Long-term investor
Thomas Story & Son LLC @thomasstorysonllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001505207).
Record
- Tracked since 2025-06-30 (448 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +2.7% · 6 months n/a · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 9.4% · long · since 2025-06-30
- WSM · 6.4% · long · since 2025-06-30
- V · 6.0% · long · since 2025-06-30
- COST · 5.7% · long · since 2025-06-30
- JNJ · 5.6% · long · since 2025-06-30
- GD · 4.9% · long · since 2025-06-30
- AAPL · 4.9% · long · since 2025-06-30
- 02079K305 · 4.8% · long · since 2025-06-30
- ORLY · 4.7% · long · since 2025-06-30
- WEC · 3.8% · long · since 2025-06-30
- MRK · 3.7% · long · since 2025-06-30
- N07059210 · 3.3% · long · since 2025-06-30