Fruth Investment Management
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2024 measured against SPY adj-close benchmark.
Why follow Fruth Investment Management right now?
Fruth Investment Management's Q1 2026 13F-HR discloses $374K across 220 positions, a notably granular book for its size. The top ten holdings skew toward industrials and energy — Grainger (4.8%), Exxon (3.6%), Chevron (2.9%), and Trane Technologies (2.0%) collectively anchor the portfolio — alongside consumer staples names including Hershey and Casey's General Stores. The largest share-count increases quarter-over-quarter were recorded in Fifth Third Bancorp (+335%), Mosaic (+109%), Conagra (+81%), and Huntington Bancshares (+49%), adding regional banking and agricultural-inputs exposure to an otherwise industrial-heavy book.
The portfolio returned +13.2% in Q1 2026 against SPY's +6.2%, generating +7.1% alpha, following three consecutive quarters of flat-to-negative relative performance. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Fruth Investment Management
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 11:09 UTC.