Fruth Investment Management

CIK: 0001416856SEC EDGAR →

Portfolio Value

$371K

Holdings

220

As of

Q4 2025

New Positions

220

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
LIN

LINDE PLC COM

26,302$11.2M
3024.79%
2
XOM

EXXON MOBIL CORP

80,657$9.7M
2618.03%
3
CVX

CHEVRONTEXACO CORP

53,390$8.1M
2194.82%
4
MSFT

MICROSOFT CORP

16,652$8.1M
2172.16%
5
TSCO

TRACTOR SUPPLY COMPANY

155,065$7.8M
2091.51%
6
TT

TRANE TECHNOLOGIES PLC

18,775$7.3M
1970.94%
7
ADP

AUTO DATA PROCESSING

25,191$6.5M
1747.60%
8
AAPL

APPLE, INC

23,671$6.4M
1735.73%
9
DE

DEERE & CO

12,500$5.8M
1569.58%
10
SBUX

STARBUCKS CORP

68,981$5.8M
1566.61%

Quarterly Changes

Top Buys

LINNEW
$11.2M
XOMNEW
$9.7M
CVXNEW
$8.1M
MSFTNEW
$8.1M
TSCONEW
$7.8M

Top Sells

No sells this quarter

New Positions (220)

LIN
$11.2M · 26K shares
XOM
$9.7M · 81K shares
CVX
$8.1M · 53K shares
MSFT
$8.1M · 17K shares
TSCO
$7.8M · 155K shares
TT
$7.3M · 19K shares
ADP
$6.5M · 25K shares
AAPL
$6.4M · 24K shares
DE
$5.8M · 13K shares
SBUX
$5.8M · 69K shares
HSY
$5.6M · 31K shares
AG8
$5.4M · 40K shares
AIT
$5.1M · 20K shares
JNJ
$5.0M · 24K shares
EATON CORPORATION
$5.0M · 16K shares
EMR
$4.9M · 37K shares
APD
$4.9M · 20K shares
AMAT
$4.8M · 19K shares
VIK
$4.8M · 67K shares
KEYS
$4.5M · 22K shares
AXP
$4.1M · 11K shares
PEP
$3.9M · 27K shares
ABT
$3.7M · 30K shares
UNP
$3.6M · 16K shares
CIT
$3.2M · 17K shares
MPC
$3.2M · 20K shares
ADI
$3.2M · 12K shares
NEM
$3.2M · 32K shares
HD
$3.1M · 9K shares
GRC
$3.0M · 63K shares
MUSA
$3.0M · 7K shares
DRI
$2.9M · 16K shares
STE
$2.9M · 11K shares
SYY
$2.9M · 39K shares
VLO
$2.6M · 16K shares
COP
$2.6M · 28K shares
MCX
$2.5M · 37K shares
DIS
$2.5M · 22K shares
BG
$2.4M · 27K shares
MIDD
$2.3M · 15K shares
NSC
$2.3M · 8K shares
CPK
$2.2M · 18K shares
LOW
$2.2M · 9K shares
TXN
$2.1M · 12K shares
CB
$2.0M · 6K shares
KO
$2.0M · 28K shares
KMB
$1.9M · 19K shares
MRK
$1.9M · 18K shares
MSA
$1.9M · 12K shares
HON
$1.9M · 10K shares
MUR
$1.9M · 61K shares
TKR
$1.9M · 22K shares
GLW
$1.8M · 20K shares
SYK
$1.7M · 5K shares
KEX
$1.7M · 16K shares
CTVA
$1.7M · 25K shares
SON
$1.7M · 38K shares
FELE
$1.7M · 17K shares
AGI
$1.5M · 40K shares
ATO
$1.5M · 9K shares
DOV
$1.5M · 8K shares
PSX
$1.5M · 12K shares
SLB
$1.5M · 39K shares
OLN
$1.5M · 70K shares
ATD
$1.5M · 13K shares
OKE
$1.5M · 20K shares
SW
$1.4M · 37K shares
AU3EUR
$1.4M · 17K shares
SCHW
$1.4M · 14K shares
STLD
$1.4M · 8K shares
IR
$1.4M · 18K shares
AVT
$1.4M · 29K shares
MET
$1.4M · 17K shares
FNV
$1.3M · 6K shares
RTX
$1.3M · 7K shares
BK
$1.3M · 11K shares
IFF
$1.3M · 19K shares
AEM
$1.3M · 7K shares
KGC
$1.3M · 45K shares
PAG
$1.2M · 8K shares
ENB
$1.2M · 26K shares
CMC
$1.2M · 17K shares
GIS
$1.2M · 26K shares
NTRS
$1.2M · 9K shares
BF/B
$1.2M · 45K shares
CP.TO
$1.2M · 16K shares
DOW
$1.2M · 49K shares
EL
$1.1M · 11K shares
ALLE
$1.1M · 7K shares
ASIX
$1.1M · 63K shares
SHW
$1.1M · 3K shares
CSX
$1.0M · 29K shares
DNOW
$1.0M · 76K shares
AIN
$1.0M · 20K shares
NGVT
$1.0M · 17K shares
FIS
$989K · 15K shares
CMA
$981K · 11K shares
MMM
$975K · 6K shares
ICE
$971K · 6K shares
