THOMAS STORY & SON LLC
All 13F Filings
- Location
- Culver, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 260,533
- 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 |
|---|---|---|---|---|---|
| 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 | 256.9 K | 98.6% | 0 | 7.691 K | -7.691 K |
| ETFs | 3.665 K | 1.4% | 0 | 870 | -870 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
260,533
Holdings
51
QoQ value change ($000)
-8,561
(-3.2%)
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.