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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Thomas Story and Son LLC
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| CRD # | 148774 |
| SEC # | 801-69744 |
| CIK # | 0001505207 |
| AUM | $309.0 M (2025-03-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 630-878-0747 |
| Address | 16773 13th Road Plymouth, IN 46563-9374 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VISA Inc | 18.1 | ||
| Costco Wholesale Corp /NEW | 17.9 | ||
| Williams Sonoma Inc | 14.5 | ||
| Tractor Supply Co /DE/ | 14.4 | ||
| O Reilly Automotive Inc | 12.9 | ||
| General Dynamics Corp | 11.5 | ||
| Advanced Micro Devices Inc | 11.3 | ||
| Procter & Gamble Co | 10.4 | ||
| Accenture PLC | 9.9 | ||
| Apple Inc | 9.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.5 |
| (b) Individuals (high net worth individuals) | 29 | 300.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 309.0 |
| By Discretionary | ||
| Discretionary | 159 | 309.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 159 | 309.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.0 | |
| Total | 159 | 309.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001505207] |
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0.3 | |
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Blakeslee & Blakeslee Financial Advisers Inc
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CA | 0.3 |
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Royal Harbor Partners LLC
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TX | 0.3 |