Fruth Investment Management
HOUSTON TX · SEC CIK 0001416856
$4.01亿2026Q1 申报市值
229持仓数
25.2%前十大占比 · 第一大 4.5%
12 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FITB 加仓+$97.35万
SLB 加仓+$65.22万
CAG 加仓+$61.46万
MOS 加仓+$49.93万
NE 新建仓+$29.40万
2026Q1 卖出最多 按季末市值估算
COMERICA INC. 清仓-$98.10万
MSFT 减仓-$68.84万
GWW 减仓-$54.32万
APD 减仓-$34.48万
FOXA 清仓-$24.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MUSA | MURPHY USA INC. | $356.40万 | 0.89% | 7,216 | -130 | -1.8% | -$6.42万 | 减仓 |
| COP | CONOCOPHILLIPS | $364.20万 | 0.91% | 27,596 | -158 | -0.6% | -$2.09万 | 减仓 |
| ADI | ANALOG DEVICES INC | $364.90万 | 0.91% | 11,470 | -425 | -3.6% | -$13.52万 | 减仓 |
| VLO | VALERO ENERGY | $376.70万 | 0.94% | 15,250 | -800 | -5.0% | -$19.76万 | 减仓 |
| UNP | UNION PACIFIC CORP | $378.10万 | 0.94% | 15,586 | -20 | -0.1% | -$4,852 | 减仓 |
| GRC | GORMAN-RUPP CO COM | $387.40万 | 0.97% | 62,356 | -743 | -1.2% | -$4.62万 | 减仓 |
| PEP | PEPSICO INCORPORATED | $421.00万 | 1.05% | 27,116 | -220 | -0.8% | -$3.42万 | 减仓 |
| A | AGILENT TECHNOLOGIES | $446.10万 | 1.11% | 39,142 | -630 | -1.6% | -$7.18万 | 减仓 |
| EMR | EMERSON ELECTRIC | $464.20万 | 1.16% | 35,434 | -1,245 | -3.4% | -$16.31万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $474.60万 | 1.18% | 19,438 | -400 | -2.0% | -$9.77万 | 减仓 |
| VIK | VIKING HOLDINGS INC. | $477.50万 | 1.19% | 64,984 | -1,560 | -2.3% | -$11.46万 | 减仓 |
| COST | COSTCO WHOLSALE CORP NEW | $500.70万 | 1.25% | 5,025 | -5 | -0.1% | -$4,982 | 减仓 |
| ADP | AUTO DATA PROCESSING | $505.70万 | 1.26% | 24,891 | -300 | -1.2% | -$6.09万 | 减仓 |
| CAT | CATERPILLAR INC | $512.20万 | 1.28% | 7,230 | -333 | -4.4% | -$23.59万 | 减仓 |
| AIT | APPLIED INDL. TECH. | $527.80万 | 1.32% | 19,894 | -100 | -0.5% | -$2.65万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $532.20万 | 1.33% | 5,945 | -130 | -2.1% | -$11.64万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS | $536.40万 | 1.34% | 18,468 | -1,187 | -6.0% | -$34.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $547.50万 | 1.36% | 14,792 | -1,860 | -11.2% | -$68.84万 | 减仓 |
| — | EATON CORPORATION | $549.80万 | 1.37% | 15,372 | -200 | -1.3% | -$7.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $589.80万 | 1.47% | 24,132 | -210 | -0.9% | -$5.13万 | 减仓 |
| AAPL | APPLE, INC | $595.50万 | 1.48% | 23,466 | -205 | -0.9% | -$5.20万 | 减仓 |
| SBUX | STARBUCKS CORP | $601.40万 | 1.50% | 67,136 | -1,845 | -2.7% | -$16.53万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $614.20万 | 1.53% | 21,755 | -280 | -1.3% | -$7.91万 | 减仓 |
| HSY | HERSHEY FOODS CORP | $625.40万 | 1.56% | 30,084 | -830 | -2.7% | -$17.25万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $626.30万 | 1.56% | 18,325 | -400 | -2.1% | -$13.67万 | 减仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $680.10万 | 1.69% | 150,150 | -4,915 | -3.2% | -$22.26万 | 减仓 |
| DE | DEERE & CO | $688.60万 | 1.72% | 12,225 | -275 | -2.2% | -$15.49万 | 减仓 |
| CASY | CASEYS GENERAL STORES INC | $745.60万 | 1.86% | 10,244 | -220 | -2.1% | -$16.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $763.20万 | 1.90% | 18,315 | -460 | -2.5% | -$19.17万 | 减仓 |
| MA | MASTERCARD INC | $1,044.50万 | 2.60% | 20,906 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRONTEXACO CORP | $1,094.20万 | 2.73% | 52,886 | -504 | -0.9% | -$10.43万 | 减仓 |
| LIN | LINDE PLC COM | $1,298.40万 | 3.24% | 26,192 | -110 | -0.4% | -$5.45万 | 减仓 |
| — | EXXON MOBIL CORP | $1,364.50万 | 3.40% | 80,430 | -227 | -0.3% | -$3.85万 | 减仓 |
| GWW | GRAINGER WW INC | $1,807.30万 | 4.50% | 16,569 | -498 | -2.9% | -$54.32万 | 减仓 |