小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Fruth Investment Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fruth Investment Management
报告期 2026-03-31 · CIK 0001416856
持仓数
229
前50大市值合计
$262.5M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
GWW
GRAINGER WW INC
COM
$18.1M
16,569
6.9%
—
EXXON MOBIL CORP
COM
$13.6M
80,430
5.2%
—
LINDE PLC COM
COM
$13.0M
26,192
4.9%
CVX
CHEVRONTEXACO CORP
COM
$10.9M
52,886
4.2%
MA
MASTERCARD INC
COM
$10.4M
20,906
4.0%
—
TRANE TECHNOLOGIES PLC
COM
$7.6M
18,315
2.9%
CASY
CASEYS GENERAL STORES INC
COM
$7.5M
10,244
2.8%
DE
DEERE & CO
COM
$6.9M
12,225
2.6%
TSCO
TRACTOR SUPPLY COMPANY
COM
$6.8M
150,150
2.6%
AMAT
APPLIED MATERIALS INC
COM
$6.3M
18,325
2.4%
HSY
HERSHEY FOODS CORP
COM
$6.3M
30,084
2.4%
KEYS
KEYSIGHT TECHNOLOGIES INC COM
COM
$6.1M
21,755
2.3%
SBUX
STARBUCKS CORP
COM
$6.0M
67,136
2.3%
AAPL
APPLE, INC
COM
$6.0M
23,466
2.3%
JNJ
JOHNSON & JOHNSON
COM
$5.9M
24,132
2.2%
—
EATON CORPORATION
COM
$5.5M
15,372
2.1%
MSFT
MICROSOFT CORP
COM
$5.5M
14,792
2.1%
APD
AIR PRODUCTS & CHEMICALS
COM
$5.4M
18,468
2.0%
PH
PARKER-HANNIFIN CORP
COM
$5.3M
5,945
2.0%
AIT
APPLIED INDL. TECH.
COM
$5.3M
19,894
2.0%
CAT
CATERPILLAR INC
COM
$5.1M
7,230
2.0%
ADP
AUTO DATA PROCESSING
COM
$5.1M
24,891
1.9%
COST
COSTCO WHOLSALE CORP NEW
COM
$5.0M
5,025
1.9%
—
VIKING HOLDINGS INC.
COM
$4.8M
64,984
1.8%
MPC
MARATHON PETE CORP COM
COM
$4.7M
19,438
1.8%
EMR
EMERSON ELECTRIC
COM
$4.6M
35,434
1.8%
A
AGILENT TECHNOLOGIES
COM
$4.5M
39,142
1.7%
PEP
PEPSICO INCORPORATED
COM
$4.2M
27,116
1.6%
GRC
GORMAN-RUPP CO COM
COM
$3.9M
62,356
1.5%
UNP
UNION PACIFIC CORP
COM
$3.8M
15,586
1.4%
VLO
VALERO ENERGY
COM
$3.8M
15,250
1.4%
ADI
ANALOG DEVICES INC
COM
$3.6M
11,470
1.4%
COP
CONOCOPHILLIPS
COM
$3.6M
27,596
1.4%
MUSA
MURPHY USA INC.
COM
$3.6M
7,216
1.4%
NEM
NEWMONT GOLDCORP
COM
$3.5M
31,909
1.3%
—
BUNGE
COM
$3.4M
26,441
1.3%
AXP
AMERICAN EXPRESS CO.
COM
$3.3M
10,870
1.3%
DRI
DARDEN RESTURANTS INC
COM
$3.1M
15,600
1.2%
ABT
ABBOTT LABORATORIES
COM
$3.0M
29,307
1.1%
CTAS
CINTAS CORP
COM
$2.9M
17,249
1.1%
HD
HOME DEPOT INC
COM
$2.9M
8,741
1.1%
SYY
SYSCO CORP.
COM
$2.7M
37,844
1.0%
SLB
SCHLUMBERGER LTD F
COM
$2.6M
51,310
1.0%
GLW
CORNING INC.
COM
$2.6M
19,250
1.0%
—
STERIS PLC
COM
$2.5M
11,285
1.0%
MUR
MURPHY OIL CORP
COM
$2.5M
60,321
0.9%
TXN
TEXAS INSTRUMENTS INC
COM
$2.3M
11,985
0.9%
CPK
CHESAPEAKE UTIL CORP
COM
$2.3M
17,824
0.9%
TKR
TIMKEN COMPANY
COM
$2.2M
22,184
0.8%
HON
HONEYWELL INC.
COM
$2.2M
9,772
0.8%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
28%
前 6 大占比
GWW
6.9%
EXXON MOBIL CORP
5.2%
LINDE PLC COM
4.9%
CVX
4.2%
MA
4.0%
TRANE TECHNOLOGIES PLC
2.9%
其他
71.9%
