Institutional manager
Fenimore Asset Management Inc
Holds positions in 46 of the S&P 500, worth $3.21bn as reported for the quarter ended 31-mar-2026.
Positions held46of 488 index companies covered
Reported value$3.21bnS&P 500 positions only
Top ten weight55%how concentrated the book is
Filing entities1single filer
Largest positions
The 46 biggest by reported value.
Ross StoresROST1.4m$295mConsumer DiscretionaryAmphenolAPH1.6m$196mInformation TechnologyVulcan Materials CompanyVMC656,558$179mMaterialsStryker CorporationSYK519,513$171mHealth CareFastenalFAST3.7m$170mIndustrialsKeysight TechnologiesKEYS537,750$152mInformation TechnologyIDEX CorporationIEX798,106$151mIndustrialsAnalog DevicesADI474,387$151mInformation TechnologyTrane TechnologiesTT351,548$147mIndustrialsBrown & BrownBRO2.2m$145mFinancialsArthur J. Gallagher & Co.AJG566,766$123mFinancialsProgressive CorporationPGR550,384$109mFinancialsAutoZoneAZO31,926$108mConsumer DiscretionaryCDW CorporationCDW891,067$108mInformation TechnologyIllinois Tool WorksITW389,511$101mIndustrialsMicrochip TechnologyMCHP1.4m$92mInformation TechnologyBooking HoldingsBKNG19,805$83mConsumer DiscretionaryAmetekAME359,232$77mIndustrialsZebra TechnologiesZBRA355,476$74mInformation TechnologySterisSTE326,625$72mHealth CareAgilent TechnologiesA558,370$64mHealth CareRepublic ServicesRSG284,979$62mIndustrialsBroadridge Financial SolutionsBR347,950$57mIndustrialsMartin Marietta MaterialsMLM88,327$52mMaterialsCintasCTAS284,568$48mIndustrialsS&P GlobalSPGI111,035$47mFinancialsVerisk AnalyticsVRSK206,927$39mIndustrialsBerkshire HathawayBRK.B12,025$36mFinancialsJack Henry & AssociatesJKHY215,101$34mFinancialsAvery DennisonAVY137,810$24mMaterialsPaychexPAYX222,145$20mIndustrialsGE HealthCareGEHC185,588$13mHealth CareApple Inc.AAPL13,296$3mInformation TechnologyState Street CorporationSTT7,753$2mFinancialsAbbVieABBV7,425$2mHealth CareEOG ResourcesEOG4,329$625,844EnergyIBMIBM2,573$623,669Information TechnologyExxonMobilXOM3,378$573,111EnergyMicrosoftMSFT1,359$502,924Information TechnologyUnion Pacific CorporationUNP1,584$384,310IndustrialsU.S. BancorpUSB7,331$381,285FinancialsMSCIMSCI572$308,314FinancialsCorning Inc.GLW2,000$271,940Information TechnologyMoody's CorporationMCO592$258,260FinancialsZoetisZTS2,040$241,148Health CareCostcoCOST210$209,250Consumer Staples
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.