Fruth Investment Management Portfolio Stock Holdings

According to the SEC 13F filed on July 10, 2026, Fruth Investment Management disclosed 225 stock positions valued at approximately $420.62K as of quarter-end June 30, 2026. The largest holdings include GRAINGER WW INC, APPLIED MATERIALS INC, and EXXON MOBIL CORP.

Report Period
June 30, 2026
No. of Stocks
225
Portfolio Value
$420.62K
Holdings by Sector
Fruth Investment Management Portfolio Holdings in Q2 2026

209 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GRAINGER WW INCGWWIndustrials5.27%16,280-289-1.74%$22,147
APPLIED MATERIALS INCAMATTechnology3.09%17,975-350-1.91%$12,995
EXXON MOBIL CORPXOMEnergy2.60%80,140-290-0.36%$10,956
MASTERCARD INCMAFinancial Services2.55%20,906--$10,737
TRANE TECHNOLOGIES PLCTTOther2.09%17,910-405-2.21%$8,796
CHEVRONTEXACO CORPCVXEnergy2.06%52,361-525-0.99%$8,679
CASEYS GENERAL STORES INCCASYConsumer Cyclical1.92%10,137-107-1.04%$8,056
DEERE & CODEIndustrials1.83%12,145-80-0.65%$7,703
CATERPILLAR INCCATIndustrials1.82%7,188-42-0.58%$7,654
STARBUCKS CORPSBUXConsumer Cyclical1.63%67,061-75-0.11%$6,852
APPLE, INCAAPLTechnology1.61%23,416-50-0.21%$6,775
APPLIED INDL. TECH.AITIndustrials1.59%19,809-85-0.43%$6,698
JOHNSON & JOHNSONJNJHealthcare1.44%23,912-220-0.91%$6,072
PARKER-HANNIFIN CORPPHIndustrials1.35%5,820-125-2.10%$5,692
GORMAN-RUPP CO COMGRCIndustrials1.35%61,856-500-0.80%$5,674
AUTO DATA PROCESSINGADPTechnology1.31%24,561-330-1.33%$5,500
MICROSOFT CORPMSFTTechnology1.27%14,342-450-3.04%$5,349
AIR PRODUCTS & CHEMICALSAPDBasic Materials1.26%18,018-450-2.44%$5,282
HERSHEY FOODS CORPHSYConsumer Defensive1.24%29,614-470-1.56%$5,195
AGILENT TECHNOLOGIESAHealthcare1.23%38,817-325-0.83%$5,156
EMERSON ELECTRICEMRIndustrials1.17%34,419-1,015-2.86%$4,927
MARATHON PETE CORP COMMPCEnergy1.16%19,138-300-1.54%$4,893
COSTCO WHOLSALE CORP NEWCOSTConsumer Defensive1.12%5,025--$4,700
TRACTOR SUPPLY COMPANYTSCOConsumer Cyclical1.11%148,350-1,800-1.20%$4,689
CORNING INC.GLWTechnology1.10%18,125-1,125-5.84%$4,629
ANALOG DEVICES INCADITechnology1.07%11,370-100-0.87%$4,515
UNION PACIFIC CORPUNPIndustrials1.01%15,586--$4,239
VALERO ENERGYVLOEnergy0.94%15,250--$3,971
MURPHY USA INC.MUSAConsumer Cyclical0.92%7,216--$3,888
PEPSICO INCORPORATEDPEPConsumer Defensive0.86%26,766-350-1.29%$3,624
AMERICAN EXPRESS CO.AXPFinancial Services0.85%10,630-240-2.21%$3,595
TEXAS INSTRUMENTS INCTXNTechnology0.84%11,865-120-1.00%$3,536
KEYSIGHT TECHNOLOGIES INC COMKEYSTechnology0.78%9,403-12,352-56.78%$3,291
TIMKEN COMPANYTKRIndustrials0.76%22,074-110-0.50%$3,207
DARDEN RESTURANTS INCDRIConsumer Cyclical0.76%15,550-50-0.32%$3,203
SYSCO CORP.SYYConsumer Defensive0.74%37,209-635-1.68%$3,109
HOME DEPOT INCHDConsumer Cyclical0.73%8,651-90-1.03%$3,051
NEWMONT GOLDCORPNEMBasic Materials0.71%31,909--$2,980
CINTAS CORPCTASIndustrials0.70%17,249--$2,933
CONOCOPHILLIPSCOPEnergy0.67%27,219-377-1.37%$2,829
BUNGEBGOther0.67%26,266-175-0.66%$2,803
ABBOTT LABORATORIESABTHealthcare0.63%29,107-200-0.68%$2,641
AVNET INCAVTTechnology0.59%28,175-425-1.49%$2,502
MIDDLEBY CORP THEMIDDIndustrials0.57%13,985-600-4.11%$2,405
ALLEGHENY TECH INCATIIndustrials0.56%12,050--$2,375
SCHLUMBERGER LTD FSLBEnergy0.56%51,010-300-0.58%$2,371
