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THOMAS STORY & SON LLC

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13F filer, CIK 1505207, CULVER, IN

THOMAS STORY & SON LLC reported $269,094,127 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-26. Its ten largest share positions make up 51.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001505207-26-000001

Period
2025-12-31
Reported value
$269M
Holdings
51
Top 10 weight
51.44%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HLInew+34,375$5.99M
PSNadded+8,205$507K
GOOGLadded+430$135K
MRKadded+145$15.3K
CBSHadded+264$13.8K

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
FISVexited-50,476-$6.51M
AMDreduced-9,738-$2.09M
BRK-Breduced-617-$310K
Vreduced-838-$294K
LINreduced-600-$256K

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, Q4 2025

Share positions as resolved from 13F-HR 0001505207-26-000001, largest first. % of portfolio is the value over $269,094,127, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,689 shares; 2025Q1: 56,209 shares; 2025Q2: 50,873 shares; 2025Q3: 49,378 shares; 2025Q4: 48,540 shares 48,540$17M6.33%-838Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,289 shares; 2025Q1: 19,626 shares; 2025Q2: 18,115 shares; 2025Q3: 17,625 shares; 2025Q4: 17,341 shares 17,341$15M5.56%-284Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,660 shares; 2025Q1: 76,698 shares; 2025Q2: 79,758 shares; 2025Q3: 78,411 shares; 2025Q4: 68,673 shares 68,673$14.7M5.47%-9,738Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,479 shares; 2025Q1: 89,681 shares; 2025Q2: 88,954 shares; 2025Q3: 78,792 shares; 2025Q4: 77,867 shares 77,867$13.9M5.17%-925Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 267,390 shares; 2025Q1: 274,324 shares; 2025Q2: 273,325 shares; 2025Q3: 266,834 shares; 2025Q4: 263,692 shares 263,692$13.2M4.9%-3,142Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,461 shares; 2025Q1: 37,908 shares; 2025Q2: 39,409 shares; 2025Q3: 39,102 shares; 2025Q4: 39,090 shares 39,090$13.2M4.89%-12Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,148 shares; 2025Q1: 39,310 shares; 2025Q2: 40,687 shares; 2025Q3: 41,197 shares; 2025Q4: 41,627 shares 41,627$13M4.84%+430Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,970 shares; 2025Q1: 62,911 shares; 2025Q2: 63,855 shares; 2025Q3: 63,660 shares; 2025Q4: 62,719 shares 62,719$13M4.82%-941Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,429 shares; 2025Q1: 47,665 shares; 2025Q2: 47,594 shares; 2025Q3: 47,559 shares; 2025Q4: 47,549 shares 47,549$12.9M4.8%-10Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,814 shares; 2025Q1: 9,917 shares; 2025Q2: 143,040 shares; 2025Q3: 140,120 shares; 2025Q4: 137,443 shares 137,443$12.5M4.66%-2,677Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,674 shares; 2025Q1: 86,935 shares; 2025Q2: 92,790 shares; 2025Q3: 92,644 shares; 2025Q4: 92,018 shares 92,018$9.7M3.61%-626Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 65,358 shares; 2025Q2: 65,239 shares; 2025Q3: 65,417 shares; 2025Q4: 64,341 shares 64,341$9.22M3.43%-1,076Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,570 shares; 2025Q1: 32,627 shares; 2025Q2: 33,183 shares; 2025Q3: 32,979 shares; 2025Q4: 32,366 shares 32,366$8.68M3.23%-613Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 49,139 shares; 2025Q2: 49,049 shares; 2025Q3: 48,669 shares; 2025Q4: 47,929 shares 47,929$8.65M3.21%-740Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,589 shares; 2025Q1: 67,590 shares; 2025Q2: 67,479 shares; 2025Q3: 67,279 shares; 2025Q4: 66,654 shares 66,654$8.35M3.1%-625Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,560 shares; 2025Q3: 76,733 shares; 2025Q4: 76,878 shares 76,878$8.09M3.01%+145Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,800 shares; 2025Q1: 50,941 shares; 2025Q2: 52,681 shares; 2025Q3: 52,571 shares; 2025Q4: 52,616 shares 52,616$8.02M2.98%+45Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,093 shares; 2025Q1: 14,798 shares; 2025Q2: 14,618 shares; 2025Q3: 14,360 shares; 2025Q4: 13,743 shares 13,743$6.91M2.57%-617Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,315 shares; 2025Q1: 83,490 shares; 2025Q2: 166,880 shares; 2025Q3: 162,230 shares; 