Fenimore Asset Management Inc
Cobleskill NY · SEC CIK 0000884566
$44.84亿2026Q1 申报市值
92持仓数
39.6%前十大占比 · 第一大 6.6%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PNFP 新建仓+$7,109.90万
SPGI 新建仓+$4,722.76万
AJG 加仓+$4,598.56万
RYAN 加仓+$2,352.42万
LSTR 加仓+$1,280.86万
2026Q1 卖出最多 按季末市值估算
Pinnacle Financi 清仓-$8,056.94万
EOG 减仓-$5,541.36万
ROST 减仓-$3,646.77万
CDW 减仓-$3,140.47万
KEYS 减仓-$2,711.40万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Pinnacle Financial Partners, I | $0 | 0.00% | 0 | -844,455 | -100.0% | -$8,056.94万 | 清仓 |
| ROP | Roper Technologies, Inc. | $0 | 0.00% | 0 | -52,195 | -100.0% | -$2,323.36万 | 清仓 |
| BROS | Dutch Brothers Inc Cl A | $0 | 0.00% | 0 | -312,111 | -100.0% | -$1,910.74万 | 清仓 |
| DFH | Dream Finders Homes Inc. | $0 | 0.00% | 0 | -686,041 | -100.0% | -$1,173.13万 | 清仓 |
| POOL | Pool Corp | $0 | 0.00% | 0 | -1,080 | -100.0% | -$24.70万 | 清仓 |
| COST | Costco Wholesale Corp | $20.93万 | 0.00% | 210 | 210 | — | $20.93万 | 新建仓 |
| AKRE | Akre Focus Etf | $21.28万 | 0.00% | 4,027 | 0 | 0.0% | — | 不变 |
| — | Bank Of Richmondville | $22.45万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | Diamond Hill Investment Group, | $22.99万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc. | $24.11万 | 0.01% | 2,040 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $25.83万 | 0.01% | 592 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $27.19万 | 0.01% | 2,000 | 2,000 | — | $27.19万 | 新建仓 |
| MSCI | MSCI, Inc. | $30.83万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| CNMD | Conmed Corp | $31.48万 | 0.01% | 8,902 | 0 | 0.0% | — | 不变 |
| USB | US Bancorp | $38.13万 | 0.01% | 7,331 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp. | $38.43万 | 0.01% | 1,584 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $50.29万 | 0.01% | 1,359 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $57.31万 | 0.01% | 3,378 | 0 | 0.0% | — | 不变 |
| NBTB | NBT Bancorp Inc | $61.66万 | 0.01% | 14,480 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machine | $62.37万 | 0.01% | 2,573 | 0 | 0.0% | — | 不变 |
| EOG | EOG Resources, Inc. | $62.58万 | 0.01% | 4,329 | -383,299 | -98.9% | -$5,541.36万 | 减仓 |
| XLY | SPDR Fund Consumer | $68.40万 | 0.02% | 6,276 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $75.12万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| SPY | Spdr S&P 500 ETF Trust | $96.06万 | 0.02% | 1,477 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie, Inc. | $161.49万 | 0.04% | 7,425 | -23 | -0.3% | -$5,002 | 减仓 |
| — | Invesco Large-Cap Growth | $238.20万 | 0.05% | 18,915 | 1,915 | 11.3% | $24.12万 | 加仓 |
| VUG | Vanguard Growth ETF | $287.45万 | 0.06% | 6,581 | 0 | 0.0% | — | 不变 |
| AAPL | Apple, Inc. | $337.44万 | 0.08% | 13,296 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc. B | $574.23万 | 0.13% | 11,983 | -1,039 | -8.0% | -$49.79万 | 减仓 |
| ESAB | Esab Corporation | $991.98万 | 0.22% | 102,626 | -3,087 | -2.9% | -$29.84万 | 减仓 |
| BOC | Boston Omaha Corporation | $1,086.46万 | 0.24% | 930,190 | 3,566 | 0.4% | $4.17万 | 加仓 |
| SPSC | SPS Commerce Inc. | $1,096.93万 | 0.24% | 197,041 | 32,157 | 19.5% | $179.02万 | 加仓 |
| GIL | Gildan Activewear Inc | $1,116.85万 | 0.25% | 200,691 | 200,691 | — | $1,116.85万 | 新建仓 |
| DSGX | Descartes Systems Group Inc. | $1,120.76万 | 0.25% | 156,618 | 26,234 | 20.1% | $187.73万 | 加仓 |
| CWST | Casella Waste System Inc. | $1,162.60万 | 0.26% | 146,534 | 29,041 | 24.7% | $230.41万 | 加仓 |
