Speece Thorson Capital Group INC filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 449.96 M reflecting a -3.80% change from the prior quarter, spanning 38 assets. The top 10 holdings comprised 37.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.
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Speece Thorson Capital Group submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.
In the Q3 2026 filing, Speece Thorson Capital Group reported a managed portfolio value of 449.96 M, consisting of 38 individual positions.
This page displays the raw filing documents. To see which stocks Speece Thorson Capital Group bought or sold during Q3 2026, please visit Speece Thorson Capital Group's Portfolio Analysis page.