StockDriftsStockDriftsTop 50 Fruth Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GWW | GRAINGER WW INC | 5.27% | 16.3K | $22.1M | -1.74%(-289) | $83.76(+1472.54%) | 2026-06-30 | |
| LIN | LINDE PLC COM | 3.16% | 25.6K | $13.3M | -2.21%(-580) | $156.34(+206.30%) | 2026-06-30 | |
| AMAT | APPLIED MATERIALS INC | 3.09% | 18.0K | $13.0M | -1.91%(-350) | $12.11(+4292.65%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.6% | 80.1K | $11.0M | -0.36%(-290) | $61.54(+161.36%) | 2026-06-30 | |
| MA | MASTERCARD INC | 2.55% | 20.9K | $10.7M | +0.00%(+0) | $25.61(+2113.81%) | 2026-06-30 | |
| TT | TRANE TECHNOLOGIES PLC | 2.09% | 17.9K | $8.8M | -2.21%(-405) | $155.36(+207.58%) | 2026-06-30 | |
| CVX | CHEVRONTEXACO CORP | 2.06% | 52.4K | $8.7M | -0.99%(-525) | $101.44(+98.49%) | 2026-06-30 | |
| CASY | CASEYS GENERAL STORES INC | 1.92% | 10.1K | $8.1M | -1.04%(-107) | $96.49(+777.24%) | 2026-06-30 | |
| DE | DEERE & CO | 1.83% | 12.1K | $7.7M | -0.65%(-80) | $125.49(+383.58%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.82% | 7.2K | $7.7M | -0.58%(-42) | $58.14(+1395.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.12% | +8.68% | +51.61% |
| Top 20 Holdings Unweighted | +11.80% | +39.75% | +8.87% | +52.94% |
Fruth Investment Management reports $420.62M in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are GWW (5.3%), LIN (3.2%) and AMAT (3.1%). The top 20 holdings account for 41.09% of reported assets. Its disclosed equity book has returned +35.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fruth Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1416856). View Fruth Investment Management’s 13F filings on SEC