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| Happy Holidays!! thanks for using AUM13F!! |
| Fruth Investment Management
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| CRD # | 107273 |
| SEC # | 801-40948 |
| CIK # | 0001416856 |
| AUM | $404.5 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 713-464-2283 |
| Address | 820 Gessner Houston, TX 77024-4465 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001416856 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Cintas Corp | 3.8 | |
| Johnson & Johnson | 3.8 | |
| PepsiCo Inc | 3.7 | |
| Viking Holdings Ltd | 3.7 | |
| Keysight Technologies Inc | 3.7 | |
| Applied Materials Inc /DE | 3.6 | |
| Union Pacific Corp | 3.6 | |
| American Express Co | 3.6 | |
| Darden Restaurants Inc | 3.5 | |
| Marathon Petroleum Corp | 3.4 | |
| Home Depot Inc | 3.3 | |
| Caterpillar Inc | 3.1 | |
| Sysco Corp | 3.0 | |
| Murphy USA Inc | 3.0 | |
| McCormick & Co Inc | 2.9 | |
| Walt Disney Co | 2.8 | |
| Analog Devices Inc | 2.8 | |
| Texas Instruments Inc | 2.8 | |
| Kimberly Clark Corp | 2.6 | |
| Conocophillips | 2.5 | |
| Gorman Rupp Co | 2.4 | |
| Honeywell International Inc | 2.3 | |
| Middleby Corp | 2.3 | |
| Coca Cola Co | 2.3 | |
| Valero Energy Corp/Tx | 2.3 | |
| Chesapeake Utilities Corp | 2.2 | |
| Bunge Global Sa | 2.2 | |
| Norfolk Southern Corp | 2.2 | |
| Lowes Companies Inc | 2.0 | |
| Mine Safety Appliances Co | 2.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 34.3 |
| (b) Individuals (high net worth individuals) | 104 | 363.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 404.5 |
| By Discretionary | ||
| Discretionary | 431 | 402.5 |
| Non-Discretionary | 3 | 2.0 |
| Total | 434 | 404.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.5 | |
| Total | 434 | 404.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001416856] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Effects LLC
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|
MA | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 | |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.4 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |
|
Fischer Investment Group Inc
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|
NY | 0.4 |