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THOMAS STORY & SON LLC

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13F filer, CIK 1505207, CULVER, IN

THOMAS STORY & SON LLC reported $260,192,945 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 50.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001505207-25-000011

Period
2025-06-30
Reported value
$260M
Holdings
51
Top 10 weight
50.24%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORLYadded+133,123$12M
MRKnew+54,560$4.32M
FASTadded+83,390$3.5M
IDAadded+8,393$969K
WECadded+5,855$610K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Vreduced-5,336-$1.89M
COSTreduced-1,511-$1.5M
SLBexited-22,825-$954K
GWWreduced-325-$338K
BXreduced-1,795-$268K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001505207-25-000011, largest first. % of portfolio is the value over $260,192,945, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,689 shares; 2025Q1: 56,209 shares; 2025Q2: 50,873 shares 50,873$18.1M6.94%-5,336Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,289 shares; 2025Q1: 19,626 shares; 2025Q2: 18,115 shares 18,115$17.9M6.89%-1,511Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,479 shares; 2025Q1: 89,681 shares; 2025Q2: 88,954 shares 88,954$14.5M5.59%-727Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 267,390 shares; 2025Q1: 274,324 shares; 2025Q2: 273,325 shares 273,325$14.4M5.54%-999Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,814 shares; 2025Q1: 9,917 shares; 2025Q2: 143,040 shares 143,040$12.9M4.95%+133,123Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,461 shares; 2025Q1: 37,908 shares; 2025Q2: 39,409 shares 39,409$11.5M4.42%+1,501Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,660 shares; 2025Q1: 76,698 shares; 2025Q2: 79,758 shares 79,758$11.3M4.35%+3,060Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 65,358 shares; 2025Q2: 65,239 shares 65,239$10.4M3.99%-119Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,570 shares; 2025Q1: 32,627 shares; 2025Q2: 33,183 shares 33,183$9.92M3.81%+556Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,429 shares; 2025Q1: 47,665 shares; 2025Q2: 47,594 shares 47,594$9.76M3.75%-71Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,970 shares; 2025Q1: 62,911 shares; 2025Q2: 63,855 shares 63,855$9.75M3.75%+944Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,674 shares; 2025Q1: 86,935 shares; 2025Q2: 92,790 shares 92,790$9.67M3.72%+5,855Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,589 shares; 2025Q1: 67,590 shares; 2025Q2: 67,479 shares 67,479$9.18M3.53%-111Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,970 shares; 2025Q1: 47,497 shares; 2025Q2: 46,971 shares 46,971$8.1M3.11%-526Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 49,139 shares; 2025Q2: 49,049 shares 49,049$7.74M2.97%-90Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,800 shares; 2025Q1: 50,941 shares; 2025Q2: 52,681 shares 52,681$7.54M2.9%+1,740Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,148 shares; 2025Q1: 39,310 shares; 2025Q2: 40,687 shares 40,687$7.17M2.76%+1,377Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,093 shares; 2025Q1: 14,798 shares; 2025Q2: 14,618 shares 14,618$7.1M2.73%-180Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,315 shares; 2025Q1: 83,490 shares; 2025Q2: 166,880 shares 166,880$7.01M2.69%+83,390Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,687 shares; 2025Q1: 22,287 shares; 2025Q2: 22,212 shares 22,212$5.49M2.11%-75Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,985 shares; 2025Q1: 35,838 shares; 2025Q2: 44,231 shares 44,231$5.11M1.96%+8,393Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,732 shares; 2025Q1: 150,871 shares; 2025Q2: 150,006 shares 150,006$4.76M1.83%-865Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,560 shares 54,560$4.32M1.66%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,161 shares; 2025Q2: 70,971 shares 70,971$4.17M1.6%+6,810Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,518 shares; 2025Q1: 4,812 shares; 2025Q2: 4,856 shares 4,856$3.89M1.5%+44Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,569 shares; 2025Q1: 54,089 shares; 2025Q2: 53,734 shares 53,734$3.8M1.46%-355Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,291 shares; 2025Q1: 26,328 shares; 2025Q2: 24,533 shares 24,533$3.67M1.41%-1,795Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,655 shares; 2025Q1: 22,655 shares; 2025Q2: 22,655 shares 22,655$2.17M0.84%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares 2,655$2.07M0.8%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,190 shares; 2025Q1: 26,190 shares; 2025Q2: 26,190 shares 26,190$1.99M0.76%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,195 shares; 2025Q1: 13,245 shares; 2025Q2: 13,245 shares 13,245$1.93M0.74%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M0.56%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,280 shares; 2025Q1: 3,270 shares; 2025Q2: 3,100 shares 3,100$1.45M0.56%-170Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares 3,940$1.14M0.44%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,053 shares 1,053$1.1M0.42%-325Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares 1,400$1.03M0.39%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares 1,895$943K0.36%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 5,650 shares; 2025Q2: 5,700 shares 5,700$901K0.35%+50Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares 2,925$673K0.26%0Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,996 shares; 2025Q1: 22,196 shares; 2025Q2: 21,964 shares 21,964$557K0.21%-232Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350$524K0.2%0Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,968 shares; 2025Q1: 6,968 shares; 2025Q2: 6,880 shares 6,880$428K0.16%-88Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares 4,650$427K0.16%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,300 shares 1,300$363K0.14%-25Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,016 shares; 2025Q1: 916 shares; 2025Q2: 891 shares 891$327K0.13%-25Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares 3,700$301K0.12%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,110 shares 4,110$285K0.11%-284Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 875 shares 875$266K0.1%-25Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 375 shares 375$232K0.09%-25Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: not reported; 2025Q2: 1,260 shares 1,260$224K0.09%newTimeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,870 shares 2,870$206K0.08%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SLBSLB LIMITED22,825$954Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001505207-25-000011 base2025-08-11acceptance time not in the bulk data set