Fruth Investment Management Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$368.0M
Holdings
217
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (217 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWWGRAINGER WW INC | 17,745 | $18.5M | 5.02% | |
| 2 | LINLINDE PLC COM | 27,147 | $12.7M | 3.46% | |
| 3 | MAMASTERCARD INC | 20,926 | $11.8M | 3.20% | |
| 4 | MSFTMICROSOFT CORP | 19,925 | $9.9M | 2.69% | |
| 5 | XOMEXXON MOBIL CORP | 85,312 | $9.2M | 2.50% | |
| 6 | TTTRANE TECHNOLOGIES PLC | 20,335 | $8.9M | 2.42% | |
| 7 | TSCOTRACTOR SUPPLY COMPANY | 161,750 | $8.5M | 2.32% | |
| 8 | ADPAUTO DATA PROCESSING | 25,962 | $8.0M | 2.18% | |
| 9 | SBUXSTARBUCKS CORP | 76,533 | $7.0M | 1.91% | |
| 10 | AAPLAPPLE, INC | 33,141 | $6.8M | 1.85% | |
| 11 | DEDEERE & CO | 12,980 | $6.6M | 1.79% | |
| 12 | CVXCHEVRONTEXACO CORP | 44,841 | $6.4M | 1.74% | |
| 13 | APDAIR PRODUCTS & CHEMICALS | 20,717 | $5.8M | 1.59% | |
| 14 | —EATON CORPORATION | 16,072 | $5.7M | 1.56% | |
| 15 | CASYCASEYS GENERAL STORES INC | 10,805 | $5.5M | 1.50% | |
| 16 | HSYHERSHEY FOODS CORP | 31,741 | $5.3M | 1.43% | |
| 17 | EMREMERSON ELECTRIC | 39,032 | $5.2M | 1.41% | |
| 18 | COSTCOSTCO WHOLSALE CORP NEW | 5,040 | $5.0M | 1.36% | |
| 19 | AG8AGILENT TECHNOLOGIES | 41,277 | $4.9M | 1.32% | |
| 20 | AITAPPLIED INDL. TECH. | 20,803 | $4.8M | 1.31% | |
| 21 | PHPARKER-HANNIFIN CORP | 6,320 | $4.4M | 1.20% | |
| 22 | ABTABBOTT LABORATORIES | 30,079 | $4.1M | 1.11% | |
| 23 | CITCINTAS CORP | 17,249 | $3.8M | 1.04% | |
| 24 | JNJJOHNSON & JOHNSON | 25,020 | $3.8M | 1.04% | |
| 25 | PEPPEPSICO INCORPORATED | 28,254 | $3.7M | 1.01% | |
| 26 | VIKVIKING HOLDINGS INC. | 69,819 | $3.7M | 1.01% | |
| 27 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 22,667 | $3.7M | 1.01% | |
| 28 | AMATAPPLIED MATERIALS INC | 19,775 | $3.6M | 0.98% | |
| 29 | UNPUNION PACIFIC CORP | 15,616 | $3.6M | 0.98% | |
| 30 | AXPAMERICAN EXPRESS CO. | 11,210 | $3.6M | 0.97% | |
| 31 | DRIDARDEN RESTURANTS INC | 16,150 | $3.5M | 0.96% | |
| 32 | MPCMARATHON PETE CORP COM | 20,338 | $3.4M | 0.92% | |
| 33 | HDHOME DEPOT INC | 8,906 | $3.3M | 0.89% | |
| 34 | CATCATERPILLAR INC | 7,878 | $3.1M | 0.83% | |
| 35 | SYYSYSCO CORP. | 39,972 | $3.0M | 0.82% | |
| 36 | MUSAMURPHY USA INC. | 7,371 | $3.0M | 0.81% | |
| 37 | MCXMC CORMICK & CO NEW VT | 38,280 | $2.9M | 0.79% | |
| 38 | DISDISNEY WALT HOLDING CO | 22,967 | $2.8M | 0.77% | |
| 39 | ADIANALOG DEVICES INC | 11,900 | $2.8M | 0.77% | |
| 40 | STESTERIS PLC | 11,560 | $2.8M | 0.75% | |
| 41 | TXNTEXAS INSTRUMENTS INC | 13,272 | $2.8M | 0.75% | |
| 42 | KMBKIMBERLY-CLARK CORP | 19,934 | $2.6M | 0.70% | |
| 43 | COPCONOCOPHILLIPS | 28,127 | $2.5M | 0.69% | |
| 44 | GRCGORMAN-RUPP CO COM | 65,798 | $2.4M | 0.66% | |
| 45 | HONHONEYWELL INC. | 10,072 | $2.3M | 0.64% | |
| 46 | MIDDMIDDLEBY CORP THE | 16,035 | $2.3M | 0.63% | |
| 47 | KOCOCA-COLA COMPANY | 31,989 | $2.3M | 0.62% | |
| 48 | VLOVALERO ENERGY | 16,750 | $2.3M | 0.61% | |
