THOMAS STORY & SON LLC

All 13F Filings

Location
Culver, IN
Most recent 13F
Q4 2025
Holdings value ($000)
269,094
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/26/2026 51 269,094 13F-HR THOMAS STORY & SON LLC
Q3 2025 10/14/2025 51 271,995 13F-HR THOMAS STORY & SON LLC
Q2 2025 8/11/2025 51 260,193 13F-HR THOMAS STORY & SON LLC
Q2 2014 8/1/2014 56 162,261 13F-HR THOMAS STORY & SON LLC
Q1 2014 4/28/2014 62 183,558 13F-HR THOMAS STORY & SON LLC
Q4 2013 1/22/2014 64 182,384 13F-HR THOMAS STORY & SON LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 264.6 K 98.3% 0 2.891 K -2.891 K
ETFs 4.535 K 1.7% 0 8 -8
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Fund Snapshot

Q4 2025
Latest filed
1/26/2026
Total value ($000)
269,094
Holdings
51
QoQ value change ($000)
-2,901 (-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.