Speece Thorson Capital Group Inc Top Holdings and 13F Report (2024) → 348 million Americans lives to END as we know it? (From The Oxford Club) (Ad) About Speece Thorson Capital Group IncInvestment ActivitySpeece Thorson Capital Group Inc has $517.37 thousand in total holdings as of March 31, 2024.Speece Thorson Capital Group Inc owns shares of 43 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 8.21% of the portfolio was sold this quarter.This quarter, Speece Thorson Capital Group Inc has purchased 41 new stocks and bought additional shares in 9 stocks.Speece Thorson Capital Group Inc sold shares of 31 stocks and completely divested from 0 stocks this quarter.Largest Holdings White Mountains Insurance Group $24,673Zimmer Biomet $20,610RPM International $20,547M&T Bank $18,775Gentex $18,452 Largest New Holdings this Quarter Toro $7,502 HoldingPlexus $1,612 Holding Largest Purchases this Quarter Toro 81,870 shares (about $7.50K)Cass Information Systems 104,817 shares (about $5.05K)Arrow Electronics 22,670 shares (about $2.93K)J. M. Smucker 19,878 shares (about $2.50K)C.H. Robinson Worldwide 30,919 shares (about $2.35K) Largest Sales this Quarter Williams-Sonoma 36,971 shares (about $11.74K)O'Reilly Automotive 4,966 shares (about $5.61K)Mercury General 79,013 shares (about $4.08K)W. R. Berkley 39,820 shares (about $3.52K)Westinghouse Air Brake Technologies 21,396 shares (about $3.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpeece Thorson Capital Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWTMWhite Mountains Insurance Group$24,673$1,346 ▲5.8%13,7514.8%FinanceZBHZimmer Biomet$20,610$270 ▼-1.3%156,1574.0%MedicalRPMRPM International$20,547$273 ▼-1.3%172,7354.0%ConstructionMTBM&T Bank$18,775$2,700 ▼-12.6%129,0933.6%FinanceGNTXGentex$18,452$245 ▼-1.3%510,8493.6%Auto/Tires/TrucksARWArrow Electronics$18,091$2,935 ▲19.4%139,7433.5%Computer and TechnologyMHKMohawk Industries$16,694$220 ▼-1.3%127,5453.2%Consumer DiscretionaryMWAMueller Water Products$15,632$198 ▼-1.3%971,5283.0%Industrial ProductsLEGLeggett & Platt$15,416$14 ▼-0.1%805,0213.0%Consumer DiscretionarySTESTERIS$15,402$198 ▼-1.3%68,5093.0%MedicalSONSonoco Products$15,190$197 ▼-1.3%262,6242.9%Industrial ProductsORLYO'Reilly Automotive$14,996$5,606 ▼-27.2%13,2842.9%Retail/WholesaleDVADaVita$14,981$2,803 ▼-15.8%108,5202.9%MedicalFMCFMC$14,746$199 ▼-1.3%231,4842.9%Basic MaterialsNTRSNorthern Trust$14,648$2,409 ▼-14.1%164,7322.8%FinanceWABWestinghouse Air Brake Technologies$14,556$3,117 ▼-17.6%99,9202.8%TransportationDVNDevon Energy$14,326$195 ▼-1.3%285,4972.8%Oils/EnergyWRBW. R. Berkley$13,887$3,522 ▼-20.2%157,0252.7%FinanceTSCOTractor Supply$13,641$180 ▼-1.3%52,1212.6%Retail/WholesaleHXLHexcel$12,917$172 ▼-1.3%177,3082.5%AerospaceHSICHenry Schein$12,881$173 ▼-1.3%170,5682.5%MedicalMCYMercury General$12,602$4,077 ▼-24.4%244,2322.4%FinanceCBSHCommerce Bancshares$12,221$163 ▼-1.3%229,7092.4%FinanceCHRWC.H. Robinson Worldwide$12,087$2,354 ▲24.2%158,7442.3%TransportationIEXIDEX$12,069$157 ▼-1.3%49,4602.3%Industrial ProductsBROBrown & Brown$12,018$157 ▼-1.3%137,2812.3%FinanceWERNWerner Enterprises$11,980$2,090 ▲21.1%306,2422.3%TransportationLHLaboratory Co. of America$11,742$150 ▼-1.3%53,7512.3%MedicalSJMJ. M. Smucker$11,641$2,502 ▲27.4%92,4842.3%Consumer StaplesATRAptarGroup$11,558$152 ▼-1.3%80,3272.2%Industrial ProductsKEYSKeysight Technologies$9,979$2,787 ▼-21.8%63,8121.9%Computer and TechnologyCASYCasey's General Stores$9,530$109 ▼-1.1%29,9271.8%Retail/WholesaleCABOCable One$9,461$1,972 ▲26.3%22,3601.8%Consumer DiscretionaryMGEEMGE Energy$8,985$2,295 ▲34.3%114,1431.7%UtilitiesTFXTeleflex$8,169$1,734 ▲26.9%36,1211.6%MedicalCASSCass Information Systems$7,649$5,049 ▲194.2%158,8011.5%Computer and TechnologyTTCToro$7,502$7,502 ▲New Holding81,8701.5%Consumer DiscretionaryPLXSPlexus$1,612$1,612 ▲New Holding16,9970.3%Computer and TechnologyWSMWilliams-Sonoma$1,438$11,741 ▼-89.1%4,5280.3%Retail/WholesaleETNEaton$1,3090.0%4,1850.3%Industrial ProductsDOORMasonite International$1,292$43 ▼-3.2%9,8290.2%ConstructionNSITInsight Enterprises$1,173$19 ▼-1.6%6,3210.2%Retail/WholesalePGRProgressive$295$224 ▼-43.2%1,4260.1%FinanceShowing largest 100 holdings. View all holdings. 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