Fruth Investment Management 13F Holdings · Q2 2026
Fruth Investment Management reported 224 securities worth $420.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GWW (5.27%), LIN (3.16%), AMAT (3.09%). Among its top 25 positions this quarter: 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GWW | GRAINGER WW INC | $22.1M | 5.27% | 16,280 | Trimmed |
| 2 | LIN | LINDE PLC COM | $13.3M | 3.16% | 25,612 | Trimmed |
| 3 | AMAT | APPLIED MATERIALS INC | $13.0M | 3.09% | 17,975 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $11.0M | 2.60% | 80,140 | Trimmed |
| 5 | MA | MASTERCARD INC | $10.7M | 2.55% | 20,906 | Hold |
| 6 | TT | TRANE TECHNOLOGIES PLC | $8.8M | 2.09% | 17,910 | Trimmed |
| 7 | CVX | CHEVRONTEXACO CORP | $8.7M | 2.06% | 52,361 | Trimmed |
| 8 | CASY | CASEYS GENERAL STORES INC | $8.1M | 1.92% | 10,137 | Trimmed |
| 9 | DE | DEERE & CO | $7.7M | 1.83% | 12,145 | Trimmed |
| 10 | CAT | CATERPILLAR INC | $7.7M | 1.82% | 7,188 | Trimmed |
| 11 | SBUX | STARBUCKS CORP | $6.9M | 1.63% | 67,061 | Trimmed |
| 12 | AAPL | APPLE, INC | $6.8M | 1.61% | 23,416 | Trimmed |
| 13 | VIK | VIKING HOLDINGS INC. | $6.7M | 1.60% | 64,284 | Trimmed |
| 14 | AIT | APPLIED INDL. TECH. | $6.7M | 1.59% | 19,809 | Trimmed |
| 15 | ETN | EATON CORPORATION | $6.5M | 1.55% | 15,292 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $6.1M | 1.44% | 23,912 | Trimmed |
| 17 | GRC | GORMAN-RUPP CO COM | $5.7M | 1.35% | 61,856 | Trimmed |
| 18 | PH | PARKER-HANNIFIN CORP | $5.7M | 1.35% | 5,820 | Trimmed |
| 19 | ADP | AUTO DATA PROCESSING | $5.5M | 1.31% | 24,561 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $5.3M | 1.27% | 14,342 | Trimmed |
| 21 | APD | AIR PRODUCTS & CHEMICALS | $5.3M | 1.26% | 18,018 | Trimmed |
| 22 | HSY | HERSHEY FOODS CORP | $5.2M | 1.24% | 29,614 | Trimmed |
| 23 | A | AGILENT TECHNOLOGIES | $5.2M | 1.23% | 38,817 | Trimmed |
| 24 | EMR | EMERSON ELECTRIC | $4.9M | 1.17% | 34,419 | Trimmed |
| 25 | MPC | MARATHON PETE CORP COM | $4.9M | 1.16% | 19,138 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR