Fenimore Asset Management Inc Top Holdings and 13F Report (2025) About Fenimore Asset Management IncInvestment ActivityFenimore Asset Management Inc has $4.99 billion in total holdings as of September 30, 2025.Fenimore Asset Management Inc owns shares of 91 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 3.61% of the portfolio was sold this quarter.This quarter, Fenimore Asset Management Inc has purchased 90 new stocks and bought additional shares in 48 stocks.Fenimore Asset Management Inc sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amphenol $253,719,532Ross Stores $244,627,613Vulcan Materials $204,772,322Brown & Brown $202,253,929Stryker $194,238,154 Largest New Holdings this Quarter 147448104 - Casella Waste Systems $10,837,763 Holding78351F107 - Ryan Specialty $604,010 Holding461202103 - Intuit $204,873 Holding025816109 - American Express $200,957 Holding Largest Purchases this Quarter Agilent Technologies 405,620 shares (about $52.06M)Landstar System 238,173 shares (about $29.19M)Casella Waste Systems 114,226 shares (about $10.84M)FirstService 44,272 shares (about $8.43M)GE HealthCare Technologies 62,180 shares (about $4.67M) Largest Sales this Quarter Amphenol 237,161 shares (about $29.35M)Pool 93,645 shares (about $29.04M)Pinnacle Financial Partners 129,223 shares (about $12.12M)Dutch Bros 54,095 shares (about $2.83M)Trane Technologies 5,760 shares (about $2.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFenimore Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$253,719,532$29,348,672 ▼-10.4%2,050,2595.1%Computer and TechnologyROSTRoss Stores$244,627,613$23,925 ▲0.0%1,605,2734.9%Retail/WholesaleVMCVulcan Materials$204,772,322$57,217 ▼0.0%665,6664.1%ConstructionBROBrown & Brown$202,253,929$1,525,307 ▲0.8%2,156,4554.1%FinanceSYKStryker$194,238,154$229,935 ▲0.1%525,4373.9%MedicalFASTFastenal$183,957,758$170,365 ▲0.1%3,751,1783.7%Retail/WholesaleCDWCDW$181,751,606$742,086 ▲0.4%1,141,0823.6%Computer and TechnologyBNBrookfield$176,598,740$1,204,882 ▼-0.7%2,575,0763.5%FinanceTTTrane Technologies$173,226,375$2,430,489 ▼-1.4%410,5283.5%ConstructionMKLMarkel Group$168,941,288$7,645 ▼0.0%88,3883.4%Multi-Sector ConglomeratesIEXIDEX$142,362,775$329,915 ▲0.2%874,6792.9%IndustrialsAZOAutoZone$141,981,203$875,209 ▼-0.6%33,0942.8%Retail/WholesalePGRProgressive$138,125,947$7,902 ▼0.0%559,3282.8%FinanceEXLSExlService$122,843,348$825,430 ▲0.7%2,789,9922.5%Computer and TechnologyADIAnalog Devices$121,943,465$5,651 ▼0.0%496,3102.4%Computer and TechnologyKEYSKeysight Technologies$110,625,005$1,159,545 ▲1.1%632,4322.2%Computer and TechnologyHEI.AHeico$110,448,115$1,774,819 ▲1.6%434,6812.2%AerospaceAJGArthur J. Gallagher & Co.$110,050,997$322,440 ▼-0.3%355,3012.2%FinanceBKNGBooking$107,942,357$313,158 ▲0.3%19,9922.2%Retail/WholesaleZBRAZebra Technologies$105,169,084$677,822 ▲0.6%353,9142.1%IndustrialsITWIllinois Tool Works$103,165,808$549,161 ▲0.5%395,6352.1%IndustrialsGGGGraco$93,701,025$362,439 ▲0.4%1,102,8841.9%IndustrialsMCHPMicrochip Technology$91,542,031$1,636,005 ▲1.8%1,425,4441.8%Computer and TechnologyPNFPPinnacle Financial Partners$88,889,046$12,119,831 ▼-12.0%947,7451.8%FinanceSTESTERIS$80,410,728$3,194,447 ▲4.1%324,9711.6%MedicalBRBroadridge Financial Solutions$75,926,452$538,264 ▲0.7%318,7911.5%Computer and TechnologyAAgilent Technologies$75,277,275$52,061,327 ▲224.2%586,5001.5%MedicalAMEAMETEK$69,089,518$952,033 ▲1.4%367,4971.4%Computer and TechnologyRSGRepublic Services$64,745,717$270,786 ▲0.4%282,1411.3%Business ServicesCTASCintas$57,193,236$207,107 ▲0.4%278,6381.1%Business ServicesMLMMartin Marietta Materials$56,509,014$508,636 ▲0.9%89,6571.1%ConstructionPAYXPaychex$53,634,438$53,366 ▲0.1%423,1181.1%Computer and TechnologyBAMBrookfield Asset Management$53,311,368$330,594 ▲0.6%936,2731.1%FinanceENTGEntegris$50,471,140$186,122 ▼-0.4%545,8701.0%Computer