SEC 13F Intelligence

Speece Thorson Capital Group Inc / SJM

Speece Thorson Capital Group Inc’s Smucker J M Co Position

Does Speece Thorson Capital Group Inc own Smucker J M Co (SJM)? Yes — 119.6K shares worth $12M (+2.63% of its 13F portfolio) as of Q1 2026, down from 129.3K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
119.6K
% of Portfolio
+2.63%
Quarters Held
29
currently held

Position History SJM

Reported value by quarter
Q1 ’19: $13MQ1 ’19Q2 ’19: $10MQ3 ’19: $10MQ4 ’19: $9MQ1 ’20: $12MQ1 ’20Q2 ’20: $12MQ3 ’20: $14MQ4 ’20: $14MQ1 ’21: $21MQ1 ’21Q2 ’21: $19MQ3 ’21: $18MQ4 ’21: $20MQ1 ’22: $14MQ1 ’22Q2 ’22: $11MQ3 ’22: $12MQ4 ’22: $14MQ1 ’23: $14MQ1 ’23Q2 ’23: $11MQ3 ’23: $9MQ4 ’23: $9MQ1 ’24: $12MQ1 ’24Q2 ’24: $12MQ3 ’24: $14MQ4 ’24: $16MQ1 ’25: $16MQ1 ’25Q2 ’25: $16MQ3 ’25: $18MQ4 ’25: $13MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026119.6K$12M+2.63%
Q4 2025129.3K$13M+2.74%
Q3 2025164.2K$18M+3.56%
Q2 2025166.2K$16M+3.32%
Q1 2025139.1K$16M+3.39%
Q4 2024141.5K$16M+3.07%
Q3 2024113.6K$14M+2.54%
Q2 2024113.9K$12M+2.54%
Q1 202492.5K$12M+2.25%
Q4 202372.6K$9M+1.88%
Q3 202372.1K$9M+1.95%
Q2 202372.2K$11M+2.18%
Q1 202387.9K$14M+2.92%
Q4 202288.9K$14M+3.02%
Q3 202288.9K$12M+2.79%
Q2 202286.1K$11M+2.60%
Q1 2022101.2K$14M+2.93%
Q4 2021147.3K$20M+3.82%
Q3 2021146.8K$18M+3.69%
Q2 2021146.9K$19M+3.98%
Q1 2021162.6K$21M+4.33%
Q4 2020118.2K$14M+3.25%
Q3 2020120.1K$14M+3.67%
Q2 2020109.3K$12M+3.33%
Q1 2020110.6K$12M+4.23%
Q4 201988.2K$9M+2.38%
Q3 201988.9K$10M+2.61%
Q2 201991.1K$10M+2.79%
Q1 2019113.0K$13M+3.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of SJM.