Thomas Story & Son LLC
Thomas Story & Son LLC is a boutique investment advisory and wealth management firm headquartered in Plymouth, Indiana. Founded in 2008 by Thomas H. Story, the firm offers customized investment management and portfolio construction services, primarily for individuals and families, with a focus on asset protection, personalized client service, and long-term wealth building. The team consists of a small group of experienced professionals and serves approximately 159 clients.
Investment Strategy
Thomas Story & Son LLC employs a long-term, bottoms-up investment approach geared toward maximizing returns with minimal fundamental risk. Their strategy emphasizes customized portfolio management, utilizing a broad range of investments based on in-house research and deep knowledge of equities across all market classes and industries. The firm prioritizes aligning client portfolios with individual financial goals and objectives, offering diligent communication, prudent asset allocation, and rigorous record keeping to preserve client privacy and protect assets. They invest alongside clients, ensuring their interests remain aligned, and maintain a disciplined focus on risk management and sound judgment.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | VISA INC COM CL A | 6.20% | $16.9M | 49,378 | $55.34 | $341.38 | -$1.2M |
C COST | COSTCO WHSL CORP NEW COM | 6.00% | $16.3M | 17,625 | $212.92 | $925.63 | -$1.6M |
W WSM | WILLIAMS SONOMA INC COM | 5.66% | $15.4M | 78,792 | $30.27 | $195.45 | +$867.5K |
T TSCO | TRACTOR SUPPLY CO COM | 5.58% | $15.2M | 266,834 | $45.45 | $56.87 | +$751.5K |
O ORLY | OREILLY AUTOMOTIVE INC COM | 5.55% | $15.1M | 140,120 | $93.40 | $107.81 | +$2.2M |