SEC 13F Intelligence

Speece Thorson Capital Group Inc / TRMB

Speece Thorson Capital Group Inc’s Trimble Inc Position

Does Speece Thorson Capital Group Inc own Trimble Inc (TRMB)? Yes — 114.4K shares worth $7M (+1.70% of its 13F portfolio) as of Q1 2026, down from 242.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
114.4K
% of Portfolio
+1.70%
Quarters Held
11
currently held

Position History TRMB

Reported value by quarter
Q2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ2 ’21Q3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $10MQ2 ’22: $11MQ2 ’22Q3 ’22: $13MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026114.4K$7M+1.70%
Q3 2022242.5K$13M+3.00%
Q2 2022180.7K$11M+2.48%
Q1 2022135.7K$10M+2.09%
Q4 202181.5K$7M+1.36%
Q3 202181.2K$7M+1.40%
Q2 202181.2K$7M+1.39%
Q1 202181.7K$6M+1.34%
Q4 202082.3K$5M+1.31%
Q3 202083.7K$4M+1.08%
Q2 202083.2K$4M+1.04%

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 TRMB.