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| Fruth Investment Management
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|---|---|
| CRD # | 107273 |
| SEC # | 801-40948 |
| CIK # | 0001416856 |
| AUM | 417.8 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) |
|---|---|---|
| Keysight Technologies Inc | 3.3 | |
| Timken Co | 3.2 | |
| Darden Restaurants Inc | 3.2 | |
| Sysco Corp | 3.1 | |
| Home Depot Inc | 3.1 | |
| Newmont Mining Corp /DE/ | 3.0 | |
| Cintas Corp | 2.9 | |
| Conocophillips | 2.8 | |
| Bunge Global Sa | 2.8 | |
| Abbott Laboratories | 2.6 | |
| Avnet Inc | 2.5 | |
| Middleby Corp | 2.4 | |
| Allegheny Technologies Inc | 2.4 | |
| Schlumberger Ltd /NV/ | 2.4 | |
| Norfolk Southern Corp | 2.4 | |
| Merck & Co Inc | 2.3 | |
| Coca Cola Co | 2.2 | |
| Ace Ltd | 2.2 | |
| Chesapeake Utilities Corp | 2.1 | |
| Sonoco Products Co | 2.1 | |
| Walt Disney Co | 2.1 | |
| Mine Safety Appliances Co | 2.1 | |
| Corteva Inc | 2.1 | |
| Kimberly Clark Corp | 2.1 | |
| Lowes Companies Inc | 2.0 | |
| Murphy Oil Corp /DE | 1.9 | |
| Steel Dynamics Inc | 1.9 | |
| Phillips 66 | 1.9 | |
| McCormick & Co Inc | 1.9 | |
| Franklin Electric Co Inc | 1.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 31.8 |
| (b) Individuals (high net worth individuals) | 102 | 379.0 |
| (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 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 417.8 |
| By Discretionary | ||
| Discretionary | 397 | 415.2 |
| Non-Discretionary | 6 | 2.6 |
| Total | 403 | 417.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.8 | |
| Total | 403 | 417.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001416856] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
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✚
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|
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✚
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|
Mokosak Advisory Group LLC
✚
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IA | 413.9 M |