StockDriftsStockDriftsTop 50 Fruth Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GWW | GRAINGER WW INC | 4.92% | 16.2K | $20.1M | -0.71%(-116) | $83.76(+1473.70%) | 2026-09-30 | |
| XOM | EXXON MOBIL CORP | 3.16% | 79.4K | $12.9M | -0.89%(-714) | $61.29(+190.87%) | 2026-09-30 | |
| LIN | LINDE PLC COM | 2.96% | 25.5K | $12.1M | -0.25%(-65) | $156.34(+222.02%) | 2026-09-30 | |
| MA | MASTERCARD INC | 2.68% | 19.9K | $11.0M | -4.90%(-1.02K) | $25.61(+2307.33%) | 2026-09-30 | |
| CVX | CHEVRONTEXACO CORP | 2.6% | 52.1K | $10.6M | -0.45%(-234) | $101.44(+121.19%) | 2026-09-30 | |
| AMAT | APPLIED MATERIALS INC | 2.22% | 17.8K | $9.1M | -1.25%(-225) | $13.03(+3070.27%) | 2026-09-30 | |
| AAPL | APPLE, INC | 2.03% | 24.9K | $8.3M | +6.49%(+1.52K) | $34.58(+891.72%) | 2026-09-30 | |
| TT | TRANE TECHNOLOGIES PLC | 1.95% | 17.7K | $8.0M | -1.26%(-225) | $133.21(+249.12%) | 2026-09-30 | |
| DE | DEERE & CO | 1.94% | 11.8K | $7.9M | -2.60%(-316) | $112.94(+455.17%) | 2026-09-30 | |
| MPC | MARATHON PETE CORP COM | 1.84% | 19.0K | $7.5M | -0.52%(-100) | $48.91(+868.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.90% | +8.35% | +49.36% |
| Top 20 Holdings Unweighted | +12.88% | +43.83% | +8.90% | +53.17% |
Fruth Investment Management reports $409.25M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are GWW (4.9%), XOM (3.2%) and LIN (3.0%). The top 20 holdings account for 41.74% of reported assets. Its disclosed equity book has returned +36.90% on a three-year cumulative basis. Figures reflect the Q3 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