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 $4.48B across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ROST ($295.4M, 6.59%), APH ($195.9M, 4.37%), VMC ($178.8M, 3.99%), SYK ($170.7M, 3.81%), FAST ($169.8M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROST | Ross Stores, Inc. | $295.4M | 6.59% | 1.4M | Trimmed |
| 2 | APH | Amphenol Corp. | $195.9M | 4.37% | 1.6M | Trimmed |
| 3 | VMC | Vulcan Materials | $178.8M | 3.99% | 656,558 | Trimmed |
| 4 | SYK | Stryker Corporation | $170.7M | 3.81% | 519,513 | Trimmed |
| 5 | FAST | Fastenal Co | $169.8M | 3.79% | 3.7M | Trimmed |
| 6 | MKL | Markel Corporation | $165.8M | 3.70% | 86,606 | Trimmed |
| 7 | KEYS | Keysight Technologies Inc. | $151.8M | 3.39% | 537,750 | Trimmed |
| 8 | IEX | IDEX Corporation | $151.3M | 3.37% | 798,106 | Trimmed |
| 9 | ADI | Analog Devices Inc | $150.9M | 3.37% | 474,387 | Trimmed |
| 10 | TT | Trane Technologies PLC | $146.5M | 3.27% | 351,548 | Trimmed |
| 11 | BRO | Brown & Brown, Inc. | $145.0M | 3.23% | 2.2M | Added |
| 12 | BN | Brookfield Corp | $139.1M | 3.10% | 3.4M | Trimmed |
| 13 | AJG | Arthur J. Gallagher & Co. | $122.8M | 2.74% | 566,766 | Added |
| 14 | PGR | Progressive Corp. | $109.1M | 2.43% | 550,384 | Trimmed |
| 15 | AZO | AutoZone, Inc. | $107.8M | 2.41% | 31,926 | Trimmed |
| 16 | CDW | CDW Corporation | $107.8M | 2.40% | 891,067 | Trimmed |
| 17 | ITW | Illinois Tool Works Inc. | $101.4M | 2.26% | 389,511 | Trimmed |
| 18 | GGG | Graco Inc. | $92.7M | 2.07% | 1.1M | Trimmed |
| 19 | MCHP | Microchip Technology Incorpora | $91.5M | 2.04% | 1.4M | Trimmed |
| 20 | HEI.A | HEICO Corp. Class A | $90.5M | 2.02% | 428,623 | Trimmed |
| 21 | LSTR | Landstar System, Inc. | $90.7M | 2.02% | 566,064 | Added |
| 22 | EXLS | Exlservice Holdings Inc. | $84.0M | 1.87% | 2.8M | Trimmed |
| 23 | BKNG | Booking Holdings Inc. | $83.4M | 1.86% | 19,805 | Trimmed |
| 24 | AME | Ametek, Inc. | $77.0M | 1.72% | 359,232 | Trimmed |
| 25 | ZBRA | Zebra Technologies A | $74.3M | 1.66% | 355,476 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31