Fenimore Asset Management Inc

Holdings as of 2026-06-30, filed 2026-07-14

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 14 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
92
Value reported by manager
$4.8B
Sum of our stored positions
$4.8B
should match the line above
Disclosure lag
14 d
quarter end to filing
Top 5 concentration
22.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

92 largest shown
IssuerClassValueSharesTypeCUSIP
Ross Stores, Inc.COM$264.1M1,240,618778296103
Amphenol Corp.COM$261.7M1,484,406032095101
Vulcan MaterialsCOM$194.9M660,566929160109
Analog Devices IncCOM$187.5M471,965032654105
IDEX CorporationCOM$181.5M799,63945167R104
Stryker CorporationCOM$172.3M547,340863667101
Markel CorporationCOM$170.4M87,260570535104
Keysight Technologies Inc.COM$168.8M482,32249338L103
Trane Technologies PLCCOM$160.1M325,912G8994E103
Fastenal CoCOM$155M3,226,348311900104
Brookfield CorpCOM$147.4M3,459,74311271J107
Brown & Brown, Inc.COM$143.9M2,243,843115236101
Arthur J. Gallagher & Co.COM$132.5M577,158363576109
Microchip Technology IncorporaCOM$126M1,381,598595017104
Progressive Corp.COM$121.7M557,273743315103
HEICO Corp. Class ACOM$111.8M433,480422806208
Illinois Tool Works Inc.COM$106.3M392,941452308109
Landstar System, Inc.COM$104.8M506,585515098101
AutoZone, Inc.COM$103.9M32,506053332102
CDW CorporationCOM$99.8M709,57512514G108
Zebra Technologies ACOM$95.1M361,407989207105
Booking Holdings Inc.COM$89.8M503,55509857L108
Ametek, Inc.COM$88.4M365,310031100100
Pinnacle Financial Partners InCOM$84.2M834,38272348N109
Graco Inc.COM$83.9M1,109,344384109104
Steris PLCCOM$74.8M355,212G8473T100
Agilent Technologies IncCOM$74.6M561,37500846U101
Entegris, Inc.COM$64.6M359,33429362U104
Republic Services, Inc.COM$59.8M280,511760759100
Martin Marietta MatCOM$50.8M88,146573284106
Ryan Specialty Holdings, IncCOM$49.3M1,306,60678351F107
S&P Global Inc.COM$48.9M119,99278409V104
Cintas CorpCOM$48.3M283,710172908105
Exlservice Holdings Inc.COM$44.4M1,716,983302081104
Brookfield Asset Management LtCOM$40.7M908,085113004105
Verisk Analytics Inc.COM$35.3M196,36092345Y106
Broadridge Financial SolutionsCOM$34.8M254,45211133T103
Watsco, Inc.COM$33.4M80,217942622200
Berkshire Hathaway Inc. ACOM$30.7M41084670108
Jack Henry & Associates IncCOM$27.7M201,374426281101
Tyler Technologies IncCOM$26.9M91,828902252105
Gildan Activewear IncCOM$25.6M496,609375916103
Colliers International Group ICOM$23M245,520194693107
Houlihan Lokey Inc.COM$22.5M167,898441593100
Avery Dennison CorpCOM$22.2M136,748053611109
CBIZ, Inc.COM$21.9M681,628124805102
Paychex IncCOM$21.8M221,463704326107
The Baldwin Insurance Group InCOM$21.1M795,43405589G102
Floor & Decor HoldingsCOM$21M353,516339750101
Novanta IncCOM$18.8M115,97367000B104
Casella Waste System Inc.COM$18.6M191,851147448104
Frontdoor, Inc.COM$18.6M239,10235905A109
FirstService CorporationCOM$17.4M122,39833767E202
Siteone Landscape Supply Inc.COM$17.2M150,67182982L103
Motorola Solutions, Inc.COM$17.1M41,210620076307
Nasdaq, Inc.COM$17.1M217,079631103108
Trisura Group Ltd.COM$17.1M548,98789679A209
Chemed CorpCOM$17M36,52816359R103
Element Solutions IncCOM$16.1M337,75828618M106
Exponent, Inc.COM$15.5M264,57730214U102
Franklin Electric Co., Inc.COM$14.4M134,640353514102
Home BancShares, Inc.COM$14.3M499,860436893200
Choice Hotels International, ICOM$14M127,340169905106
Brookfield Infrastructure CorpCOM$14M363,17811276H106
Esab CorporationCOM$13.9M141,13829605J106
One Spa World Holdings Ltd.COM$12.8M454,499P73684113
Altus Group LtdCOM$12.1M382,57702215R107
Unifirst Corp MaCOM$11.7M44,107904708104
Descartes Systems Group Inc.COM$11.2M161,978249906108
SPS Commerce Inc.COM$11.2M195,80678463M107
Berkshire Hathaway Inc. BCOM$5.3M10,585084670702
Apple, Inc.COM$3.8M13,296037833100
Vanguard Growth ETFETF$3.4M39,486922908736
Invesco Large-Cap GrowthETF$3.2M18,91573935X609
Thermo Fisher Scientific Inc.COM$3.1M6,110883556102
Landbridge Company Llc Cl ACOM$2.1M26,000514952100
Abbvie, Inc.COM$1.9M7,42500287Y109
Spdr S&P 500 ETF TrustETF$1.1M1,47778462F103
SPDR Fund ConsumerETF$736K6,27681369Y407
International Business MachineCOM$723.6K2,573459200101
iShares Core S&P 500 ETFETF$674K900464287200
NBT Bancorp IncCOM$659.3K13,355628778102
Microsoft CorpCOM$506.8K1,359594918104
Exxon Mobil CorporationCOM$461.8K3,37830231G102
US BancorpCOM$442.8K7,331902973304
Union Pacific Corp.COM$430.8K1,584907818108
MSCI, Inc.COM$320.3K57255354G100
Conmed CorpCOM$291.4K8,902207410101
EOG Resources, Inc.COM$277.6K2,14026875P101
Moodys CorpCOM$268.1K592615369105
Bank Of RichmondvilleCOM$224.6K1,00099C000025
Akre Focus EtfETF$214.2K4,02774316P579
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-14

Fenimore Asset Management Inc — 92 positions reported for 2026Q2 — Tapewire