Speece Thorson Capital Group

Latest statistics and disclosures from Speece Thorson Capital Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CBSH, WTM, MGEE, CASS, STE, and represent 19.79% of Speece Thorson Capital Group's stock portfolio.
  • Added to shares of these 10 stocks: TRMB (+$5.9M), RYN, ATR, STE, ORLY, MGEE, LH, NSIT, TSCO, WRB.
  • Started 1 new stock position in RYN.
  • Reduced shares in these 10 stocks: ARW (-$11M), BRO (-$9.4M), HXL (-$5.3M), AZZ, CASY, MKC, IEX, KEYS, WTM, CBSH.
  • Sold out of its positions in BRO, MKC.
  • Speece Thorson Capital Group was a net seller of stock by $-11M.
  • Speece Thorson Capital Group has $468M in assets under management (AUM), dropping by 6.55%.
  • Central Index Key (CIK): 0000900169

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Portfolio Holdings for Speece Thorson Capital Group

Speece Thorson Capital Group holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Commerce Bancshares (CBSH) 4.1 $19M 332k 57.75
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White Mountains Insurance Gp (WTM) 4.1 $19M 9.2k 2073.36
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MGE Energy (MGEE) 4.0 $19M +20% 229k 81.54
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Cass Information Systems (CASS) 3.8 $18M 347k 51.32
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Steris Plc Ord equities (STE) 3.8 $18M +31% 85k 210.57
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Sonoco Products Company (SON) 3.6 $17M -2% 301k 56.35
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Msa Safety Inc equity (MSA) 3.6 $17M +13% 97k 174.58
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RPM International (RPM) 3.4 $16M 142k 111.15
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Hexcel Corporation (HXL) 3.3 $15M -25% 153k 100.06
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Labcorp Holdings (LH) 3.3 $15M +24% 54k 280.00
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M&T Bank Corporation (MTB) 3.3 $15M 64k 238.01
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Aptar (ATR) 3.2 $15M +39% 121k 125.20
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O'reilly Automotive (ORLY) 3.2 $15M +29% 164k 92.09
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Gentex Corporation (GNTX) 3.2 $15M 597k 25.27
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IDEX Corporation (IEX) 3.2 $15M -18% 66k 226.94
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Toro Company (TTC) 3.1 $14M -2% 147k 97.42
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Wabtec Corporation (WAB) 3.0 $14M 52k 269.60
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Teleflex Incorporated (TFX) 2.8 $13M -2% 104k 126.76
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J.M. Smucker Company (SJM) 2.8 $13M -2% 117k 112.50
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Insight Enterprises (NSIT) 2.8 $13M +26% 107k 121.80
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Zimmer Holdings (ZBH) 2.6 $12M 139k 86.09
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Trimble Navigation (TRMB) 2.5 $12M +100% 229k 51.18
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W.R. Berkley Corporation (WRB) 2.5 $12M +23% 163k 70.53
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Tractor Supply Company (TSCO) 2.4 $11M +26% 360k 31.61
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Devon Energy Corporation (DVN) 2.4 $11M -2% 274k 41.32
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Arrow Electronics (ARW) 2.3 $11M -49% 51k 213.40
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Keysight Technologies (KEYS) 2.3 $11M -21% 30k 350.08
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AZZ Incorporated (AZZ) 2.1 $9.9M -31% 64k 155.04
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Mueller Water Products (MWA) 2.0 $9.5M 367k 25.83
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Northern Trust Corporation (NTRS) 1.9 $9.0M 52k 173.85
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Mohawk Industries (MHK) 1.7 $7.9M 65k 121.33
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Terex Corporation (TEX) 1.6 $7.7M 107k 72.39
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C.H. Robinson Worldwide (CHRW) 1.5 $7.1M -2% 38k 188.34
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Casey's General Stores (CASY) 1.4 $6.3M -38% 7.9k 794.77
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Mediaalpha Inc-class A (MAX) 1.3 $6.1M 489k 12.57
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H.B. Fuller Company (FUL) 1.0 $4.5M 77k 58.29
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Rayonier (RYN) 1.0 $4.5M NEW 211k 21.28
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Past Filings by Speece Thorson Capital Group

SEC 13F filings are viewable for Speece Thorson Capital Group going back to 2011

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