FA

FENIMORE ASSET MANAGEMENT INC

13F
FENIMORE ASSET MANAGEMENT INC
Last update 2025-07-22 89 Stocks (2 new)
Value $5.01 Bil Turnover 2 %
Countries:
Top Holdings: BRO(4.74%)APH(4.51%)SYK(4.15%)ROST(4.09%)CDW(4.05%)
Summary Stock Picks Current Portfolio
FENIMORE ASSET MANAGEMENT INC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRO
Brown & Brown Inc
2,140,192
237,283.0
-0.19%
4.740
-0.01%
0.650
-12.60%
+1.02%
33,898.6
Insurance
APH
Amphenol Corp
2,287,420
225,882.8
-0.40%
4.510
-0.01%
0.190
+37.64%
+51.07%
126,354.7
Hardware
SYK
Stryker Corp
524,815
207,632.5
+0.16%
4.150
+0.01%
0.140
+10.10%
+10.66%
151,589.5
Medical Devices & Instruments
ROST
Ross Stores Inc
1,605,116
204,780.8
+0.04%
4.090
0%
0.490
-2.22%
-9.25%
44,625.5
Retail - Cyclical
CDW
CDW Corp
1,136,423
202,953.8
-8.81%
4.050
-0.37%
0.860
+14.16%
+4.61%
23,812.6
Software
TT
Trane Technologies PLC
416,288
182,088.5
-3.53%
3.640
-0.11%
0.190
+34.89%
+25.63%
102,974.1
Construction
MKL
Markel Group Inc
88,392
176,550.6
+0.04%
3.520
0%
0.700
+10.79%
+16.06%
25,413.1
Insurance
VMC
Vulcan Materials Co
665,852
173,667.6
+0.31%
3.470
+0.01%
0.500
+8.98%
+5.94%
35,855.5
Building Materials
BN
Brookfield Corp
2,592,645
160,355.1
-0.19%
3.200
-0.01%
0.170
+27.65%
+17.80%
103,746.6
Asset Management
FAST
Fastenal Co
3,747,704
157,403.6
+0.51%
3.140
+0.02%
0.330
+17.39%
+34.80%
55,006.2
Industrial Distribution

FENIMORE ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns

FENIMORE ASSET MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MKC
McCormick & Co Inc
2025-06-30
Sold Out
Sold Out
-1.31%
●
71.11 ($75.04) 82.31
$71.45
-4.78%
Sold Out
0
-751,723
CDW
CDW Corp
2025-06-30
Reduce
Reduce
-0.37%
●
144.49 ($169.7) 190.68
$180.83
6.56%
Reduce -8.81%
1,136,423
-109,765
AME
AMETEK Inc
2025-06-30
Add
Add
+0.31%
●
151.41 ($172.04) 182.75
$179.72
4.46%
Add 30.67%
362,433
85,062
HEI.A
Heico Corp
2025-06-30
Add
Add
+0.21%
●
186.15 ($218.76) 258.75
$251.49
14.96%
Add 10.3%
427,696
39,929
HLI
Houlihan Lokey Inc
2025-06-30
Add
Add
+0.19%
●
141.59 ($167.9) 182.75
$197.37
17.55%
Add 108.14%
104,225
54,151
GEHC
GE HealthCare Technologies Inc
2025-06-30
New Buy
New Buy
+0.18%
●
58.75 ($69.79) 80.71
$76.77
10.00%
New holding
125,008
125,008
ZBRA
Zebra Technologies Corp
2025-06-30
Add
Add
+0.18%
●
213.54 ($271.68) 309.26
$333.40
22.72%
Add 8.87%
351,633
28,655
MCHP
Microchip Technology Inc
2025-06-30
Add
Add
+0.11%
●
35.34 ($54.86) 71.6
$67.81
23.61%
Add 6.13%
1,399,969
80,809
TT
Trane Technologies PLC
2025-06-30
Reduce
Reduce
-0.11%
●
315.21 ($393.6) 437.41
$461.73
17.31%
Reduce -3.53%
416,288
-15,254
KEYS
Keysight Technologies Inc
2025-06-30
Add
Add
+0.10%
●
127.02 ($152.38) 165.4
$165.61
8.68%
Add 5.22%
625,803
31,072

FENIMORE ASSET MANAGEMENT INC Total Holding History ($B)

To

FENIMORE ASSET MANAGEMENT INC's Asset Allocation

To

FENIMORE ASSET MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FENIMORE ASSET MANAGEMENT INC's Hypothetical Growth since 2025-06-30

FENIMORE ASSET MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

FENIMORE ASSET MANAGEMENT INC's Holdings Heat Map

Size field:

FENIMORE ASSET MANAGEMENT INC's Holdings Bubble Chart

FENIMORE ASSET MANAGEMENT INC News

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