Fruth Investment Management
Top Portfolio Positions
215 positions ·
$369,941,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GWW |
W.W. Grainger, Inc.
Industrials
|
16,569 | $18,073,632 | 4.89% |
| XOM |
Exxon Mobil Corp
Energy
|
80,430 | $13,645,753 | 3.69% |
| CVX |
Chevron Corp
Energy
|
52,886 | $10,942,113 | 2.96% |
| MA |
Mastercard Inc
Financial Services
|
20,906 | $10,445,891 | 2.82% |
| TT |
Trane Technologies plc
Industrials
|
18,315 | $7,632,593 | 2.06% |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
10,244 | $7,456,197 | 2.02% |
| DE |
Deere & Co
Industrials
|
12,225 | $6,886,342 | 1.86% |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
150,150 | $6,801,795 | 1.84% |
| AMAT |
Applied Materials Inc /De
Technology
|
18,325 | $6,263,301 | 1.69% |
| HSY |
Hershey Co
Consumer Defensive
|
30,084 | $6,254,162 | 1.69% |
Holdings in CLF
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $514,816 | 60,925 | Shares | Sole | 2026-04-21 | |
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