Holdings of Fenimore Asset Management Inc
76 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 45.1 % of the equity sleeve
Sector breakdown
- Technology 23.5 %
- Industrials 16.0 %
- Consumer discretionary 12.4 %
- Financials 8.0 %
- Health care 6.3 %
- Materials 5.9 %
- Unattributed 28.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 76 | 3.9B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Ross Stores Inc | 1,363,625 | 295.4M $ | |
| 2 | Amphenol Corp | 1,550,590 | 195.9M $ | |
| 3 | Vulcan Materials Co | 656,558 | 178.8M $ | |
| 4 | Stryker Corp | 519,513 | 170.7M $ | |
| 5 | Fastenal Co | 3,658,472 | 169.8M $ | |
| 6 | Markel Group Inc | 86,606 | 165.8M $ | |
| 7 | Keysight Technologies Inc | 537,750 | 151.8M $ | |
| 8 | IDEX Corp | 798,106 | 151.3M $ | |
| 9 | Analog Devices Inc | 474,387 | 150.9M $ | |
| 10 | Brown & Brown Inc | 2,223,136 | 145M $ | |
| 11 | Arthur J Gallagher & Co | 566,766 | 122.8M $ | |
| 12 | Progressive Corp/The | 550,384 | 109.1M $ | |
| 13 | AutoZone Inc | 31,926 | 107.8M $ | |
| 14 | CDW Corp/DE | 891,067 | 107.8M $ | |
| 15 | Illinois Tool Works Inc | 389,511 | 101.4M $ | |
| 16 | Graco Inc | 1,094,912 | 92.7M $ | |
| 17 | Microchip Technology Inc | 1,416,575 | 91.5M $ | |
| 18 | Landstar System Inc | 566,064 | 90.7M $ | |
| 19 | HEICO Corp | 428,623 | 90.5M $ | |
| 20 | ExlService Holdings Inc | 2,757,931 | 84M $ | |
| 21 | Booking Holdings Inc | 19,805 | 83.4M $ | |
| 22 | AMETEK Inc | 359,232 | 77M $ | |
| 23 | Zebra Technologies Corp | 355,476 | 74.3M $ | |
| 24 | Pinnacle Financial Partners Inc | 825,389 | 71.1M $ | |
| 25 | Agilent Technologies Inc | 558,370 | 63.6M $ | |
| 26 | Republic Services Inc | 284,979 | 62.4M $ | |
| 27 | Entegris Inc | 497,838 | 58.4M $ | |
| 28 | Broadridge Financial Solutions Inc | 347,950 | 56.5M $ | |
| 29 | Martin Marietta Materials Inc | 88,327 | 52M $ | |
| 30 | Cintas Corp | 284,568 | 48.1M $ | |
| 31 | S&P Global Inc | 111,035 | 47.2M $ | |
| 32 | Verisk Analytics Inc | 206,927 | 39.3M $ | |
| 33 | Jack Henry & Associates Inc | 215,101 | 34M $ | |
| 34 | Berkshire Hathaway Inc | 42 | 30.2M $ | |
| 35 | Watsco Inc | 80,971 | 29.5M $ | |
| 36 | Ryan Specialty Holdings Inc | 724,832 | 24.5M $ | |
| 37 | Avery Dennison Corp | 137,810 | 23.8M $ | |
| 38 | Paychex Inc | 222,145 | 20.5M $ | |
| 39 | Houlihan Lokey Inc | 138,466 | 19.9M $ | |
| 40 | SiteOne Landscape Supply Inc | 148,154 | 19.7M $ | |
| 41 | Choice Hotels International Inc | 188,907 | 19.6M $ | |
| 42 | CBIZ Inc | 682,222 | 18.3M $ | |
| 43 | Exponent Inc | 259,140 | 16.9M $ | |
| 44 | Element Solutions Inc | 468,376 | 16M $ | |
| 45 | Baldwin Insurance Group Inc/The | 703,308 | 15.4M $ | |
| 46 | Floor & Decor Holdings Inc | 290,028 | 14.7M $ | |
| 47 | Chemed Corp | 35,745 | 13.5M $ | |
| 48 | Home BancShares Inc/AR | 496,821 | 13.4M $ | |
| 49 | GE HealthCare Technologies Inc | 185,588 | 13.2M $ | |
| 50 | Frontdoor Inc | 239,209 | 12.6M $ | |
| 51 | Franklin Electric Co Inc | 134,946 | 12.4M $ | |
| 52 | Casella Waste Systems Inc | 146,534 | 11.6M $ | |
| 53 | SPS Commerce Inc | 197,041 | 11M $ | |
| 54 | Boston Omaha Corp | 930,190 | 10.9M $ | |
| 55 | Esab Corp | 102,626 | 9.9M $ | |
| 56 | Berkshire Hathaway Inc | 11,983 | 5.7M $ | |
| 57 | Apple Inc | 13,296 | 3.4M $ | |
| 58 | Vanguard Growth ETF | 6,581 | 2.9M $ | |
| 59 | AbbVie Inc | 7,425 | 1.6M $ | |
| 60 | State Street SPDR S&P 500 ETF Trust | 1,477 | 960.6K $ | |
| 61 | iShares Core S&P 500 ETF | 1,150 | 751.2K $ | |
| 62 | Select Sector Spdr Trust | 6,276 | 684K $ | |
| 63 | EOG Resources Inc | 4,329 | 625.8K $ | |
| 64 | International Business Machines Corp. | 2,573 | 623.7K $ | |
| 65 | NBT Bancorp Inc | 14,480 | 616.6K $ | |
| 66 | Exxon Mobil Corp | 3,378 | 573.1K $ | |
| 67 | Microsoft Corp | 1,359 | 502.9K $ | |
| 68 | Union Pacific Corp | 1,584 | 384.3K $ | |
| 69 | US Bancorp | 7,331 | 381.3K $ | |
| 70 | CONMED Corp | 8,902 | 314.8K $ | |
| 71 | MSCI Inc | 572 | 308.3K $ | |
| 72 | Corning Inc | 2,000 | 271.9K $ | |
| 73 | Moody's Corp | 592 | 258.3K $ | |
| 74 | Zoetis Inc | 2,040 | 241.1K $ | |
| 75 | Diamond Hill Investment Group Inc | 1,336 | 229.9K $ | |
| 76 | Costco Wholesale Corp | 210 | 209.3K $ | |