Speece Thorson Capital Group Inc

NameSPEECE THORSON CAPITAL GROUP INC
Qtr Ending20240930
# Holdings42
AUM$ 540.50M
AUM - prev qtr$ 519.90M
Deposit/Withdraw$ 4.88M
Qtr Return 3.01 %

Holdings

Now Buy/Sell TickerTypeName
$ 8.80M   $ -27.00K   ATR com Aptagroup Inc
$ 18.26M   $ -53.00K   ARW com Arrow Electronics Inc
$ 14.05M   $ -46.00K   WRB com Berkley
$ 11.80M   $ -33.00K   BRO com Brown & Browninc
$ 16.92M   $ -51.00K   CHRW com Ch Robinson Worldwide Inc
$ 9.24M   $ 1.82M   CABO com Cable One Inc
$ 11.45M   $ -29.00K   CASY com Caseys General Stores Inc
$ 12.88M   $ 3.52M   CASS com Cass Information Systems Inc
$ 13.85M   $ -33.00K   CBSH com Commerce Bancshares Inc
$ 16.66M   $ -50.00K   DVA com Davita Inc
$ 12.70M   $ 1.90M   DVN com Devon Energy Corp
$ 28.23M   $ -52.00K   FMC com Fmc Corp
$ 17.14M   $ 2.32M   GNTX com Gentex Corp
$ 14.82M   $ 1.99M   HXL com Hexcel Corp
$ 9.93M   $ -26.00K   IEX com Idex Corporation
$ 1.31M   $ 0.00K   NSIT com Insight Enterprises Inc
$ 12.25M   $ 2.73M   KEYS com Keysight Technologies Inc
$ 11.09M   $ -39.00K   LH com Labcorp Hldgs Inc
$ 7.51M   $ -12.00K   LEG com Leggett&platt Inc
$ 19.64M   $ -3.51M   MTB com M and T Bank Corp
$ 10.09M   $ -19.00K   MGEE com Mge Energy Inc
$ 9.40M   $ -27.00K   MCY com Mercury General Corporation
$ 12.90M   $ -5.94M   MHK com Mohawk Industries Inc*
$ 15.60M   $ -2.56M   MWA com Mueller Water Products Inc
$ 12.41M   $ -4.07M   NTRS com Northern Trust Corp
$ 15.65M   $ -49.00K   ORLY com O Reilly Automotive Inc
$ 7.38M   $ -22.00K   PLXS com Plexus Corp*
$ 348.00K   $ 0.00K   PGR com Progressive Corp
$ 21.78M   $ -62.00K   RPM com Rpm International Inc
$ 16.52M   $ 2.75M   HSIC com Schein
$ 13.12M   $ -36.00K   SJM com Jm Smucker Co
$ 16.62M   $ 2.60M   SON com Sonoco Products Co
$ 11.33M   $ -33.00K   TFX com Teleflex Inc
$ 11.70M   $ 2.30M   TTC com Toro Company
$ 13.72M   $ -38.00K   TSCO com Tractor Supply Co
$ 14.82M   $ -46.00K   WAB com Wabtec
$ 11.19M   $ -33.00K   WERN com Werner Enterprises Inc
$ 1.18M   $ 0.00K   WSM com Williams-sonoma Inc
$ 19.13M   $ -55.00K   ZBH com Zimmer Biomet Holdings Inc
$ 1.38M   $ 0.00K   ETN com Eaton Corp
$ 15.02M   $ -47.00K   STE com Steris Plc Ord Shs
$ 20.69M   $ -59.00K   WTM com White Mountains Insrn Grpltd


Other Filings Available: 2024/q3 2024/q2 2024/q1 2023/q4 2023/q3 2023/q2 2023/q1 2022/q4 2022/q3 2022/q2