Portfolio (Quarterly) Guide ↗

SPEECE THORSON CAPITAL GROUP INC

· CIK 0000900169

13F Portfolio $462M AUM 42 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 7 Added 28 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FMC	FMC CORP	Basic Materials	308,478	$10.4M	2.07%	SOLD
2	HRL	HORMEL FOODS CORP	Consumer Defensive	168,522	$4.2M	0.83%	SOLD

Sector Allocation

Industrials 29.1%

Financial Services 19.6%

Consumer Cyclical 17.7%

Healthcare 15.5%

Technology 5.9%

Basic Materials 3.6%

Utilities 3.4%

Consumer Defensive 2.8%

Energy 2.4%