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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 12 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BLMN BLOOMIN BRANDS INC Consumer Cyclical 12,000.0 $109.0 0.03% NEW $0.01 +119112.8%
222 PTEN PATTERSON UTIL ENRGY Energy 10,100.0 $92.0 0.02% NEW $0.01 +132424.1%
223 KOS KOSMOS ENERGY LTD Energy 30,000.0 $63.0 0.01% NEW $0.00 +126566.7%
224 ACCO ACCO BRANDS CORP COM Industrials 13,500.0 $56.0 0.01% NEW $0.00 +103922.3%
225 XEROX CORP 15,742.0 $49.0 0.01% NEW $0.00
Page 12 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%