NORFOLK SOUTHERN CORPNSCIndustrials0.56%7,518--$2,365
MERCK & CO INCMRKHealthcare0.55%17,950-140-0.77%$2,306
COCA-COLA COMPANYKOConsumer Defensive0.53%27,625-300-1.07%$2,245
CHESAPEAKE UTIL CORPCPKUtilities0.51%17,449-375-2.10%$2,137
SONOCO PRODUCTS INCSONConsumer Cyclical0.50%37,400-450-1.19%$2,107
DISNEY WALT HOLDING CODISCommunication Services0.50%21,838+200+0.92%$2,101
MINE SAFTEY APPLIANCE COMSAIndustrials0.50%11,935--$2,083
CORTEVA INC COMCTVABasic Materials0.49%24,360-500-2.01%$2,063
KIMBERLY-CLARK CORPKMBConsumer Defensive0.49%18,784-275-1.44%$2,061
LOWES COMPANIES INCLOWConsumer Cyclical0.47%8,950--$1,973
MURPHY OIL CORPMUREnergy0.46%59,321-1,000-1.66%$1,931
STEEL DYNAMICS INCSTLDBasic Materials0.46%8,400--$1,927
PHILLIPS 66 COMPSXEnergy0.45%11,123-125-1.11%$1,880
MC CORMICK & CO NEW VTMKCConsumer Defensive0.44%36,825-100-0.27%$1,856
FRANKLIN ELEC CO INCFELEIndustrials0.41%16,200-600-3.57%$1,736
DOVER CORPORATIONDOVIndustrials0.41%7,725--$1,732
ONEOK, INCOKEEnergy0.41%19,915-100-0.50%$1,731
SMURFIT WESTROCK LTDSWOther0.40%36,537-500-1.35%$1,690
BANK OF NEW YORK CO INCBKFinancial Services0.38%11,150-100-0.89%$1,612
ATMOS ENERGY CORPATOUtilities0.37%9,131--$1,572
KIRBY CORPKEXIndustrials0.37%11,388-3,929-25.65%$1,548
FIFTH THIRD BANCORPFITBFinancial Services0.36%27,210--$1,533
INTL FLAVOR & FRAGRANCESIFFBasic Materials0.36%18,862-425-2.20%$1,494
CONAGRA INCORPORATEDCAGConsumer Defensive0.35%110,100+23,000+26.41%$1,481
ALBANY INT'L CORP.AINConsumer Cyclical0.35%19,850--$1,478
NORTHERN TRUST CORPNTRSFinancial Services0.35%8,420-100-1.17%$1,463
STRYKER CORPSYKHealthcare0.33%4,450-100-2.20%$1,401
METLIFE INCMETFinancial Services0.33%16,491-365-2.17%$1,395
CSX CORPCSXIndustrials0.33%28,900--$1,373
ENBRIDGE INC.ENBEnergy0.33%25,325--$1,372
OLIN CORP NEWOLNBasic Materials0.33%69,162-700-1.00%$1,370
RTX CORP.RTXIndustrials0.32%7,117-50-0.70%$1,350
PENSKE AUTOMOTIVE GROUPPAGConsumer Cyclical0.32%7,500-300-3.85%$1,342
DOW CHEMICALDOWBasic Materials0.32%48,806--$1,335
MARKEL CORP.MKLFinancial Services0.32%681--$1,329
THE CHARLES SCHWAB CORPSCHWFinancial Services0.31%14,245--$1,314
DNOW INC COMDNOWIndustrials0.31%99,520+700+0.71%$1,290
FRANCO NEVADA CORP.FNVBasic Materials0.30%6,090-110-1.77%$1,269
INGEVITY CORP COMNGVTBasic Materials0.29%16,557-200-1.19%$1,236
ADVANSIX INC COMASIXBasic Materials0.29%61,151-525-0.85%$1,215
ALAMOS GOLD INC.AGIBasic Materials0.29%40,000--$1,213
MATSON INC COMMATXIndustrials0.28%6,050--$1,162
AGNICO-EAGLE MINES LTDAEMBasic Materials0.28%7,475--$1,159
BROWN FORMAN CORP CL BBF-BConsumer Defensive0.27%43,284--$1,153
SHERWIN WILLIAMS COSHWBasic Materials0.27%3,300--$1,136
COMMERCIAL METALS COCMCBasic Materials0.26%17,400--$1,091
HONEYWELL INC.HONIndustrials0.26%4,836-4,936-50.51%$1,082
DEVON ENERGY CP NEWDVNEnergy0.25%25,553+21,498+530.16%$1,055
KINROSS GOLD CORP NEWKGCBasic Materials0.25%44,300-300-0.67%$1,046
NETAPP INC.NTAPTechnology0.24%6,450-700-9.79%$998
METALLUS (MTUS/TMST)MTUSBasic Materials0.23%51,025-1,025-1.97%$953
3M COMPANYMMMIndustrials0.23%5,890-100-1.67%$953
PACCAR INCPCARIndustrials0.23%7,922--$951
NUTRIEN LTD CO COMNTRBasic Materials0.23%15,096--$950
Fruth Investment Management Portfolio Stock Holdings | InsiderSet