Thomas Story and SON LLC

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Assets, Funds, Holdings

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Thomas Story and SON LLC
CRD #148774
SEC #801-69744
CIK #
AUM $210.0 MM (100% Disc, 100% US)
Employees2 (100% Investors, 0% Brokers)
Phone630-878-0747
Address16773 13th Road
Plymouth, IN 46563-9374
Source IAPDexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JNJ 369,000.0 12.2
INTC 239,910.0 10.9
CGNX 8,970.0 10.0
PG 249,110.0 8.0
ITW 47,130.0 6.6
WSM 4,620.0 5.6
BDX 67,250.0 5.6
TSCO 10,860.0 5.4
FAST 17,660.0 4.4
NKE 135,060.0 4.4
View All
Holdings by Sector ($BB)
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Justinvest LLC
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TFG Advisors Inc
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Feldman Jeffrey Mark
NY
0.2
Bearing Point Wealth Partners Inc
NH
0.2