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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIS FIDELITY NATL INFO SVCS Technology 14,526.0 $564.0 0.13% NEW $0.04 +107261.0%
142 CARR CARRIER GLOBAL CORP. Industrials 7,231.0 $530.0 0.13% NEW $0.07 +83206.6%
143 AWR AMERICAN STATES WATER CO Utilities 6,400.0 $528.0 0.13% NEW $0.08 +108251.5%
144 GAP GAP INC Consumer Cyclical 28,275.0 $528.0 0.13% NEW $0.02 +107939.4%
145 RIG TRANSOCEAN SEDCO FOREX Energy 102,276.0 $500.0 0.12% NEW $0.00 +119460.7%
146 IBM INTL BUSINESS MACHINES Technology 1,750.0 $492.0 0.12% NEW $0.28 +82978.8%
147 VVV VALVOLINE INC. Energy 12,380.0 $489.0 0.12% NEW $0.04 +85294.2%
148 OXY OCCIDENTAL PETE CORP Energy 10,003.0 $485.0 0.12% NEW $0.05 +122380.0%
149 AEP AMER ELECTRIC PWR CO INC Utilities 3,540.0 $484.0 0.12% NEW $0.14 +92798.7%
150 DINO HF SINCLAIR CORP. Energy 6,950.0 $484.0 0.12% NEW $0.07 +136552.2%
151 FLR FLUOR CORPORATION Industrials 9,150.0 $479.0 0.11% NEW $0.05 +102211.9%
152 MWA MUELLER WATER PRODUCTS Industrials 17,750.0 $458.0 0.11% NEW $0.03 +96498.0%
153 OVV OVINTIV INC. Energy 8,594.0 $452.0 0.11% NEW $0.05 +123657.4%
154 OGN ORGANON & CO. Healthcare 33,300.0 $450.0 0.11% NEW $0.01 +101169.0%
155 WFC WELLS FARGO & CO NEW Financial Services 5,418.0 $447.0 0.11% NEW $0.08 +105781.3%
156 HBAN HUNTINGTON BANCSHARES INC Financial Services 24,538.0 $435.0 0.10% NEW $0.02 +99724.0%
157 BP BP PLC Energy 11,530.0 $426.0 0.10% NEW $0.04 +117378.8%
158 CE CELANESE CORP. Basic Materials 9,115.0 $419.0 0.10% NEW $0.05 +96771.3%
159 HP HELMERICH & PAYNE INC Energy 12,800.0 $419.0 0.10% NEW $0.03 +135888.5%
160 GT GOODYEAR TIRE & RUBBER Consumer Cyclical 63,241.0 $417.0 0.10% NEW $0.01 +91349.2%
Page 8 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%