THOMAS STORY & SON LLC: 13F holdings
CIK 15052072026Q2
| Positions | 53 |
|---|
| Reported value | $282.8m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 53 (+2 vs prior quarter) |
|---|
| Reported value | $282.8m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES INC COM | 45,661 | $26.5m | 9.4% |
| WSM WILLIAMS SONOMA INC COM | 77,219 | $18.0m | 6.4% |
| V VISA INC COM CL A | 49,858 | $17.1m | 6.0% |
| COST COSTCO WHOLESALE CORPORATION COM | 17,300 | $16.2m | 5.7% |
| JNJ JOHNSON & JOHNSON COM | 62,569 | $15.9m | 5.6% |
| GD GENERAL DYNAMICS CORP COM | 39,010 | $13.8m | 4.9% |
| AAPL APPLE INC COM | 47,450 | $13.7m | 4.9% |
| GOOGL ALPHABET INC CAP STK CL A | 38,216 | $13.7m | 4.8% |
| ORLY OREILLY AUTOMOTIVE INC COM | 144,853 | $13.3m | 4.7% |
| WEC WEC ENERGY GROUP INC COM | 91,915 | $10.7m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1505207")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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