13FBOX
SPEECE THORSON CAPITAL GROUP INC · 13F Holdings
Options Calculator Rankings

SPEECE THORSON CAPITAL GROUP INC

No.4430
Latest AUM (Q2 2026)
$467.7M
QoQ Change Q1 2026
+$28.8M+6.6%
Holdings
37
New Buys
1
Adds
10
Reduces
26
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMERCE BANCSHARES INCCBSH
4.1%3.8%$19.2M332,442$16.7M338,636-6,194-1.83%Reduce
WHITE MTNS INS GROUP LTDWTM
4.08%4.7%$19.1M9,215$20.6M9,397-182-1.94%Reduce
MGE ENERGY INC COMMGEE
3.99%3.34%$18.6M228,679$14.7M189,547+39,132+20.65%Add
CCASS INFORMATION SYS INCCASS
3.81%3.55%$17.8M347,328$15.6M354,237-6,909-1.95%Reduce
STERIS PLCSTE
3.8%3.25%$17.8M84,495$14.2M64,431+20,064+31.14%Add
SONOCO PRODS COSON
3.62%3.78%$16.9M300,496$16.6M306,637-6,141-2.00%Reduce
MSA SAFETY INCMSA
3.61%3.18%$16.9M96,741$14.0M85,165+11,576+13.59%Add
RPM INTL INCRPM
3.38%3.28%$15.8M142,095$14.4M144,959-2,864-1.98%Reduce
HEXCEL CORP NEWHXL
3.26%3.78%$15.3M152,463$16.6M205,013-52,550-25.63%Reduce
ECOLAB INCECL
3.26%2.66%$15.2M54,385$11.7M43,843+10,542+24.04%Add
M & T BK CORPMTB
3.25%3.07%$15.2M63,885$13.5M65,175-1,290-1.98%Reduce
APTARGROUP INCATR
3.25%2.49%$15.2M121,355$10.9M86,801+34,554+39.81%Add
OOREILLY AUTOMOTIVE INC COMORLY
3.23%2.67%$15.1M164,080$11.7M126,996+37,084+29.20%Add
GENTEX CORPGNTX
3.23%3.03%$15.1M597,167$13.3M608,982-11,815-1.94%Reduce
IDEX CORPIEX
3.18%3.46%$14.9M65,510$15.2M80,078-14,568-18.19%Reduce
TORO COTTC
3.06%3.2%$14.3M146,959$14.0M150,153-3,194-2.13%Reduce
WABTECWAB
2.98%3%$13.9M51,647$13.2M52,684-1,037-1.97%Reduce
TELEFLEX INCORPORATEDTFX
2.82%2.9%$13.2M104,065$12.7M106,277-2,212-2.08%Reduce
SMUCKER J M COSJM
2.82%2.63%$13.2M117,159$11.5M119,610-2,451-2.05%Reduce
IINSIGHT ENTERPRISES INCNSIT
2.79%1.29%$13.0M106,952$5.7M84,435+22,517+26.67%Add
ZIMMER BIOMET HOLDINGS INCZBH
2.55%2.91%$11.9M138,547$12.8M141,354-2,807-1.99%Reduce
TRIMBLE INC COMTRMB
2.51%1.7%$11.7M229,315$7.5M114,404+114,911+100.44%Add
BERKLEY W R CORPWRB
2.45%1.99%$11.5M162,554$8.7M131,854+30,700+23.28%Add
TRACTOR SUPPLY CO COMTSCO
2.43%2.94%$11.4M359,937$12.9M284,459+75,478+26.53%Add
DEVON ENERGY CORP NEWDVN
2.42%3.23%$11.3M274,418$14.2M281,631-7,213-2.56%Reduce
ARROW ELECTRS INCARW
2.34%3.3%$11.0M51,368$14.5M101,062-49,694-49.17%Reduce
KEYSIGHT TECHNOLOGIES INCKEYS
2.25%2.47%$10.5M30,127$10.8M38,396-8,269-21.54%Reduce
AAZZ INCAZZ
2.11%2.64%$9.9M63,750$11.6M92,617-28,867-31.17%Reduce
MUELLER WTR PRODS INCMWA
2.03%2.35%$9.5M367,282$10.3M374,566-7,284-1.94%Reduce
NORTHERN TR CORPNTRS
1.93%1.69%$9.0M51,999$7.4M53,029-1,030-1.94%Reduce
MOHAWK INDS INCMHK
1.69%1.49%$7.9M65,195$6.5M66,497-1,302-1.96%Reduce
TEREX CORP NEWTEX
1.65%1.46%$7.7M106,610$6.4M108,700-2,090-1.92%Reduce
CC H ROBINSON WORLDWIDE INCHRW
1.52%1.46%$7.1M37,751$6.4M38,524-773-2.01%Reduce
CASEYS GEN STORES INCCASY
1.35%2.16%$6.3M7,947$9.5M12,998-5,051-38.86%Reduce
MEDIAALPHA INCMAX
1.31%1.06%$6.1M489,098$4.6M499,011-9,913-1.99%Reduce
FULLER H B COFUL
0.96%1.11%$4.5M77,354$4.9M78,927-1,573-1.99%Reduce
RAYONIER INCRYN
0.96%$4.5M211,357$00+211,357New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow