SPEECE THORSON CAPITAL GROUP INC
Top Portfolio Positions
37 positions ·
$418,344,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
338,636 | $16,660,891 | 3.98% | |
| HXL |
Hexcel Corp /De/
Industrials
|
205,013 | $16,591,702 | 3.97% | |
| SON |
Sonoco Products Co
Consumer Cyclical
|
306,637 | $16,585,995 | 3.96% | |
| CASS |
Cass Information Systems Inc
Industrials
|
354,237 | $15,593,512 | 3.73% | |
| IEX |
Idex Corp /De/
Industrials
|
80,078 | $15,178,784 | 3.63% | |
| MGEE |
Mge Energy Inc
Utilities
|
189,547 | $14,650,087 | 3.50% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
101,062 | $14,493,301 | 3.46% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
144,959 | $14,408,924 | 3.44% | |
| STE |
STERIS plc
Healthcare
|
64,431 | $14,247,627 | 3.41% | |
| DVN |
Devon Energy Corp/De
Energy
|
281,631 | $14,171,671 | 3.39% |
Portfolio Trend
Holdings in NSIT
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,657,989 | 84,435 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $508,698 | 6,244 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $708,132 | 6,244 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $862,233 | 6,244 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $936,537 | 6,244 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $949,712 | 6,244 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,344,895 | 6,244 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,238,559 | 6,244 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,172,671 | 6,321 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,137,736 | 6,421 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $985,035 | 6,770 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $9,901,949 | 67,664 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,820,218 | 82,682 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,443,514 | 114,127 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,405,206 | 114,127 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,535,838 | 110,522 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,789,638 | 109,855 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,777,594 | 110,484 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,912,223 | 110,038 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,012,201 | 110,111 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,567,192 | 110,744 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,482,893 | 111,485 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,121,961 | 90,526 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,428,787 | 90,016 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,470,966 | 58,651 | Shares | Sole | 2020-05-08 | |
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