Fruth Investment Management
Sector Allocation
- Energy16.8%$68.5M
- Consumer Discretionary16.7%$68.4M
- Industrials15.1%$61.7M
- Technology14.2%$58.1M
- Materials13.1%$53.8M
- Financials7.8%$32.1M
- Healthcare7.8%$32.0M
- Consumer Staples6.7%$27.6M
- Communication Services0.9%$3.5M
- Utilities0.5%$2.1M
AUM History
13fpro.ai/research/fund/fruth-investment-management-1416856
Conviction and streaks
Stable · top 10 = 26.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GWW
$20.1MXOM.R34088
$12.9MLIN
$12.1MMA
$11.0MCVX
$10.6MAMAT
$9.1MAAPL
$8.3MTT
$8.0MDE
$7.9MMPC
$7.5MMSFT
$7.2MA
$6.6MAIT
$6.5METN
$6.4MADP
$6.3MSBUX
$6.3MJNJ
$6.3MCASY
$6.2MVLO
$5.9MPH
$5.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fruth-investment-management-1416856
Fruth Investment Management 13F holdings — Q3 2026
$409.3M portfolio (-2.7% QoQ) · 224 holdings · Q3 2026 13F · top 10 are 26% of the stock portfolio
$20.1M
4.9% of stocks
-0.7%This quarter+2.5%Since filed6+ qtrsHeld$12.9M
3.2% of stocks
-0.9%This quarter—Since filed6+ qtrsHeld$12.1M
3.0% of stocks
-0.3%This quarter+3.1%Since filed6+ qtrsHeld$11.0M
2.7% of stocks
-5%This quarter+1.4%Since filed6+ qtrsHeld$10.6M
2.6% of stocks
-0.4%This quarter+6.6%Since filed6+ qtrsHeld$9.1M
2.2% of stocks
-1%This quarter-16.5%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$8.3M
2.0% of stocks
+6%This quarter+0.8%Since filed6+ qtrsHeld$8.0M
1.9% of stocks
-1%This quarter-4.8%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$7.9M
1.9% of stocks
-3%This quarter-1.4%Since filed6+ qtrsHeld$7.5M
1.8% of stocks
-0.5%This quarter-1.3%Since filed6+ qtrsHeld
All holdings — Fruth Investment Management (Q3 2026)
224 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $7.2M | 1.8% | 14K | -2% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AGILENT TECHNOLOGIES, INC. | Healthcare | $6.6M | 1.6% | 39K | -0.6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $6.5M | 1.6% | 20K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Eaton Corp plc | Industrials | $6.4M | 1.6% | 15K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AUTOMATIC DATA PROCESSING INC | Technology | $6.3M | 1.5% | 24K | -0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | STARBUCKS CORP | Consumer Discretionary | $6.3M | 1.5% | 67K | -0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $6.3M | 1.5% | 24K | -0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CASEYS GENERAL STORES INC | Consumer Discretionary | $6.2M | 1.5% | 10K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VALERO ENERGY CORP/TX | Energy | $5.9M | 1.4% | 15K | -0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Parker-Hannifin Corp | Industrials | $5.5M | 1.4% | 5,775 | -0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EMERSON ELECTRIC CO | Industrials | $5.3M | 1.3% | 34K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Viking Holdings Ltd | Industrials | $5.0M | 1.2% | 64K | -0.2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Air Products & Chemicals, Inc. | Materials | $5.0M | 1.2% | 18K | -0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $4.6M | 1.1% | 149K | +0.2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HERSHEY CO | Consumer Staples | $4.6M | 1.1% | 29K | -0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GRC | GORMAN RUPP CO | Industrials | $4.6M | 1.1% | 62K | -0.1% | |||
