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Beth Hickey

Speece Thorson Capital Group Inc

Assets Managed
$438.991M
Holdings
38
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-4.97%(2Q avg: -6.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Speece Thorson Capital Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Speece Thorson Capital Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 438.991M in assets, with a quarterly growth rate of -4.97% and a 2-quarter average growth rate of -6.33%. The portfolio is managed by Beth Hickey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WTM
White Mountains Insurance Gp
Recent Activity
Decreased -11.94%
4.71%
$20.645M
9,397 shares@ $2196.98 avg price
CBSH
Commerce Bancshares Inc
Recent Activity
Decreased -5.39%
3.8%
$16.661M
338,636 shares@ $49.21 avg price
HXL
Hexcel Corp
Recent Activity
Decreased -28.04%
3.78%
$16.592M
205,013 shares@ $80.94 avg price
SON
Sonoco Products Co
Recent Activity
Decreased -7.52%
3.78%
$16.586M
306,637 shares@ $54.1 avg price
CASS
Cass Information Systems Inc
Recent Activity
Decreased -2.84%
3.56%
$15.594M
354,237 shares@ $44.03 avg price
IEX
Idex Corp
Recent Activity
Decreased -5.91%
3.46%
$15.179M
80,078 shares@ $189.56 avg price
MGEE
Mge Energy Inc
Recent Activity
Decreased -3.09%
3.34%
$14.65M
189,547 shares@ $77.29 avg price
ARW
Arrow Electronics Inc
Recent Activity
Decreased -30.41%
3.31%
$14.493M
101,062 shares@ $143.41 avg price
RPM
Rpm International Inc
Recent Activity
Decreased -8.05%
3.29%
$14.409M
144,959 shares@ $99.41 avg price
STE
Steris Plc
Recent Activity
Increased 23.76%
3.25%
$14.248M
64,431 shares@ $221.14 avg price

1-10 of 38