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Speece Thorson Capital Group Inc Top Holdings and 13F Report (2025)

About Speece Thorson Capital Group Inc

Investment Activity

  • Speece Thorson Capital Group Inc has $491.13 thousand in total holdings as of June 30, 2025.
  • Speece Thorson Capital Group Inc owns shares of 43 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 9.37% of the portfolio was purchased this quarter.
  • About 5.45% of the portfolio was sold this quarter.
  • This quarter, Speece Thorson Capital Group Inc has purchased 42 new stocks and bought additional shares in 30 stocks.
  • Speece Thorson Capital Group Inc sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Hexcel
$18,838
M&T Bank
$18,446

Largest New Holdings this Quarter

002474104 - AZZ
$7,909 Holding

Largest Purchases this Quarter

O'Reilly Automotive
147,577 shares (about $13.30K)
AZZ
83,714 shares (about $7.91K)
Sonoco Products
137,881 shares (about $6.01K)
Hexcel
47,657 shares (about $2.69K)
J. M. Smucker
27,092 shares (about $2.66K)

Largest Sales this Quarter

Werner Enterprises
278,711 shares (about $7.62K)
FMC
149,968 shares (about $6.26K)
W.R. Berkley
70,231 shares (about $5.16K)
C.H. Robinson Worldwide
33,718 shares (about $3.24K)
STERIS
10,071 shares (about $2.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpeece Thorson Capital Group Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$20,441$402 2.0%11,3834.2%Finance
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$19,808$403 2.1%155,4434.0%Computer and Technology
Hexcel Corporation stock logo
HXL
Hexcel
$18,838$2,692 16.7%333,4713.8%Aerospace
RPM International Inc. stock logo
RPM
RPM International
$18,541$369 2.0%168,8043.8%Basic Materials
M&T Bank Corporation stock logo
MTB
M&T Bank
$18,446$2,441 15.2%95,0903.8%Finance
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$18,407$2,102 12.9%201,8103.7%Medical
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$16,319$2,660 19.5%166,1793.3%Consumer Staples
Wabtec stock logo
WAB
Wabtec
$16,192$316 2.0%77,3433.3%Transportation
IDEX Corporation stock logo
IEX
IDEX
$15,886$2,443 18.2%90,4843.2%Industrials
Sonoco Products Company stock logo
SON
Sonoco Products
$15,470$6,006 63.5%355,1363.1%Industrials
Northern Trust Corporation stock logo
NTRS
Northern Trust
$15,422$298 2.0%121,6343.1%Finance
Gentex Corporation stock logo
GNTX
Gentex
$15,347$335 2.2%697,9033.1%Auto/Tires/Trucks
Toro Company (The) stock logo
TTC
Toro
$14,934$345 2.4%211,2903.0%Consumer Discretionary
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$14,672$296 2.1%235,9963.0%Finance
Cass Information Systems, Inc stock logo
CASS
Cass Information Systems
$14,340$309 2.2%330,0362.9%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$14,233$13,301 1,427.2%157,9172.9%Retail/Wholesale
MUELLER WATER PRODUCTS stock logo
MWA
MUELLER WATER PRODUCTS
$14,036$233 1.7%583,8402.9%Industrials
DaVita Inc. stock logo
DVA
DaVita
$13,462$251 1.9%94,5022.7%Medical
Tractor Supply Company stock logo
TSCO
Tractor Supply
$13,445$272 2.1%254,7892.7%Retail/Wholesale
STERIS plc stock logo
STE
STERIS
$13,353$2,419 -15.3%55,5872.7%Medical
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$13,204$289 2.2%80,5842.7%Computer and Technology
FMC Corporation stock logo
FMC
FMC
$13,033$6,261 -32.5%312,1772.7%Consumer Staples
AptarGroup, Inc. stock logo
ATR
AptarGroup
$12,930$280 2.2%82,6552.6%Industrials
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$12,769$328 2.6%76,2212.6%Industrials
LABORATORY CORP AMER HLDGS
$12,718$266 2.1%48,4482.6%COM
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$11,950$182 1.5%23,4182.4%Retail/Wholesale
W.R. Berkley Corporation stock logo
WRB
W.R. Berkley
$11,382$5,160 -31.2%154,9202.3%Finance
Teleflex Incorporated stock logo
TFX
Teleflex
$10,634$248 2.4%89,8432.2%Medical
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$10,627$196 1.9%95,8542.2%Finance
Devon Energy Corporation stock logo
DVN
Devon Energy
$10,428$243 2.4%327,8242.1%Energy
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$10,314$202 2.0%98,3782.1%Consumer Discretionary
MGE Energy Inc. stock logo
MGEE
MGE Energy
$9,919$229 2.4%112,1602.0%Utilities
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$8,071$3,235 -28.6%84,1131.6%Transportation
AZZ Inc. stock logo
AZZ
AZZ
$7,909$7,909 New Holding83,7141.6%Industrials
REV Group, Inc. stock logo
REVG
REV Group
$7,484$192 2.6%157,2651.5%Transportation
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$1,4520.0%8,8880.3%Retail/Wholesale
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,4020.0%3,9260.3%Industrials
Mercury General Corporation stock logo
MCY
Mercury General
$982$38 -3.8%14,5860.2%Finance
Insight Enterprises, Inc. stock logo
NSIT
Insight Enterprises
$8620.0%6,2440.2%Retail/Wholesale
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$450$63 -12.2%6,1660.1%Medical
Werner Enterprises, Inc. stock logo
WERN
Werner Enterprises
$398$7,617 -95.0%14,5630.1%Transportation
The Progressive Corporation stock logo
PGR
Progressive
$3810.0%1,4260.1%Finance
Leggett & Platt, Incorporated stock logo
LEG
Leggett & Platt
$242$1,980 -89.1%27,0940.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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