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Fruth Investment Management

Location
HOUSTON, TX
Portfolio Value
Small $386,891,876
Diversification
Diversified
Filing Date
Global Rank
#3,286 / 8,700 ▲ 913
Top Industry
Industrial Distribution 7.8%
Period ended 3 months ago
Filed Jul 10, 2026 · 2mo
26 quarters · since Mar 2020

Portfolio Concentration

210 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
5.7%
+0.9 pts
Top 5
17.0%
+0.6 pts
Top 10
27.0%
+1.6 pts
HHI
143
Sep 2023 → Jun 2026 · range 133 – 149
Diversified+11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Industrials 28.3% $109,651,150
Technology 14.0% $54,314,278
Energy 13.1% $50,628,732
Consumer Cyclical 13.0% $50,303,693
Basic Materials 8.2% $31,784,442
Consumer Defensive 7.8% $30,014,803
Financial Services 7.7% $29,675,092
Healthcare 5.4% $21,037,922
Utilities 1.7% $6,751,574
Communication Services 0.7% $2,730,190

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
10 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open
9,200 $0
30,714 $0

Portfolio Positions

Export CSV View 13F filing
210 tracked positions · $386,891,876 total · as of Jun 30, 2026
Showing 1–50 of 210 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.