Fenimore Asset Management Inc Top Holdings and 13F Report (2025) About Fenimore Asset Management IncInvestment ActivityFenimore Asset Management Inc has $4.76 billion in total holdings as of December 31, 2024.Fenimore Asset Management Inc owns shares of 94 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 0.64% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Fenimore Asset Management Inc has purchased 97 new stocks and bought additional shares in 25 stocks.Fenimore Asset Management Inc sold shares of 55 stocks and completely divested from 4 stocks this quarter.Largest Holdings Ross Stores $243,751,875Brown & Brown $234,493,752CDW $218,291,286Stryker $188,752,857IDEX $175,700,515 Largest New Holdings this Quarter Brookfield Infrastructure Corp $22,640,779 Holding Largest Purchases this Quarter Brookfield Infrastructure Corp 565,878 shares (about $22.64M)Chemed 1,968 shares (about $1.04M)Nomad Foods 54,742 shares (about $918.57K)McCormick & Company, Incorporated 10,722 shares (about $817.45K)Entegris 5,885 shares (about $582.97K) Largest Sales this Quarter Berkshire Hathaway 21 shares (about $14.30M)Microchip Technology 175,464 shares (about $10.06M)T. Rowe Price Group 34,767 shares (about $3.93M)Trane Technologies 9,216 shares (about $3.40M)Fortune Brands Innovations 44,827 shares (about $3.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFenimore Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorROSTRoss Stores$243,751,875$799,613 ▼-0.3%1,611,3705.1%Retail/WholesaleBROBrown & Brown$234,493,752$2,690,063 ▼-1.1%2,298,5084.9%FinanceCDWCDW$218,291,286$146,890 ▲0.1%1,254,2594.6%Computer and TechnologySYKStryker$188,752,857$701,377 ▼-0.4%524,2414.0%MedicalIEXIDEX$175,700,515$565,293 ▲0.3%839,5073.7%Industrial ProductsVMCVulcan Materials$170,189,833$698,637 ▼-0.4%661,6253.6%ConstructionTTTrane Technologies$166,451,485$3,403,926 ▼-2.0%450,6613.5%ConstructionAPHAmphenol$160,046,484$1,538,318 ▼-1.0%2,304,4853.4%Computer and TechnologyMKLMarkel Group$152,624,625$53,513 ▼0.0%88,4153.2%Multi-Sector ConglomeratesBNBrookfield$149,574,110$470,056 ▼-0.3%2,603,5533.1%FinancePGRProgressive$136,635,872$911,955 ▼-0.7%570,2432.9%FinanceFASTFastenal$132,952,587$286,058 ▲0.2%1,848,8752.8%Retail/WholesaleZBRAZebra Technologies$124,086,306$62,954 ▼-0.1%321,2842.6%Industrial ProductsEXLSExlService$123,144,115$687,269 ▼-0.6%2,774,7662.6%Business ServicesPNFPPinnacle Financial Partners$120,673,578$1,821,089 ▼-1.5%1,054,9312.5%FinanceAJGArthur J. Gallagher & Co.$114,676,028$938,409 ▼-0.8%404,0022.4%FinanceAZOAutoZone$107,820,946$752,470 ▼-0.7%33,6732.3%Retail/WholesaleADIAnalog Devices$101,020,327$332,288 ▲0.3%475,4792.1%Computer and TechnologyBKNGBooking$99,492,695$944,001 ▼-0.9%20,0252.1%Retail/WholesaleITWIllinois Tool Works$98,774,556$326,332 ▼-0.3%389,5512.1%Industrial ProductsGGGGraco$91,557,315$60,857 ▲0.1%1,086,2181.9%Industrial ProductsWATWaters$86,615,297$264,509 ▲0.3%233,4771.8%MedicalMCHPMicrochip Technology$75,076,952$10,062,862 ▼-11.8%1,309,1011.6%Computer and TechnologyBRBroadridge Financial Solutions$70,737,230$72,575 ▼-0.1%312,8721.5%Business ServicesHEI.AHEICO$70,138,772$323,965 ▲0.5%376,9281.5%AerospaceKEYSKeysight Technologies$65,410,785$342,784 ▲0.5%407,2141.4%Computer and TechnologyPAYXPaychex$58,806,445$132,508 ▲0.2%419,3871.2%Business ServicesMKCMcCormick & Company, Incorporated$57,051,648$817,446 ▲1.5%748,3161.2%Consumer StaplesRSGRepublic Services$56,779,434$504,761 ▼-0.9%282,2321.2%Business ServicesSTESTERIS$52,317,147$314,096 ▲0.6%254,5101.1%MedicalBAMBrookfield Asset Management$50,726,945$540,329 ▼-1.1%936,0941.1%FinanceCTASCintas$50,438,172$235,500 ▼-0.5%276,0711.1%Business ServicesENTGEntegris$50,043,329$582,968 ▲1.2%505,1821.1%Computer and TechnologyAMEAMETEK$49,187,396$178,998 ▲0.4%272,8691.0%Computer and TechnologyBRK.ABerkshire Hathaway$49,026,240$14,299,320 ▼-22.6%721.0%FinanceEOGEOG Resources$44,921,022$886,866 ▼-1.9%366,4630.9%Oils/EnergyMLMMartin Marietta Materials$41,271,966$271,163 ▲0.7%79,9070.9%ConstructionJKHYJack Henry & Associates$37,578,009$300,990 ▲0.8%214,3640.8%Computer and TechnologyCBZCBIZ$35,299,416$86,412 ▼-0.2%431,3750.7%Business ServicesPOOLPool$34,047,632$73,643 ▼-0.2%99,8640.7%Consumer DiscretionaryVRSKVerisk Analytics$33,920,857$228,607 ▲0.7%123,1560.7%Business ServicesCIGIColliers International Group$32,041,738$75,463 ▼-0.2%235,6530.7%FinanceWSOWatsco$27,570,920$154,014 ▼-0.6%58,1800.6%ConstructionCHHChoice Hotels International$25,063,020$82,774 ▼-0.3%176,5250.5%Consumer DiscretionaryAVYAvery Dennison$24,910,558$87,577 ▼-0.4%133,1190.5%Industrial ProductsROPRoper Technologies$24,235,407$63,422 ▼-0.3%46,6200.5%Computer and TechnologyAAgilent Technologies$24,110,403$322,282 ▲1.4%179,4730.5%Computer and TechnologyBrookfield Infrastructure Corp$22,640,779$22,640,779 ▲New Holding565,8780.5%COMBROSDutch Bros$21,181,739$1,707,169 ▼-7.5%404,3860.4%Retail/WholesaleTRRSFTrisura Group$18,709,688$5,156 ▲0.0%685,8390.4%Financial ServicesOSWOneSpaWorld$18,453,907$344,031 ▲1.9%927,3320.4%Consumer DiscretionaryFTDRFrontdoor$18,367,043$67,080 ▼-0.4%335,9620.4%ConstructionFSVFirstService$18,103,267$90,329 ▼-0.5%100,0070.4%FinanceSITESiteOne Landscape Supply$17,911,233$35,446 ▼-0.2%135,9280.4%Industrial ProductsNOMDNomad Foods$17,368,038$918,571 ▲5.6%1,035,0440.4%Consumer StaplesEXPOExponent$16,920,090$93,822 ▼-0.6%189,9000.4%Business ServicesLSTRLandstar System$16,861,356$679,706 ▼-3.9%98,1110.4%TransportationFBINFortune Brands Innovations$16,707,090$3,063,028 ▼-15.5%244,5060.4%Retail/WholesaleSPSCSPS Commerce$15,722,313$79,852 ▼-0.5%85,4520.3%Business ServicesESIElement Solutions$15,687,462$94,040 ▼-0.6%616,8880.3%Basic MaterialsCHEChemed$15,419,829$1,042,646 ▲7.3%29,1050.3%MedicalASGTFAltus Group$14,866,608$169,293 ▲1.2%382,1750.3%Real EstateDSGXThe Descartes Systems Group$14,813,667$596,968 ▼-3.9%130,4020.3%Computer and TechnologyHOMBHome Bancshares, Inc. (Conway, AR)$14,386,305$92,569 ▼-0.6%508,3500.3%FinanceFNDFloor & Decor$13,989,306$114,755 ▼-0.8%140,3140.3%Retail/WholesaleCASSCass Information Systems$13,747,069$15,955 ▼-0.1%336,0320.3%Computer and TechnologyFELEFranklin Electric$13,467,005$555,562 ▼-4.0%138,1940.3%Industrial ProductsBOCBoston Omaha$13,303,137$34,812 ▲0.3%938,1620.3%FinanceDFHDream Finders Homes$12,974,910$75,628 ▼-0.6%557,5810.3%ConstructionESABESAB$12,711,361$12,834 ▲0.1%105,9810.3%Industrial ProductsHGTYHagerty$9,172,537$46,841 ▼-0.5%950,5220.2%Retail/WholesaleHLIHoulihan Lokey$8,695,8510.0%50,0740.2%FinanceBRK.BBerkshire Hathaway$7,542,126$2,448,619 ▼-24.5%16,6390.2%FinanceTROWT. Rowe Price Group$5,085,318$3,931,800 ▼-43.6%44,9670.1%FinanceAAPLApple$3,449,035$59,099 ▲1.7%13,7730.1%Computer and TechnologyVUGVanguard Growth ETF$2,701,1060.0%6,5810.1%ETFPowershares Dynamic Large Cap$1,729,5440.0%17,0000.0%ETFABBVAbbVie$1,329,374$4,798 ▼-0.4%7,4810.0%MedicalSPYSPDR S&P 500 ETF Trust$865,640$586 ▼-0.1%1,4770.0%FinanceIVViShares Core S&P 500 ETF$753,510$11,774 ▼-1.5%1,2800.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$704,0100.0%3,1380.0%FinanceNBTBNBT Bancorp$691,5650.0%14,4800.0%FinanceCNMDCONMED$609,3210.0%8,9030.0%MedicalMSFTMicrosoft$600,481$11,799 ▼-1.9%1,4250.0%Computer and TechnologyIBMInternational Business Machines$565,6230.0%2,5730.0%Computer and TechnologyXOMExxon Mobil$417,156$9,789 ▼-2.3%3,8780.0%Oils/EnergyMCOMoody's$372,5420.0%7870.0%FinanceZTSZoetis$364,963$1,466 ▼-0.4%2,2400.0%MedicalUNPUnion Pacific$361,215$7,753 ▼-2.1%1,5840.0%TransportationUSBU.S. Bancorp$350,6900.0%7,3320.0%FinanceMSCIMSCI$343,2060.0%5720.0%FinanceVTIVanguard Total Stock Market ETF$224,0230.0%7730.0%ETFDHILDiamond Hill Investment Group$207,2140.0%1,3360.0%FinanceBank Of Richmondville$206,3200.0%1,0000.0%COMSSBSouthState$0$40,622,698 ▼-100.0%00.0%FinanceKMXCarMax$0$25,238,261 ▼-100.0%00.0%Retail/WholesaleBIPCBrookfield Infrastructure$0$24,727,348 ▼-100.0%00.0%UtilitiesUL Solutions$0$493,000 ▼-100.0%00.0%COMShowing largest 100 holdings. 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