Speece Thorson Capital Group Inc Top Holdings and 13F Report (2026) About Speece Thorson Capital Group IncInvestment ActivitySpeece Thorson Capital Group Inc has $467.75 million in total holdings as of June 30, 2026.Speece Thorson Capital Group Inc owns shares of 37 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 8.08% of the portfolio was purchased this quarter.About 7.62% of the portfolio was sold this quarter.This quarter, Speece Thorson Capital Group Inc has purchased 38 new stocks and bought additional shares in 10 stocks.Speece Thorson Capital Group Inc sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Commerce Bancshares $19,199,000White Mountains Insurance Group $19,106,000MGE Energy $18,646,000Cass Information Systems $17,825,000STERIS $17,792,000 Largest New Holdings this Quarter 754907103 - Rayonier $4,498,000 Holding Largest Purchases this Quarter Trimble 114,911 shares (about $5.88M)Rayonier 211,357 shares (about $4.50M)AptarGroup 34,554 shares (about $4.33M)STERIS 20,064 shares (about $4.22M)O'Reilly Automotive 37,084 shares (about $3.42M) Largest Sales this Quarter Arrow Electronics 49,694 shares (about $10.60M)Hexcel 52,550 shares (about $5.26M)AZZ 28,867 shares (about $4.48M)Casey's General Stores 5,051 shares (about $4.01M)IDEX 14,568 shares (about $3.31M) 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 PortfolioSectorCBSHCommerce Bancshares$19,199,000$357,712 â–¼-1.8%332,4424.1%FinanceWTMWhite Mountains Insurance Group$19,106,000$377,351 â–¼-1.9%9,2154.1%FinanceMGEEMGE Energy$18,646,000$3,190,740 â–²20.6%228,6794.0%UtilitiesCASSCass Information Systems$17,825,000$354,572 â–¼-2.0%347,3283.8%FinanceSTESTERIS$17,792,000$4,224,850 â–²31.1%84,4953.8%HealthcareSONSonoco Products$16,933,000$346,046 â–¼-2.0%300,4963.6%MaterialsMSAMSA Safety Incorporporated$16,889,000$2,020,933 â–²13.6%96,7413.6%IndustrialsRPMRPM International$15,794,000$318,336 â–¼-2.0%142,0953.4%MaterialsHXLHexcel$15,255,000$5,257,999 â–¼-25.6%152,4633.3%IndustrialsLABORATORY CORP AMER HLDGS$15,228,000$2,951,799 â–²24.0%54,3853.3%COMMTBM&T Bank$15,205,000$307,027 â–¼-2.0%63,8853.3%FinanceATRAptarGroup$15,194,000$4,326,262 â–²39.8%121,3553.2%MaterialsORLYO'Reilly Automotive$15,110,000$3,415,037 â–²29.2%164,0803.2%Consumer DiscretionaryGNTXGentex$15,090,000$298,557 â–¼-1.9%597,1673.2%Consumer DiscretionaryIEXIDEX$14,867,000$3,306,098 â–¼-18.2%65,5103.2%IndustrialsTTCToro$14,317,000$311,165 â–¼-2.1%146,9593.1%IndustrialsWABWabtec$13,924,000$279,575 â–¼-2.0%51,6473.0%IndustrialsTFXTeleflex$13,191,000$280,387 â–¼-2.1%104,0652.8%HealthcareSJMJ. M. Smucker$13,180,000$275,729 â–¼-2.0%117,1592.8%Consumer StaplesNSITInsight Enterprises$13,027,000$2,742,622 â–²26.7%106,9522.8%TechnologyZBHZimmer Biomet$11,928,000$241,665 â–¼-2.0%138,5472.6%HealthcareTRMBTrimble$11,736,000$5,880,974 â–²100.4%229,3152.5%TechnologyWRBW.R. Berkley$11,465,000$2,165,284 â–²23.3%162,5542.5%FinanceTSCOTractor Supply$11,378,000$2,385,942 â–²26.5%359,9372.4%Consumer DiscretionaryDVNDevon Energy$11,339,000$298,042 â–¼-2.6%274,4182.4%EnergyARWArrow Electronics$10,962,000$10,604,766 â–¼-49.2%51,3682.3%TechnologyKEYSKeysight Technologies$10,547,000$2,894,850 â–¼-21.5%30,1272.3%TechnologyAZZAZZ$9,884,000$4,475,630 â–¼-31.2%63,7502.1%IndustrialsMWAMueller Water Products$9,487,000$188,148 â–¼-1.9%367,2822.0%IndustrialsNTRSNorthern Trust$9,040,000$179,065 â–¼-1.9%51,9991.9%FinanceMHKMohawk Industries$7,910,000$157,969 â–¼-2.0%65,1951.7%Consumer DiscretionaryTEXTerex$7,717,000$151,285 â–¼-1.9%106,6101.6%IndustrialsCHRWC.H. Robinson Worldwide$7,110,000$145,586 â–¼-2.0%37,7511.5%IndustrialsCASYCasey's General Stores$6,316,000$4,014,360 â–¼-38.9%7,9471.4%Consumer StaplesMAXMediaAlpha$6,148,000$124,607 â–¼-2.0%489,0981.3%Communication ServicesFULH. B. Fuller$4,509,000$91,691 â–¼-2.0%77,3541.0%MaterialsRYNRayonier$4,498,000$4,498,000 â–²New Holding211,3571.0%Real EstateBROBrown & Brown$0$9,400 â–¼-100.0%00.0%FinanceMKCMcCormick & Company, Incorporated$0$3,822 â–¼-100.0%00.0%Consumer StaplesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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