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Asset Manager ← All Institutions

Fruth Investment Management

820 GESSNER, SUITE 1640, HOUSTON, TX 77024 • 713-464-2283

Q2 2025 · Filed 2025-07-11
Market Value
$332M
+1.9%
Holdings
207
-2
New Purchases
4
Added To
8
Closed
3
Reduced
86
Top 10 Concentration
28.6%
Turnover
3.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.98% 2.33% +0.65% $10M
TT 2.68% 2.12% +0.56% $9M
EMR 1.57% 1.32% +0.25% $5M
AMAT 1.09% 0.88% +0.21% $4M
CASY 1.66% 1.47% +0.19% $6M
DIS 0.86% 0.69% +0.16% $3M
PH 1.33% 1.18% +0.15% $4M
AXP 1.08% 0.93% +0.15% $4M
ATI 0.38% 0.23% +0.15% $1M
CAT 0.92% 0.80% +0.12% $3M
B 0.12% 0.00% +0.12% $391K
DE 1.99% 1.87% +0.12% $7M
ADI 0.85% 0.75% +0.11% $3M
GWW 5.55% 5.46% +0.10% $18M
MPC 1.02% 0.92% +0.10% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
X 0.00% 0.39% -0.39% $0
CVX 1.93% 2.31% -0.37% $6M
XOM 2.77% 3.12% -0.35% $9M
AAPL 2.05% 2.26% -0.21% $7M
SBUX 2.11% 2.32% -0.21% $7M
MUSA 0.90% 1.09% -0.19% $3M
TSCO 2.57% 2.75% -0.18% $9M
PEP 1.12% 1.30% -0.18% $4M
COP 0.76% 0.91% -0.15% $3M
DOW 0.42% 0.55% -0.14% $1M
APD 1.76% 1.89% -0.13% $6M
JNJ 1.15% 1.28% -0.13% $4M
MUR 0.42% 0.54% -0.12% $1M
OKE 0.50% 0.61% -0.12% $2M
BF-B 0.37% 0.48% -0.11% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Industrials 26.9%
Energy 16.6%
Consumer Cyclical 11.1%
Technology 10.6%
Basic Materials 10.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 23 $81M 24.4%
Large Cap 123 $211M 63.4%
Mid Cap 39 $31M 9.2%
Small Cap 18 $9M 2.8%
Micro Cap 4 $594K 0.2%

Portfolio Analytics

Avg Market Cap
$112.8B
Median Market Cap
$31.9B
Avg P/E
30.4
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
203
# ETFs / Funds
4

