Fruth Investment Management
SEC Form 13F institutional filer · CIK 0001416856
13F-HR · 129 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
32.2%
Fruth Investment Management — $315K AUM allocation strategy
Fruth Investment Management files SEC Form 13F and reports $315K of long US equity value across 129 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 15.9%, followed by Energy 7.8% and Information Technology 7.5%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Fruth Investment Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$315K
total across 129 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FITB +21K sh · +$972+$MOS +19.6K sh · +$525+$SLB +12.7K sh · +$1.15K
Biggest trims (shares)
−$TSCO −4.92K sh · −$953−$SCHW −3.07K sh · −$170−$MSFT −1.86K sh · −$2.58K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas7.8%—
- Industrial Machinery & Supplies & Components7.4%—
- Industrial Gases5.8%—
- Transaction & Payment Processing Services3.3%—
- Building Products2.4%—
- Food Retail2.4%—
- Agricultural & Farm Machinery2.2%—
- Human Resource & Employment Services2.2%—
- Other holdings66.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GWW | W.W. Grainger Inc | 16.6K | $18.1K | -498 | 5.7% |
| $XOM | ExxonMobil Holdings Corporation | 80.4K | $13.6K | -227 | 4.3% |
| $LIN | Linde plc | 26.2K | $13K | -110 | 4.1% |
| $CVX | Chevron Corporation | 52.9K | $10.9K | -504 | 3.5% |
| $MA | Mastercard Incorporated | 20.9K | $10.4K | +0 | 3.3% |
| $TT | Trane Technologies plc | 18.3K | $7.63K | -460 | 2.4% |
| $CASY | Casey's General Stores Inc | 10.2K | $7.46K | -220 | 2.4% |
| $DE | Deere & Company | 12.2K | $6.89K | -275 | 2.2% |
| $ADP | Automatic Data Processing Inc | 53.5K | $6.82K | -855 | 2.2% |
| $TSCO | Tractor Supply Company | 150K | $6.8K | -4.92K | 2.2% |
…and 119 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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