SEC Form 13F

SPEECE THORSON CAPITAL GROUP INC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$467,746,000
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
COMMERCE BANCSHARES INCCBSHCOM$19,199,000332,442
WHITE MOUNT INS GRP LTDWTMCOM$19,106,0009,215
MGE ENERGY INCMGEECOM$18,646,000228,679
CASS INFORMATION SYS INCCASSCOM$17,825,000347,328
STERIS PLC SHS USDSTECOM$17,792,00084,495
SONOCO PRODUCTSSONCOM$16,933,000300,496
MSA SAFETY INCMSACOM$16,889,00096,741
RPM INTL INCRPMCOM$15,794,000142,095
HEXCEL CORP NEWHXLCOM$15,255,000152,463
LABORATORY CORP AMER HLDGSLHCOM$15,228,00054,385

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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