Stock Taper 
SPEECE THORSON CAPITAL GROUP INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gentex Corporation | GNTX | 597.17K | $15.09M |
 MediaAlpha, Inc. | MAX | 489.1K | $6.15M |
 Mueller Water Products, Inc. | MWA | 367.28K | $9.49M |
 Tractor Supply Company | TSCO | 359.94K | $11.38M |
 Cass Information Systems, Inc. | CASS | 347.33K | $17.82M |
 Commerce Bancshares, Inc. | CBSH | 332.44K | $19.2M |
 Sonoco Products Company | SON | 300.5K | $16.93M |
 Devon Energy Corporation | DVN | 274.42K | $11.34M |
 Trimble Inc. | TRMB | 229.31K | $11.74M |
 MGE Energy, Inc. | MGEE | 228.68K | $18.65M |
 Rayonier Inc. REIT | RYN | 211.36K | $4.5M |
 O'Reilly Automotive, Inc. | ORLY | 164.08K | $15.11M |
 W. R. Berkley Corporation | WRB | 162.55K | $11.46M |
 Hexcel Corporation | HXL | 152.46K | $15.26M |
 The Toro Company | TTC | 146.96K | $14.32M |
 RPM International Inc. | RPM | 142.09K | $15.79M |
 Zimmer Biomet Holdings, Inc. | ZBH | 138.55K | $11.93M |
 AptarGroup, Inc. | ATR | 121.36K | $15.19M |
 The J. M. Smucker Company | SJM | 117.16K | $13.18M |
 Insight Enterprises, Inc. | NSIT | 106.95K | $13.03M |