§ 13F · FUND PROFILE
Fenimore Asset Management Inc.
AUM · $4.8B (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$78M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROST | Ross Stores, Inc. | 1.24M | $264M | 5.5% | −9% |
| 2 | APH | Amphenol Corp. | 1.48M | $262M | 5.4% | −4% |
| 3 | VMC | Vulcan Materials | 661K | $195M | 4.0% | +1% |
| 4 | ADI | Analog Devices Inc | 472K | $187M | 3.9% | −1% |
| 5 | IEX | IDEX Corporation | 800K | $181M | 3.8% | ±0% |
| 6 | SYK | Stryker Corporation | 547K | $172M | 3.6% | +5% |
| 7 | MKL | Markel Corporation | 87K | $170M | 3.5% | +1% |
| 8 | KEYS | Keysight Technologies Inc. | 482K | $169M | 3.5% | −10% |
| 9 | TT | Trane Technologies PLC | 326K | $160M | 3.3% | −7% |
| 10 | FAST | Fastenal Co | 3.23M | $155M | 3.2% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FENIMORE SIGNAL
AC read
Fenimore Asset Management Inc is a Other fund managing $4.8 billion in assets. The fund runs a portfolio of 92 positions.
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