Fruth Investment Management

Holdings as of 2026-06-30, filed 2026-07-10

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 10 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
225
Value reported by manager
$420.6K
Sum of our stored positions
$420.6K
should match the line above
Disclosure lag
10 d
quarter end to filing
Top 5 concentration
16.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
GRAINGER WW INCCOM$22.1K16,280384802104
LINDE PLC COMCOM$13.3K25,612G5494J103
APPLIED MATERIALS INCCOM$13K17,975038222105
EXXON MOBIL CORPCOM$11K80,14030231G102
MASTERCARD INCCOM$10.7K20,90657636Q104
TRANE TECHNOLOGIES PLCCOM$8.8K17,910G8994E103
CHEVRONTEXACO CORPCOM$8.7K52,361166764100
CASEYS GENERAL STORES INCCOM$8.1K10,137147528103
DEERE & COCOM$7.7K12,145244199105
CATERPILLAR INCCOM$7.7K7,188149123101
STARBUCKS CORPCOM$6.9K67,061855244109
APPLE, INCCOM$6.8K23,416037833100
VIKING HOLDINGS INC.COM$6.7K64,284G93A5A101
APPLIED INDL. TECH.COM$6.7K19,80903820C105
EATON CORPORATIONCOM$6.5K15,292278058102
JOHNSON & JOHNSONCOM$6.1K23,912478160104
PARKER-HANNIFIN CORPCOM$5.7K5,820701094104
GORMAN-RUPP CO COMCOM$5.7K61,856383082104
AUTO DATA PROCESSINGCOM$5.5K24,561053015103
MICROSOFT CORPCOM$5.3K14,342594918104
AIR PRODUCTS & CHEMICALSCOM$5.3K18,018009158106
HERSHEY FOODS CORPCOM$5.2K29,614427866108
AGILENT TECHNOLOGIESCOM$5.2K38,81700846U101
EMERSON ELECTRICCOM$4.9K34,419291011104
MARATHON PETE CORP COMCOM$4.9K19,13856585A102
COSTCO WHOLSALE CORP NEWCOM$4.7K5,02522160K105
TRACTOR SUPPLY COMPANYCOM$4.7K148,350892356106
CORNING INC.COM$4.6K18,125219350105
ANALOG DEVICES INCCOM$4.5K11,370032654105
UNION PACIFIC CORPCOM$4.2K15,586907818108
VALERO ENERGYCOM$4K15,25091913Y100
MURPHY USA INC.COM$3.9K7,216626755102
PEPSICO INCORPORATEDCOM$3.6K26,766713448108
AMERICAN EXPRESS CO.COM$3.6K10,630025816109
TEXAS INSTRUMENTS INCCOM$3.5K11,865882508104
KEYSIGHT TECHNOLOGIES INC COMCOM$3.3K9,40349338L103
TIMKEN COMPANYCOM$3.2K22,074887389104
DARDEN RESTURANTS INCCOM$3.2K15,550237194105
SYSCO CORP.COM$3.1K37,209871829107
HOME DEPOT INCCOM$3.1K8,651437076102
NEWMONT GOLDCORPCOM$3K31,909651639106
CINTAS CORPCOM$2.9K17,249172908105
CONOCOPHILLIPSCOM$2.8K27,21920825C104
BUNGECOM$2.8K26,266H11356104
ABBOTT LABORATORIESCOM$2.6K29,107002824100
AVNET INCCOM$2.5K28,175053807103
MIDDLEBY CORP THECOM$2.4K13,985596278101
ALLEGHENY TECH INCCOM$2.4K12,05001741R102
STERIS PLCCOM$2.4K11,265859152100
SCHLUMBERGER LTD FCOM$2.4K51,010806857108
NORFOLK SOUTHERN CORPCOM$2.4K7,518655844108
MERCK & CO INCCOM$2.3K17,95058933Y105
COCA-COLA COMPANYCOM$2.2K27,625191216100
CHUBB CORPORATIONCOM$2.2K6,366171232101
CHESAPEAKE UTIL CORPCOM$2.1K17,449165303108
SONOCO PRODUCTS INCCOM$2.1K37,400835495102
DISNEY WALT HOLDING COCOM$2.1K21,838254687106
MINE SAFTEY APPLIANCE COCOM$2.1K11,935553498106
CORTEVA INC COMCOM$2.1K24,36022052L104
KIMBERLY-CLARK CORPCOM$2.1K18,784494368103
