Fund HoldingsTHOMAS STORY & SON LLC

Total Portfolio Value
$238.7K
Total Bought
$4.9K
Total Sold
$20.9K
Net Transaction
-$16.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Williams Sonoma Inc(WSM)90,05489,479-57514176.94%+3
Visa Inc Cl A(V)56,32455,689-63515187.37%+2
Chevron Corp(CVX)34,72049,800+15,080573.02%+2
FISERV INC(FISV)46,80045,970-830893.96%+1
Alphabet Inc Cap Stock Cl A38,37138,148-223673.02%+1
Apple Inc(AAPL)46,92646,429-49711124.87%+1
Blackstone Group Inc Cl A25,41625,291-125441.83%0
Costco Wholesale Corp19,40819,289-11917187.40%0
O'Reilly Automotive Inc(ORLY)9,8599,814-4511124.87%0
Trimble Inc(TRMB)26,43526,190-245220.78%0
IDACORP Inc(IDA)34,25533,985-270441.56%0
Vanguard 500 Index Admir0312+312000.07%0
JPMorgan Chase & Co(JPM)3,9403,9400110.40%0
McKesson Corp(MCK)1,4001,4000110.33%0
Paychex Inc(PAYX)11,19511,1950220.66%0
NVIDIA Corp(NVDA)4,8004,8000110.27%0
Commerce Bancshares Inc(CBSH)6,6376,968+331000.18%0
Alphabet Inc Cap Stock Cl C1,2601,2600000.10%0
Coterra Energy Inc22,43721,996-441110.24%0
Grainger W W Inc(GWW)1,3781,3780110.61%0
Fidelity Tr 500 Index Ins Prem3,0283,048+20110.26%0
iShares S&P 100 ETF9009000000.11%0
SPDR S&P 500 ETF Tr4004000000.10%0
Service Corp Intl(SCI)3,7003,7000000.12%0
Microsoft Corp(MSFT)1,6951,6950110.30%-0
Home Depot Inc(HD)1,0161,0160000.17%-0
Berkshire Hathaway Inc Cl A220110.57%-0
Southern Co(SO)4,6504,6500000.16%-0
Caterpillar Inc(CAT)1,3501,3500100.21%-0
Fastenal Co(FAST)82,56581,315-1,250662.45%-0
Accenture PLC Ireland Class A31,57031,570011114.65%-0
Union Pacific Corp(UNP)2,9252,9250110.28%-0
Nextera Energy Inc4,4494,394-55000.13%-0
Amgen Inc(AMGN)1,3251,3250000.14%-0
Schlumberger Ltd(SLB)26,42325,805-618110.41%-0
C H Robinson Worldwide Inc22,65522,6550320.98%-0
Berkshire Hathaway Inc Cl B14,24014,093-147762.68%-0
Abbott Laboratories66,54465,589-955873.11%-0
Illinois Tool Works Inc(ITW)21,68721,6870652.30%-0
Linde PLC(LIN)3,2803,2800210.58%-0
Wec Energy Group Inc84,72983,674-1,055883.30%-0
Lilly Eli & Co(LLY)2,6552,6550220.86%-0
Procter And Gamble Co(PG)64,51964,222-29711114.51%-0
Coca-Cola Co(KO)52,64452,569-75431.37%-1
ASML Holding NV NY Registry4,3954,518+123431.31%-1
Cognex Corp(CGNX)143,927145,732+1,805652.19%-1
Intel Corp(INTC)37,7370-37,73710-1
Johnson & Johnson(JNJ)61,20860,970-2381093.69%-1
Crown Castle Intl Corp(CCI)45,65144,951-700541.71%-1
Tractor Supply Co(TSCO)53,758267,390+213,63216145.94%-1
General Dynamics Corp(GD)36,72136,461-26011104.02%-1
Advanced Micro Devices Inc(AMD)57,66057,6600972.92%-2
Noble Corp Ord A(NE)148,3630-148,36350-5
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