Speece Thorson Capital Group Inc Top Holdings and 13F Report (2026) About Speece Thorson Capital Group IncInvestment ActivitySpeece Thorson Capital Group Inc has $438.99 thousand in total holdings as of March 31, 2026.Speece Thorson Capital Group Inc owns shares of 38 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 8.63% of the portfolio was purchased this quarter.About 19.88% of the portfolio was sold this quarter.This quarter, Speece Thorson Capital Group Inc has purchased 42 new stocks and bought additional shares in 3 stocks.Speece Thorson Capital Group Inc sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings White Mountains Insurance Group $20,645Commerce Bancshares $16,661Hexcel $16,592Sonoco Products $16,586Cass Information Systems $15,594 Largest New Holdings this Quarter 896239100 - Trimble $7,463 Holding880779103 - Terex $6,424 Holding359694106 - H. B. Fuller $4,868 Holding58450V104 - MediaAlpha $4,641 Holding579780206 - McCormick & Company, Incorporated $3,822 Holding Largest Purchases this Quarter Trimble 114,404 shares (about $7.46K)Terex 108,700 shares (about $6.42K)Insight Enterprises 78,191 shares (about $5.24K)H. B. Fuller 78,927 shares (about $4.87K)MediaAlpha 499,011 shares (about $4.64K) Largest Sales this Quarter Hexcel 79,892 shares (about $6.47K)Arrow Electronics 44,169 shares (about $6.33K)Wabtec 19,703 shares (about $4.92K)Toro 46,481 shares (about $4.34K)C.H. Robinson Worldwide 24,315 shares (about $4.04K) 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$20,645$2,801 â–¼-11.9%9,3974.7%FinanceCBSHCommerce Bancshares$16,661$950 â–¼-5.4%338,6363.8%FinanceHXLHexcel$16,592$6,466 â–¼-28.0%205,0133.8%AerospaceSONSonoco Products$16,586$1,351 â–¼-7.5%306,6373.8%IndustrialsCASSCass Information Systems$15,594$456 â–¼-2.8%354,2373.6%Computer and TechnologyIEXIDEX$15,179$954 â–¼-5.9%80,0783.5%IndustrialsMGEEMGE Energy$14,650$468 â–¼-3.1%189,5473.3%UtilitiesARWArrow Electronics$14,493$6,334 â–¼-30.4%101,0623.3%Computer and TechnologyRPMRPM International$14,409$1,262 â–¼-8.1%144,9593.3%Basic MaterialsSTESTERIS$14,248$2,735 â–²23.8%64,4313.2%MedicalDVNDevon Energy$14,172$1,106 â–¼-7.2%281,6313.2%EnergyTTCToro$14,030$4,343 â–¼-23.6%150,1533.2%Consumer DiscretionaryMSAMSA Safety Incorporporated$13,963$1,310 â–¼-8.6%85,1653.2%IndustrialsMTBM&T Bank$13,473$1,667 â–¼-11.0%65,1753.1%FinanceGNTXGentex$13,306$916 â–¼-6.4%608,9823.0%Auto/Tires/TrucksWABWabtec$13,166$4,924 â–¼-27.2%52,6843.0%TransportationTSCOTractor Supply$12,886$1,037 â–¼-7.5%284,4592.9%Retail/WholesaleZBHZimmer Biomet$12,781$1,250 â–¼-8.9%141,3542.9%MedicalTFXTeleflex$12,712$2,712 â–²27.1%106,2772.9%MedicalORLYO'Reilly Automotive$11,723$1,953 â–¼-14.3%126,9962.7%Retail/WholesaleLABORATORY CORP AMER HLDGS$11,698$342 â–¼-2.8%43,8432.7%COMAZZAZZ$11,589$2,590 â–¼-18.3%92,6172.6%IndustrialsSJMJ. M. Smucker$11,535$934 â–¼-7.5%119,6102.6%Consumer StaplesATRAptarGroup$10,939$896 â–¼-7.6%86,8012.5%IndustrialsKEYSKeysight Technologies$10,842$3,815 â–¼-26.0%38,3962.5%Computer and TechnologyMWAMueller Water Products$10,297$2,557 â–¼-19.9%374,5662.3%IndustrialsCASYCasey's General Stores$9,461$3,936 â–¼-29.4%12,9982.2%Retail/WholesaleBROBrown & Brown$9,400$845 â–¼-8.3%144,1492.1%FinanceWRBW.R. Berkley$8,739$862 â–¼-9.0%131,8542.0%FinanceTRMBTrimble$7,463$7,463 â–²New Holding114,4041.7%IndustrialsNTRSNorthern Trust$7,401$1,718 â–¼-18.8%53,0291.7%FinanceMHKMohawk Industries$6,547$2,516 â–¼-27.8%66,4971.5%Consumer DiscretionaryTEXTerex$6,424$6,424 â–²New Holding108,7001.5%IndustrialsCHRWC.H. Robinson Worldwide$6,398$4,038 â–¼-38.7%38,5241.5%TransportationNSITInsight Enterprises$5,658$5,240 â–²1,252.3%84,4351.3%Retail/WholesaleFULH. B. Fuller$4,868$4,868 â–²New Holding78,9271.1%Basic MaterialsMAXMediaAlpha$4,641$4,641 â–²New Holding499,0111.1%Business ServicesMKCMcCormick & Company, Incorporated$3,822$3,822 â–²New Holding75,7750.9%Consumer StaplesDVADaVita$0$10,060 â–¼-100.0%00.0%MedicalREVGREV Group$0$6,933 â–¼-100.0%00.0%TransportationWSMWilliams-Sonoma$0$1,587 â–¼-100.0%00.0%Retail/WholesaleMCYMercury General$0$1,372 â–¼-100.0%00.0%FinanceETNEaton$0$1,202 â–¼-100.0%00.0%IndustrialsHSICHenry Schein$0$466 â–¼-100.0%00.0%MedicalWERNWerner Enterprises$0$437 â–¼-100.0%00.0%TransportationPGRProgressive$0$325 â–¼-100.0%00.0%FinanceLEGLeggett & Platt$0$298 â–¼-100.0%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. 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