account_balance
Investment manager · 13F filer · SEC CIK 900169
Speece Thorson Capital Group Inc
Reported value$450Mas of Sep 30, 2026
Positions38 1 new, 0 sold out
Top 10 weight37.2%CASS alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CASSCass Information Sys Inc
4.1%
WTMWhite Mount Ins GRP Ltd
4.1%
CBSHCommerce Bancshares Inc
4.0%
MGEEMge Energy Inc
3.9%Added +12%
STESteris PLC SHS Usd
3.9%
MSAMsa Safety Inc
3.8%
NSITInsight Enterprises Inc
3.7%
IEXIdex Corp
3.3%
HXLHexcel Corp New
3.3%Added +15%
WABWabtec Corp
3.3%
ATRAptargroup Inc
3.2%
LHLaboratory Corp Amer Hldgs
3.1%Trimmed −16%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CASS Cass Information Sys Inc 4.1% HeldWTM White Mount Ins GRP Ltd 4.1% HeldCBSH Commerce Bancshares Inc 4.0% HeldMGEE Mge Energy Inc 3.9% Added +12%STE Steris PLC SHS Usd 3.9% HeldMSA Msa Safety Inc 3.8% HeldNSIT Insight Enterprises Inc 3.7% HeldIEX Idex Corp 3.3% HeldHXL Hexcel Corp New 3.3% Added +15%WAB Wabtec Corp 3.3% HeldATR Aptargroup Inc 3.2% HeldLH Laboratory Corp Amer Hldgs 3.1% Trimmed −16%
What changed