| 49 | CPKCHESAPEAKE UTIL CORP | 18,149 | $2.2M | 0.59% | |
| 50 | BGBUNGE | 27,116 | $2.2M | 0.59% | |
| 51 | NSCNORFOLK SOUTHERN CORP | 8,458 | $2.2M | 0.59% | |
| 52 | LOWLOWES COMPANIES INC | 9,200 | $2.0M | 0.55% | |
| 53 | MSAMINE SAFTEY APPLIANCE CO | 12,055 | $2.0M | 0.55% | |
| 54 | SYKSTRYKER CORP | 5,000 | $2.0M | 0.54% | |
| 55 | CTVACORTEVA INC COM | 25,955 | $1.9M | 0.53% | |
| 56 | CBCHUBB CORPORATION | 6,621 | $1.9M | 0.52% | |
| 57 | KEXKIRBY CORP | 16,167 | $1.8M | 0.50% | |
| 58 | NEMNEWMONT GOLDCORP | 30,674 | $1.8M | 0.49% | |
| 59 | SWSMURFIT WESTROCK LTD | 40,057 | $1.7M | 0.47% | |
| 60 | SONSONOCO PRODUCTS INC | 39,245 | $1.7M | 0.46% | |
| 61 | TKRTIMKEN COMPANY | 23,034 | $1.7M | 0.45% | |
| 62 | OKEONEOK, INC | 20,152 | $1.6M | 0.45% | |
| 63 | FELEFRANKLIN ELEC CO INC | 17,800 | $1.6M | 0.43% | |
| 64 | AVTAVNET INC | 30,035 | $1.6M | 0.43% | |
| 65 | ASIXADVANSIX INC COM | 64,903 | $1.5M | 0.42% | |
| 66 | IRINGERSOLL-RAND COMPANY | 18,389 | $1.5M | 0.42% | |
| 67 | MRKMERCK & CO INC | 19,237 | $1.5M | 0.41% | |
| 68 | IFFINTL FLAVOR & FRAGRANCES | 20,389 | $1.5M | 0.41% | |
| 69 | ATOATMOS ENERGY CORP | 9,581 | $1.5M | 0.40% | |
| 70 | OLNOLIN CORP NEW | 73,429 | $1.5M | 0.40% | |
| 71 | METMETLIFE INC | 18,125 | $1.5M | 0.40% | |
| 72 | DOVDOVER CORPORATION | 7,925 | $1.5M | 0.39% | |
| 73 | PSXPHILLIPS 66 COM | 12,173 | $1.5M | 0.39% | |
| 74 | AINALBANY INT'L CORP. | 20,130 | $1.4M | 0.38% | |
| 75 | MURMURPHY OIL CORP | 61,821 | $1.4M | 0.38% | |
| 76 | DOWDOW CHEMICAL | 52,156 | $1.4M | 0.38% | |
| 77 | PAGPENSKE AUTOMOTIVE GROUP | 8,000 | $1.4M | 0.37% | |
| 78 | MKLMARKEL CORP. | 684 | $1.4M | 0.37% | |
| 79 | GISGENERAL MILLS INC | 25,880 | $1.3M | 0.36% | |
| 80 | SCHWTHE CHARLES SCHWAB CORP | 14,456 | $1.3M | 0.36% | |
| 81 | ATDALLEGHENY TECH INC | 14,550 | $1.3M | 0.34% | |
| 82 | —DU PONT E I DE NEMOUR&CO | 18,244 | $1.3M | 0.34% | |
| 83 | CP.TOCANADIAN PAC LTD NEW | 15,742 | $1.2M | 0.34% | |
| 84 | BF/BBROWN FORMAN CORP CL B | 45,993 | $1.2M | 0.34% | |
| 85 | FISFIDELITY NATL INFO SVCS | 15,098 | $1.2M | 0.33% | |
| 86 | ENBENBRIDGE INC. | 26,439 | $1.2M | 0.33% | |
| 87 | SLBSCHLUMBERGER LTD F | 34,714 | $1.2M | 0.32% | |
| 88 | NTRSNORTHERN TRUST CORP | 9,000 | $1.1M | 0.31% | |
| 89 | SHWSHERWIN WILLIAMS CO | 3,300 | $1.1M | 0.31% | |
| 90 | STLDSTEEL DYNAMICS INC | 8,600 | $1.1M | 0.30% | |
| 91 | ICEINTERCONTINENTAL EXCHANGE | 6,000 | $1.1M | 0.30% | |
| 92 | GLWCORNING INC. | 20,700 | $1.1M | 0.30% | |
| 93 | RTXRTX CORP. | 7,320 | $1.1M | 0.29% | |
| 94 | AGIALAMOS GOLD INC. | 40,000 | $1.1M | 0.29% | |
| 95 | BKBANK OF NEW YORK CO INC | 11,405 | $1.0M | 0.28% | |
| 96 | ALLEALLEGION PUBLIC LTD. CO. | 7,123 | $1.0M | 0.28% | |
| 97 | HESHESS CORPORATION | 7,200 | $997K | 0.27% | |
| 98 | FNVFRANCO NEVADA CORP. | 5,875 | $963K | 0.26% | |
| 99 | CSXCSX CORP | 29,200 | $952K | 0.26% | |
| 100 | MMM3M COMPANY | 6,090 | $927K | 0.25% |
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