THOMAS STORY & SON LLC Q2 2026 Filing
Filed July 23, 2026
Portfolio Value
$49.9B
Holdings
53
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (53 positions)
| Stock | Value |
|---|---|
ORLYOREILLY AUTOMOTIVE INC COM | $13.3B |
TSCOTRACTOR SUPPLY CO COM | $8.2B |
FASTFASTENAL CO COM | $7.5B |
ABTABBOTT LABORATORIES COM | $6.4B |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $4.6B |
KOCOCA COLA CO COM | $4.3B |
PAYXPAYCHEX INC COM | $1.3B |
TRMBTRIMBLE INC COM | $984.8M |
PSNPARSONS CORP DEL COM | $674.5M |
DVNDEVON ENERGY CORP NEW COM | $635.2M |
SOSOUTHERN CO COM | $445.1M |
CBSHCOMMERCE BANCSHARES INC COM | $403.6M |
NEENEXTERA ENERGY INC COM | $357.2M |
SCISERVICE CORP INTL COM | $243.1M |
EPDENTERPRISE PRODS PARTNERS L P COM | $223.3M |
AMDADVANCED MICRO DEVICES INC COM | $26.5M |
WSMWILLIAMS SONOMA INC COM | $18.0M |
VVISA INC COM CL A | $17.1M |
COSTCOSTCO WHOLESALE CORPORATION COM | $16.2M |
JNJJOHNSON & JOHNSON COM | $15.9M |
GDGENERAL DYNAMICS CORP COM | $13.8M |
AAPLAPPLE INC COM | $13.7M |
GOOGLALPHABET INC CAP STK CL A | $13.7M |
WECWEC ENERGY GROUP INC COM | $10.7M |
MRKMERCK & CO INC COM | $10.4M |
ASMLASML HLDG NV N Y REGISTRY SHS | $9.4M |
PGPROCTER & GAMBLE CO COM | $9.4M |
CVXCHEVRON CORPORATION COM | $8.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $6.9M |
IDAIDACORP INC COM | $6.7M |
ITWILLINOIS TOOL WKS INC COM | $5.7M |
LDOSLEIDOS HOLDINGS INC COM | $5.0M |
CHRWC H ROBINSON WORLDWIDE IN COM NEW | $4.2M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $4.0M |
LLYELI LILLY & CO COM | $3.2M |
NVDANVIDIA CORPORATION COM | $1.9M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $1.5M |
CATCATERPILLAR INC COM | $1.4M |
GWWWW GRAINGER INC COM | $1.4M |
JPMJPMORGAN CHASE & CO COM | $1.4M |
LINLINDE PLC SHS | $1.3M |
MCKMCKESSON CORP COM | $1.0M |
UNPUNION PAC CORP COM | $796K |
MSFTMICROSOFT CORP COM | $744K |
AMGNAMGEN INC COM | $471K |
SNPSSYNOPSYS INC COM | $315K |
GOOGALPHABET INC CAP STK CL C | $304K |
HDHOME DEPOT INC COM | $273K |
OEFISHARES S&P 100 ETF | $256K |
AEPAMERICAN ELEC PWR CO INC COM | $226K |
TRVTRAVELERS COMPANIES INC COM | $215K |
SPYSTATE STREET SPDR S&P 500 ETF | $205K |
4I1PHILIP MORRIS INTL INC COM | $205K |