Thomas Story & Son LLC holds a focused book of 53 stocks worth $282.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Advanced Micro Devices. Their largest long position is Advanced Micro Devices at 9% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1505207/holdings"
Use Arkolith to show THOMAS STORY & SON LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Thomas Story & Son LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Thomas Story & Son LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 62 / 53 | $1.8T |
| FMR LLC | 62 / 53 | $583.2B |
| MORGAN STANLEY | 62 / 53 | $439.1B |
| JPMORGAN CHASE & CO | 62 / 53 | $392.4B |
| BANK OF AMERICA CORP /DE/ | 62 / 53 | $261.2B |
| NORTHERN TRUST CORP | 62 / 53 | $257.8B |
| GOLDMAN SACHS GROUP INC | 62 / 53 | $203.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 62 / 53 | $175.0B |
Ranked by how many of Thomas Story & Son LLC's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc Com Stock | $26.5M | 45.7K | 9.4% | ▼−33% Reduced · −22K sh | |
| 2 | Williams Sonoma Inc Com Stock | $18.0M | 77.2K | 6.4% | ▼~0% Reduced · −18 sh | |
| 3 | Visa Inc Com CL A Stock | $17.1M | 49.9K | 6.0% | ▲+3.0% Added · +1K sh | |
| 4 | Costco Wholesale Corporation Com Stock | $16.2M | 17.3K | 5.7% | ▲~0% Added · +6 sh | |
| 5 | Johnson & Johnson Com Stock | $15.9M | 62.6K | 5.6% | ▼~0% Reduced · −22 sh | |
| 6 | General Dynamics Corp Com Stock | $13.8M | 39.0K | 4.9% | ▲+0.1% Added · +24 sh | |
| 7 | Apple Inc Com Stock | $13.7M | 47.5K | 4.9% | ▲+0.1% Added · +33 sh | |
| 8 | Alphabet Inc Cap STK CL A Stock | $13.7M | 38.2K | 4.8% | ▼~0% Reduced · −10 sh | |
| 9 | Oreilly Automotive Inc Com Stock | $13.3M | 144.9K | 4.7% | ▲+5.6% Added · +8K sh | |
| 10 | Wec Energy Group Inc Com Stock | $10.7M | 91.9K | 3.8% | ▲+0.3% Added · +285 sh | |
| 11 | Merck & Co Inc Com Stock | $10.4M | 80.7K | 3.7% | ▲+2.7% Added · +2K sh | |
| 12 | ASML Hldg NV N Y Registry SHS ADR | $9.4M | 4.7K | 3.3% | ▼−0.1% Reduced · −3 sh | |
| 13 | Procter & Gamble Co Com Stock | $9.4M | 64.1K | 3.3% | ▼~0% Reduced · −4 sh | |
| 14 | Chevron Corporation Com Stock | $8.7M | 52.5K | 3.1% | ▼~0% Reduced · −17 sh | |
| 15 | Tractor Supply Co Com Stock | $8.2M | 260.5K | 2.9% | ▼−1.0% Reduced · −3K sh | |
| 16 | Fastenal Co Com Stock | $7.5M | 156.7K | 2.7% | —Held | |
| 17 | Berkshire Hathaway Inc Del CL B New Stock | $6.9M | 13.7K | 2.4% | ▲+0.3% Added · +36 sh | |
| 18 | Idacorp Inc Com Stock | $6.7M | 44.2K | 2.4% | ▼−0.1% Reduced · −37 sh | |
| 19 | Abbott Laboratories Com Stock | $6.4M | 70.6K | 2.3% | ▲+1.2% Added · +826 sh | |
| 20 | Illinois Tool WKS Inc Com Stock | $5.7M | 21.1K | 2.0% | —Held | |
| 21 | Leidos Holdings Inc Com Stock | $5.0M | 48.1K | 1.8% | ▲+0.3% Added · +144 sh | |
| 22 | Vanguard Short-Term Treasury ETF ETF | $4.6M | 78.9K | 1.6% | ▲+34% Added · +20K sh | |
| 23 | Coca Cola Co Com Stock | $4.3M | 53.1K | 1.5% | ▼−0.2% Reduced · −110 sh | |
| 24 | C H Robinson Worldwide In Com New Stock | $4.2M | 22.6K | 1.5% | —Held | |
| 25 | Accenture PLC Ireland SHS Class A Stock | $4.0M | 32.4K | 1.4% | ▲+0.3% Added · +92 sh | |
| 26 | Eli Lilly & Co Com Stock | $3.2M | 2.7K | 1.1% | —Held | |
| 27 | Nvidia Corporation Com Stock | $1.9M | 9.3K | 0.7% | ▲+0.1% Added · +7 sh | |
| 28 | Berkshire Hathaway Inc Del CL A Stock | $1.5M | 2 | 0.5% | —Held | |
| 29 | Caterpillar Inc Com Stock | $1.4M | 1.4K | 0.5% | —Held | |
| 30 | WW Grainger Inc Com Stock | $1.4M | 1.1K | 0.5% | —Held | |
| 31 | JPMorgan Chase & Co Com Stock | $1.4M | 4.3K | 0.5% | ▼−0.9% Reduced · −39 sh | |
| 32 | Paychex Inc Com Stock | $1.3M | 13.2K | 0.5% | —Held | |
| 33 | Linde PLC SHS Stock | $1.3M | 2.5K | 0.5% | ▲+3.7% Added · +90 sh | |
| 34 | McKesson Corp Com Stock | $1.0M | 1.3K | 0.4% | —Held | |
| 35 | Trimble Inc Com Stock | $985K | 19.2K | 0.3% | —Held | |
| 36 | Union Pac Corp Com Stock | $796K | 2.9K | 0.3% | —Held | |
| 37 | Microsoft Corp Com Stock | $744K | 2.0K | 0.3% | ▲+2.6% Added · +50 sh | |
| 38 | Parsons Corp Del Com Stock | $675K | 12.9K | 0.2% | ▼−0.1% Reduced · −15 sh | |
| 39 | Devon Energy Corp New Com Stock | $635K | 15.4K | 0.2% | ▲New New position | |
| 40 | Amgen Inc Com Stock | $471K | 1.3K | 0.2% | —Held | |
| 41 | Southern Co Com Stock | $445K | 4.7K | 0.2% | —Held | |
| 42 | Commerce Bancshares Inc Com Stock | $404K | 7.0K | 0.1% | —Held | |
| 43 | NextEra Energy Inc Com Stock | $357K | 4.1K | 0.1% | —Held | |
| 44 | Synopsys Inc Com Stock | $315K | 707 | 0.1% | ▲+32% Added · +172 sh | |
| 45 | Alphabet Inc Cap STK CL C Stock | $304K | 860 | 0.1% | —Held | |
| 46 | Home Depot Inc Com Stock | $273K | 775 | 0.1% | —Held | |
| 47 | Ishares S&P 100 ETF ETF | $256K | 700 | 0.1% | —Held | |
| 48 | Service Corp Intl Com Stock | $243K | 3.2K | 0.1% | —Held | |
| 49 | American Elec PWR Co Inc Com Stock | $226K | 1.6K | 0.1% | —Held | |
| 50 | Enterprise Prods Partners L P Com Stock | $223K | 6.1K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 53 | $282.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 51 | $260.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 51 | $269.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 51 | $272.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 51 | $260.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 49 | $256.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 51 | $238.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 52 | $245.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.