2025Q4: 156,750 shares 156,750$6.29M2.34%-5,480Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,375 shares 34,375$5.99M2.23%newTimeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,985 shares; 2025Q1: 35,838 shares; 2025Q2: 44,231 shares; 2025Q3: 44,363 shares; 2025Q4: 44,408 shares 44,408$5.62M2.09%+45Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,687 shares; 2025Q1: 22,287 shares; 2025Q2: 22,212 shares; 2025Q3: 22,187 shares; 2025Q4: 21,250 shares 21,250$5.23M1.94%-937Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,518 shares; 2025Q1: 4,812 shares; 2025Q2: 4,856 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares 4,770$5.1M1.9%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,161 shares; 2025Q2: 70,971 shares; 2025Q3: 69,259 shares; 2025Q4: 69,056 shares 69,056$4.06M1.51%-203Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,291 shares; 2025Q1: 26,328 shares; 2025Q2: 24,533 shares; 2025Q3: 24,368 shares; 2025Q4: 24,398 shares 24,398$3.76M1.4%+30Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,569 shares; 2025Q1: 54,089 shares; 2025Q2: 53,734 shares; 2025Q3: 53,534 shares; 2025Q4: 53,514 shares 53,514$3.74M1.39%-20Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,655 shares; 2025Q1: 22,655 shares; 2025Q2: 22,655 shares; 2025Q3: 22,655 shares; 2025Q4: 22,655 shares 22,655$3.64M1.35%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,655 shares 2,655$2.85M1.06%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.51M0.56%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,190 shares; 2025Q1: 26,190 shares; 2025Q2: 26,190 shares; 2025Q3: 20,355 shares; 2025Q4: 19,243 shares 19,243$1.51M0.56%-1,112Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,195 shares; 2025Q1: 13,245 shares; 2025Q2: 13,245 shares; 2025Q3: 13,245 shares; 2025Q4: 13,245 shares 13,245$1.49M0.55%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,412 shares; 2025Q4: 4,340 shares 4,340$1.4M0.52%-72Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400$1.15M0.43%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 5,650 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700$1.06M0.4%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053$1.06M0.39%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,280 shares; 2025Q1: 3,270 shares; 2025Q2: 3,100 shares; 2025Q3: 3,060 shares; 2025Q4: 2,460 shares 2,460$1.05M0.39%-600Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695$820K0.3%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350$773K0.29%0Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,870 shares; 2025Q3: 3,035 shares; 2025Q4: 11,240 shares 11,240$695K0.26%+8,205Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925$677K0.25%0Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,996 shares; 2025Q1: 22,196 shares; 2025Q2: 21,964 shares; 2025Q3: 21,964 shares; 2025Q4: 21,964 shares 21,964$578K0.21%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$426K0.16%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares 4,650$405K0.15%0Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,968 shares; 2025Q1: 6,968 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 7,144 shares 7,144$374K0.14%+264Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,110 shares; 2025Q3: 4,070 shares; 2025Q4: 4,070 shares 4,070$327K0.12%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: not reported; 2025Q2: 1,260 shares; 2025Q3: 860 shares; 2025Q4: 860 shares 860$270K0.1%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,016 shares; 2025Q1: 916 shares; 2025Q2: 891 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775$267K0.1%0Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 875 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750$257K0.1%0Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200$250K0.09%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 375 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325$222K0.08%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291$207K0.08%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FISVFISERV INC50,476$6.51Mshares

How Q4 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 0001505207-26-000001 base2026-01-26acceptance time not in the bulk data set