Speece Thorson Capital Group Inc Top Holdings and 13F Report (2025) About Speece Thorson Capital Group IncInvestment ActivitySpeece 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 White Mountains Insurance Group $20,441Arrow Electronics $19,808Hexcel $18,838RPM International $18,541M&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 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$20,441$402 ▲2.0%11,3834.2%FinanceARWArrow Electronics$19,808$403 ▲2.1%155,4434.0%Computer and TechnologyHXLHexcel$18,838$2,692 ▲16.7%333,4713.8%AerospaceRPMRPM International$18,541$369 ▲2.0%168,8043.8%Basic MaterialsMTBM&T Bank$18,446$2,441 ▲15.2%95,0903.8%FinanceZBHZimmer Biomet$18,407$2,102 ▲12.9%201,8103.7%MedicalSJMJ. M. Smucker$16,319$2,660 ▲19.5%166,1793.3%Consumer StaplesWABWabtec$16,192$316 ▲2.0%77,3433.3%TransportationIEXIDEX$15,886$2,443 ▲18.2%90,4843.2%IndustrialsSONSonoco Products$15,470$6,006 ▲63.5%355,1363.1%IndustrialsNTRSNorthern Trust$15,422$298 ▲2.0%121,6343.1%FinanceGNTXGentex$15,347$335 ▲2.2%697,9033.1%Auto/Tires/TrucksTTCToro$14,934$345 ▲2.4%211,2903.0%Consumer DiscretionaryCBSHCommerce Bancshares$14,672$296 ▲2.1%235,9963.0%FinanceCASSCass Information Systems$14,340$309 ▲2.2%330,0362.9%Computer and TechnologyORLYO'Reilly Automotive$14,233$13,301 ▲1,427.2%157,9172.9%Retail/WholesaleMWAMueller Water Products$14,036$233 ▲1.7%583,8402.9%IndustrialsDVADaVita$13,462$251 ▲1.9%94,5022.7%MedicalTSCOTractor Supply$13,445$272 ▲2.1%254,7892.7%Retail/WholesaleSTESTERIS$13,353$2,419 ▼-15.3%55,5872.7%MedicalKEYSKeysight Technologies$13,204$289 ▲2.2%80,5842.7%Computer and TechnologyFMCFMC$13,033$6,261 ▼-32.5%312,1772.7%Consumer StaplesATRAptarGroup$12,930$280 ▲2.2%82,6552.6%IndustrialsMSAMSA Safety Incorporporated$12,769$328 ▲2.6%76,2212.6%IndustrialsLABORATORY CORP AMER HLDGS$12,718$266 ▲2.1%48,4482.6%COMCASYCasey's General Stores$11,950$182 ▲1.5%23,4182.4%Retail/WholesaleWRBW.R. Berkley$11,382$5,160 ▼-31.2%154,9202.3%FinanceTFXTeleflex$10,634$248 ▲2.4%89,8432.2%MedicalBROBrown & Brown$10,627$196 ▲1.9%95,8542.2%FinanceDVNDevon Energy$10,428$243 ▲2.4%327,8242.1%EnergyMHKMohawk Industries$10,314$202 ▲2.0%98,3782.1%Consumer DiscretionaryMGEEMGE Energy$9,919$229 ▲2.4%112,1602.0%UtilitiesCHRWC.H. Robinson Worldwide$8,071$3,235 ▼-28.6%84,1131.6%TransportationAZZAZZ$7,909$7,909 ▲New Holding83,7141.6%IndustrialsREVGREV Group$7,484$192 ▲2.6%157,2651.5%TransportationWSMWilliams-Sonoma$1,4520.0%8,8880.3%Retail/WholesaleETNEaton$1,4020.0%3,9260.3%IndustrialsMCYMercury General$982$38 ▼-3.8%14,5860.2%FinanceNSITInsight Enterprises$8620.0%6,2440.2%Retail/WholesaleHSICHenry Schein$450$63 ▼-12.2%6,1660.1%MedicalWERNWerner Enterprises$398$7,617 ▼-95.0%14,5630.1%TransportationPGRProgressive$3810.0%1,4260.1%FinanceLEGLeggett & Platt$242$1,980 ▼-89.1%27,0940.0%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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