Fenimore Asset Management Inc
Top Portfolio Positions
82 positions ·
$4,322,217,182 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,363,625 | $295,402,083 | 6.83% | |
| APH |
Amphenol Corp /De/
Technology
|
1,550,590 | $195,917,046 | 4.53% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
656,558 | $178,780,743 | 4.14% | |
| SYK |
Stryker Corp
Healthcare
|
519,513 | $170,706,776 | 3.95% | |
| FAST |
Fastenal Co
Industrials
|
3,658,472 | $169,753,100 | 3.93% | |
| MKL |
Markel Group Inc.
Financial Services
|
86,606 | $165,769,937 | 3.84% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
537,750 | $151,844,467 | 3.51% | |
| IEX |
Idex Corp /De/
Industrials
|
798,106 | $151,280,992 | 3.50% | |
| ADI |
Analog Devices Inc
Technology
|
474,387 | $150,921,480 | 3.49% | |
| TT |
Trane Technologies plc
Industrials
|
351,548 | $146,504,113 | 3.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AZO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,839,004 | 31,926 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,342,945 | 32,830 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $141,981,209 | 33,094 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $123,609,834 | 33,298 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $127,346,852 | 33,400 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $107,820,946 | 33,673 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $106,811,556 | 33,908 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $100,497,813 | 33,905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $106,916,571 | 33,924 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $87,977,969 | 34,026 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $86,959,097 | 34,236 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $86,479,701 | 34,684 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $86,285,977 | 35,102 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $87,445,806 | 35,458 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $89,513,392 | 41,791 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $93,806,943 | 43,649 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $91,253,694 | 44,632 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $94,943,402 | 45,289 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $78,352,050 | 46,144 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $69,783,668 | 46,765 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $71,683,897 | 51,046 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $58,094,853 | 49,007 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $57,055,480 | 48,449 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $54,009,873 | 47,876 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $40,911,714 | 48,359 | Shares | Sole | 2020-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||