Speece Thorson Capital Group Inc 13F 持仓 · 2026年Q2
Speece Thorson Capital Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 4.68 亿美元。前几大持仓：CBSH（4.10%）、WTM（4.08%）、MGEE（3.99%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CBSH | COMMERCE BANCSHARES INC | $19.2M | 4.10% | 332,442 | 减持 |
| 2 | WTM | WHITE MOUNT INS GRP LTD | $19.1M | 4.08% | 9,215 | 减持 |
| 3 | MGEE | MGE ENERGY INC | $18.6M | 3.99% | 228,679 | 增持 |
| 4 | CASS | CASS INFORMATION SYS INC | $17.8M | 3.81% | 347,328 | 减持 |
| 5 | STE | STERIS PLC SHS USD | $17.8M | 3.80% | 84,495 | 增持 |
| 6 | SON | SONOCO PRODUCTS | $16.9M | 3.62% | 300,496 | 减持 |
| 7 | MSA | MSA SAFETY INC | $16.9M | 3.61% | 96,741 | 增持 |
| 8 | RPM | RPM INTL INC | $15.8M | 3.38% | 142,095 | 减持 |
| 9 | HXL | HEXCEL CORP NEW | $15.3M | 3.26% | 152,463 | 减持 |
| 10 | LH | LABORATORY CORP AMER HLDGS | $15.2M | 3.26% | 54,385 | 增持 |
| 11 | ATR | APTARGROUP INC | $15.2M | 3.25% | 121,355 | 增持 |
| 12 | MTB | M & T BANK CORP | $15.2M | 3.25% | 63,885 | 减持 |
| 13 | GNTX | GENTEX CORP | $15.1M | 3.23% | 597,167 | 减持 |
| 14 | ORLY | O REILLY AUTOMOTIVE INC | $15.1M | 3.23% | 164,080 | 增持 |
| 15 | IEX | IDEX CORP | $14.9M | 3.18% | 65,510 | 减持 |
| 16 | TTC | TORO CO | $14.3M | 3.06% | 146,959 | 减持 |
| 17 | WAB | WABTEC CORP | $13.9M | 2.98% | 51,647 | 减持 |
| 18 | SJM | SMUCKER J M CO | $13.2M | 2.82% | 117,159 | 减持 |
| 19 | TFX | TELEFLEX INCORPORATED | $13.2M | 2.82% | 104,065 | 减持 |
| 20 | NSIT | INSIGHT ENTERPRISES INC | $13.0M | 2.79% | 106,952 | 增持 |
| 21 | ZBH | ZIMMER HLDGS INC | $11.9M | 2.55% | 138,547 | 减持 |
| 22 | TRMB | TRIMBLE INC | $11.7M | 2.51% | 229,315 | 增持 |
| 23 | WRB | BERKLEY W R CORP | $11.5M | 2.45% | 162,554 | 增持 |
| 24 | TSCO | TRACTOR SUPPLY CO | $11.4M | 2.43% | 359,937 | 增持 |
| 25 | DVN | DEVON ENERGY CORP NEW | $11.3M | 2.42% | 274,418 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR