SPEECE THORSON CAPITAL GROUP INC
MINNETONKA MN · SEC CIK 0000900169
$4.68亿2026Q2 申报市值
37持仓数
36.9%前十大占比 · 第一大 4.1%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TRMB 加仓+$588.10万
RYN 新建仓+$449.80万
ATR 加仓+$432.63万
STE 加仓+$422.48万
ORLY 加仓+$341.50万
2026Q2 卖出最多 按季末市值估算
ARW 减仓-$1,060.48万
BRO 清仓-$940.00万
HXL 减仓-$525.80万
AZZ 减仓-$447.56万
CASY 减仓-$401.44万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -144,149 | -100.0% | -$940.00万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -75,775 | -100.0% | -$382.20万 | 清仓 |
| RYN | RAYONIER INC | $449.80万 | 0.96% | 211,357 | 211,357 | — | $449.80万 | 新建仓 |
| FUL | FULLER H B CO | $450.90万 | 0.96% | 77,354 | -1,573 | -2.0% | -$9.17万 | 减仓 |
| MAX | MEDIAALPHA INC | $614.80万 | 1.31% | 489,098 | -9,913 | -2.0% | -$12.46万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $631.60万 | 1.35% | 7,947 | -5,051 | -38.9% | -$401.44万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $711.00万 | 1.52% | 37,751 | -773 | -2.0% | -$14.56万 | 减仓 |
| TEX | TEREX CORP NEW | $771.70万 | 1.65% | 106,610 | -2,090 | -1.9% | -$15.13万 | 减仓 |
| MHK | MOHAWK INDS INC | $791.00万 | 1.69% | 65,195 | -1,302 | -2.0% | -$15.80万 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $904.00万 | 1.93% | 51,999 | -1,030 | -1.9% | -$17.91万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $948.70万 | 2.03% | 367,282 | -7,284 | -1.9% | -$18.81万 | 减仓 |
| AZZ | AZZ INC | $988.40万 | 2.11% | 63,750 | -28,867 | -31.2% | -$447.56万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,054.70万 | 2.25% | 30,127 | -8,269 | -21.5% | -$289.48万 | 减仓 |
| ARW | ARROW ELECTRS INC | $1,096.20万 | 2.34% | 51,368 | -49,694 | -49.2% | -$1,060.48万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $1,133.90万 | 2.42% | 274,418 | -7,213 | -2.6% | -$29.80万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,137.80万 | 2.43% | 359,937 | 75,478 | 26.5% | $238.59万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,146.50万 | 2.45% | 162,554 | 30,700 | 23.3% | $216.53万 | 加仓 |
| TRMB | TRIMBLE INC | $1,173.60万 | 2.51% | 229,315 | 114,911 | 100.4% | $588.10万 | 加仓 |
| ZBH | ZIMMER HLDGS INC | $1,192.80万 | 2.55% | 138,547 | -2,807 | -2.0% | -$24.17万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $1,302.70万 | 2.79% | 106,952 | 22,517 | 26.7% | $274.26万 | 加仓 |
| SJM | SMUCKER J M CO | $1,318.00万 | 2.82% | 117,159 | -2,451 | -2.0% | -$27.57万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1,319.10万 | 2.82% | 104,065 | -2,212 | -2.1% | -$28.04万 | 减仓 |
| WAB | WABTEC CORP | $1,392.40万 | 2.98% | 51,647 | -1,037 | -2.0% | -$27.96万 | 减仓 |
| TTC | TORO CO | $1,431.70万 | 3.06% | 146,959 | -3,194 | -2.1% | -$31.12万 | 减仓 |
| IEX | IDEX CORP | $1,486.70万 | 3.18% | 65,510 | -14,568 | -18.2% | -$330.61万 | 减仓 |
| GNTX | GENTEX CORP | $1,509.00万 | 3.23% | 597,167 | -11,815 | -1.9% | -$29.86万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1,511.00万 | 3.23% | 164,080 | 37,084 | 29.2% | $341.50万 | 加仓 |
| ATR | APTARGROUP INC | $1,519.40万 | 3.25% | 121,355 | 34,554 | 39.8% | $432.63万 | 加仓 |
| MTB | M & T BANK CORP | $1,520.50万 | 3.25% | 63,885 | -1,290 | -2.0% | -$30.70万 | 减仓 |
| LH | LABORATORY CORP AMER HLDGS | $1,522.80万 | 3.26% | 54,385 | 10,542 | 24.0% | $295.18万 | 加仓 |
| HXL | HEXCEL CORP NEW | $1,525.50万 | 3.26% | 152,463 | -52,550 | -25.6% | -$525.80万 | 减仓 |
| RPM | RPM INTL INC | $1,579.40万 | 3.38% | 142,095 | -2,864 | -2.0% | -$31.83万 | 减仓 |
| MSA | MSA SAFETY INC | $1,688.90万 | 3.61% | 96,741 | 11,576 | 13.6% | $202.09万 | 加仓 |
| SON | SONOCO PRODUCTS | $1,693.30万 | 3.62% | 300,496 | -6,141 | -2.0% | -$34.60万 | 减仓 |
| STE | STERIS PLC SHS USD | $1,779.20万 | 3.80% | 84,495 | 20,064 | 31.1% | $422.48万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $1,782.50万 | 3.81% | 347,328 | -6,909 | -2.0% | -$35.46万 | 减仓 |
| MGEE | MGE ENERGY INC | $1,864.60万 | 3.99% | 228,679 | 39,132 | 20.6% | $319.07万 | 加仓 |
| WTM | WHITE MOUNT INS GRP LTD | $1,910.60万 | 4.08% | 9,215 | -182 | -1.9% | -$37.74万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,919.90万 | 4.10% | 332,442 | -6,194 | -1.8% | -$35.77万 | 减仓 |