SPEECE THORSON CAPITAL GROUP INC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 467,746
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 37 | 467,746 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q1 2026 | 4/29/2026 | 38 | 438,991 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q4 2025 | 1/29/2026 | 42 | 461,952 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q3 2025 | 11/20/2025 | 44 | 500,482 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q2 2025 | 8/5/2025 | 43 | 491,133 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q2 2014 | 8/7/2014 | 39 | 392,827 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q1 2014 | 4/23/2014 | 39 | 379,535 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q4 2013 | 1/24/2014 | 40 | 377,132 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 467.7 K | 100.0% | 28.76 K | 0 | 28.76 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
467,746
Holdings
37
QoQ value change ($000)
28,755
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.