THOMAS STORY & SON LLC - Portfolio overview

THOMAS STORY & SON LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. COST - COSTCO WHOLESALE CORPORATION COM, 6.35%
2. JNJ - JOHNSON & JOHNSON COM, 5.64%
3. V - VISA INC COM CL A, 5.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.