Fruth Investment Management Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$370.7M
Holdings
220
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (220 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWWGRAINGER WW INC | 17,067 | $17.2M | 4.65% | |
| 2 | MAMASTERCARD INC | 20,906 | $11.9M | 3.22% | |
| 3 | LINLINDE PLC COM | 26,302 | $11.2M | 3.02% | |
| 4 | XOMEXXON MOBIL CORP | 80,657 | $9.7M | 2.62% | |
| 5 | CVXCHEVRONTEXACO CORP | 53,390 | $8.1M | 2.19% | |
| 6 | MSFTMICROSOFT CORP | 16,652 | $8.1M | 2.17% | |
| 7 | TSCOTRACTOR SUPPLY COMPANY | 155,065 | $7.8M | 2.09% | |
| 8 | TTTRANE TECHNOLOGIES PLC | 18,775 | $7.3M | 1.97% | |
| 9 | ADPAUTO DATA PROCESSING | 25,191 | $6.5M | 1.75% | |
| 10 | AAPLAPPLE, INC | 23,671 | $6.4M | 1.74% | |
| 11 | DEDEERE & CO | 12,500 | $5.8M | 1.57% | |
| 12 | SBUXSTARBUCKS CORP | 68,981 | $5.8M | 1.57% | |
| 13 | CASYCASEYS GENERAL STORES INC | 10,464 | $5.8M | 1.56% | |
| 14 | HSYHERSHEY FOODS CORP | 30,914 | $5.6M | 1.52% | |
| 15 | AG8AGILENT TECHNOLOGIES | 39,772 | $5.4M | 1.46% | |
| 16 | PHPARKER-HANNIFIN CORP | 6,075 | $5.3M | 1.44% | |
| 17 | AITAPPLIED INDL. TECH. | 19,994 | $5.1M | 1.38% | |
| 18 | JNJJOHNSON & JOHNSON | 24,342 | $5.0M | 1.36% | |
| 19 | —EATON CORPORATION | 15,572 | $5.0M | 1.34% | |
| 20 | EMREMERSON ELECTRIC | 36,679 | $4.9M | 1.31% | |
| 21 | APDAIR PRODUCTS & CHEMICALS | 19,655 | $4.9M | 1.31% | |
| 22 | AMATAPPLIED MATERIALS INC | 18,725 | $4.8M | 1.30% | |
| 23 | VIKVIKING HOLDINGS INC. | 66,544 | $4.8M | 1.28% | |
| 24 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 22,035 | $4.5M | 1.21% | |
| 25 | COSTCOSTCO WHOLSALE CORP NEW | 5,030 | $4.3M | 1.17% | |
| 26 | CATCATERPILLAR INC | 7,563 | $4.3M | 1.17% | |
| 27 | AXPAMERICAN EXPRESS CO. | 10,980 | $4.1M | 1.10% | |
| 28 | PEPPEPSICO INCORPORATED | 27,336 | $3.9M | 1.06% | |
| 29 | ABTABBOTT LABORATORIES | 29,652 | $3.7M | 1.00% | |
| 30 | UNPUNION PACIFIC CORP | 15,606 | $3.6M | 0.97% | |
| 31 | CITCINTAS CORP | 17,249 | $3.2M | 0.88% | |
| 32 | MPCMARATHON PETE CORP COM | 19,838 | $3.2M | 0.87% | |
| 33 | ADIANALOG DEVICES INC | 11,895 | $3.2M | 0.87% | |
| 34 | NEMNEWMONT GOLDCORP | 31,866 | $3.2M | 0.86% | |
| 35 | HDHOME DEPOT INC | 8,871 | $3.1M | 0.82% | |
| 36 | GRCGORMAN-RUPP CO COM | 63,099 | $3.0M | 0.81% | |
| 37 | MUSAMURPHY USA INC. | 7,346 | $3.0M | 0.80% | |
| 38 | DRIDARDEN RESTURANTS INC | 15,850 | $2.9M | 0.79% | |
| 39 | STESTERIS PLC | 11,335 | $2.9M | 0.77% | |
| 40 | SYYSYSCO CORP. | 38,729 | $2.9M | 0.77% | |
| 41 | VLOVALERO ENERGY | 16,050 | $2.6M | 0.70% | |
| 42 | COPCONOCOPHILLIPS | 27,754 | $2.6M | 0.70% | |
| 43 | MCXMC CORMICK & CO NEW VT | 36,980 | $2.5M | 0.68% | |
| 44 | DISDISNEY WALT HOLDING CO | 22,034 | $2.5M | 0.68% | |
| 45 | BGBUNGE | 26,816 | $2.4M | 0.64% | |
| 46 | MIDDMIDDLEBY CORP THE | 15,435 | $2.3M | 0.62% | |
| 47 | NSCNORFOLK SOUTHERN CORP | 7,808 | $2.3M | 0.61% | |
| 48 | CPKCHESAPEAKE UTIL CORP | 17,824 | $2.2M | 0.60% | |
