Speece Thorson Capital Group Inc Top Holdings and 13F Report (2024) About Speece Thorson Capital Group IncInvestment ActivitySpeece Thorson Capital Group Inc has $541.32 thousand in total holdings as of September 30, 2024.Speece Thorson Capital Group Inc owns shares of 42 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.15% of the portfolio was purchased this quarter.About 3.23% of the portfolio was sold this quarter.This quarter, Speece Thorson Capital Group Inc has purchased 42 new stocks and bought additional shares in 9 stocks.Speece Thorson Capital Group Inc sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings FMC $27,946RPM International $20,470Zimmer Biomet $19,728White Mountains Insurance Group $19,334Arrow Electronics $18,164 Largest Purchases this Quarter Cass Information Systems 83,414 shares (about $3.46K)Henry Schein 39,352 shares (about $2.87K)Keysight Technologies 17,962 shares (about $2.85K)Sonoco Products 47,928 shares (about $2.62K)Toro 28,453 shares (about $2.47K) Largest Sales this Quarter Mohawk Industries 45,389 shares (about $7.29K)Northern Trust 39,952 shares (about $3.60K)M&T Bank 17,951 shares (about $3.20K)Mueller Water Products 111,783 shares (about $2.43K)RPM International 488 shares (about $59.05) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpeece Thorson Capital Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFMCFMC$27,946$52 ▼-0.2%423,8155.2%Basic MaterialsRPMRPM International$20,470$59 ▼-0.3%169,1713.8%ConstructionZBHZimmer Biomet$19,728$58 ▼-0.3%182,7503.6%MedicalWTMWhite Mountains Insurance Group$19,334$56 ▼-0.3%11,3983.6%FinanceARWArrow Electronics$18,164$53 ▼-0.3%136,7463.4%Computer and TechnologyMTBM&T Bank$17,876$3,197 ▼-15.2%100,3603.3%FinanceDVADaVita$17,386$53 ▼-0.3%106,0593.2%MedicalGNTXGentex$17,223$2,330 ▲15.6%580,1113.2%Auto/Tires/TrucksHSICHenry Schein$17,202$2,869 ▲20.0%235,9673.2%MedicalCHRWC.H. Robinson Worldwide$17,155$52 ▼-0.3%155,4323.2%TransportationSONSonoco Products$16,715$2,618 ▲18.6%305,9713.1%Industrial ProductsSTESTERIS$16,272$51 ▼-0.3%67,0893.0%MedicalMHKMohawk Industries$15,836$7,293 ▼-31.5%98,5552.9%Consumer DiscretionaryHXLHexcel$15,140$2,038 ▲15.6%244,8732.8%AerospaceORLYO'Reilly Automotive$14,983$47 ▼-0.3%13,0112.8%Retail/WholesaleTSCOTractor Supply$14,849$42 ▼-0.3%51,0412.7%Retail/WholesaleMWAMueller Water Products$14,775$2,426 ▼-14.1%680,8862.7%Industrial ProductsWABWestinghouse Air Brake Technologies$14,097$44 ▼-0.3%77,5542.6%TransportationSJMJ. M. Smucker$13,757$39 ▼-0.3%113,6022.5%Consumer StaplesCBSHCommerce Bancshares$13,371$32 ▼-0.2%225,0932.5%FinanceWRBW. R. Berkley$13,061$43 ▼-0.3%230,2242.4%FinanceDVNDevon Energy$12,875$1,924 ▲17.6%329,1232.4%Oils/EnergyKEYSKeysight Technologies$12,814$2,855 ▲28.7%80,6292.4%Computer and TechnologyCASSCass Information Systems$12,672$3,460 ▲37.6%305,4952.3%Computer and TechnologyTTCToro$12,527$2,468 ▲24.5%144,4382.3%Consumer DiscretionaryTFXTeleflex$11,848$35 ▼-0.3%47,9042.2%MedicalBROBrown & Brown$11,798$33 ▼-0.3%113,8812.2%FinanceWERNWerner Enterprises$11,575$35 ▼-0.3%299,9412.1%TransportationCASYCasey's General Stores$11,014$28 ▼-0.3%29,3162.0%Retail/WholesaleNTRSNorthern Trust$10,970$3,597 ▼-24.7%121,8432.0%FinanceLABORATORY CORP AMER HLDGS COM$10,866$39 ▼-0.4%48,6232.0%COMIEXIDEX$10,395$27 ▼-0.3%48,4641.9%Industrial ProductsMGEEMGE Energy$10,228$19 ▼-0.2%111,8411.9%UtilitiesCABOCable One$9,566$1,887 ▲24.6%27,3481.8%Consumer DiscretionaryMCYMercury General$8,799$26 ▼-0.3%139,7111.6%FinanceLEGLeggett & Platt$8,401$15 ▼-0.2%616,8151.6%Consumer DiscretionaryATRAptarGroup$8,336$26 ▼-0.3%52,0411.5%Industrial ProductsPLXSPlexus$6,882$21 ▼-0.3%50,3431.3%Computer and TechnologyWSMWilliams-Sonoma$1,3770.0%8,8880.3%Retail/WholesaleNSITInsight Enterprises$1,3450.0%6,2440.2%Retail/WholesaleETNEaton$1,3340.0%4,0260.2%Industrial ProductsPGRProgressive$3620.0%1,4260.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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