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Portfolio (Quarterly) Guide ↗

Fruth Investment Management

· CIK 0001416856
13F Portfolio $420,620 AUM 225 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 225 New
Page 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OTIS OTIS WORLDWIDE CORP. Industrials 3,200.0 $229.0 0.05% NEW $0.07 +99065.1%
202 ALCO ALICO INC. Consumer Defensive 5,500.0 $227.0 0.05% NEW $0.04 +95253.5%
203 NRT NO EUROPEAN OIL TR Energy 31,034.0 $226.0 0.05% NEW $0.01 +120740.4%
204 NE NOBLE CORP Energy 6,000.0 $223.0 0.05% NEW $0.04 +122065.9%
205 CME CME GROUP INC COM Financial Services 1,000.0 $220.0 0.05% NEW $0.22 +124363.6%
206 CC CHEMOURS COMPANY Basic Materials 10,755.0 $220.0 0.05% NEW $0.02 +74647.3%
207 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,795.0 $220.0 0.05% NEW $0.04 +106132.9%
208 CVE CENOVUS ENERGY INC Energy 8,850.0 $219.0 0.05% NEW $0.02 +130184.9%
209 ITW ILLINOIS TOOL WORKS Industrials 800.0 $216.0 0.05% NEW $0.27 +105618.5%
210 WWD WOODWARD INC Industrials 500.0 $212.0 0.05% NEW $0.42 +85874.3%
211 ASH ASHLAND INC Basic Materials 3,200.0 $210.0 0.05% NEW $0.07 +110879.0%
212 TECHNIP FMC LTD. 3,120.0 $206.0 0.05% NEW $0.07
213 APA APACHE CORP Energy 6,300.0 $205.0 0.05% NEW $0.03 +128339.2%
214 SUN SUNOCO LP Energy 3,000.0 $202.0 0.05% NEW $0.07 +113840.6%
215 NAD NUVEEN QUALITY MUNICIPAL Financial Services 15,493.0 $187.0 0.04% NEW $0.01 +96793.4%
216 MATIV HLDGS. INC. 24,624.0 $186.0 0.04% NEW $0.01
217 ORN ORION MARINE GROUP Industrials 10,500.0 $176.0 0.04% NEW $0.02 +56665.6%
218 DNP DNP SELECT INCOME FUND Financial Services 14,655.0 $158.0 0.04% NEW $0.01 +101742.1%
219 CAL CALERES INC. Consumer Cyclical 12,600.0 $155.0 0.04% NEW $0.01 +107203.2%
220 XPL SOLITARIO EXPLORATION Basic Materials 150,000.0 $112.0 0.03% NEW $0.00 +107002.8%
Page 11 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.4%
Energy 13.8%
Technology 12.9%
Consumer Cyclical 11.0%
Basic Materials 8.8%
Financial Services 7.9%
Consumer Defensive 7.2%
Healthcare 5.6%
Utilities 1.8%
Communication Services 0.7%