Thomas Story & Son LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 53 separate positions held by the firm, with a total reported value of $289,929,785.
The portfolio is diversified across various sectors, with the largest positions held in Tractor Supply Company and Abbott Laboratories. Tractor Supply Company accounts for 251,181 shares, while Abbott Laboratories holds 73,989 shares. Other notable holdings include General Dynamics Corporation with 39,014 shares, Eli Lilly & Co. with 2,655 shares, and Berkshire Hathaway Inc. Class B with 13,737 shares.
The filing also lists significant positions in technology and industrial companies. Advanced Micro Devices Inc. is held at 44,218 shares, while Microsoft Corporation holds 2,075 shares. In the industrial sector, Illinois Tool Works Inc. holds 20,849 shares, and Fastenal Co. holds 156,650 shares. The portfolio also includes several exchange-traded funds, including the Vanguard Short-Term Treasury ETF with 101,130 shares and the State Street SPDR S&P 500 ETF with 275 shares.
Michael Lollino, Chief Compliance Officer for Thomas Story & Son LLC, signed the filing on October 13, 2026. The firm is based in Culver, Indiana.
