Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Commerce Bancshares Inc.COM | COM | $19.2M | 4.1% |
| White Mount Ins Grp LtdCOM | COM | $19.1M | 4.1% |
| Mge Energy Inc.COM | COM | $18.6M | 4.0% |
| Cass Information Sys Inc.COM | COM | $17.8M | 3.8% |
| Steris PLC Shs UsdCOM | COM | $17.8M | 3.8% |
| Sonoco ProductsCOM | COM | $16.9M | 3.6% |
| Msa Safety Inc.COM | COM | $16.9M | 3.6% |
| Rpm Intl Inc.COM | COM | $15.8M | 3.4% |
| Hexcel Corp. NewCOM | COM | $15.3M | 3.3% |
| Laboratory Corp. Amer HldgsCOM | COM | $15.2M | 3.3% |
| M & T Bank Corp.COM | COM | $15.2M | 3.3% |
| Aptargroup Inc.COM | COM | $15.2M | 3.2% |
| O Reilly Automotive Inc.COM | COM | $15.1M | 3.2% |
| Gentex Corp.COM | COM | $15.1M | 3.2% |
| Idex Corp.COM | COM | $14.9M | 3.2% |
| Toro COCOM | COM | $14.3M | 3.1% |
| Wabtec Corp.COM | COM | $13.9M | 3.0% |
| Teleflex IncorporatedCOM | COM | $13.2M | 2.8% |
| Smucker J M COCOM | COM | $13.2M | 2.8% |
| Insight Enterprises Inc.COM | COM | $13M | 2.8% |
| Zimmer Hldgs Inc.COM | COM | $11.9M | 2.6% |
| Trimble Inc.COM | COM | $11.7M | 2.5% |
| Berkley W R Corp.COM | COM | $11.5M | 2.5% |
| Tractor Supply COCOM | COM | $11.4M | 2.4% |
| Devon Energy Corp. NewCOM | COM | $11.3M | 2.4% |
| Arrow Electrs Inc.COM | COM | $11M | 2.3% |
| Keysight Technologies Inc.COM | COM | $10.5M | 2.3% |
| Azz Inc.COM | COM | $9.88M | 2.1% |
| Mueller Wtr Prods Inc.COM | COM | $9.49M | 2.0% |
| Northern Trust Corp.COM | COM | $9.04M | 1.9% |
| Mohawk Inds Inc.COM | COM | $7.91M | 1.7% |
| Terex Corp. NewCOM | COM | $7.72M | 1.6% |
| C H Robinson Worldwide Inc.COM | COM | $7.11M | 1.5% |
| Caseys Gen Stores Inc.COM | COM | $6.32M | 1.4% |
| Mediaalpha Inc.COM | COM | $6.15M | 1.3% |
| Fuller H B COCOM | COM | $4.51M | 1.0% |
| Rayonier Inc.COM | COM | $4.5M | 1.0% |
- Class
- COM
- Share
- 4.1%
- Class
- COM
- Share
- 4.1%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.8%
- Class
- COM
- Share
- 3.8%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
The share class is shown on a wider screen.
The 37 largest of 37 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 900169
- File number
- 028-03607
- Options
- 0 call, 0 put
- In the 25 largest
- 79.9%
- Prior quarter
- $439K at 31 March 2026
- Positions opened
- 1
- Positions closed
- 2
Common questions
What are Speece Thorson Capital Group’s 13F holdings worth?
$468 million across 37 positions for the quarter ended 30 June 2026.
What is Speece Thorson Capital Group’s largest 13F holding?
COMMERCE BANCSHARES INC (COM) was the largest position at $19.2 million, or 4.1% of reported 13F value, as of 30 June 2026.
How concentrated is Speece Thorson Capital Group’s 13F portfolio?
The ten largest positions accounted for 36.9% of reported value and the twenty-five largest for 79.9%, across 37 positions as of 30 June 2026.
Does Form 13F show everything Speece Thorson Capital Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Speece Thorson Capital Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.