SPEECE THORSON CAPITAL GROUP INC

Position in ARW — Arrow Electronics, Inc.

CIK 900169 MINNETONKA, MN

Position in ARW

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$14,493,301

-$1,508,250 QoQ

Shares Held

101,062

-30.4% QoQ

Ownership

0.198%

of shares outstanding

% of Portfolio

3.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

SPEECE THORSON CAPITAL GROUP INC holds $20,151,290 across 2 Electronics & Computer Distribution names. ARW ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ARW	Arrow Electronics, Inc. This page	101,062	$14,493,301
2	NSIT	Insight Enterprises Inc	84,435	$5,657,989

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,493,301	101,062	-30.4%	Shares	Sole	2026-04-29
2025-12-31	$16,001,551	145,231	-5.5%	Shares	Sole	2026-01-29
2025-09-30	$18,591,166	153,646	-1.2%	Shares	Sole	2025-11-20
2025-06-30	$19,808,101	155,443	+2.1%	Shares	Sole	2025-08-05
2025-03-31	$15,811,128	152,279	-1.7%	Shares	Sole	2025-05-01
2024-12-31	$17,527,830	154,949	+13.3%	Shares	Sole	2025-02-13
2024-09-30	$18,163,971	136,746	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$16,561,992	137,148	-1.9%	Shares	Sole	2024-07-29
2024-03-31	$18,091,128	139,743	+19.4%	Shares	Sole	2024-04-23
2023-12-31	$14,312,174	117,073	+1.6%	Shares	Sole	2024-02-23
2023-09-30	$14,424,266	115,173	-0.5%	Shares	Sole	2023-11-20
2023-06-30	$16,587,323	115,809	-1.0%	Shares	Sole	2023-08-03
2023-03-31	$14,611,663	117,015	-15.1%	Shares	Sole	2023-05-04
2022-12-31	$14,420,516	137,903	0.0%	Shares	Sole	2023-02-09
2022-09-30	$12,713,277	137,903	+3.3%	Shares	Sole	2022-11-03
2022-06-30	$14,967,713	133,533	+18.0%	Shares	Sole	2022-07-28
2022-03-31	$13,424,763	113,165	-15.2%	Shares	Sole	2022-05-04
2021-12-31	$17,909,738	133,386	-19.8%	Shares	Sole	2022-02-08
2021-09-30	$18,686,852	166,416	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$18,954,288	166,514	-0.5%	Shares	Sole	2021-08-10
2021-03-31	$18,546,613	167,358	-0.6%	Shares	Sole	2021-05-13
2020-12-31	$16,378,703	168,332	-11.9%	Shares	Sole	2021-02-08
2020-09-30	$15,037,274	191,168	+6.0%	Shares	Sole	2020-11-05
2020-06-30	$12,390,233	180,379	-1.2%	Shares	Sole	2020-08-03
2020-03-31	$9,468,453	182,542	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.