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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 9 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KR KROGER CO Consumer Defensive 7,500.0 $416.0 0.10% NEW $0.06 +102366.9%
162 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 4,500.0 $414.0 0.10% NEW $0.09 +99569.7%
163 RF REGIONS FINANCIAL CP NEW Financial Services 13,600.0 $410.0 0.10% NEW $0.03 +104819.0%
164 CFR CULLEN FROST BANKERS Financial Services 2,600.0 $401.0 0.10% NEW $0.15 +108623.4%
165 TPL TEX PAC LAND SUB CTF Energy 900.0 $393.0 0.09% NEW $0.44 +82647.3%
166 ASA ASA GOLD & PRECS MTLS Financial Services 7,500.0 $390.0 0.09% NEW $0.05 +111919.2%
167 BKR BAKER HUGHES CO. Energy 7,000.0 $388.0 0.09% NEW $0.06 +115895.1%
168 SWK STANLEY BLACK & DECKER INC. Industrials 4,075.0 $383.0 0.09% NEW $0.09 +105020.1%
169 BHF BRIGHTHOUSE FINL INC COM Financial Services 6,025.0 $381.0 0.09% NEW $0.06 +85451.8%
170 EMN EASTMAN CHEMICAL Basic Materials 5,650.0 $378.0 0.09% NEW $0.07 +109081.0%
171 KEY KEYCORP Financial Services 16,116.0 $371.0 0.09% NEW $0.02 +98963.4%
172 ZION ZIONS BANCORPORATION COM Financial Services 5,250.0 $363.0 0.09% NEW $0.07 +102788.4%
173 TRN MATERION CORPORATION Industrials 1,200.0 $356.0 0.09% NEW $0.30 +9909.6%
174 EXPD EXPEDITORS INTL WASH Industrials 2,150.0 $350.0 0.08% NEW $0.16 +114928.1%
175 D DOMINION RESOURCES INC. Utilities 5,124.0 $349.0 0.08% NEW $0.07 +101300.9%
176 EBAY EBAY INC Consumer Cyclical 3,081.0 $344.0 0.08% NEW $0.11 +92661.4%
177 CIEN CIENA CORP NEW Technology 700.0 $343.0 0.08% NEW $0.49 +80993.9%
178 PAAS PAN AMERICAN SILVER Basic Materials 7,500.0 $335.0 0.08% NEW $0.04 +104329.1%
179 RGCO RGC RESOURCES INC Utilities 13,800.0 $329.0 0.08% NEW $0.02 +89977.9%
180 PNC PNC BANK CORP Financial Services 1,320.0 $325.0 0.08% NEW $0.25 +103164.6%
Page 9 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%