| 27 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.6M | 1.1% | 5,025 | — | |||
| 28 | $ADI | ANALOG DEVICES INC | Technology | $4.5M | 1.1% | 11K | — | |||
| 29 | $UNP | UNION PACIFIC CORP | Industrials | $4.2M | 1.0% | 15K | -0.8% | |||
| 30 | $NEM | NEWMONT Corp /DE/ | Materials | $3.8M | 0.9% | 33K | +4% | |||
| 31 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $3.6M | 0.9% | 7,206 | -0.1% | |||
| 32 | $COP | CONOCOPHILLIPS | Energy | $3.4M | 0.8% | 27K | -0.4% | |||
| 33 | $PEP | PEPSICO INC | Consumer Staples | $3.4M | 0.8% | 27K | -0.4% | |||
| 34 | $CTAS | CINTAS CORP | Consumer Discretionary | $3.4M | 0.8% | 17K | — | |||
| 35 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.3M | 0.8% | 12K | -2% | |||
| 36 | $KEYS | Keysight Technologies, Inc. | Technology | $3.3M | 0.8% | 8,952 | -5% | |||
| 37 | $AXP | AMERICAN EXPRESS CO | Financials | $3.2M | 0.8% | 11K | -0.0% | |||
| 38 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $3.0M | 0.7% | 16K | — | |||
| 39 | $SYY | SYSCO CORP | Consumer Discretionary | $2.9M | 0.7% | 37K | — | |||
| 40 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.9M | 0.7% | 29K | -0.4% | |||
| 41 | $PSX | Phillips 66 | Energy | $2.8M | 0.7% | 11K | -0.2% | |||
| 42 | $AVT | AVNET INC | Technology | $2.8M | 0.7% | 28K | -0.1% | |||
| 43 | $BG | Bunge Global SA | Consumer Staples | $2.8M | 0.7% | 26K | -0.2% | |||
| 44 | $GLW | CORNING INC /NY | Materials | $2.7M | 0.7% | 17K | -4% | |||
| 45 | $MRK | Merck & Co., Inc. | Healthcare | $2.6M | 0.6% | 18K | -0.3% | |||
| 46 | $TKR | TIMKEN CO | Industrials | $2.6M | 0.6% | 22K | -0.0% | |||
| 47 | $SLB | SLB LIMITED/NV | Energy | $2.5M | 0.6% | 51K | -0.7% | |||
| 48 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.4M | 0.6% | 8,610 | -0.5% | |||
| 49 | $KO | COCA COLA CO | Consumer Staples | $2.4M | 0.6% | 28K | — | |||
| 50 | $STE | STERIS plc | Healthcare | $2.3M | 0.6% | 11K | -2% | |||
| 51 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $2.3M | 0.6% | 7,472 | -0.6% | |||
| 52 | $DIS | Walt Disney Co | Communication Services | $2.3M | 0.6% | 22K | — | |||
| 53 | $ATI | ATI INC | Materials | $2.3M | 0.6% | 12K | — | |||
| 54 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $2.2M | 0.5% | 17K | -0.8% | |||
| 55 | $MUR | MURPHY OIL CORP | Energy | $2.2M | 0.5% | 59K | — | |||
| 56 | $MSA | MSA Safety Inc | Healthcare | $2.1M | 0.5% | 12K | -0.8% | |||
| 57 | $CB | Chubb Ltd | Financials | $2.1M | 0.5% | 6,346 | -0.3% | |||
| 58 | $KMB | KIMBERLY CLARK CORP | Materials | $1.9M | 0.5% | 19K | +3% | |||
| 59 | $CTVA | Corteva, Inc. | Consumer Staples | $1.9M | 0.5% | 24K | — | |||
| 60 | $STLD | STEEL DYNAMICS INC | Materials | $1.9M | 0.5% | 8,400 | — | |||