LOWES COMPANIES INCCOM$2K8,950548661107
MURPHY OIL CORPCOM$1.9K59,321626717102
STEEL DYNAMICS INCCOM$1.9K8,400858119100
PHILLIPS 66 COMCOM$1.9K11,123718546104
MC CORMICK & CO NEW VTCOM$1.9K36,825579780206
FRANKLIN ELEC CO INCCOM$1.7K16,200353514102
DOVER CORPORATIONCOM$1.7K7,725260003108
ONEOK, INCCOM$1.7K19,915682680103
SMURFIT WESTROCK LTDCOM$1.7K36,537G8267P108
BANK OF NEW YORK CO INCCOM$1.6K11,150064058100
QNITY ELECTRONICS INC.COM$1.6K9,73174743L100
ATMOS ENERGY CORPCOM$1.6K9,131049560105
KIRBY CORPCOM$1.5K11,388497266106
FIFTH THIRD BANCORPCOM$1.5K27,210316773100
INTL FLAVOR & FRAGRANCESCOM$1.5K18,862459506101
CONAGRA INCORPORATEDCOM$1.5K110,100205887102
ALBANY INT'L CORP.COM$1.5K19,850012348108
NORTHERN TRUST CORPCOM$1.5K8,420665859104
INGERSOLL-RAND COMPANYCOM$1.4K17,558G47791101
STRYKER CORPCOM$1.4K4,450863667101
METLIFE INCCOM$1.4K16,49159156R108
CSX CORPCOM$1.4K28,900126408103
ENBRIDGE INC.COM$1.4K25,32529250N105
OLIN CORP NEWCOM$1.4K69,162680665205
RTX CORP.COM$1.4K7,11775513E101
ANGLOGOLD LTDCOM$1.3K16,650035128206
PENSKE AUTOMOTIVE GROUPCOM$1.3K7,50070959W103
DOW CHEMICALCOM$1.3K48,806260557103
MARKEL CORP.COM$1.3K681570535104
THE CHARLES SCHWAB CORPCOM$1.3K14,245808513105
DNOW INC COMCOM$1.3K99,52067011P100
FRANCO NEVADA CORP.COM$1.3K6,090351858105
CANADIAN PAC LTD NEWCOM$1.3K14,49213645T100
INGEVITY CORP COMCOM$1.2K16,55745688C107
ADVANSIX INC COMCOM$1.2K61,15100773T101
ALAMOS GOLD INC.COM$1.2K40,000011532108
MATSON INC COMCOM$1.2K6,05057686G105
AGNICO-EAGLE MINES LTDCOM$1.2K7,475008474108
BROWN FORMAN CORP CL BCOM$1.2K43,284115637209
SHERWIN WILLIAMS COCOM$1.1K3,300824348106
COMMERCIAL METALS COCOM$1.1K17,400201723103
Honeywell Aerospace IncCOM$1.1K4,90043849R105
HONEYWELL INC.COM$1.1K4,836438516106
DEVON ENERGY CP NEWCOM$1.1K25,55325179M103
KINROSS GOLD CORP NEWCOM$1K44,300496902404
NETAPP INC.COM$9986,45064110D104
3M COMPANYCOM$9535,89088579Y101
METALLUS (MTUS/TMST)COM$95351,025887399103
PACCAR INCCOM$9517,922693718108
NUTRIEN LTD CO COMCOM$95015,09667077M108
ALLEGION PUBLIC LTD. CO.COM$9436,719G0176J109
IMPERIAL OIL LTDCOM$9408,400453038408
GENERAL MILLS INCCOM$91226,230370334104
PREFORMED LINE PRODS INCCOM$9032,200740444104
BRISTOL MYERS SQUIBB COCOM$89915,605110122108
LAUDER ESTEE CORP CL ACOM$86610,972518439104
OLD REPUBLIC INTL CORPCOM$83320,358680223104
KINDER MORGAN INCCOM$80025,03749456B101
MOSAIC CO NEWCOM$78837,23061945C103
DU PONT E I DE NEMOUR&COCOM$7795,748263534109
BARRICK MINING CORPCOM$74020,15006849F108
INTERCONTINENTAL EXCHANGECOM$7386,00045866F104
SPIRECOM$7289,32584857L101
TRANSDIGM GROUP INC.COM$712535893641100
KNOWLES CORP COMCOM$69116,67549926D109
RALPH LAUREN CORP.COM$6821,700751212101
SHELL PLC.COM$6808,776780259305
ASTRAZENECA PLC ADRCOM$6633,499046353108
MACYS INC.COM$64627,45055616P104
PERMIAN BASIN ROYALTY TRCOM$63625,400714236106
AMGEN INCCOM$6301,740031162100