NTR
$935K · 15K shares
ORI
$929K · 20K shares
MTUS
$898K · 52K shares
OIEUR
$896K · 61K shares
PCAR
$867K · 8K shares
B
$862K · 20K shares
BMY
$845K · 16K shares
CAG
$830K · 48K shares
CLF
$819K · 62K shares
CTRA
$808K · 31K shares
SR
$785K · 10K shares
MATX
$766K · 6K shares
NTAP
$765K · 7K shares
GAP
$755K · 30K shares
IMO
$725K · 8K shares
KMI
$710K · 26K shares
Q
$709K · 9K shares
DD
$698K · 17K shares
GPC
$652K · 5K shares
SHEL
$650K · 9K shares
WPM
$646K · 6K shares
AZN
$643K · 7K shares
PFE
$616K · 25K shares
FDO.F
$616K · 28K shares
BAC
$603K · 15K shares
RL
$601K · 2K shares
DUK
$578K · 5K shares
AMGN
$569K · 2K shares
GT
$566K · 65K shares
IBM
$547K · 2K shares
FANG
$519K · 3K shares
WFC
$504K · 5K shares
VTRS
$485K · 39K shares
KR
$468K · 8K shares
AWR
$463K · 6K shares
PLPC
$454K · 2K shares
ASA
$447K · 8K shares
BHF
$440K · 7K shares
JT5
$440K · 19K shares
MOS
$432K · 18K shares
PBT
$430K · 25K shares
AEP
$412K · 4K shares
OXY
$411K · 10K shares
ORLY
$410K · 5K shares
CHR
$409K · 4K shares
BP
$401K · 12K shares
PAAS
$388K · 8K shares
CARR
$384K · 7K shares
RF
$378K · 14K shares
RIG
$373K · 90K shares
CE
$372K · 9K shares
KN
$369K · 17K shares
HP
$367K · 13K shares
FLR
$366K · 9K shares
INTC
$364K · 10K shares
VVV
$362K · 12K shares
EMN
$360K · 6K shares
CIEN
$350K · 2K shares
BMI
$348K · 2K shares
OVV
$336K · 9K shares
D
$329K · 6K shares
CFR
$329K · 3K shares
KEY
$328K · 16K shares
DINO
$320K · 7K shares
EXPD
$320K · 2K shares
BKR
$318K · 7K shares
SCHP
$317K · 12K shares
OGS
$309K · 4K shares
ZION
$307K · 5K shares
SWK
$302K · 4K shares
OTIS
$297K · 3K shares
ARTNA
$295K · 9K shares
RGCO
$293K · 14K shares
FITB
$292K · 6K shares
NDAQ
$291K · 3K shares
HBAN
$291K · 17K shares
MATV
$281K · 23K shares
V
$279K · 798 shares
PNC
$275K · 1K shares
F
$273K · 21K shares
CME
$273K · 1K shares
PAYX
$273K · 2K shares
EBA
$268K · 3K shares
GILD
$260K · 2K shares
TPL
$258K · 900 shares
CBOE
$251K · 1K shares
ZTS
$251K · 2K shares
FOXA
$249K · 3K shares
OGN
$249K · 35K shares
HAL
$247K · 9K shares
IP
$238K · 6K shares
PRK
$228K · 2K shares
AVY
$218K · 1K shares
JOE
$204K · 3K shares
JCI
$203K · 2K shares
NRT
$203K · 31K shares
ALCO
$200K · 6K shares
CVGW
$200K · 9K shares
DENN
$192K · 31K shares
NAD
$186K · 15K shares
CAL
$165K · 14K shares
DNP
$146K · 15K shares
CC
$127K · 11K shares
MXC
$107K · 11K shares
ORN
$104K · 11K shares
SLR
$104K · 150K shares
BLMN
$80K · 13K shares
PTEN
$61K · 10K shares
ACCO
$50K · 14K shares
XRX
$39K · 17K shares
KOS
$29K · 32K shares
DLTH
$26K · 13K shares
GWW
$17K · 17K shares
MA
$12K · 21K shares
CASY
$6K · 10K shares
PH
$5K · 6K shares
COST
$4K · 5K shares
CAT
$4K · 8K shares
MKL
$1K · 684 shares
T7D
$744 · 560 shares
CMI
$204 · 400 shares

Sector Breakdown

Sector# HoldingsValue%
Industrials37$61.9M19.4%
Basic Materials28$42.9M13.4%
Energy31$42.5M13.3%
Consumer Cyclical22$38.6M12.1%
Technology19$37.4M11.7%
Consumer Defensive13$22.8M7.1%
Financial Services29$22.3M7.0%
Unknown14$21.3M6.7%
Healthcare13$19.2M6.0%
Utilities10$7.2M2.3%
Communication Services3$3.2M1.0%
Real Estate1$204K0.1%