| 61 | $SON | SONOCO PRODUCTS CO | Materials | $1.8M | 0.5% | 38K | +1.0% | |||
| 62 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.7M | 0.4% | 37K | — | |||
| 63 | $OKE | ONEOK INC /NEW/ | Energy | $1.7M | 0.4% | 20K | — | |||
| 64 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.6M | 0.4% | 8,950 | — | |||
| 65 | $BNY | Bank of New York Mellon Corp | Financials | $1.6M | 0.4% | 11K | -0.2% | |||
| 66 | $SW | Smurfit Westrock plc | Materials | $1.6M | 0.4% | 36K | -1.0% | |||
| 67 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $1.6M | 0.4% | 19K | — | |||
| 68 | $AU | AngloGold Ashanti PLC | Materials | $1.6M | 0.4% | 17K | — | |||
| 69 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $1.6M | 0.4% | 16K | — | |||
| 70 | $MET | METLIFE INC | Financials | $1.6M | 0.4% | 16K | — | |||
| 71 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $1.5M | 0.4% | 115K | +5% | |||
| 72 | $DNOW | DNOW Inc. | Energy | $1.5M | 0.4% | 100K | -0.0% | |||
| 73 | $PAG | PENSKE AUTOMOTIVE GROUP, INC. | Consumer Discretionary | $1.5M | 0.4% | 7,500 | — | |||
| 74 | $MIDD | MIDDLEBY Corp | Industrials | $1.4M | 0.3% | 14K | — | |||
| 75 | $DOV | DOVER Corp | Industrials | $1.4M | 0.3% | 7,725 | — | |||
| 76 | $FNV | FRANCO NEVADA Corp | Materials | $1.4M | 0.3% | 6,024 | -1% | |||
| 77 | $ATO | ATMOS ENERGY CORP | Energy | $1.4M | 0.3% | 9,131 | — | |||
| 78 | $NTRS | NORTHERN TRUST CORP | Financials | $1.4M | 0.3% | 8,420 | — | |||
| 79 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.4M | 0.3% | 14K | — | |||
| 80 | $AEM | AGNICO EAGLE MINES LTD | Materials | $1.4M | 0.3% | 7,575 | +1% | |||
| 81 | $FITB | FIFTH THIRD BANCORP | Financials | $1.4M | 0.3% | 27K | -1% | |||
| 82 | $DOW | DOW INC. | Materials | $1.4M | 0.3% | 49K | +0.5% | |||
| 83 | $CSX | CSX CORP | Industrials | $1.3M | 0.3% | 29K | — | |||
| 84 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.3M | 0.3% | 6,336 | +31% | |||
| 85 | $RTX | RTX Corp | Industrials | $1.3M | 0.3% | 7,117 | — | |||
| 86 | $IR | Ingersoll Rand Inc. | Industrials | $1.3M | 0.3% | 18K | -0.3% | |||
| 87 | $MATX | Matson, Inc. | Industrials | $1.3M | 0.3% | 5,950 | -2% | |||
| 88 | $AGI | ALAMOS GOLD INC | Materials | $1.3M | 0.3% | 40K | — | |||
| 89 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $1.2M | 0.3% | 14K | — | |||
| 90 | $Q | Qnity Electronics, Inc. | Technology | $1.2M | 0.3% | 9,681 | -0.5% | |||
| 91 | $SYK | STRYKER CORP | Healthcare | $1.2M | 0.3% | 4,405 | -1% | |||
| 92 | $AIN | ALBANY INTERNATIONAL CORP /DE/ | Consumer Discretionary | $1.2M | 0.3% | 20K | — | |||
| 93 | $ENB | ENBRIDGE INC | Energy | $1.2M | 0.3% | 25K | — | |||
| 94 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.2M | 0.3% | 26K | — | |||
| 95 | $NGVT | Ingevity Corp | Healthcare | $1.2M | 0.3% | 17K | — | |||
| 96 | $MKL | MARKEL GROUP INC. | Financials | $1.2M | 0.3% | 681 | — | |||
| 97 | $KGC | KINROSS GOLD CORP | Materials | $1.2M | 0.3% | 48K | +9% | |||
| 98 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $1.1M | 0.3% | 43K | — | |||