VIATRIS INC.COM$62939,61092556V106
VERIZON COMMCOM$62814,83992343V104
GENUINE PARTS CO COMCOM$6265,310372460105
WHEATON PRECIOUS MET.COM$6235,550962879102
DIAMONDBACK ENERGYCOM$6083,46125278X109
DUKE ENERGY CORPORATIONCOM$5844,61626441C105
O-I GLASS, INC.COM$58360,617690768403
CLEVELAND-CLIFFS, INC.COM$57060,725185899101
PFIZER INCCOM$56923,650717081103
FIDELITY NATL INFO SVCSCOM$56414,52631620M106
CARRIER GLOBAL CORP.COM$5307,23114448C104
GAP INCCOM$52828,275364760108
AMERICAN STATES WATER COCOM$5286,400029899101
TRANSOCEAN SEDCO FOREXCOM$500102,276H8817H100
INTL BUSINESS MACHINESCOM$4921,750459200101
VALVOLINE INC.COM$48912,38092047W101
OCCIDENTAL PETE CORPCOM$48510,003674599105
AMER ELECTRIC PWR CO INCCOM$4843,540025537101
HF SINCLAIR CORP.COM$4846,950403949100
FLUOR CORPORATIONCOM$4799,150343412102
MUELLER WATER PRODUCTSCOM$45817,750624758108
OVINTIV INC.COM$4528,59469047Q102
ORGANON & CO.COM$45033,30068622V106
WELLS FARGO & CO NEWCOM$4475,418949746101
HUNTINGTON BANCSHARES INCCOM$43524,538446150104
BP PLCCOM$42611,530055622104
CELANESE CORP.COM$4199,115150870103
HELMERICH & PAYNE INCCOM$41912,800423452101
GOODYEAR TIRE & RUBBERCOM$41763,241382550101
KROGER COCOM$4167,500501044101
O REILLY AUTOMOTIVE INCCOM$4144,50067103H107
REGIONS FINANCIAL CP NEWCOM$41013,6007591EP100
CULLEN FROST BANKERSCOM$4012,600229899109
TEX PAC LAND SUB CTFCOM$39390088262P102
ASA GOLD & PRECS MTLSCOM$3907,500G3156P103
BAKER HUGHES CO.COM$3887,00005722G100
STANLEY BLACK & DECKER INC.COM$3834,075854502101
BRIGHTHOUSE FINL INC COMCOM$3816,02510922N103
EASTMAN CHEMICALCOM$3785,650277432100
KEYCORPCOM$37116,116493267108
ZIONS BANCORPORATION COMCOM$3635,250989701107
MATERION CORPORATIONCOM$3561,200896522109
EXPEDITORS INTL WASHCOM$3502,150302130109
DOMINION RESOURCES INC.COM$3495,12425746U109
EBAY INCCOM$3443,081278642103
CIENA CORP NEWCOM$343700171779309
PAN AMERICAN SILVERCOM$3357,500697900108
RGC RESOURCES INCCOM$32913,80074955L103
PNC BANK CORPCOM$3251,320693475105
CHURCHILL DOWNS INC KYCOM$3223,600171484108
ONE GAS INC COMCOM$3124,05868235P108
ARTESIAN RES CORP CLACOM$3079,050043113208
SOLSTICE ADVANCED MATLSCOM$3063,46283443Q103
HALLIBURTON COMPANYCOM$2978,770406216101
BADGER METER INCCOM$2962,000056525108
CUMMINS INCCOM$285400231021106
MISSION PRODUCE INC.COM$28224,00060510V108
FORD MOTOR COMPANYCOM$28220,350345370860
SOLVENTUM CORPCOM$2813,64983444M101
PARK NATIONAL CORPCOM$2741,500700658107
VISA INC CL ACOM$27379892826C839
NUCOR CORPCOM$2561,150670346105
JOHNSON CONTROLSCOM$2481,700G51502105
TEREX CORPCOM$2423,350880779103
CBOE HOLDINGS INC COMMONCOM$2421,00012503M108
PAYCHEX INCCOM$2402,441704326107
SCHWAB US TIPS ETFCOM$2389,000808524870
NASDAQ STOCK MARKET INCCOM$2363,000631103108
OTIS WORLDWIDE CORP.COM$2293,20068902V107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-10

Fruth Investment Management — 225 positions reported for 2026Q2 — Tapewire