
JOHNSON & JOHNSON COM(JNJ)062,911+62,911010,4334.06%+10,433
GENERAL DYNAMICS CORP COM(GD)037,908+37,908010,3334.02%+10,333
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
032,627+32,627010,1813.96%+10,181
WEC ENERGY GROUP INC COM(WEC)086,935+86,93509,4743.69%+9,474
ABBOTT LABS COM067,590+67,59008,9663.49%+8,966
CHEVRON CORP NEW COM(CVX)050,941+50,94108,5223.32%+8,522
BERKSHIRE HATHAWAY INC DEL CL B NEW014,798+14,79807,8813.07%+7,881
ADVANCED MICRO DEVICES INC COM(AMD)076,698+76,69807,8803.07%+7,880
LEIDOS HOLDINGS INC COM(LDOS)049,139+49,13906,6312.58%+6,631
FASTENAL CO COM(FAST)083,490+83,49006,4752.52%+6,475
ALPHABET INC CAP STK CL A(GOOG)039,310+39,31006,0792.37%+6,079
ILLINOIS TOOL WKS INC COM(ITW)022,287+22,28705,5272.15%+5,527
COGNEX CORP COM(CGNX)0150,871+150,87104,5001.75%+4,500
IDACORP INC COM(IDA)035,838+35,83804,1651.62%+4,165
COCA COLA CO COM(KO)054,089+54,08903,8741.51%+3,874
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
064,161+64,16103,7661.47%+3,766
BLACKSTONE INC COM(BX)026,328+26,32803,6801.43%+3,680
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
04,812+4,81203,1891.24%+3,189
C H ROBINSON WORLDWIDE INC COM NEW(CHRW)022,655+22,65502,3200.90%+2,320
ELI LILLY & CO COM(LLY)02,655+2,65502,1930.85%+2,193
PAYCHEX INC COM(PAYX)013,245+13,24502,0430.80%+2,043
TRIMBLE INC COM(TRMB)026,190+26,19001,7190.67%+1,719
BERKSHIRE HATHAWAY INC DEL CL A02+201,5970.62%+1,597
LINDE PLC SHS(LIN)03,270+3,27001,5230.59%+1,523
GRAINGER W W INC COM(GWW)01,378+1,37801,3610.53%+1,361
JPMORGAN CHASE & CO. COM(JPM)03,940+3,94009660.38%+966
SCHLUMBERGER LTD COM STK(SLB)022,825+22,82509540.37%+954
MCKESSON CORP COM(MCK)01,400+1,40009420.37%+942
MICROSOFT CORP COM(MSFT)01,895+1,89507110.28%+711
UNION PAC CORP COM(UNP)02,925+2,92506910.27%+691
COTERRA ENERGY INC COM022,196+22,19606410.25%+641
NVIDIA CORPORATION COM(NVDA)05,650+5,65006120.24%+612
CATERPILLAR INC COM(CAT)01,350+1,35004450.17%+445
COMMERCE BANCSHARES INC COM(CBSH)06,968+6,96804340.17%+434
SOUTHERN CO COM(SO)04,650+4,65004280.17%+428
AMGEN INC COM(AMGN)01,325+1,32504130.16%+413
HOME DEPOT INC COM(HD)0916+91603360.13%+336
NEXTERA ENERGY INC COM(NEE)04,394+4,39403110.12%+311
SERVICE CORP INTL COM(SCI)03,700+3,70002970.12%+297
ISHARES S&P 100 ETF0900+90002440.09%+244
SPDR S&P 500 ETF TRUST(SPY)0400+40002240.09%+224
Vanguard 500 Index Admir3120-31200-0
SPDR S&P 500 ETF Tr4000-40000-0
Alphabet Inc Cap Stock Cl C1,2600-1,26000-0
iShares S&P 100 ETF9000-90000-0
Service Corp Intl(SCI)3,7000-3,70000-0
Nextera Energy Inc4,3940-4,39400-0
Amgen Inc(AMGN)1,3250-1,32500-0
Southern Co(SO)4,6500-4,65000-0
Home Depot Inc(HD)1,0160-1,01600-0
Commerce Bancshares Inc(CBSH)6,9680-6,96800-0
Caterpillar Inc(CAT)1,3500-1,35000-0
Coterra Energy Inc21,9960-21,99610-1
Fidelity Tr 500 Index Ins Prem3,0480-3,04810-1
NVIDIA Corp(NVDA)4,8000-4,80010-1
Union Pacific Corp(UNP)2,9250-2,92510-1
Microsoft Corp(MSFT)1,6950-1,69510-1
McKesson Corp(MCK)1,4000-1,40010-1
JPMorgan Chase & Co(JPM)3,9400-3,94010-1
Schlumberger Ltd(SLB)25,8050-25,80510-1
Berkshire Hathaway Inc Cl A20-210-1
Linde PLC(LIN)3,2800-3,28010-1
Grainger W W Inc(GWW)1,3780-1,37810-1
Paychex Inc(PAYX)11,1950-11,19520-2
Trimble Inc(TRMB)26,1900-26,19020-2
Lilly Eli & Co(LLY)2,6550-2,65520-2
C H Robinson Worldwide Inc22,6550-22,65520-2
ASML Holding NV NY Registry4,5180-4,51830-3
Coca-Cola Co(KO)52,5690-52,56930-3
IDACORP Inc(IDA)33,9850-33,98540-4
Crown Castle Intl Corp(CCI)44,9510-44,95140-4
Blackstone Group Inc Cl A25,2910-25,29140-4
Cognex Corp(CGNX)145,7320-145,73250-5
Illinois Tool Works Inc(ITW)21,6870-21,68750-5
Fastenal Co(FAST)81,3150-81,31560-6
Berkshire Hathaway Inc Cl B14,0930-14,09360-6
Advanced Micro Devices Inc(AMD)57,6600-57,66070-7
Chevron Corp(CVX)49,8000-49,80070-7
Alphabet Inc Cap Stock Cl A38,1480-38,14870-7
Abbott Laboratories65,5890-65,58970-7
Wec Energy Group Inc83,6740-83,67480-8
Johnson & Johnson(JNJ)60,9700-60,97090-9
FISERV INC(FISV)45,9700-45,97090-9
General Dynamics Corp(GD)36,4610-36,461100-10
Procter And Gamble Co(PG)64,2220-64,222110-11
Accenture PLC Ireland Class A31,5700-31,570110-11
Apple Inc(AAPL)46,4290-46,429120-12
O'Reilly Automotive Inc(ORLY)9,8140-9,814120-12
Tractor Supply Co(TSCO)267,3900-267,390140-14
Williams Sonoma Inc(WSM)89,4790-89,479170-17
Visa Inc Cl A(V)55,6890-55,689180-18
Costco Wholesale Corp19,2890-19,289180-18
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