§ 13F · FUND PROFILE
THOMAS STORY & SON LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $260.2T (13F)Positions · 51Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC COM CL A | 49K | $17.0T | 6.3% | −2% |
| 2 | COST | COSTCO WHOLESALE CORPORATION COM | 17K | $15.0T | 5.6% | −2% |
| 3 | AMD | ADVANCED MICRO DEVICES INC COM | 69K | $14.7T | 5.5% | −12% |
| 4 | WSM | WILLIAMS SONOMA INC COM | 78K | $13.9T | 5.2% | −1% |
| 5 | TSCO | TRACTOR SUPPLY CO COM | 264K | $13.2T | 4.9% | −1% |
| 6 | GD | GENERAL DYNAMICS CORP COM | 39K | $13.2T | 4.9% | ±0% |
| 7 | GOOGL | ALPHABET INC CAP STK CL A | 42K | $13.0T | 4.8% | +1% |
| 8 | JNJ | JOHNSON & JOHNSON COM | 63K | $13.0T | 4.8% | −1% |
| 9 | AAPL | APPLE INC COM | 48K | $12.9T | 4.8% | ±0% |
| 10 | ORLY | OREILLY AUTOMOTIVE INC COM | 137K | $12.5T | 4.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THOMAS SIGNAL
AC read
THOMAS STORY & SON LLC is a Other fund managing $260192.9 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed