SPEECE THORSON CAPITAL GROUP INC
Position in ARW — Arrow Electronics, Inc.
CIK 900169
MINNETONKA, MN
Position in ARW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,962,444
-$3,530,857 QoQ
Shares Held
51,368
-49.2% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#101
of 632 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARW Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Jun 30, 2026SPEECE THORSON CAPITAL GROUP INC holds $23,989,197 across 2 Electronics & Computer Distribution names. ARW ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NSIT |
Insight Enterprises Inc
|
106,952 | $13,026,753 | |
| 2 | ARW |
Arrow Electronics, Inc.
This page
|
51,368 | $10,962,444 |
All Filings in ARW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,962,444 | 51,368 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,493,301 | 101,062 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $16,001,551 | 145,231 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,591,166 | 153,646 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $19,808,101 | 155,443 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,811,128 | 152,279 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,527,830 | 154,949 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,163,971 | 136,746 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $16,561,992 | 137,148 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $18,091,128 | 139,743 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,312,174 | 117,073 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $14,424,266 | 115,173 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $16,587,323 | 115,809 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,611,663 | 117,015 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $14,420,516 | 137,903 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,713,277 | 137,903 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,967,713 | 133,533 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $13,424,763 | 113,165 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,909,738 | 133,386 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,686,852 | 166,416 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $18,954,288 | 166,514 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,546,613 | 167,358 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,378,703 | 168,332 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $15,037,274 | 191,168 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,390,233 | 180,379 | 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. | ||||||