| 49 | LOWLOWES COMPANIES INC | 9,200 | $2.2M | 0.60% | |
| 50 | TXNTEXAS INSTRUMENTS INC | 12,380 | $2.1M | 0.58% | |
| 51 | CBCHUBB CORPORATION | 6,421 | $2.0M | 0.54% | |
| 52 | KOCOCA-COLA COMPANY | 28,325 | $2.0M | 0.53% | |
| 53 | KMBKIMBERLY-CLARK CORP | 19,259 | $1.9M | 0.52% | |
| 54 | MRKMERCK & CO INC | 18,390 | $1.9M | 0.52% | |
| 55 | MSAMINE SAFTEY APPLIANCE CO | 11,965 | $1.9M | 0.52% | |
| 56 | HONHONEYWELL INC. | 9,772 | $1.9M | 0.51% | |
| 57 | MURMURPHY OIL CORP | 60,821 | $1.9M | 0.51% | |
| 58 | TKRTIMKEN COMPANY | 22,234 | $1.9M | 0.50% | |
| 59 | GLWCORNING INC. | 20,000 | $1.8M | 0.47% | |
| 60 | SYKSTRYKER CORP | 4,900 | $1.7M | 0.46% | |
| 61 | KEXKIRBY CORP | 15,617 | $1.7M | 0.46% | |
| 62 | CTVACORTEVA INC COM | 24,987 | $1.7M | 0.45% | |
| 63 | SONSONOCO PRODUCTS INC | 38,320 | $1.7M | 0.45% | |
| 64 | FELEFRANKLIN ELEC CO INC | 17,300 | $1.7M | 0.45% | |
| 65 | AGIALAMOS GOLD INC. | 40,000 | $1.5M | 0.42% | |
| 66 | ATOATMOS ENERGY CORP | 9,181 | $1.5M | 0.42% | |
| 67 | DOVDOVER CORPORATION | 7,825 | $1.5M | 0.41% | |
| 68 | PSXPHILLIPS 66 COM | 11,623 | $1.5M | 0.40% | |
| 69 | SLBSCHLUMBERGER LTD F | 38,615 | $1.5M | 0.40% | |
| 70 | MKLMARKEL CORP. | 684 | $1.5M | 0.40% | |
| 71 | OLNOLIN CORP NEW | 70,312 | $1.5M | 0.39% | |
| 72 | ATDALLEGHENY TECH INC | 12,750 | $1.5M | 0.39% | |
| 73 | OKEONEOK, INC | 19,882 | $1.5M | 0.39% | |
| 74 | SWSMURFIT WESTROCK LTD | 37,322 | $1.4M | 0.39% | |
| 75 | AU3EURANGLOGOLD LTD | 16,800 | $1.4M | 0.39% | |
| 76 | SCHWTHE CHARLES SCHWAB CORP | 14,315 | $1.4M | 0.39% | |
| 77 | STLDSTEEL DYNAMICS INC | 8,400 | $1.4M | 0.38% | |
| 78 | IRINGERSOLL-RAND COMPANY | 17,955 | $1.4M | 0.38% | |
| 79 | AVTAVNET INC | 29,155 | $1.4M | 0.38% | |
| 80 | METMETLIFE INC | 17,301 | $1.4M | 0.37% | |
| 81 | FNVFRANCO NEVADA CORP. | 6,450 | $1.3M | 0.36% | |
| 82 | RTXRTX CORP. | 7,267 | $1.3M | 0.36% | |
| 83 | BKBANK OF NEW YORK CO INC | 11,305 | $1.3M | 0.35% | |
| 84 | IFFINTL FLAVOR & FRAGRANCES | 19,422 | $1.3M | 0.35% | |
| 85 | AEMAGNICO-EAGLE MINES LTD | 7,475 | $1.3M | 0.34% | |
| 86 | KGCKINROSS GOLD CORP NEW | 44,600 | $1.3M | 0.34% | |
| 87 | PAGPENSKE AUTOMOTIVE GROUP | 7,800 | $1.2M | 0.33% | |
| 88 | ENBENBRIDGE INC. | 25,539 | $1.2M | 0.33% | |
| 89 | CMCCOMMERCIAL METALS CO | 17,400 | $1.2M | 0.32% | |
| 90 | GISGENERAL MILLS INC | 25,655 | $1.2M | 0.32% | |
| 91 | NTRSNORTHERN TRUST CORP | 8,720 | $1.2M | 0.32% | |
| 92 | BF/BBROWN FORMAN CORP CL B | 44,687 | $1.2M | 0.31% | |
| 93 | CP.TOCANADIAN PAC LTD NEW | 15,742 | $1.2M | 0.31% | |
| 94 | DOWDOW CHEMICAL | 49,256 | $1.2M | 0.31% | |
| 95 | ELLAUDER ESTEE CORP CL A | 10,972 | $1.1M | 0.31% | |
| 96 | ALLEALLEGION PUBLIC LTD. CO. | 6,882 | $1.1M | 0.30% | |
| 97 | ASIXADVANSIX INC COM | 63,061 | $1.1M | 0.29% | |
| 98 | SHWSHERWIN WILLIAMS CO | 3,300 | $1.1M | 0.29% | |
| 99 | CSXCSX CORP | 28,900 | $1.0M | 0.28% | |
| 100 | DNOWDNOW INC COM | 76,400 | $1.0M | 0.27% |
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