Speece Thorson Capital Group Inc holds a diversified book of 37 stocks worth $467.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Rayonier Inc and trimmed Commerce Bancshares Inc. Their largest long position is Commerce Bancshares Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Speece Thorson Capital Group Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 52 / 37 | $235.4M |
| BlackRock, Inc. | 51 / 37 | $80.8B |
| VANGUARD CAPITAL MANAGEMENT LLC | 51 / 37 | $55.5B |
| STATE STREET CORP | 51 / 37 | $47.8B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 51 / 37 | $36.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 51 / 37 | $23.7B |
| FMR LLC | 51 / 37 | $22.9B |
| MORGAN STANLEY | 51 / 37 | $19.5B |
Ranked by how many of Speece Thorson Capital Group Inc's top 37 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Commerce Bancshares Inc COM | $19.2M | 332.4K | 4.1% | ▼−1.8% Reduced · −6K sh | |
| 2 | White Mount Ins Grp Ltd COM | $19.1M | 9.2K | 4.1% | ▼−1.9% Reduced · −182 sh | |
| 3 | Mge Energy Inc COM | $18.6M | 228.7K | 4.0% | ▲+21% Added · +39K sh | |
| 4 | Cass Information Sys Inc COM | $17.8M | 347.3K | 3.8% | ▼−1.9% Reduced · −7K sh | |
| 5 | Steris PLC SHS Usd COM | $17.8M | 84.5K | 3.8% | ▲+31% Added · +20K sh | |
| 6 | Sonoco Products COM | $16.9M | 300.5K | 3.6% | ▼−2.0% Reduced · −6K sh | |
| 7 | Msa Safety Inc COM | $16.9M | 96.7K | 3.6% | ▲+14% Added · +12K sh | |
| 8 | RPM Intl Inc COM | $15.8M | 142.1K | 3.4% | ▼−2.0% Reduced · −3K sh | |
| 9 | Hexcel Corp New COM | $15.3M | 152.5K | 3.3% | ▼−26% Reduced · −53K sh | |
| 10 | Laboratory Corp Amer Hldgs COM | $15.2M | 54.4K | 3.3% | ▲+24% Added · +11K sh | |
| 11 | M & T Bank Corp COM | $15.2M | 63.9K | 3.3% | ▼−2.0% Reduced · −1K sh | |
| 12 | Aptargroup Inc COM | $15.2M | 121.4K | 3.2% | ▲+40% Added · +35K sh | |
| 13 | O Reilly Automotive Inc COM | $15.1M | 164.1K | 3.2% | ▲+29% Added · +37K sh | |
| 14 | Gentex Corp COM | $15.1M | 597.2K | 3.2% | ▼−1.9% Reduced · −12K sh | |
| 15 | Idex Corp COM | $14.9M | 65.5K | 3.2% | ▼−18% Reduced · −15K sh | |
| 16 | Toro Co COM | $14.3M | 147.0K | 3.1% | ▼−2.1% Reduced · −3K sh | |
| 17 | Wabtec Corp COM | $13.9M | 51.6K | 3.0% | ▼−2.0% Reduced · −1K sh | |
| 18 | Teleflex Incorporated COM | $13.2M | 104.1K | 2.8% | ▼−2.1% Reduced · −2K sh | |
| 19 | Smucker J M Co COM | $13.2M | 117.2K | 2.8% | ▼−2.0% Reduced · −2K sh | |
| 20 | Insight Enterprises Inc COM | $13.0M | 107.0K | 2.8% | ▲+27% Added · +23K sh | |
| 21 | Zimmer Hldgs Inc COM | $11.9M | 138.5K | 2.6% | ▼−2.0% Reduced · −3K sh | |
| 22 | Trimble Inc COM | $11.7M | 229.3K | 2.5% | ▲+100% Added · +115K sh | |
| 23 | Berkley W R Corp COM | $11.5M | 162.6K | 2.5% | ▲+23% Added · +31K sh | |
| 24 | Tractor Supply Co COM | $11.4M | 359.9K | 2.4% | ▲+27% Added · +75K sh | |
| 25 | Devon Energy Corp New COM | $11.3M | 274.4K | 2.4% | ▼−2.6% Reduced · −7K sh | |
| 26 | Arrow Electrs Inc COM | $11.0M | 51.4K | 2.3% | ▼−49% Reduced · −50K sh | |
| 27 | Keysight Technologies Inc COM | $10.5M | 30.1K | 2.3% | ▼−22% Reduced · −8K sh | |
| 28 | Azz Inc COM | $9.9M | 63.8K | 2.1% | ▼−31% Reduced · −29K sh | |
| 29 | Mueller WTR Prods Inc COM | $9.5M | 367.3K | 2.0% | ▼−1.9% Reduced · −7K sh | |
| 30 | Northern Trust Corp COM | $9.0M | 52.0K | 1.9% | ▼−1.9% Reduced · −1K sh | |
| 31 | Mohawk Inds Inc COM | $7.9M | 65.2K | 1.7% | ▼−1.9% Reduced · −1K sh | |
| 32 | Terex Corp New COM | $7.7M | 106.6K | 1.6% | ▼−1.9% Reduced · −2K sh | |
| 33 | C H Robinson Worldwide Inc COM | $7.1M | 37.8K | 1.5% | ▼−2.0% Reduced · −773 sh | |
| 34 | Caseys Gen Stores Inc COM | $6.3M | 7.9K | 1.4% | ▼−39% Reduced · −5K sh | |
| 35 | Mediaalpha Inc COM | $6.1M | 489.1K | 1.3% | ▼−2.0% Reduced · −10K sh | |
| 36 | Fuller H B Co COM | $4.5M | 77.4K | 1.0% | ▼−2.0% Reduced · −2K sh | |
| 37 | Rayonier Inc COM | $4.5M | 211.4K | 1.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/900169/holdings"
Use Arkolith to show SPEECE THORSON CAPITAL GROUP INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 37 | $467.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 38 | $439.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 42 | $462.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 20, 2025 | 44 | $500.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 43 | $491.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 42 | $485.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 41 | $506.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 42 | $541.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.