THOMAS STORY & SON LLC
All 13F Filings
- Location
- Culver, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 289,930
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 53 | 289,930 | 13F-HR | THOMAS STORY & SON LLC |
| Q2 2026 | 7/22/2026 | 53 | 282,832 | 13F-HR | THOMAS STORY & SON LLC |
| Q1 2026 | 5/5/2026 | 51 | 260,533 | 13F-HR | THOMAS STORY & SON LLC |
| 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 | 283.6 K | 97.8% | 5.85 K | 0 | 5.85 K |
| ETFs | 6.298 K | 2.2% | 1.245 K | 0 | 1.245 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
289,930
Holdings
53
QoQ value change ($000)
7,098
(2.5%)
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.