Speece Thorson Capital Group’s Toro Company TTC Stock Holding History

Speece Thorson Capital Group’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14M	Sell	150,153 -46,481	-24%	-$4.38M	3.2%	12
2025 Q4	$15.5M	Sell	196,634 -12,104	-6%	-$895K	3.35%	6
2025 Q3	$15.9M	Sell	208,738 -2,552	-1%	-$196K	3.18%	10
2025 Q2	$14.9M	Buy	211,290 +4,878	+2%	+$346K	3.04%	13
2025 Q1	$15M	Sell	206,412 -3,744	-2%	-$296K	3.09%	10
2024 Q4	$16.8M	Buy	210,156 +65,718	+45%	+$5.51M	3.32%	7
2024 Q3	$12.5M	Buy	144,438 +28,453	+25%	+$2.56M	2.31%	25
2024 Q2	$10.8M	Buy	115,985 +34,115	+42%	+$3.01M	2.22%	25
2024 Q1	$7.5M	Buy	+81,870	New	+$7.55M	1.45%	37

Other funds holding TTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Speece Thorson Capital Group's TTC Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its Toro Company (TTC) stake by 24% in Q1 2026, selling an estimated $4.38M and leaving 150,153 shares worth $14M. The position accounts for 3.2% of the portfolio, ranked #12.

Speece Thorson Capital Group first reported a position in TTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.8M in Q4 2024. 576 funds tracked by Wall St. Rank hold TTC as of Q1 2026.

Speece Thorson Capital Group held 150,153 shares of Toro Company worth $14M as of Q1 2026.
Speece Thorson Capital Group sold 46,481 Toro Company shares in Q1 2026, an estimated $4.38M.
Toro Company made up 3.2% of Speece Thorson Capital Group's portfolio in Q1 2026, its #12 holding.
Speece Thorson Capital Group first reported a position in Toro Company in Q1 2024 and has held it in 9 quarters since.
Speece Thorson Capital Group's Toro Company position peaked at $16.8M in Q4 2024.
576 funds tracked by Wall St. Rank held Toro Company as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.