Thomas Story & Son Llc Portfolio Shifts: Q2 2026 Activity Analysis
Insights into holdings changes by Thomas Story & Son Llc during the second quarter of 2026, including notable additions and reductions.
As of June 30th, 2026, Thomas Story & Son Llc's portfolio value stands at $282.8 million. This comprehensive review examines the investor's activity during Q2 2026, focusing on changes in their holdings as reported through the changed_holdings data.
The investment strategy of Thomas Story & Son Llc appears to involve both strategic additions and disposals. Among the most significant actions this quarter were substantial reductions in certain positions alongside notable increases or new investments in others, reflecting a dynamic approach to portfolio management based on disclosed information.
Technology Sector: The investor significantly reduced their stake in AMD, with shares decreasing by 32.97% from the previous quarter, representing a substantial sell move. Conversely, they increased holdings in ORLY (5.57%) and slightly boosted positions in established Technology names like AAPL (0.07%) and GOOGL (-0.03%).
Healthcare Sector: In Healthcare, the investor saw a minor decrease in JNJ (-0.04%) but notably increased their position in MRK by 2.7%. They also slightly adjusted holdings in other Healthcare stocks like ABT and V, which falls under Financial Services.
Financial Services Sector: The investor demonstrated a significant new investment in TRV, adding shares for the first time this quarter with a 100% increase. They also slightly increased their stake in Visa (V), +3.01%, while maintaining positions in other ETFs and stocks within this broad category.
Energy, Utilities & Consumer Sectors: The quarter saw the initiation of a position in Energy stock DVN, acquiring shares for what appears to be a 100% increase. They also made a minor adjustment (+0.31%) to their Utilities holding, WEC. In Consumer Cyclical, they adjusted holdings in COSTCO and TSCO but exited the position in WSM (WSM) which showed a negligible change (-0.02%). No other significant changes were disclosed for these sectors.