Speece Thorson Capital Group Inc Top Holdings and 13F Report (2025) About Speece Thorson Capital Group IncInvestment ActivitySpeece Thorson Capital Group Inc has $506.90 thousand in total holdings as of December 31, 2024.Speece Thorson Capital Group Inc owns shares of 41 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.27% of the portfolio was purchased this quarter.About 5.94% of the portfolio was sold this quarter.This quarter, Speece Thorson Capital Group Inc has purchased 42 new stocks and bought additional shares in 11 stocks.Speece Thorson Capital Group Inc sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings FMC $22,191White Mountains Insurance Group $22,057RPM International $20,712Zimmer Biomet $19,204Hexcel $18,245 Largest Purchases this Quarter Tractor Supply 202,857 shares (about $10.76K)Toro 65,718 shares (about $5.26K)Teleflex 24,874 shares (about $4.43K)J. M. Smucker 27,883 shares (about $3.07K)Hexcel 46,115 shares (about $2.89K) Largest Sales this Quarter Mercury General 124,554 shares (about $8.28K)C.H. Robinson Worldwide 35,564 shares (about $3.67K)Leggett & Platt 368,042 shares (about $3.53K)M&T Bank 16,477 shares (about $3.10K)Casey's General Stores 5,931 shares (about $2.35K) 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$22,191$1,589 ▲7.7%456,5094.4%Consumer StaplesWTMWhite Mountains Insurance Group$22,057$113 ▼-0.5%11,3404.4%FinanceRPMRPM International$20,712$106 ▼-0.5%168,3124.1%ConstructionZBHZimmer Biomet$19,204$100 ▼-0.5%181,8003.8%MedicalHXLHexcel$18,245$2,891 ▲18.8%290,9883.6%AerospaceARWArrow Electronics$17,528$2,059 ▲13.3%154,9493.5%Computer and TechnologyTTCToro$16,833$5,264 ▲45.5%210,1563.3%Consumer DiscretionaryGNTXGentex$16,584$83 ▼-0.5%577,2383.3%Auto/Tires/TrucksHSICHenry Schein$16,394$66 ▲0.4%236,9153.2%MedicalMTBM&T Bank$15,771$3,098 ▼-16.4%83,8833.1%FinanceDVADaVita$15,765$96 ▼-0.6%105,4183.1%MedicalSJMJ. M. Smucker$15,580$3,070 ▲24.5%141,4853.1%Consumer StaplesORLYO'Reilly Automotive$15,346$82 ▼-0.5%12,9423.0%Retail/WholesaleMWAMueller Water Products$15,247$73 ▼-0.5%677,6513.0%Industrial ProductsSONSonoco Products$15,030$83 ▲0.6%307,6803.0%Industrial ProductsCBSHCommerce Bancshares$14,655$629 ▲4.5%235,1892.9%FinanceWABWestinghouse Air Brake Technologies$14,613$91 ▼-0.6%77,0742.9%TransportationSTESTERIS$13,722$69 ▼-0.5%66,7552.7%MedicalTSCOTractor Supply$13,472$10,764 ▲397.4%253,8982.7%Retail/WholesaleCASSCass Information Systems$13,457$959 ▲7.7%328,9372.7%Computer and TechnologyWRBW. R. Berkley$13,387$86 ▼-0.6%228,7592.6%FinanceTFXTeleflex$12,953$4,427 ▲51.9%72,7782.6%MedicalKEYSKeysight Technologies$12,882$69 ▼-0.5%80,1982.5%Computer and TechnologyNTRSNorthern Trust$12,427$62 ▼-0.5%121,2362.5%FinanceCHRWC.H. Robinson Worldwide$12,385$3,675 ▼-22.9%119,8682.4%TransportationMHKMohawk Industries$11,682$59 ▼-0.5%98,0622.3%Consumer DiscretionaryBROBrown & Brown$11,559$59 ▼-0.5%113,3042.3%FinanceLABORATORY CORP AMER HLDGS COM$11,073$77 ▼-0.7%48,2872.2%COMWERNWerner Enterprises$10,718$56 ▼-0.5%298,3762.1%TransportationMGEEMGE Energy$10,446$62 ▼-0.6%111,1762.1%UtilitiesDVNDevon Energy$10,302$470 ▼-4.4%314,7702.0%Oils/EnergyIEXIDEX$10,093$50 ▼-0.5%48,2242.0%Industrial ProductsCABOCable One$9,521$382 ▼-3.9%26,2921.9%Consumer DiscretionaryCASYCasey's General Stores$9,266$2,350 ▼-20.2%23,3851.8%Retail/WholesaleATRAptarGroup$8,134$41 ▼-0.5%51,7781.6%Industrial ProductsLEGLeggett & Platt$2,388$3,533 ▼-59.7%248,7730.5%Consumer DiscretionaryWSMWilliams-Sonoma$1,6460.0%8,8880.3%Retail/WholesaleETNEaton$1,3360.0%4,0260.3%Industrial ProductsMCYMercury General$1,008$8,283 ▼-89.2%15,1570.2%FinanceNSITInsight Enterprises$9500.0%6,2440.2%Retail/WholesalePGRProgressive$3420.0%1,4260.1%FinancePLXSPlexus$0$6,882 ▼-100.0%00.0%Computer and TechnologyShowing 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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