| 99 | $CMC | COMMERCIAL METALS Co | Materials | $1.1M | 0.3% | 17K | — | |||
| 100 | $NTR | Nutrien Ltd. | Materials | $1.1M | 0.3% | 15K | +0.8% | |||
| 101 | $OLN | OLIN Corp | Healthcare | $1.1M | 0.3% | 69K | -0.3% | |||
| 102 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.1M | 0.3% | 3,300 | — | |||
| 103 | $NTAP | NetApp, Inc. | Technology | $1.0M | 0.3% | 4,950 | -23% | |||
| 104 | $IMO | IMPERIAL OIL LTD | Energy | $1.0M | 0.3% | 8,400 | — | |||
| 105 | $ALLE | Allegion plc | Industrials | $1.0M | 0.3% | 6,631 | -1% | |||
| 106 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $1.0M | 0.3% | 11K | — | |||
| 107 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.0M | 0.3% | 6,550 | +34% | |||
| 108 | $KEX | KIRBY CORP | Industrials | $976K | 0.2% | 7,438 | -35% | |||
| 109 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $973K | 0.2% | 16K | — | |||
| 110 | $ASIX | AdvanSix Inc. | Materials | $970K | 0.2% | 61K | -0.3% | |||
| 111 | $MTUS | Metallus Inc. | Materials | $968K | 0.2% | 51K | — | |||
| 112 | $MMM | 3M CO | Healthcare | $966K | 0.2% | 5,890 | — | |||
| 113 | $ICE | Intercontinental Exchange, Inc. | Financials | $912K | 0.2% | 6,000 | — | |||
| 114 | $PLPC | PREFORMED LINE PRODUCTS CO | Energy | $895K | 0.2% | 2,200 | — | |||
| 115 | $PCAR | PACCAR INC | Industrials | $869K | 0.2% | 7,922 | — | |||
| 116 | $GIS | GENERAL MILLS INC | Consumer Staples | $866K | 0.2% | 27K | +3% | |||
| 117 | $SHEL | Shell plc | Energy | $834K | 0.2% | 8,776 | — | |||
| 118 | $B | BARRICK MINING CORP | Materials | $819K | 0.2% | 20K | — | |||
| 119 | $MOS | MOSAIC CO | Materials | $806K | 0.2% | 37K | — | |||
| 120 | $PBT | PERMIAN BASIN ROYALTY TRUST | Financials | $799K | 0.2% | 25K | — | |||
| 121 | $WPM | Wheaton Precious Metals Corp. | Materials | $755K | 0.2% | 5,650 | +2% | |||
| 122 | $KMI | KINDER MORGAN, INC. | Energy | $754K | 0.2% | 25K | — | |||
| 123 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $747K | 0.2% | 20K | -2% | |||
| 124 | $DINO | HF Sinclair Corp | Energy | $735K | 0.2% | 6,850 | -1% | |||
| 125 | $AMGN | AMGEN INC | Healthcare | $733K | 0.2% | 1,740 | — | |||
| 126 | $DD | DuPont de Nemours, Inc. | Materials | $733K | 0.2% | 5,644 | -2% | |||
| 127 | $SR | SPIRE INC | Energy | $709K | 0.2% | 9,325 | — | |||
| 128 | $VTRS | Viatris Inc | Healthcare | $701K | 0.2% | 40K | — | |||
| 129 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $680K | 0.2% | 15K | — | |||
| 130 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $667K | 0.2% | 5,310 | — | |||
| 131 | $CLF | CLEVELAND-CLIFFS INC. | Materials | $661K | 0.2% | 60K | -1% | |||
| 132 | $PFE | PFIZER INC | Healthcare | $660K | 0.2% | 23K | -2% | |||
| 133 | $GAP | GAP INC | Consumer Discretionary | $645K | 0.2% | 28K | — | |||
| 134 | $FANG | Diamondback Energy, Inc. | Energy | $636K | 0.2% | 3,461 | — | |||
| 135 | $M | Macy's, Inc. | Consumer Discretionary | $625K | 0.1% | 27K | — | |||
| 136 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $603K | 0.1% | 1,700 | — | |||
