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Disclosed positions
THOMAS STORY & SON LLC: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- ADVANCED MICRO DEVICES INC COM
- Ticker
- AMD
- Class
- Stock
- Reported value
- $26,524,670
- Reported amount
- 45,661
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001505207-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ADVANCED MICRO DEVICES INC COM | AMD | Stock | $26,524,670 | 45,661 | SH | None |
| WILLIAMS SONOMA INC COM | WSM | Stock | $17,999,749 | 77,219 | SH | None |
| VISA INC COM CL A | V | Stock | $17,105,953 | 49,858 | SH | None |
| COSTCO WHOLESALE CORPORATION COM | COST | Stock | $16,183,865 | 17,300 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $15,890,649 | 62,569 | SH | None |
| GENERAL DYNAMICS CORP COM | GD | Stock | $13,818,814 | 39,010 | SH | None |
| APPLE INC COM | AAPL | Stock | $13,730,060 | 47,450 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $13,657,252 | 38,216 | SH | None |
| OREILLY AUTOMOTIVE INC COM | ORLY | Stock | $13,339,467 | 144,853 | SH | None |
| WEC ENERGY GROUP INC COM | WEC | Stock | $10,732,924 | 91,915 | SH | None |
| MERCK & CO INC COM | MRK | Stock | $10,365,067 | 80,662 | SH | None |
| ASML HLDG NV N Y REGISTRY SHS | ASML | ADR | $9,412,041 | 4,731 | SH | None |
| PROCTER & GAMBLE CO COM | PG | Stock | $9,401,127 | 64,110 | SH | None |
| CHEVRON CORPORATION COM | CVX | Stock | $8,705,301 | 52,518 | SH | None |
| TRACTOR SUPPLY CO COM | TSCO | Stock | $8,233,836 | 260,482 | SH | None |
| FASTENAL CO COM | FAST | Stock | $7,523,900 | 156,650 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $6,874,358 | 13,738 | SH | None |
| IDACORP INC COM | IDA | Stock | $6,690,675 | 44,221 | SH | None |
| ABBOTT LABORATORIES COM | ABT | Stock | $6,402,569 | 70,560 | SH | None |
| ILLINOIS TOOL WKS INC COM | ITW | Stock | $5,693,258 | 21,050 | SH | None |
| LEIDOS HOLDINGS INC COM | LDOS | Stock | $4,953,681 | 48,108 | SH | None |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | ETF | $4,592,142 | 78,903 | SH | None |
| COCA COLA CO COM | KO | Stock | $4,316,575 | 53,114 | SH | None |
| C H ROBINSON WORLDWIDE IN COM NEW | CHRW | Stock | $4,248,009 | 22,555 | SH | None |
| ACCENTURE PLC IRELAND SHS CLASS A | ACN | Stock | $4,034,718 | 32,423 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $3,184,487 | 2,655 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $1,852,233 | 9,257 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK.A | Stock | $1,497,700 | 2 | SH | None |
| CATERPILLAR INC COM | CAT | Stock | $1,437,615 | 1,350 | SH | None |
| WW GRAINGER INC COM | GWW | Stock | $1,432,501 | 1,053 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $1,404,246 | 4,290 | SH | None |
| PAYCHEX INC COM | PAYX | Stock | $1,302,381 | 13,245 | SH | None |
| LINDE PLC SHS | LIN | Stock | $1,297,350 | 2,500 | SH | None |
| MCKESSON CORP COM | MCK | Stock | $1,016,282 | 1,345 | SH | None |
| TRIMBLE INC COM | TRMB | Stock | $984,831 | 19,243 | SH | None |
| UNION PAC CORP COM | UNP | Stock | $795,600 | 2,925 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $744,175 | 1,995 | SH | None |
| PARSONS CORP DEL COM | PSN | Stock | $674,521 | 12,875 | SH | None |
| DEVON ENERGY CORP NEW COM | DVN | Stock | $635,171 | 15,372 | SH | None |
| AMGEN INC COM | AMGN | Stock | $470,756 | 1,300 | SH | None |
| SOUTHERN CO COM | SO | Stock | $445,052 | 4,650 | SH | None |
| COMMERCE BANCSHARES INC COM | CBSH | Stock | $403,615 | 6,989 | SH | None |
| NEXTERA ENERGY INC COM | NEE | Stock | $357,224 | 4,070 | SH | None |
| SYNOPSYS INC COM | SNPS | Stock | $315,371 | 707 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $303,864 | 860 | SH | None |
| HOME DEPOT INC COM | HD | Stock | $273,327 | 775 | SH | None |
| ISHARES S&P 100 ETF | OEF | ETF | $256,109 | 700 | SH | None |
| SERVICE CORP INTL COM | SCI | Stock | $243,072 | 3,200 | SH | None |
| AMERICAN ELEC PWR CO INC COM | AEP | Stock | $225,737 | 1,650 | SH | None |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Stock | $223,317 | 6,075 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.