Fenimore Asset Management Inc Top Holdings and 13F Report (2025) About Fenimore Asset Management IncInvestment ActivityFenimore Asset Management Inc has $5.01 billion in total holdings as of June 30, 2025.Fenimore Asset Management Inc owns shares of 90 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.75% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Fenimore Asset Management Inc has purchased 91 new stocks and bought additional shares in 52 stocks.Fenimore Asset Management Inc sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Brown & Brown $237,283,037Amphenol $225,882,762Stryker $207,632,477Ross Stores $204,780,762CDW $202,953,788 Largest New Holdings this Quarter 36266G107 - GE HealthCare Technologies $9,259,343 Holding22160K105 - Costco Wholesale $207,887 Holding Largest Purchases this Quarter Fastenal 1,883,419 shares (about $79.10M)AMETEK 85,062 shares (about $15.39M)Heico 39,929 shares (about $10.33M)Houlihan Lokey 54,151 shares (about $9.74M)GE HealthCare Technologies 125,008 shares (about $9.26M) Largest Sales this Quarter CDW 109,765 shares (about $19.60M)Trane Technologies 15,254 shares (about $6.67M)Arthur J. Gallagher & Co. 10,562 shares (about $3.38M)Nomad Foods 123,431 shares (about $2.10M)Amphenol 9,196 shares (about $908.11K) 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 PortfolioSectorBROBrown & Brown$237,283,037$454,678 ▼-0.2%2,140,1924.7%FinanceAPHAmphenol$225,882,762$908,105 ▼-0.4%2,287,4204.5%Computer and TechnologySYKStryker$207,632,477$328,373 ▲0.2%524,8154.1%MedicalROSTRoss Stores$204,780,762$73,359 ▲0.0%1,605,1164.1%Retail/WholesaleCDWCDW$202,953,788$19,602,932 ▼-8.8%1,136,4234.1%Computer and TechnologyTTTrane Technologies$182,088,462$6,672,249 ▼-3.5%416,2883.6%ConstructionMKLMarkel Group$176,550,645$69,908 ▲0.0%88,3923.5%Multi-Sector ConglomeratesVMCVulcan Materials$173,667,616$531,812 ▲0.3%665,8523.5%ConstructionBNBrookfield$160,355,089$300,405 ▼-0.2%2,592,6453.2%FinanceFASTFastenal$157,403,569$79,103,599 ▲101.0%3,747,7043.1%Retail/WholesaleIEXIDEX$153,211,492$2,932,194 ▲2.0%872,6523.1%IndustrialsPGRProgressive$149,270,689$694,369 ▼-0.5%559,3603.0%FinanceAZOAutoZone$123,609,835$378,647 ▼-0.3%33,2982.5%Retail/WholesaleEXLSExlService$121,352,819$43,089 ▲0.0%2,771,2452.4%Computer and TechnologyPNFPPinnacle Financial Partners$118,908,035$2,600,376 ▲2.2%1,076,9682.4%FinanceADIAnalog Devices$118,137,193$4,117,508 ▲3.6%496,3332.4%Computer and TechnologyBKNGBooking$115,402,849$133,153 ▼-0.1%19,9342.3%Retail/WholesaleAJGArthur J. Gallagher & Co.$114,072,269$3,381,109 ▼-2.9%356,3422.3%FinanceHEI.AHeico$110,666,357$10,331,630 ▲10.3%427,6962.2%AerospaceZBRAZebra Technologies$108,429,552$8,836,056 ▲8.9%351,6332.2%IndustrialsKEYSKeysight Technologies$102,544,080$5,091,458 ▲5.2%625,8032.0%Computer and TechnologyMCHPMicrochip Technology$98,515,789$5,686,528 ▲6.1%1,399,9692.0%Computer and TechnologyITWIllinois Tool Works$97,299,986$565,955 ▲0.6%393,5291.9%IndustrialsGGGGraco$94,448,189$672,457 ▲0.7%1,098,6181.9%IndustrialsWATWaters$85,088,971$3,243,280 ▲4.0%243,7801.7%MedicalBRBroadridge Financial Solutions$76,926,529$501,857 ▲0.7%316,5311.5%Computer and TechnologySTESTERIS$74,963,178$2,295,539 ▲3.2%312,0611.5%MedicalRSGRepublic Services$69,287,792$409,866 ▼-0.6%280,9611.4%Business ServicesAMEAMETEK$65,585,939$15,392,834 ▲30.7%362,4331.3%Computer and TechnologyCTASCintas$61,875,175$81,570 ▲0.1%277,6291.2%Business ServicesPAYXPaychex$61,485,506$766,283 ▲1.3%422,6971.2%Computer and TechnologyBAMBrookfield Asset Management$51,436,228$896,642 ▲1.8%930,4671.0%FinanceMLMMartin Marietta Materials$48,775,096$2,750,290 ▲6.0%88,8501.0%ConstructionEOGEOG Resources$44,798,501$535,255 ▲1.2%374,5380.9%EnergyENTGEntegris$44,186,764$2,161,904 ▲5.1%547,8830.9%Computer