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Fruth Investment Management13F | |
| Fruth Investment Management | |
| Last update 2026-04-21 | 226 Stocks (15 new) |
| Value $394.00 Mil | Turnover 2 % |
Fruth Investment Management Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWW | W.W. Grainger Inc | 16,569 | 18,070.0 | -2.92% | 4.590 | -0.14% | 0.040 | +28.04% | +36.78% | 64,907.7 | Industrial Distribution | |
XOM | Exxon Mobil Corp | 80,430 | 13,650.0 | -0.28% | 3.470 | -0.01% | 0.000 | -15.18% | +15.84% | 570,137.5 | Oil & Gas | |
LIN | Linde PLC | 26,192 | 12,980.0 | -0.42% | 3.300 | -0.01% | 0.010 | +6.42% | +23.29% | 241,474.8 | Chemicals | |
CVX | Chevron Corp | 52,886 | 10,940.0 | -0.94% | 2.780 | -0.02% | 0.000 | -15.27% | +15.16% | 343,032.8 | Oil & Gas | |
MA | Mastercard Inc | 20,906 | 10,450.0 | 0% | 2.650 | 0% | 0.000 | -2.59% | -14.08% | 432,001.8 | Credit Services | |
TT | Trane Technologies PLC | 18,315 | 7,630.0 | -2.45% | 1.940 | -0.05% | 0.010 | +16.27% | +29.96% | 111,292.6 | Construction | |
CASY | Casey's General Stores Inc | 10,244 | 7,460.0 | -2.10% | 1.890 | -0.03% | 0.030 | +10.02% | +42.31% | 29,059.2 | Retail - Cyclical | |
DE | Deere & Co | 12,225 | 6,890.0 | -2.20% | 1.750 | -0.04% | 0.000 | +9.45% | +35.88% | 170,265.7 | Farm & Heavy Construction Machinery | |
TSCO | Tractor Supply Co | 150,150 | 6,800.0 | -3.17% | 1.730 | -0.07% | 0.030 | -32.55% | -37.74% | 16,126.8 | Retail - Cyclical | |
AMAT | Applied Materials Inc | 18,325 | 6,260.0 | -2.14% | 1.590 | -0.03% | 0.000 | +81.09% | +160.58% | 530,364.9 | Semiconductors |
Fruth Investment Management's Historical Top Holdings Breakdowns
Fruth Investment Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CMA Unlock Delisted | Comerica Inc | 2026-03-31 | Sold Out Sold Out | -0.27% | 88.65 ($92.26) 98.59 | $88.67 | -3.89% | Sold Out | 0 | -11,290 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -0.25% | 356.77 ($418.44) 483.47 | $352.83 | -15.68% | Reduce -11.17% | 14,792 | -1,860 | |
FITB | Fifth Third Bancorp | 2026-03-31 | Add Add | +0.25% | 43.4 ($49.28) 55.08 | $56.41 | 14.47% | Add 335.15% | 27,210 | 20,957 | |
SVIV | Spring Valley Acquisition Corp IV | 2026-03-31 | New Buy New Buy | +0.18% | 9.87 ($9.89) 10.02 | $10.18 | 2.93% | New holding | 3,499 | 3,499 | |
| AZN Unlock Delisted | AstraZeneca PLC | 2026-03-31 | Sold Out Sold Out | -0.18% | 89.94 ($93.4) 96.34 | $191.78 | 105.33% | Sold Out | 0 | -6,998 | |
SLB | SLB Ltd | 2026-03-31 | Add Add | +0.17% | 40.2 ($48.54) 53.5 | $47.42 | -2.31% | Add 32.88% | 51,310 | 12,695 | |
CAG | Conagra Brands Inc | 2026-03-31 | Add Add | +0.16% | 15.16 ($17.65) 20.02 | $13.78 | -21.93% | Add 81.46% | 87,100 | 39,100 | |
GWW | W.W. Grainger Inc | 2026-03-31 | Reduce Reduce | -0.14% | 1003.81 ($1092.49) 1202.47 | $1,374.78 | 25.84% | Reduce -2.92% | 16,569 | -498 | |
MOS | The Mosaic Co | 2026-03-31 | Add Add | +0.13% | 23.59 ($27.42) 31.36 | $21.73 | -20.75% | Add 109.08% | 37,530 | 19,580 | |
APD | Air Products and Chemicals Inc | 2026-03-31 | Reduce Reduce | -0.08% | 250.47 ($275.72) 293.17 | $279.93 | 1.53% | Reduce -6.04% | 18,468 | -1,187 |
Fruth Investment Management Total Holding History ($B)
Fruth Investment Management's Asset Allocation
Fruth Investment Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Fruth Investment Management's Hypothetical Growth since 2026-03-31
Fruth Investment Management's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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Fruth Investment Management's Holdings Heat Map
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Fruth Investment Management's Holdings Bubble Chart
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