StockDriftsStockDriftsTop 50 Thomas Story & Son LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC COM | 9.33% | 44.2K | $27.1M | -3.16%(-1.44K) | $118.79(+352.92%) | 2026-09-30 | |
| V | VISA INC COM CL A | 6.14% | 49.6K | $17.8M | -0.57%(-282) | $39.51(+919.72%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON COM | 5.68% | 62.2K | $16.5M | -0.64%(-403) | $73.57(+244.98%) | 2026-09-30 | |
| WSM | WILLIAMS SONOMA INC COM | 5.46% | 69.4K | $15.8M | -10.14%(-7.83K) | $29.75(+738.36%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 5.44% | 47.4K | $15.8M | -0.13%(-60) | $47.44(+622.93%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 5.44% | 17.3K | $15.8M | +0.06%(+11) | $112.93(+781.56%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.53% | 38.2K | $13.1M | -0.16%(-60) | $97.77(+252.02%) | 2026-09-30 | |
| GD | GENERAL DYNAMICS CORP COM | 4.47% | 39.0K | $12.9M | +0.01%(+5) | $152.57(+123.79%) | 2026-09-30 | |
| ORLY | OREILLY AUTOMOTIVE INC COM | 4.27% | 144.9K | $12.4M | +0.06%(+84) | $10.68(+733.81%) | 2026-09-30 | |
| MRK | MERCK & CO INC COM | 4.04% | 80.6K | $11.7M | -0.07%(-57) | $85.10(+68.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.88% | +59.68% | +9.41% | +56.77% |
| Top 20 Holdings Unweighted | +14.67% | +50.79% | +8.02% | +47.09% |
Thomas Story & Son LLC reports $289.93M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are AMD (9.3%), V (6.1%) and JNJ (5.7%). The top 20 holdings account for 82.99% of reported assets. Its disclosed equity book has returned +59.68% on a three-year cumulative basis. Figures reflect the Q3 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