Top Holdings (207 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GWW 5.55% 17,745 $18M $1,040.24 $657K -277 -1.5%
2 MA 3.54% 20,926 $12M $561.93 $262K -50 -0.2%
3 MSFT 2.98% 19,925 $10M $497.37 $2M -360 -1.8%
4 XOM 2.77% 85,312 $9M $107.79 -$977K -226 -0.3%
5 TT 2.68% 20,335 $9M $437.37 $2M -185 -0.9%
6 TSCO 2.57% 161,750 $9M $52.77 -$427K -900 -0.6%
7 ADP 2.41% 25,962 $8M $308.37 $36K -124 -0.5%
8 SBUX 2.11% 76,533 $7M $91.62 -$550K -561 -0.7%
9 AAPL 2.05% 33,141 $7M $205.15 -$565K -15 -0.1%
10 DE 1.99% 12,980 $7M $508.47 $499K -20 -0.1%
11 CVX 1.93% 44,841 $6M $143.17 -$1M -125 -0.3%
12 APD 1.76% 20,717 $6M $282.04 -$322K -189 -0.9%
13 CASY 1.66% 10,805 $6M $510.23 $725K -227 -2.1%
14 HSY 1.59% 31,741 $5M $165.94 -$192K -183 -0.6%
15 EMR 1.57% 39,032 $5M $133.33 $906K -178 -0.5%
16 COST 1.50% 5,040 $5M $989.88 $207K -17 -0.3%
17 A 1.47% 41,277 $5M $118.01 $11K -274 -0.7%
18 AIT 1.46% 20,803 $5M $232.42 $64K -372 -1.8%
19 PH 1.33% 6,320 $4M $698.42 $573K
20 ABT 1.23% 30,079 $4M $136.01 $74K -207 -0.7%
21 CTAS 1.16% 17,249 $4M $222.85 $238K -300 -1.7%
22 JNJ 1.15% 25,020 $4M $152.72 -$356K -172 -0.7%
23 PEP 1.12% 28,254 $4M $132.02 -$512K -41 -0.1%
24 KEYS 1.12% 22,667 $4M $163.85 $315K -33 -0.1%
25 AMAT 1.09% 19,775 $4M $183.06 $743K -50 -0.2%
26 UNP 1.08% 15,616 $4M $230.02 -$97K
27 AXP 1.08% 11,210 $4M $318.91 $554K -20 -0.2%
28 DRI 1.06% 16,150 $4M $217.96 $165K
29 MPC 1.02% 20,338 $3M $166.09 $372K -300 -1.4%
30 HD 0.98% 8,906 $3M $366.61 -$11K -35 -0.4%
31 CAT 0.92% 7,878 $3M $388.17 $454K -20 -0.2%
32 SYY 0.91% 39,972 $3M $75.73 $19K -114 -0.3%
33 MUSA 0.90% 7,371 $3M $406.73 -$551K -185 -2.5%
34 MKC 0.87% 38,280 $3M $75.81 -$289K -495 -1.3%
35 DIS 0.86% 22,967 $3M $124.00 $582K
36 ADI 0.85% 11,900 $3M $237.98 $401K -155 -1.3%
37 TXN 0.83% 13,272 $3M $207.58 $299K -397 -2.9%
38 KMB 0.77% 19,934 $3M $128.88 -$290K -175 -0.9%
39 COP 0.76% 28,127 $3M $89.74 -$431K -12 -0.0%
40 GRC 0.73% 65,798 $2M $36.72 $81K -750 -1.1%
41 HON 0.71% 10,072 $2M $232.82 $213K
42 MIDD 0.69% 16,035 $2M $144.00 -$146K -125 -0.8%
43 KO 0.68% 31,989 $2M $70.74 -$28K
44 VLO 0.68% 16,750 $2M $134.39 $39K
45 CPK 0.66% 18,149 $2M $120.17 -$181K -250 -1.4%
46 NSC 0.65% 8,458 $2M $255.85 $149K -50 -0.6%
47 LOW 0.61% 9,200 $2M $221.85 -$138K -145 -1.6%
48 MSA 0.61% 12,055 $2M $167.48 $245K -45 -0.4%
49 SYK 0.60% 5,000 $2M $395.60 $117K
50 CTVA 0.58% 25,955 $2M $74.51 $282K -300 -1.1%
51 KEX 0.55% 16,167 $2M $113.38 $180K -200 -1.2%
52 NEM 0.54% 30,674 $2M $58.26 $293K -275 -0.9%
53 SON 0.51% 39,245 $2M $43.55 -$146K -25 -0.1%
54 TKR 0.50% 23,034 $2M $72.54 $16K
55 OKE 0.50% 20,152 $2M $81.63 -$354K
56 FELE 0.48% 17,800 $2M $89.72 -$74K
57 AVT 0.48% 30,035 $2M $53.07 $119K -645 -2.1%
58 ASIX 0.46% 64,903 $2M $23.74 $62K -407 -0.6%
59 MRK 0.46% 19,237 $2M $79.12 -$240K -400 -2.0%
60 IFF 0.45% 20,389 $1M $73.52 -$93K -132 -0.6%
61 ATO 0.44% 9,581 $1M $154.05 -$11K -45 -0.5%
62 OLN 0.44% 73,429 $1M $20.09 -$321K -666 -0.9%
63 MET 0.44% 18,125 $1M $80.39 -$4K -82 -0.5%
64 PSX 0.44% 12,173 $1M $119.28 -$88K -300 -2.4%
65 DOV 0.44% 7,925 $1M $183.22 $60K
66 AIN 0.42% 20,130 $1M $70.09 $13K -120 -0.6%
67 MUR 0.42% 61,821 $1M $22.48 -$372K -250 -0.4%
68 DOW 0.42% 52,156 $1M $26.48 -$424K +450 +0.9%
69 PAG 0.41% 8,000 $1M $171.75 $223K
70 MKL 0.41% 684 $1M $1,997.08 $88K
71 GIS 0.40% 25,880 $1M $51.78 -$207K
72 SCHW 0.40% 14,456 $1M $91.17 $187K
73 ATI 0.38% 14,550 $1M $86.32 $499K
74 CP 0.38% 15,742 $1M $79.21 $142K
75 BF-B 0.37% 45,993 $1M $26.90 -$326K -75 -0.2%
76 FIS 0.37% 15,098 $1M $81.40 $102K
77 ENB 0.36% 26,439 $1M $45.31 $27K
78 SLB 0.35% 34,714 $1M $33.79 -$289K -281 -0.8%
79 NTRS 0.34% 9,000 $1M $126.78 $254K
80 SHW 0.34% 3,300 $1M $343.33 -$19K
81 STLD 0.33% 8,600 $1M $127.91 $25K
82 ICE 0.33% 6,000 $1M $183.33 $65K
83 GLW 0.33% 20,700 $1M $52.56 $141K
84 RTX 0.32% 7,320 $1M $145.90 $99K
85 AGI 0.32% 40,000 $1M $26.55 -$7K
86 BK 0.31% 11,405 $1M $91.10 $75K -95 -0.8%
87 ALLE 0.31% 7,123 $1M $144.04 $92K -38 -0.5%
88 HES 0.30% 7,200 $997K $138.47 -$137K +100 +1.4%
89 FNV 0.29% 5,875 $963K $163.91 $10K -175 -2.9%
90 CSX 0.29% 29,200 $952K $32.60 $93K
91 MMM 0.28% 6,090 $927K $152.22 $33K
92 EL 0.28% 11,377 $919K $80.78 $169K
93 NTR 0.27% 15,278 $889K $58.19 $131K -2 -0.0%
94 AEM 0.27% 7,475 $889K $118.93 $133K +500 +7.2%
95 TDG 0.26% 560 $851K $1,519.64 $63K -10 -1.8%
96 CMC 0.26% 17,400 $851K $48.91 $51K
97 TMST 0.25% 53,750 $828K $15.40 $110K
98 KMI 0.24% 27,287 $802K $29.39 -$26K -1,750 -6.0%
99 AU 0.24% 17,600 $802K $45.57 $149K
100 ORI 0.24% 20,358 $782K $38.41 -$16K

New Positions

SymbolValue% Port
B $391K 0.12%
ORCL $235K 0.07%
PPG $212K 0.06%
CIEN $203K 0.06%

Sold Out Positions

SymbolValue% Port
HAL —%
GPN —%
X —%
View SEC EDGAR Filings for Fruth Investment Management →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms