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Fenimore Asset Management Inc
správce aktiv · portfolio $4.55 mld. · 93 pozic · zpráva k 30.09.2026
Akciové Pozice zpráva za 30.09.2026, podána 08.10.2026; změna — oproti 30.06.2026 · 96
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Ross Stores Inc US:ROST | 1 155 890 | $270 mil. | 5.92% | −84 728 |
| Amphenol Corporation US:APH | 2 834 126 | $239 mil. | 5.25% | +1 349 720 |
| Analog Devices Inc US:ADI | 464 537 | $184 mil. | 4.05% | −7 428 |
| IDEX Corporation US:IEX | 772 862 | $176 mil. | 3.87% | −26 777 |
| Keysight Technologies, Inc. US:KEYS | 469 043 | $171 mil. | 3.75% | −13 279 |
| Vulcan Materials Company US:VMC | 655 412 | $160 mil. | 3.52% | −5 154 |
| Fastenal Company US:FAST | 3 124 839 | $155 mil. | 3.40% | −101 509 |
| STRYKER CORP US:SYK | 550 558 | $152 mil. | 3.33% | +3 218 |
| Markel Corporation US:MKL | 86 571 | $148 mil. | 3.25% | −689 |
| Trane Technologies PLC CUSIP G8994E103 | 303 706 | $137 mil. | 3.01% | −22 206 |
| Brown & Brown Inc US:BRO | 2 232 203 | $136 mil. | 2.98% | −11 640 |
| Arthur J Gallagher & Co US:AJG | 563 148 | $128 mil. | 2.82% | −14 010 |
| Brookfield Corporation US:BN | 3 434 689 | $125 mil. | 2.75% | −25 054 |
| Zebra Technologies Corporati… US:ZBRA | 321 007 | $120 mil. | 2.63% | −40 400 |
| Progressive Corp US:PGR | 553 861 | $115 mil. | 2.52% | −3 412 |
| Microchip Technology Inc US:MCHP | 1 366 210 | $106 mil. | 2.33% | −15 388 |
| Illinois Tool Works Inc US:ITW | 389 384 | $100 mil. | 2.20% | −3 557 |
| Agilent Technologies Inc US:A | 558 284 | $96.2 mil. | 2.11% | −3 091 |
| Heico Corporation US:HEI-A | 420 436 | $96.0 mil. | 2.11% | −13 044 |
| AutoZone Inc US:AZO | 32 269 | $91.3 mil. | 2.00% | −237 |
| Ametek Inc US:AME | 361 611 | $89.6 mil. | 1.97% | −3 699 |
| Landstar System Inc US:LSTR | 508 778 | $85.8 mil. | 1.88% | +2 193 |
| Graco Inc US:GGG | 1 108 914 | $85.2 mil. | 1.87% | −430 |
| Booking Holdings Inc US:BKNG | 500 147 | $81.5 mil. | 1.79% | −3 408 |
| Pinnacle Financial Partners,… US:PNFP | 825 186 | $77.2 mil. | 1.70% | −9 196 |
| Steris PLC CUSIP G8473T100 | 354 742 | $74.5 mil. | 1.64% | −470 |
| S&P Global Inc US:SPGI | 159 081 | $62.8 mil. | 1.38% | +39 089 |
| Republic Services Inc US:RSG | 265 824 | $55.8 mil. | 1.22% | −14 687 |
| Entegris Inc US:ENTG | 355 630 | $54.8 mil. | 1.20% | −3 704 |
| Cintas Corporation US:CTAS | 268 061 | $52.3 mil. | 1.15% | −15 649 |
| Ryan Specialty Group Holding… US:RYAN | 1 330 600 | $49.2 mil. | 1.08% | +23 994 |
| CDW Corp US:CDW | 359 805 | $46.1 mil. | 1.01% | −349 770 |
| Martin Marietta Materials In… US:MLM | 89 370 | $42.9 mil. | 0.94% | +1 224 |
| Brookfield Asset Management… US:BAM | 903 098 | $40.3 mil. | 0.88% | −4 987 |
| Broadridge Financial Solutio… US:BR | 236 910 | $38.2 mil. | 0.84% | −17 542 |
| Thermo Fisher Scientific Inc US:TMO | 53 830 | $36.3 mil. | 0.80% | +47 720 |
| HOULIHAN LOKEY, INC. US:HLI | 256 760 | $32.4 mil. | 0.71% | +88 862 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 41 | $30.6 mil. | 0.67% | — |
| Tyler Technologies Inc US:TYL | 94 361 | $30.1 mil. | 0.66% | +2 533 |
| Watsco Inc US:WSO | 95 325 | $28.9 mil. | 0.63% | +15 108 |
| Jack Henry & Associates Inc US:JKHY | 201 067 | $28.8 mil. | 0.63% | −307 |
| ExlService Holdings Inc US:EXLS | 694 432 | $23.9 mil. | 0.52% | −1 022 551 |
| Colliers International Group… US:CIGI | 264 147 | $23.7 mil. | 0.52% | +18 627 |
| Avery Dennison Corp US:AVY | 136 814 | $23.4 mil. | 0.51% | +66 |
| Verisk Analytics Inc US:VRSK | 126 604 | $21.3 mil. | 0.47% | −69 756 |
| Gildan Activewear Inc. US:GIL | 493 748 | $21.0 mil. | 0.46% | −2 861 |
| Motorola Solutions Inc US:MSI | 47 150 | $21.0 mil. | 0.46% | +5 940 |
| Paychex Inc US:PAYX | 212 743 | $21.0 mil. | 0.46% | −8 720 |
| NASDAQ, INC. US:NDAQ | 223 406 | $20.6 mil. | 0.45% | +6 327 |
| Chemed Corp US:CHE | 36 631 | $18.5 mil. | 0.41% | +103 |
| Floor & Decor Holdings Inc US:FND | 392 536 | $18.0 mil. | 0.39% | +39 020 |
| Exponent Inc US:EXPO | 265 398 | $17.4 mil. | 0.38% | +821 |
| FirstService Corp US:FSV | 130 824 | $16.7 mil. | 0.37% | +8 426 |
| Novanta Inc US:NOVT | 116 691 | $16.6 mil. | 0.36% | +718 |
| ESAB Corp US:ESAB | 248 030 | $16.3 mil. | 0.36% | +106 892 |
| SPS Commerce Inc US:SPSC | 195 804 | $16.1 mil. | 0.35% | −2 |
| Trisura Group Ltd US:TRRSF | 549 514 | $15.9 mil. | 0.35% | +527 |
| Casella Waste Systems Inc US:CWST | 191 816 | $15.4 mil. | 0.34% | −35 |
| SiteOne Landscape Supply Inc US:SITE | 164 444 | $14.9 mil. | 0.33% | +13 773 |
| Home BancShares Inc US:HOMB | 502 183 | $14.2 mil. | 0.31% | +2 323 |
| Descartes Systems Group Inc US:DSGX | 162 383 | $13.1 mil. | 0.29% | +405 |
| Choice Hotels International… US:CHH | 125 443 | $12.8 mil. | 0.28% | −1 897 |
| Franklin Electric Co Inc US:FELE | 133 740 | $12.8 mil. | 0.28% | −900 |
| Frontdoor Inc US:FTDR | 173 780 | $12.7 mil. | 0.28% | −65 322 |
| Stevanato CUSIP T9224W109 | 582 070 | $12.2 mil. | 0.27% | nová |
| Altus Group Limited US:ASGTF | 382 863 | $11.9 mil. | 0.26% | +286 |
| UL Solutions Inc. US:ULS | 177 751 | $11.7 mil. | 0.26% | nová |
| Unifirst Corporation US:UNF | 44 147 | $11.1 mil. | 0.24% | +40 |
| Mobility Global Inc. US:MBGL | 608 454 | $10.4 mil. | 0.23% | nová |
| One Spa World Holdings Ltd. CUSIP P73684113 | 460 436 | $10.4 mil. | 0.23% | +5 937 |
| Baldwin Insurance Group, Inc… US:BWIN | 269 627 | $8.57 mil. | 0.19% | −525 807 |
| Element Solutions Inc US:ESI | 236 025 | $8.56 mil. | 0.19% | −101 733 |
| Brookfield Infrastructure Co… US:BIPC | 158 867 | $5.66 mil. | 0.12% | −204 311 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 10 450 | $5.20 mil. | 0.11% | −135 |
| Apple Inc. US:AAPL | 13 296 | $4.43 mil. | 0.10% | — |
| Vanguard Growth Index Fund E… US:VUG · ETF | 39 486 | $3.56 mil. | 0.08% | — |
| Invesco Large-Cap Growth CUSIP 73935X609 | 18 915 | $3.07 mil. | 0.07% | — |
| LandBridge Company LLC US:LB | 26 000 | $2.11 mil. | 0.05% | — |
| AbbVie Inc US:ABBV | 7 425 | $1.94 mil. | 0.04% | — |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 1 477 | $1.13 mil. | 0.02% | — |
| Microsoft Corporation US:MSFT | 1 359 | $697 tis. | 0.02% | — |
| iShares Core S&P 500 ETF US:IVV · ETF | 900 | $689 tis. | 0.02% | — |
| Consumer Discretionary Selec… US:XLY · ETF | 6 276 | $683 tis. | 0.01% | — |
| NBT Bancorp Inc US:NBTB | 13 355 | $670 tis. | 0.01% | — |
| International Business Machi… US:IBM | 2 573 | $566 tis. | 0.01% | — |
| ExxonMobil Holdings Corp US:XOM | 3 378 | $550 tis. | 0.01% | nová |
| Union Pacific Corporation US:UNP | 1 584 | $431 tis. | 0.01% | — |
| U.S. Bancorp US:USB | 7 331 | $423 tis. | 0.01% | — |
| CONMED Corporation US:CNMD | 8 902 | $412 tis. | 0.01% | — |
| MSCI Inc US:MSCI | 572 | $308 tis. | 0.01% | — |
| Moodys Corporation US:MCO | 592 | $269 tis. | 0.01% | — |
| Bank Of Richmondville CUSIP 99C000025 | 1 000 | $225 tis. | 0.00% | — |
| Akre Focus ETF US:AKRE · ETF | 4 027 | $212 tis. | 0.00% | — |
| CBIZ Inc US:CBZ | 0 (bylo 681 628) | — | — | prodána |
| EOG RESOURCES INC US:EOG | 0 (bylo 2 140) | — | — | prodána |
| ExxonMobil Holdings Corp US:XOM | 0 (bylo 3 378) | — | — | prodána |
Ve společnostech z naší databáze 2
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| Trisura Group Ltd | 1.16% | 549 514 | 2026-09-30 |
| Altus Group Limited | 1.12% | 382 863 | 2026-09-30 |
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