Speece Thorson Capital Group Inc 13F Holdings · Q2 2026
Speece Thorson Capital Group Inc reported 37 securities worth $467.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CBSH (4.10%), WTM (4.08%), MGEE (3.99%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CBSH | COMMERCE BANCSHARES INC | $19.2M | 4.10% | 332,442 | Trimmed |
| 2 | WTM | WHITE MOUNT INS GRP LTD | $19.1M | 4.08% | 9,215 | Trimmed |
| 3 | MGEE | MGE ENERGY INC | $18.6M | 3.99% | 228,679 | Added |
| 4 | CASS | CASS INFORMATION SYS INC | $17.8M | 3.81% | 347,328 | Trimmed |
| 5 | STE | STERIS PLC SHS USD | $17.8M | 3.80% | 84,495 | Added |
| 6 | SON | SONOCO PRODUCTS | $16.9M | 3.62% | 300,496 | Trimmed |
| 7 | MSA | MSA SAFETY INC | $16.9M | 3.61% | 96,741 | Added |
| 8 | RPM | RPM INTL INC | $15.8M | 3.38% | 142,095 | Trimmed |
| 9 | HXL | HEXCEL CORP NEW | $15.3M | 3.26% | 152,463 | Trimmed |
| 10 | LH | LABORATORY CORP AMER HLDGS | $15.2M | 3.26% | 54,385 | Added |
| 11 | ATR | APTARGROUP INC | $15.2M | 3.25% | 121,355 | Added |
| 12 | MTB | M & T BANK CORP | $15.2M | 3.25% | 63,885 | Trimmed |
| 13 | GNTX | GENTEX CORP | $15.1M | 3.23% | 597,167 | Trimmed |
| 14 | ORLY | O REILLY AUTOMOTIVE INC | $15.1M | 3.23% | 164,080 | Added |
| 15 | IEX | IDEX CORP | $14.9M | 3.18% | 65,510 | Trimmed |
| 16 | TTC | TORO CO | $14.3M | 3.06% | 146,959 | Trimmed |
| 17 | WAB | WABTEC CORP | $13.9M | 2.98% | 51,647 | Trimmed |
| 18 | SJM | SMUCKER J M CO | $13.2M | 2.82% | 117,159 | Trimmed |
| 19 | TFX | TELEFLEX INCORPORATED | $13.2M | 2.82% | 104,065 | Trimmed |
| 20 | NSIT | INSIGHT ENTERPRISES INC | $13.0M | 2.79% | 106,952 | Added |
| 21 | ZBH | ZIMMER HLDGS INC | $11.9M | 2.55% | 138,547 | Trimmed |
| 22 | TRMB | TRIMBLE INC | $11.7M | 2.51% | 229,315 | Added |
| 23 | WRB | BERKLEY W R CORP | $11.5M | 2.45% | 162,554 | Added |
| 24 | TSCO | TRACTOR SUPPLY CO | $11.4M | 2.43% | 359,937 | Added |
| 25 | DVN | DEVON ENERGY CORP NEW | $11.3M | 2.42% | 274,418 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR