account_balance
Investment manager · 13F filer · SEC CIK 900169
Speece Thorson Capital Group Inc
Reported value$468Mas of Jun 30, 2026
Positions37 1 new, 2 sold out
Top 10 weight36.9%CBSH alone is 4%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CBSHCommerce Bancshares Inc
4.1%
WTMWhite Mount Ins GRP Ltd
4.1%
MGEEMge Energy Inc
4.0%Added +21%
CASSCass Information Sys Inc
3.8%
STESteris PLC SHS Usd
3.8%Added +31%
SONSonoco Products
3.6%Trimmed −2%
MSAMsa Safety Inc
3.6%Added +14%
RPMRPM Intl Inc
3.4%
HXLHexcel Corp New
3.3%Trimmed −26%
LHLaboratory Corp Amer Hldgs
3.3%Added +24%
MTBM & T Bank Corp
3.3%
ATRAptargroup Inc
3.2%Added +40%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CBSH Commerce Bancshares Inc 4.1% HeldWTM White Mount Ins GRP Ltd 4.1% HeldMGEE Mge Energy Inc 4.0% Added +21%CASS Cass Information Sys Inc 3.8% HeldSTE Steris PLC SHS Usd 3.8% Added +31%SON Sonoco Products 3.6% Trimmed −2%MSA Msa Safety Inc 3.6% Added +14%RPM RPM Intl Inc 3.4% HeldHXL Hexcel Corp New 3.3% Trimmed −26%LH Laboratory Corp Amer Hldgs 3.3% Added +24%MTB M & T Bank Corp 3.3% HeldATR Aptargroup Inc 3.2% Added +40%
What changed