Fruth Investment Management Portfolio Changes in Q2 2026: Key Purchases and Sales
Fruth Investment Management disclosed its investment activity for the quarter ending June 30, 2026. The report highlights specific changes to holdings across various sectors.
Fruth Investment Management provided an update on its portfolio activities as of June 30, 2026. This filing details observable purchases and sales made by the investor during this quarter.
The firm's holdings underwent several adjustments. Notably, they initiated new positions in certain stocks:
- AVO (Mission Produce Inc.) saw a massive increase of 24,000 shares (+100%) during this period.
- KEX (Kirby Corp) experienced an addition of 11,388 shares (+25.65%).
- HON (Honeywell International Inc.) was sold significantly by the investor.
In addition to these new positions, Fruth Investment Management made substantial additions to existing holdings:
- DVN (Devon Energy Corp.) increased by 21,498 shares (+530.16%).
- TRN (Viatra Inc.) added 1,200 shares (+100%) during the quarter.
- NUE (Nucor Corp) was purchased entirely new by Fruth Investment Management this period.
The investor also disposed of some positions:
- KEYS (Keysight Technologies Inc.) was sold, resulting in a decrease of 12,352 shares (-56.78%) and reducing its portfolio allocation.
- HON (Honeywell International Inc.) was sold significantly by the investor during this quarter.
Furthermore, Fruth Investment Management disposed of other holdings:
- ASH (Ashland Inc.) was purchased entirely new by the investor this period.
- SUN (Sunoco LP) saw a full purchase of 3,000 shares (+100%) during the quarter.
The overall portfolio allocation reflects these changes. Fruth Investment Management's holdings now span multiple sectors including Industrials, Technology, Energy, Consumer Cyclical, Basic Materials, Financial Services, and Consumer Defensive.