Titelia

Holdings of SPEECE THORSON CAPITAL GROUP INC

36 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37.7 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 8.4 %
  • Industrials 7.2 %
  • Financials 5.2 %
  • Energy 3.5 %
  • Health care 3.2 %
  • Technology 2.7 %
  • Unattributed 69.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US36404.1K $100.00 %

Positions

RankCompanySharesValueWeight
1Commerce Bancshares Inc/MO 338,63616.7K $
2Hexcel Corp 205,01316.6K $
3Sonoco Products Co 306,63716.6K $
4Cass Information Systems Inc 354,23715.6K $
5IDEX Corp 80,07815.2K $
6MGE Energy Inc 189,54714.7K $
7Arrow Electronics Inc 101,06214.5K $
8RPM International Inc 144,95914.4K $
9Devon Energy Corp 281,63114.2K $
10Toro Co/The 150,15314K $
11MSA Safety Inc 85,16514K $
12M&T Bank Corp 65,17513.5K $
13Gentex Corp 608,98213.3K $
14Westinghouse Air Brake Technologies Corp 52,68413.2K $
15Tractor Supply Co 284,45912.9K $
16Zimmer Biomet Holdings Inc 141,35412.8K $
17Teleflex Inc 106,27712.7K $
18O'Reilly Automotive Inc 126,99611.7K $
19Labcorp Holdings Inc 43,84311.7K $
20AZZ Inc 92,61711.6K $
21J M Smucker Co/The 119,61011.5K $
22AptarGroup Inc 86,80110.9K $
23Keysight Technologies Inc 38,39610.8K $
24Mueller Water Products Inc 374,56610.3K $
25Casey's General Stores Inc 12,9989.5K $
26Brown & Brown Inc 144,1499.4K $
27W R Berkley Corp 131,8548.7K $
28Trimble Inc 114,4047.5K $
29Northern Trust Corp 53,0297.4K $
30Mohawk Industries Inc 66,4976.5K $
31Terex Corp 108,7006.4K $
32CH Robinson Worldwide Inc 38,5246.4K $
33Insight Enterprises Inc 84,4355.7K $
34HB Fuller Co 78,9274.9K $
35MediaAlpha Inc 499,0114.6K $
36McCormick & Co Inc/MD 75,7753.8K $