Speece Thorson Capital Group as of June 30, 2026
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 | |
| White Mountains Insurance Gp (WTM) | 4.1 | $19M | 9.2k | 2073.36 | |
| MGE Energy (MGEE) | 4.0 | $19M | 229k | 81.54 | |
| Cass Information Systems (CASS) | 3.8 | $18M | 347k | 51.32 | |
| Steris Plc Ord equities (STE) | 3.8 | $18M | 85k | 210.57 | |
| Sonoco Products Company (SON) | 3.6 | $17M | 301k | 56.35 | |
| Msa Safety Inc equity (MSA) | 3.6 | $17M | 97k | 174.58 | |
| RPM International (RPM) | 3.4 | $16M | 142k | 111.15 | |
| Hexcel Corporation (HXL) | 3.3 | $15M | 153k | 100.06 | |
| Labcorp Holdings (LH) | 3.3 | $15M | 54k | 280.00 | |
| M&T Bank Corporation (MTB) | 3.3 | $15M | 64k | 238.01 | |
| Aptar (ATR) | 3.2 | $15M | 121k | 125.20 | |
| O'reilly Automotive (ORLY) | 3.2 | $15M | 164k | 92.09 | |
| Gentex Corporation (GNTX) | 3.2 | $15M | 597k | 25.27 | |
| IDEX Corporation (IEX) | 3.2 | $15M | 66k | 226.94 | |
| Toro Company (TTC) | 3.1 | $14M | 147k | 97.42 | |
| Wabtec Corporation (WAB) | 3.0 | $14M | 52k | 269.60 | |
| Teleflex Incorporated (TFX) | 2.8 | $13M | 104k | 126.76 | |
| J.M. Smucker Company (SJM) | 2.8 | $13M | 117k | 112.50 | |
| Insight Enterprises (NSIT) | 2.8 | $13M | 107k | 121.80 | |
| Zimmer Holdings (ZBH) | 2.6 | $12M | 139k | 86.09 | |
| Trimble Navigation (TRMB) | 2.5 | $12M | 229k | 51.18 | |
| W.R. Berkley Corporation (WRB) | 2.5 | $12M | 163k | 70.53 | |
| Tractor Supply Company (TSCO) | 2.4 | $11M | 360k | 31.61 | |
| Devon Energy Corporation (DVN) | 2.4 | $11M | 274k | 41.32 | |
| Arrow Electronics (ARW) | 2.3 | $11M | 51k | 213.40 | |
| Keysight Technologies (KEYS) | 2.3 | $11M | 30k | 350.08 | |
| AZZ Incorporated (AZZ) | 2.1 | $9.9M | 64k | 155.04 | |
| Mueller Water Products (MWA) | 2.0 | $9.5M | 367k | 25.83 | |
| Northern Trust Corporation (NTRS) | 1.9 | $9.0M | 52k | 173.85 | |
| Mohawk Industries (MHK) | 1.7 | $7.9M | 65k | 121.33 | |
| Terex Corporation (TEX) | 1.6 | $7.7M | 107k | 72.39 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $7.1M | 38k | 188.34 | |
| Casey's General Stores (CASY) | 1.4 | $6.3M | 7.9k | 794.77 | |
| Mediaalpha Inc-class A (MAX) | 1.3 | $6.1M | 489k | 12.57 | |
| H.B. Fuller Company (FUL) | 1.0 | $4.5M | 77k | 58.29 | |
| Rayonier (RYN) | 1.0 | $4.5M | 211k | 21.28 |
