Fruth Investment Management 13F 持仓 · 2026年Q2
Fruth Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 224 只证券，申报市值合计 4.21 亿美元。前几大持仓：GWW（5.27%）、LIN（3.16%）、AMAT（3.09%）。本季前 25 大持仓中：减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GWW | GRAINGER WW INC | $22.1M | 5.27% | 16,280 | 减持 |
| 2 | LIN | LINDE PLC COM | $13.3M | 3.16% | 25,612 | 减持 |
| 3 | AMAT | APPLIED MATERIALS INC | $13.0M | 3.09% | 17,975 | 减持 |
| 4 | XOM | EXXON MOBIL CORP | $11.0M | 2.60% | 80,140 | 减持 |
| 5 | MA | MASTERCARD INC | $10.7M | 2.55% | 20,906 | 持平 |
| 6 | TT | TRANE TECHNOLOGIES PLC | $8.8M | 2.09% | 17,910 | 减持 |
| 7 | CVX | CHEVRONTEXACO CORP | $8.7M | 2.06% | 52,361 | 减持 |
| 8 | CASY | CASEYS GENERAL STORES INC | $8.1M | 1.92% | 10,137 | 减持 |
| 9 | DE | DEERE & CO | $7.7M | 1.83% | 12,145 | 减持 |
| 10 | CAT | CATERPILLAR INC | $7.7M | 1.82% | 7,188 | 减持 |
| 11 | SBUX | STARBUCKS CORP | $6.9M | 1.63% | 67,061 | 减持 |
| 12 | AAPL | APPLE, INC | $6.8M | 1.61% | 23,416 | 减持 |
| 13 | VIK | VIKING HOLDINGS INC. | $6.7M | 1.60% | 64,284 | 减持 |
| 14 | AIT | APPLIED INDL. TECH. | $6.7M | 1.59% | 19,809 | 减持 |
| 15 | ETN | EATON CORPORATION | $6.5M | 1.55% | 15,292 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $6.1M | 1.44% | 23,912 | 减持 |
| 17 | GRC | GORMAN-RUPP CO COM | $5.7M | 1.35% | 61,856 | 减持 |
| 18 | PH | PARKER-HANNIFIN CORP | $5.7M | 1.35% | 5,820 | 减持 |
| 19 | ADP | AUTO DATA PROCESSING | $5.5M | 1.31% | 24,561 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $5.3M | 1.27% | 14,342 | 减持 |
| 21 | APD | AIR PRODUCTS & CHEMICALS | $5.3M | 1.26% | 18,018 | 减持 |
| 22 | HSY | HERSHEY FOODS CORP | $5.2M | 1.24% | 29,614 | 减持 |
| 23 | A | AGILENT TECHNOLOGIES | $5.2M | 1.23% | 38,817 | 减持 |
| 24 | EMR | EMERSON ELECTRIC | $4.9M | 1.17% | 34,419 | 减持 |
| 25 | MPC | MARATHON PETE CORP COM | $4.9M | 1.16% | 19,138 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR