THOMAS STORY & SON LLC
THOMAS STORY & SON LLC reported 53 positions worth $282.8M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AMD (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMD | SH | $26.5M | 9.38% | 45,661 | — | — | |
| ▸ 2 | WSM | SH | $18.0M | 6.36% | 77,219 | — | — | |
| ▸ 3 | V | SH | $17.1M | 6.05% | 49,858 | — | — | |
| ▸ 4 | COST | SH | $16.2M | 5.72% | 17,300 | — | — | |
| ▸ 5 | JNJ | SH | $15.9M | 5.62% | 62,569 | — | — | |
| ▸ 6 | GD | SH | $13.8M | 4.89% | 39,010 | — | — | |
| ▸ 7 | AAPL | SH | $13.7M | 4.85% | 47,450 | — | — | |
| ▸ 8 | GOOGL | SH | $13.7M | 4.83% | 38,216 | — | — | |
| ▸ 9 | ORLY | SH | $13.3M | 4.72% | 144,853 | — | — | |
| ▸ 10 | WEC | SH | $10.7M | 3.79% | 91,915 | — | — |
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Frequently Asked Questions
What stocks does THOMAS STORY & SON LLC hold as of Q2 2026?
THOMAS STORY & SON LLC reported 53 positions worth $282.8M in its Q2 2026 13F filing. Largest positions: AMD (9.4%), WSM (6.4%), V (6.0%), COST (5.7%) and JNJ (5.6%).
What did THOMAS STORY & SON LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did THOMAS STORY & SON LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.