Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fenimore Asset Management Inc (CIK 884566) reported $4.83B across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ROST ($264.1M, 5.47%), APH ($261.7M, 5.42%), VMC ($194.9M, 4.03%), ADI ($187.5M, 3.88%), IEX ($181.5M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROST | Ross Stores, Inc. | $264.1M | 5.47% | 1.2M | Trimmed |
| 2 | APH | Amphenol Corp. | $261.7M | 5.42% | 1.5M | Trimmed |
| 3 | VMC | Vulcan Materials | $194.9M | 4.03% | 660,566 | Added |
| 4 | ADI | Analog Devices Inc | $187.5M | 3.88% | 471,965 | Trimmed |
| 5 | IEX | IDEX Corporation | $181.5M | 3.76% | 799,639 | Added |
| 6 | SYK | Stryker Corporation | $172.3M | 3.57% | 547,340 | Added |
| 7 | MKL | Markel Corporation | $170.4M | 3.53% | 87,260 | Added |
| 8 | KEYS | Keysight Technologies Inc. | $168.8M | 3.50% | 482,322 | Trimmed |
| 9 | TT | Trane Technologies PLC | $160.1M | 3.31% | 325,912 | Trimmed |
| 10 | FAST | Fastenal Co | $155.0M | 3.21% | 3.2M | Trimmed |
| 11 | BN | Brookfield Corp | $147.4M | 3.05% | 3.5M | Added |
| 12 | BRO | Brown & Brown, Inc. | $143.9M | 2.98% | 2.2M | Added |
| 13 | AJG | Arthur J. Gallagher & Co. | $132.5M | 2.74% | 577,158 | Added |
| 14 | MCHP | Microchip Technology Incorpora | $126.0M | 2.61% | 1.4M | Trimmed |
| 15 | PGR | Progressive Corp. | $121.7M | 2.52% | 557,273 | Added |
| 16 | HEI.A | HEICO Corp. Class A | $111.8M | 2.31% | 433,480 | Added |
| 17 | ITW | Illinois Tool Works Inc. | $106.3M | 2.20% | 392,941 | Added |
| 18 | LSTR | Landstar System, Inc. | $104.8M | 2.17% | 506,585 | Trimmed |
| 19 | AZO | AutoZone, Inc. | $103.9M | 2.15% | 32,506 | Added |
| 20 | CDW | CDW Corporation | $99.8M | 2.07% | 709,575 | Trimmed |
| 21 | ZBRA | Zebra Technologies A | $95.1M | 1.97% | 361,407 | Added |
| 22 | BKNG | Booking Holdings Inc. | $89.8M | 1.86% | 503,555 | Added |
| 23 | AME | Ametek, Inc. | $88.4M | 1.83% | 365,310 | Added |
| 24 | GGG | Graco Inc. | $83.9M | 1.74% | 1.1M | Added |
| 25 | PNFP | Pinnacle Financial Partners In | $84.2M | 1.74% | 834,382 | Added |
Source: SEC Form 13F filings · as of 2026-06-30