and TechnologyEOGEOG Resources$43,467,432$1,474,265 ▲3.5%387,6870.9%EnergyLSTRLandstar System$41,808,893$29,190,483 ▲231.3%341,1300.8%TransportationBRK.ABerkshire Hathaway$39,218,4000.0%520.8%FinanceCIGIColliers International Group$38,618,236$69,201 ▼-0.2%247,2200.8%FinanceJKHYJack Henry & Associates$35,256,497$603,018 ▲1.7%236,7320.7%Computer and TechnologyVRSKVerisk Analytics$34,643,993$948,947 ▲2.8%137,7440.7%Business ServicesWSOWatsco$28,584,414$293,522 ▲1.0%70,7010.6%ConstructionFSVFirstService$27,551,140$8,433,373 ▲44.1%144,6330.6%FinanceRoper Technologies, Inc.$24,672,688$239,870 ▲1.0%49,4750.5%COMCBZCBIZ$24,115,018$1,216,332 ▲5.3%455,3440.5%Business ServicesBrookfield Infrastructure Corp$23,285,516$28,414 ▼-0.1%566,2820.5%COMAVYAvery Dennison$23,230,690$5,514 ▲0.0%143,2490.5%IndustrialsFTDRFrontdoor$22,920,320$24,763 ▲0.1%340,6200.5%ConstructionHLIHoulihan Lokey$21,861,036$461,559 ▲2.2%106,4730.4%FinanceOSWOneSpaWorld$19,776,364$1,268 ▼0.0%935,4950.4%Consumer DiscretionarySITESiteOne Landscape Supply$19,699,316$38,382 ▼-0.2%152,9450.4%IndustrialsTRRSFTrisura Group$19,042,911$35,080 ▼-0.2%689,4110.4%Financial ServicesCHHChoice Hotels International$19,023,138$54,203 ▼-0.3%177,9360.4%Consumer DiscretionaryBROSDutch Bros$18,287,334$2,831,332 ▼-13.4%349,3950.4%Retail/WholesaleDFHDream Finders Homes$17,862,301$21,773 ▲0.1%689,1320.4%ConstructionCHEChemed$16,673,838$3,681,318 ▲28.3%37,2400.3%MedicalASGTFAltus Group$16,302,977$40,470 ▲0.2%382,6990.3%Real EstateEXPOExponent$15,735,483$2,431,244 ▲18.3%226,4750.3%Business ServicesESIElement Solutions$15,682,320$14,599 ▲0.1%623,0560.3%Basic MaterialsSPSCSPS Commerce$15,192,776$2,294,829 ▲17.8%145,8880.3%Business ServicesHOMBHome BancShares$14,541,332$50,515 ▲0.3%513,8280.3%FinanceBRPThe Baldwin Insurance Group$14,304,078$4,390,999 ▲44.3%507,0570.3%FinanceGEHCGE HealthCare Technologies$14,057,819$4,669,718 ▲49.7%187,1880.3%MedicalCASSCass Information Systems$13,393,596$40,117 ▲0.3%340,5440.3%Computer and TechnologyFELEFranklin Electric$13,324,002$29,036 ▲0.2%139,9580.3%IndustrialsFNDFloor & Decor$12,784,960$57,781 ▲0.5%173,4730.3%Retail/WholesaleBOCBoston Omaha$12,460,178$6,069 ▼0.0%952,6130.2%FinanceDSGXThe Descartes Systems Group$12,374,189$15,736 ▲0.1%131,3190.2%Computer and TechnologyESABESAB$11,902,768$16,761 ▲0.1%106,5220.2%IndustrialsCWSTCasella Waste Systems$10,837,763$10,837,763 ▲New Holding114,2260.2%Business ServicesBRK.BBerkshire Hathaway$7,162,537$516,314 ▼-6.7%14,2470.1%FinanceAAPLApple$3,432,6670.0%13,4810.1%Computer and TechnologyVUGVanguard Growth ETF$3,156,3130.0%6,5810.1%ETFInvesco Large-Cap Growth$2,132,1400.0%17,0000.0%ETFABBVAbbVie$1,725,6680.0%7,4530.0%MedicalSPYSPDR S&P 500 ETF Trust$983,9480.0%1,4770.0%FinanceIVViShares Core S&P 500 ETF$803,1600.0%1,2000.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$751,9900.0%3,1380.0%FinanceIBMInternational Business Machines$725,9980.0%2,5730.0%Computer and TechnologyMSFTMicrosoft$703,7020.0%1,3590.0%Computer and TechnologyNBTBNBT Bancorp$604,6850.0%14,4800.0%FinanceRYANRyan Specialty$604,010$604,010 ▲New Holding10,7170.0%FinancePOOLPool$426,346$29,036,488 ▼-98.6%1,3750.0%Consumer DiscretionaryCNMDCONMED$418,661$47 ▼0.0%8,9020.0%MedicalXOMExxon Mobil$380,8700.0%3,3780.0%EnergyUNPUnion Pacific$374,4100.0%1,5840.0%TransportationUSBU.S. Bancorp$354,307$48 ▼0.0%7,3310.0%FinanceMSCIMSCI$324,5590.0%5720.0%FinanceZTSZoetis$298,4930.0%2,0400.0%MedicalMCOMoody's$282,0760.0%5920.0%FinanceINTUIntuit$204,873$204,873 ▲New Holding3000.0%Computer and TechnologyAXPAmerican Express$200,957$200,957 ▲New Holding6050.0%FinanceWATWaters$0$85,088,971 ▼-100.0%00.0%MedicalNOMDNomad Foods$0$15,653,448 ▼-100.0%00.0%Consumer StaplesCOSTCostco Wholesale$0$207,887 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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