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CIK: 0000884566
Total reported value
$4.8B
$4.8B
91 檔
21.4%
At the close of Q1 2025, Fenimore Asset Management Inc disclosed equity holdings valued at approximately $4.8B, spread across 91 reported holdings.
In Q1 2025, Fenimore Asset Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRO | Brown & Brown Inc | Stock-Financials | 5.65% | -0.25% | -6.71% | |
| 2 | ROST | Ross Stores Inc | Stock-Consumer Disc | 4.34% | -1.12% | -0.42% | |
| 3 | CDW | Cdw Corp/de | Stock-Tech | 4.23% | -0.33% | -0.64% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 4.13% | -0.24% | -0.05% | |
| 5 | MKL | Markel Group Inc | Stock-Financials | 3.50% | -0.17% | -0.07% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 3.37% | +0.09% | -1.45% | |
| 7 | IEX | Idex CORP | Stock-Industrials | 3.28% | +0.39% | +1.96% | |
| 8 | VMC | Vulcan Materials Co | Stock-Materials | 3.28% | +0.04% | +0.33% | |
| 9 | APH | Amphenol Corp-cl A | Stock-Tech | 3.19% | +1.05% | -0.34% | |
| 10 | TT | Trane Technologies plc | Stock-Industrials | 3.08% | +0.04% | -4.24% | |
| 11 | FAST | Fastenal Co | Stock-Industrials | 3.06% | -0.58% | +0.83% | |
| 12 | BN | Brookfield CORP | Stock-Financials | 2.88% | -0.05% | -0.23% | |
| 13 | EXLS | Exlservice Holdings Inc | Stock-Tech | 2.77% | -0.95% | -0.16% | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 2.70% | -0.25% | -0.81% | |
| 15 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.68% | — | -9.18% | |
| 16 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 2.37% | — | -0.14% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 2.06% | -0.06% | +0.43% | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 2.05% | +0.51% | +0.75% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.95% | — | -0.34% | |
| 20 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.93% | +0.31% | +0.53% | |
| 21 | GGG | Graco Inc | Stock-Industrials | 1.93% | -0.33% | +0.42% | |
| 22 | KEYS | Keysight Technologies In | Stock-Tech | 1.89% | +0.11% | +46.05% | |
| 23 | WAT | Waters CORP | Stock-Healthcare | 1.83% | — | +0.43% | |
| 24 | HEI-A | Heico Corp-class A | Stock-Other | 1.73% | +0.29% | +2.88% | |
| 25 | BR | Broadridge Financial Solutio | Stock-Tech | 1.61% | -0.54% | +0.51% | |
| 26 | STE | STERIS plc | Stock-Healthcare | 1.45% | -0.06% | +18.86% | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 1.45% | -0.15% | +0.14% | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 1.36% | -0.01% | -0.47% | |
| 29 | MCHP | Microchip Technology Inc | Stock-Tech | 1.35% | +0.57% | +0.77% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.31% | — | +0.46% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 1.21% | -0.07% | +0.43% | |
| 32 | AME | Ametek Inc | Stock-Industrials | 1.01% | +0.11% | +1.65% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 1.01% | — | +0.98% | |
| 34 | ENTG | Entegris Inc | Stock-Tech | 0.97% | +0.04% | +3.15% | |
| 35 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.94% | -0.07% | -2.33% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.88% | -0.03% | -27.78% | |
| 37 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.86% | -0.19% | +3.73% | |
| 38 | MLM | Martin Marietta Materials | Stock-Materials | 0.85% | -0.11% | +4.92% | |
| 39 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.79% | -0.15% | +1.76% | |
| 40 | CBZ | Cbiz Inc | Stock-Other | 0.69% | +0.04% | +0.22% | |
| 41 | POOL | Pool CORP | Stock-Industrials | 0.64% | — | -5.10% | |
| 42 | WSO | Watsco Inc | Stock-Industrials | 0.63% | +0.03% | +0.39% | |
| 43 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.62% | -0.06% | +1.88% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.59% | — | +0.85% | |
| 45 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.53% | — | +0.15% | |
| 46 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.51% | -0.07% | +1.26% | |
| 47 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.50% | -0.15% | +0.93% | |
| 48 | A | Agilent Technologies Inc | Stock-Healthcare | 0.44% | +0.12% | -1.90% | |
| 49 | NOMD | Nomad Foods Limited | Stock-Other | 0.43% | — | +0.94% | |
| 50 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.43% | +0.01% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 2 | ROST | Ross Stores Inc | — | NEW | New buy |
| 3 | CDW | Cdw Corp/de | — | NEW | New buy |
| 4 | SYK | Stryker CORP | — | NEW | New buy |
| 5 | MKL | Markel Group Inc | — | NEW | New buy |
| 6 | PGR | Progressive CORP | — | NEW | New buy |
| 7 | IEX | Idex CORP | — | NEW | New buy |
| 8 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 9 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 10 | TT | Trane Technologies plc | — | NEW | New buy |
| 11 | FAST | Fastenal Co | — | NEW | New buy |
| 12 | BN | Brookfield CORP | — | NEW | New buy |
| 13 | EXLS | Exlservice Holdings Inc | — | NEW | New buy |
| 14 | AZO | Autozone Inc | — | NEW | New buy |
| 15 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 16 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 17 | ITW | Illinois Tool Works | — | NEW | New buy |
| 18 | ADI | Analog Devices Inc | — | NEW | New buy |
| 19 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 20 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | New buy |
| 21 | GGG | Graco Inc | — | NEW | New buy |
| 22 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 23 | WAT | Waters CORP | — | NEW | New buy |
| 24 | HEI-A | Heico Corp-class A | — | NEW | New buy |
| 25 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 26 | STE | STERIS plc | — | NEW | New buy |
| 27 | RSG | Republic Services Inc | — | NEW | New buy |
| 28 | PAYX | Paychex Inc | — | NEW | New buy |
| 29 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 31 | CTAS | Cintas CORP | — | NEW | New buy |
| 32 | AME | Ametek Inc | — | NEW | New buy |
| 33 | EOG | Eog Resources Inc | — | NEW | New buy |
| 34 | ENTG | Entegris Inc | — | NEW | New buy |
| 35 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 37 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 38 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 39 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 40 | CBZ | Cbiz Inc | — | NEW | New buy |
| 41 | POOL | Pool CORP | — | NEW | New buy |
| 42 | WSO | Watsco Inc | — | NEW | New buy |
| 43 | CIGI | Colliers Intl Gr-subord Vot | — | NEW | New buy |
| 44 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 45 | BROS | Dutch Bros Inc-class A | — | NEW | New buy |
| 46 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 47 | CHH | Choice Hotels Intl Inc | — | NEW | New buy |
| 48 | A | Agilent Technologies Inc | — | NEW | New buy |
| 49 | NOMD | Nomad Foods Limited | — | NEW | New buy |
| 50 | BIPC | Brookfield Infrastructure-a | — | NEW | New buy |
According to official SEC Form 13F filings, Fenimore Asset Management Inc reported a total U.S. public equity portfolio value of $4.8B across 91 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BRO, ROST, CDW) accounted for 21.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRO
市值: $266.7M
During Q1 2025, Fenimore Asset Management Inc's top holdings by market value included BRO (5.7%)、ROST (4.3%)、CDW (4.2%). The largest single position, BRO, represented 5.7% of total portfolio value.
In Q1 2025, Fenimore Asset Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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