Fruth Investment Management

CIK: 0001416856Latest portfolio: $370.7M · Q4 2025

Holdings

220

Total Value

$370.7M

New Positions

217

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
GWWGRAINGER WW INC
17,067$17.2M4.65%NEW
2
MAMASTERCARD INC
20,906$11.9M3.22%NEW
3
LINLINDE PLC COM
26,302$11.2M3.02%NEW
4
XOMEXXON MOBIL CORP
80,657$9.7M2.62%NEW
5
CVXCHEVRONTEXACO CORP
53,390$8.1M2.19%NEW
6
MSFTMICROSOFT CORP
16,652$8.1M2.17%NEW
7
TSCOTRACTOR SUPPLY COMPANY
155,065$7.8M2.09%NEW
8
TTTRANE TECHNOLOGIES PLC
18,775$7.3M1.97%NEW
9
ADPAUTO DATA PROCESSING
25,191$6.5M1.75%NEW
10
AAPLAPPLE, INC
23,671$6.4M1.74%NEW
11
DEDEERE & CO
12,500$5.8M1.57%NEW
12
SBUXSTARBUCKS CORP
68,981$5.8M1.57%NEW
13
CASYCASEYS GENERAL STORES INC
10,464$5.8M1.56%NEW
14
HSYHERSHEY FOODS CORP
30,914$5.6M1.52%NEW
15
AG8AGILENT TECHNOLOGIES
39,772$5.4M1.46%NEW
16
PHPARKER-HANNIFIN CORP
6,075$5.3M1.44%NEW
17
AITAPPLIED INDL. TECH.
19,994$5.1M1.38%NEW
18
JNJJOHNSON & JOHNSON
24,342$5.0M1.36%NEW
19
EATON CORPORATION
15,572$5.0M1.34%NEW
20
EMREMERSON ELECTRIC
36,679$4.9M1.31%NEW
21
APDAIR PRODUCTS & CHEMICALS
19,655$4.9M1.31%NEW
22
AMATAPPLIED MATERIALS INC
18,725$4.8M1.30%NEW
23
VIKVIKING HOLDINGS INC.
66,544$4.8M1.28%NEW
24
KEYSKEYSIGHT TECHNOLOGIES INC COM
22,035$4.5M1.21%NEW
25
COSTCOSTCO WHOLSALE CORP NEW
5,030$4.3M1.17%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Industrials0.0% ($1.722173076479582e+123T)
Energy0.0% ($9.706813732262614e+92T)
Basic Materials0.0% ($1.1214485531811675e+88T)
Financial Services0.0% ($1.1934406225182005e+84T)
Consumer Cyclical0.0% ($7.754580857834751e+66T)
Technology0.0% ($8.053643548124477e+52T)
Unknown0.0% ($5.411495932441463e+47T)
Consumer Defensive0.0% ($5.6254337392328534e+38T)
Healthcare0.0% ($5.037371528731935e+34T)
Utilities0.0% ($2.2231539785578465e+22T)
Communication Services0.0% ($2.5T)
Real Estate0.0% ($204K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 26, 2026$370.7M220
Q3 2025Oct 17, 2025$369.3M0
Q2 2025Jul 11, 2025$368.0M217
Q1 2025Jun 5, 2025$360.2M218

Fund Information

CIK0001416856
Most Recent FilingJan 26, 2026
Number of Filings4

Fruth Investment Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $370.7M across 220 holdings. The largest position is GRAINGER WW INC (GWW), representing 4.6% of the portfolio. Compared to the previous quarter, the fund opened 220 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.