Speece Thorson Capital Group Inc Top Holdings and 13F Report (2025) About Speece Thorson Capital Group IncInvestment ActivitySpeece Thorson Capital Group Inc has $485.57 thousand in total holdings as of March 31, 2025.Speece Thorson Capital Group Inc owns shares of 42 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About 9.38% of the portfolio was sold this quarter.This quarter, Speece Thorson Capital Group Inc has purchased 41 new stocks and bought additional shares in 6 stocks.Speece Thorson Capital Group Inc sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings White Mountains Insurance Group $21,490Zimmer Biomet $20,232FMC $19,498RPM International $19,139J. M. Smucker $16,469 Largest New Holdings this Quarter 553498106 - MSA Safety $10,894 Holding749527107 - REV Group $4,842 Holding Largest Purchases this Quarter MSA Safety 74,263 shares (about $10.89K)IDEX 28,343 shares (about $5.13K)REV Group 153,233 shares (about $4.84K)AptarGroup 29,086 shares (about $4.32K)Gentex 105,446 shares (about $2.46K) Largest Sales this Quarter Henry Schein 229,891 shares (about $15.74K)Sonoco Products 90,425 shares (about $4.27K)O'Reilly Automotive 2,602 shares (about $3.73K)Mueller Water Products 103,500 shares (about $2.63K)Brown & Brown 19,221 shares (about $2.39K) 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$21,490$349 ▼-1.6%11,1594.4%FinanceZBHZimmer Biomet$20,232$344 ▼-1.7%178,7614.2%MedicalFMCFMC$19,498$238 ▲1.2%462,1454.0%Consumer StaplesRPMRPM International$19,139$331 ▼-1.7%165,4483.9%ConstructionSJMJ. M. Smucker$16,469$284 ▼-1.7%139,0873.4%Consumer StaplesWRBW. R. Berkley$16,022$257 ▼-1.6%225,1513.3%FinanceGNTXGentex$15,907$2,457 ▲18.3%682,6843.3%Auto/Tires/TrucksARWArrow Electronics$15,811$277 ▼-1.7%152,2793.3%Computer and TechnologyHXLHexcel$15,651$283 ▼-1.8%285,8143.2%AerospaceTTCToro$15,016$272 ▼-1.8%206,4123.1%Consumer DiscretionarySTESTERIS$14,881$249 ▼-1.6%65,6583.1%MedicalORLYO'Reilly Automotive$14,813$3,728 ▼-20.1%10,3403.1%Retail/WholesaleMTBM&T Bank$14,748$246 ▼-1.6%82,5093.0%FinanceMWAMueller Water Products$14,595$2,631 ▼-15.3%574,1513.0%IndustrialsCBSHCommerce Bancshares$14,390$246 ▼-1.7%231,2323.0%FinanceDVADaVita$14,187$1,939 ▼-12.0%92,7402.9%MedicalCASSCass Information Systems$13,966$260 ▼-1.8%322,9182.9%Computer and TechnologyIEXIDEX$13,856$5,129 ▲58.8%76,5672.9%IndustrialsTSCOTractor Supply$13,755$235 ▼-1.7%249,6352.8%Retail/WholesaleWABWestinghouse Air Brake Technologies$13,752$225 ▼-1.6%75,8322.8%TransportationTFXTeleflex$12,126$2,069 ▲20.6%87,7472.5%MedicalCHRWC.H. Robinson Worldwide$12,066$209 ▼-1.7%117,8312.5%TransportationATRAptarGroup$11,999$4,316 ▲56.2%80,8642.5%IndustrialsDVNDevon Energy$11,975$203 ▲1.7%320,1882.5%EnergyKEYSKeysight Technologies$11,805$207 ▼-1.7%78,8182.4%Computer and TechnologyNTRSNorthern Trust$11,767$193 ▼-1.6%119,2822.4%FinanceBROBrown & Brown$11,704$2,391 ▼-17.0%94,0832.4%FinanceLABORATORY CORP AMER HLDGS$11,040$198 ▼-1.8%47,4352.3%COMMHKMohawk Industries$11,012$184 ▼-1.6%96,4482.3%Consumer DiscretionaryMSAMSA Safety$10,894$10,894 ▲New Holding74,2632.2%IndustrialsSONSonoco Products$10,263$4,272 ▼-29.4%217,2552.1%IndustrialsMGEEMGE Energy$10,186$149 ▼-1.4%109,5702.1%UtilitiesCASYCasey's General Stores$10,010$140 ▼-1.4%23,0622.1%Retail/WholesaleWERNWerner Enterprises$8,593$149 ▼-1.7%293,2741.8%TransportationREVGREV Group$4,842$4,842 ▲New Holding153,2331.0%TransportationLEGLeggett & Platt$1,9680.0%248,7730.4%Consumer DiscretionaryWSMWilliams-Sonoma$1,4050.0%8,8880.3%Retail/WholesaleETNEaton$1,067$27 ▼-2.5%3,9260.2%IndustrialsNSITInsight Enterprises$9370.0%6,2440.2%Retail/WholesaleMCYMercury General$8470.0%15,1570.2%FinanceHSICHenry Schein$481$15,743 ▼-97.0%7,0240.1%MedicalPGRProgressive$4040.0%1,4260.1%FinanceCABOCable One$0$9,521 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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