account_balance
Investment manager · 13F filer · SEC CIK 1505207
Thomas Story & Son LLC
Reported value$290Mas of Sep 30, 2026
Positions53 2 new, 2 sold out
Top 10 weight54.8%AMD alone is 9%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
9.3%Trimmed −3%
VVisa Inc.
6.1%
JNJJohnson & Johnson
5.7%
WSMWilliams Sonoma Inc
5.5%Trimmed −10%
AAPLApple Inc.
5.4%
COSTCostco Wholesale Corp
5.4%
GOOGLAlphabet Inc.
4.5%
GDGeneral Dynamics Corp
4.5%
ORLYO'Reilly Automotive Inc
4.3%
MRKMerck & Co., Inc.
4.0%
CVXChevron Corp
3.8%Added +2%
PGProcter & Gamble Co
3.2%
AMDAdvanced Micro Devices Inc
9.3%Trimmed −3%
VVisa Inc.
6.1%
JNJJohnson & Johnson
5.7%
WSMWilliams Sonoma Inc
5.5%−10%
AAPLApple Inc.
5.4%
COSTCostco Wholesale Corp
5.4%
GOOGLAlphabet Inc.
4.5%
GDGeneral Dynamics Corp
4.5%
ORLYO'Reilly Automotive Inc
4.3%
MRKMerck & Co., Inc.
4.0%
CVXChevron Corp
3.8%
PGProcter & Gamble Co
3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 9.3% Trimmed −3%V Visa Inc. 6.1% HeldJNJ Johnson & Johnson 5.7% HeldWSM Williams Sonoma Inc 5.5% Trimmed −10%AAPL Apple Inc. 5.4% HeldCOST Costco Wholesale Corp 5.4% HeldGOOGL Alphabet Inc. 4.5% HeldGD General Dynamics Corp 4.5% HeldORLY O'Reilly Automotive Inc 4.3% HeldMRK Merck & Co., Inc. 4.0% HeldCVX Chevron Corp 3.8% Added +2%PG Procter & Gamble Co 3.2% Held
What changed
Biggest moves since Jun 30, 2026
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