StockDriftsStockDriftsTop 50 Thomas Story & Son LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC COM | 9.38% | 45.7K | $26.5M | -32.97%(-22.46K) | $118.79(+331.21%) | 2026-06-30 | |
| WSM | WILLIAMS SONOMA INC COM | 6.36% | 77.2K | $18.0M | -0.02%(-18) | $29.75(+705.02%) | 2026-06-30 | |
| V | VISA INC COM CL A | 6.05% | 49.9K | $17.1M | +3.01%(+1.46K) | $39.51(+816.02%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 5.72% | 17.3K | $16.2M | +0.03%(+6) | $112.41(+748.52%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 5.62% | 62.6K | $15.9M | -0.04%(-22) | $73.57(+254.04%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP COM | 4.89% | 39.0K | $13.8M | +0.06%(+24) | $152.54(+159.45%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.85% | 47.5K | $13.7M | +0.07%(+33) | $47.44(+543.75%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.83% | 38.2K | $13.7M | -0.03%(-10) | $113.87(+202.74%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC COM | 4.72% | 144.9K | $13.3M | +5.57%(+7.65K) | $10.64(+755.97%) | 2026-06-30 | |
| WEC | WEC ENERGY GROUP INC COM | 3.79% | 91.9K | $10.7M | +0.31%(+285) | $79.24(+39.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.82% | +55.38% | +8.71% | +51.81% |
| Top 20 Holdings Unweighted | +13.93% | +47.88% | +7.17% | +41.39% |
Thomas Story & Son LLC reports $282.83M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are AMD (9.4%), WSM (6.4%) and V (6.0%). The top 20 holdings account for 84.24% of reported assets. Its disclosed equity book has returned +55.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Thomas Story & Son LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1505207). View Thomas Story & Son LLC’s 13F filings on SEC