and TechnologyJKHYJack Henry & Associates$41,922,496$1,859,174 ▲4.6%232,6830.8%Computer and TechnologyVRSKVerisk Analytics$41,731,967$2,692,918 ▲6.9%133,9710.8%Business ServicesBRK.ABerkshire Hathaway$37,897,6000.0%520.8%FinanceCIGIColliers International Group$32,329,928$989,885 ▲3.2%247,6630.6%FinanceCBZCBIZ$31,005,755$2,868 ▲0.0%432,3770.6%Business ServicesWSOWatsco$30,902,360$5,109,543 ▲19.8%69,9750.6%ConstructionROPRoper Technologies$27,771,759$1,120,076 ▲4.2%48,9940.6%Computer and TechnologyPOOLPool$27,696,430$71,996 ▲0.3%95,0200.6%Consumer DiscretionaryBROSDutch Bros$27,586,611$102,282 ▼-0.4%403,4900.6%Retail/WholesaleAVYAvery Dennison$25,129,936$1,477,282 ▲6.2%143,2150.5%IndustrialsBrookfield Infrastructure Corp$23,586,077$41,808 ▲0.2%566,9730.5%COMTRRSFTrisura Group$22,756,212$28,434 ▼-0.1%690,6810.5%Financial ServicesCHHChoice Hotels International$22,640,848$34,004 ▲0.2%178,4430.5%Consumer DiscretionaryAAgilent Technologies$21,345,649$569,162 ▲2.7%180,8800.4%MedicalFTDRFrontdoor$20,054,453$118,352 ▲0.6%340,2520.4%ConstructionOSWOneSpaWorld$19,075,966$85,393 ▲0.4%935,5550.4%Consumer DiscretionaryHLIHoulihan Lokey$18,755,289$9,744,473 ▲108.1%104,2250.4%FinanceSITESiteOne Landscape Supply$18,533,208$510,004 ▲2.8%153,2430.4%IndustrialsFSVFirstService$17,525,038$37,718 ▼-0.2%100,3610.3%FinanceDFHDream Finders Homes$17,296,778$574,748 ▲3.4%688,2920.3%ConstructionSPSCSPS Commerce$16,855,019$8,574 ▼-0.1%123,8520.3%Business ServicesNOMDNomad Foods$15,653,448$2,097,093 ▼-11.8%921,3330.3%Consumer StaplesBRPThe Baldwin Insurance Group$15,043,562$457,040 ▲3.1%351,4030.3%FinanceASGTFAltus Group$14,769,869$22,285 ▼-0.2%381,7490.3%Real EstateCASSCass Information Systems$14,752,318$27,895 ▲0.2%339,5240.3%Computer and TechnologyHOMBHome BancShares$14,572,744$29,029 ▲0.2%512,0430.3%FinanceLSTRLandstar System$14,313,082$561,085 ▲4.1%102,9570.3%TransportationEXPOExponent$14,305,695$43,929 ▲0.3%191,4830.3%Business ServicesCHEChemed$14,129,735$39,928 ▼-0.3%29,0180.3%MedicalESIElement Solutions$14,099,081$57,033 ▲0.4%622,4760.3%Basic MaterialsBOCBoston Omaha$13,381,201$74,131 ▲0.6%953,0770.3%FinanceDSGXThe Descartes Systems Group$13,330,945$26,936 ▲0.2%131,1520.3%Computer and TechnologyFNDFloor & Decor$13,117,456$2,516,555 ▲23.7%172,6890.3%Retail/WholesaleESABESAB$12,823,145$3,737 ▲0.0%106,3720.3%IndustrialsFELEFranklin Electric$12,532,460$30,601 ▲0.2%139,6530.3%IndustrialsGEHCGE HealthCare Technologies$9,259,343$9,259,343 ▲New Holding125,0080.2%MedicalBRK.BBerkshire Hathaway$7,419,651$232,198 ▼-3.0%15,2740.1%FinanceVUGVanguard Growth ETF$2,885,1100.0%6,5810.1%ETFAAPLApple$2,765,8970.0%13,4810.1%Computer and TechnologyPowershares Dynamic Large Cap$1,996,4800.0%17,0000.0%ETFABBVAbbVie$1,383,4260.0%7,4530.0%MedicalSPYSPDR S&P 500 ETF Trust$912,5640.0%1,4770.0%FinanceIBMInternational Business Machines$758,4690.0%2,5730.0%Computer and TechnologyIVViShares Core S&P 500 ETF$745,0800.0%1,2000.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$681,9820.0%3,1380.0%FinanceMSFTMicrosoft$675,7960.0%1,3590.0%Computer and TechnologyNBTBNBT Bancorp$601,6440.0%14,4800.0%FinanceCNMDCONMED$463,6680.0%8,9030.0%MedicalUNPUnion Pacific$364,4470.0%1,5840.0%TransportationXOMExxon Mobil$364,148$53,900 ▼-12.9%3,3780.0%EnergyUSBU.S. Bancorp$331,7730.0%7,3320.0%FinanceMSCIMSCI$329,8950.0%5720.0%FinanceZTSZoetis$318,1380.0%2,0400.0%MedicalMCOMoody's$296,9410.0%5920.0%FinanceCOSTCostco Wholesale$207,887$207,887 ▲New Holding2100.0%Retail/WholesaleMKCMcCormick & Company, Incorporated$0$61,874,345 ▼-100.0%00.0%Consumer StaplesHGTYHagerty$0$4,510,833 ▼-100.0%00.0%FinanceTROWT. Rowe Price Group$0$2,832,536 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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