| 137 | $KN | Knowles Corp | Technology | $600K | 0.1% | 16K | -3% | |||
| 138 | $TDG | TransDigm Group INC | Industrials | $579K | 0.1% | 535 | — | |||
| 139 | $MFP | Midera Food Processing, Inc. | Industrials | $570K | 0.1% | 14K | New | |||
| 140 | $AZN | ASTRAZENECA PLC | Healthcare | $564K | 0.1% | 3,499 | — | |||
| 141 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $553K | 0.1% | 10K | — | |||
| 142 | $DUK | Duke Energy CORP | Utilities | $540K | 0.1% | 4,743 | +3% | |||
| 143 | $RIG | Transocean Ltd. | Energy | $533K | 0.1% | 102K | -0.5% | |||
| 144 | $AWR | AMERICAN STATES WATER CO | Utilities | $511K | 0.1% | 6,218 | -3% | |||
| 145 | $BP | BP PLC | Energy | $507K | 0.1% | 12K | — | |||
| 146 | $OVV | Ovintiv Inc. | Energy | $496K | 0.1% | 8,594 | — | |||
| 147 | $HP | Helmerich & Payne, Inc. | Energy | $475K | 0.1% | 13K | — | |||
| 148 | $FIS | Fidelity National Information Services, Inc. | Financials | $474K | 0.1% | 14K | -0.6% | |||
| 149 | $OGN | Organon & Co. | Healthcare | $445K | 0.1% | 33K | -2% | |||
| 150 | $FLR | FLUOR CORP | Industrials | $438K | 0.1% | 9,150 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 21 added to, 79 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$MFPMidera Food Processing, Inc.$570K
first bought this quarter
$CPBCAMPBELL'S Co$229K
first bought this quarter
$GILDGILEAD SCIENCES, INC.$227K
first bought this quarter
$FOXAFox Corp$209K
first bought this quarter
$JOEST JOE Co$207K
first bought this quarter
$VNOMViper Energy, Inc.$203K
first bought this quarter
Added to (21)
now $8.3M · held 6+ qtrs
$HONHONEYWELL INTERNATIONAL INC+31%
now $1.3M · held 6+ qtrs
$HONAHoneywell Aerospace Inc.+34%
now $1.0M · held 2 qtrs, 2 adds in a row
$NEMNEWMONT Corp /DE/+4%
now $3.8M · held 6+ qtrs
$KGCKINROSS GOLD CORP+9%
now $1.2M · held 6+ qtrs
$CAGCONAGRA BRANDS INC.+5%
now $1.5M · held 4 qtrs, 4 adds in a row
+15 more in the Excel export
Trimmed (79)
now $11.0M · held 6+ qtrs
$KEXKIRBY CORP-35%
now $976K · held 6+ qtrs, 3 trims in a row
$NTAPNetApp, Inc.-23%
now $1.0M · held 6+ qtrs, 2 trims in a row
now $7.9M · held 6+ qtrs
$KEYSKeysight Technologies, Inc.-5%
now $3.3M · held 6+ qtrs, 3 trims in a row
now $20.1M · held 6+ qtrs
+73 more in the Excel export
Holdings by quarter
Every 13F Fruth Investment Management has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Fruth Investment Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Fruth Investment Management's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Fruth Investment Management disclosed 224 positions worth $409.3M in its Form 13F-HR for Q3 2026, led by $GWW (W.W. GRAINGER, INC.) at 4.9% of the equity portfolio, followed by $XOM.R34088 and $LIN. During the quarter the fund opened 6 new positions and exited 7 — including a new stake in $MFP and a full exit from $CAT. The portfolio is most concentrated in Energy (16.8% of disclosed assets). All figures are sourced directly from Fruth Investment Management’s Form 13F-HR filing with the SEC under CIK 1416856.
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