| BIPC | Brookfield Infrastructure Corp | $1,235.09万 | 0.28% | 312,524 | -115,386 | -27.0% | -$456.01万 | 减仓 |
| FELE | Franklin Electric Co., Inc. | $1,243.80万 | 0.28% | 134,946 | -3,877 | -2.8% | -$35.73万 | 减仓 |
| FTDR | Frontdoor, Inc. | $1,264.46万 | 0.28% | 239,209 | -6,355 | -2.6% | -$33.59万 | 减仓 |
| — | Altus Group Ltd | $1,311.69万 | 0.29% | 383,010 | 3,546 | 0.9% | $12.14万 | 加仓 |
| GEHC | GE Healthcare Technologies Inc | $1,321.02万 | 0.29% | 185,588 | -2,107 | -1.1% | -$15.00万 | 减仓 |
| HOMB | Home BancShares, Inc. | $1,337.94万 | 0.30% | 496,821 | -13,797 | -2.7% | -$37.16万 | 减仓 |
| CHE | Chemed Corp | $1,350.23万 | 0.30% | 35,745 | -1,242 | -3.4% | -$46.92万 | 减仓 |
| NOVT | Novanta Inc | $1,365.64万 | 0.30% | 115,624 | -2,929 | -2.5% | -$34.59万 | 减仓 |
| FND | Floor & Decor Holdings | $1,473.34万 | 0.33% | 290,028 | -10,175 | -3.4% | -$51.69万 | 减仓 |
| BWIN | The Baldwin Insurance Group In | $1,543.06万 | 0.34% | 703,308 | 120,458 | 20.7% | $264.28万 | 加仓 |
| OSW | One Spa World Holdings Ltd. | $1,585.90万 | 0.35% | 691,025 | -103,587 | -13.0% | -$237.73万 | 减仓 |
| ESI | Element Solutions Inc | $1,599.04万 | 0.36% | 468,376 | -145,497 | -23.7% | -$496.73万 | 减仓 |
| EXPO | Exponent, Inc. | $1,690.89万 | 0.38% | 259,140 | -7,752 | -2.9% | -$50.58万 | 减仓 |
| CBZ | CBIZ, Inc. | $1,831.77万 | 0.41% | 682,222 | 229,630 | 50.7% | $616.56万 | 加仓 |
| CHH | Choice Hotels International, I | $1,955.19万 | 0.44% | 188,907 | -4,537 | -2.3% | -$46.96万 | 减仓 |
| SITE | Siteone Landscape Supply Inc. | $1,972.08万 | 0.44% | 148,154 | -3,840 | -2.5% | -$51.11万 | 减仓 |
| HLI | Houlihan Lokey Inc. | $1,988.65万 | 0.44% | 138,466 | 14,794 | 12.0% | $212.47万 | 加仓 |
| FSV | FirstService Corporation | $2,003.20万 | 0.45% | 144,177 | -5,650 | -3.8% | -$78.50万 | 减仓 |
| PAYX | Paychex Inc | $2,046.40万 | 0.46% | 222,145 | -203,446 | -47.8% | -$1,874.14万 | 减仓 |
| — | Trisura Group Ltd. | $2,083.13万 | 0.46% | 665,963 | -18,381 | -2.7% | -$57.50万 | 减仓 |
| AVY | Avery Dennison Corp | $2,379.70万 | 0.53% | 137,810 | -6,016 | -4.2% | -$103.88万 | 减仓 |
| CIGI | Colliers International Group I | $2,425.79万 | 0.54% | 226,943 | 4,685 | 2.1% | $50.08万 | 加仓 |
| RYAN | Ryan Specialty Holdings, Inc | $2,445.58万 | 0.55% | 724,832 | 697,219 | 2,525.0% | $2,352.42万 | 加仓 |
| WSO | Watsco, Inc. | $2,945.64万 | 0.66% | 80,971 | 20,112 | 33.0% | $731.65万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc. A | $3,016.19万 | 0.67% | 42 | 0 | 0.0% | — | 不变 |
| JKHY | Jack Henry & Associates Inc | $3,399.46万 | 0.76% | 215,101 | -5,514 | -2.5% | -$87.14万 | 减仓 |
| VRSK | Verisk Analytics Inc. | $3,926.44万 | 0.88% | 206,927 | 18,733 | 10.0% | $355.46万 | 加仓 |
| BAM | Brookfield Asset Management Lt | $4,080.06万 | 0.91% | 917,899 | -19,988 | -2.1% | -$88.85万 | 减仓 |
| SPGI | S&P Global Inc. | $4,722.76万 | 1.05% | 111,035 | 111,035 | — | $4,722.76万 | 新建仓 |
| CTAS | Cintas Corp | $4,813.18万 | 1.07% | 284,568 | 4,917 | 1.8% | $83.17万 | 加仓 |
| MLM | Martin Marietta Mat | $5,199.63万 | 1.16% | 88,327 | -1,601 | -1.8% | -$94.25万 | 减仓 |
| BR | Broadridge Financial Solutions | $5,653.49万 | 1.26% | 347,950 | 24,329 | 7.5% | $395.30万 | 加仓 |
| ENTG | Entegris, Inc. | $5,836.65万 | 1.30% | 497,838 | -53,408 | -9.7% | -$626.16万 | 减仓 |
| RSG | Republic Services, Inc. | $6,241.61万 | 1.39% | 284,979 | -5,646 | -1.9% | -$123.66万 | 减仓 |
| A | Agilent Technologies Inc | $6,364.30万 | 1.42% | 558,370 | -36,602 | -6.2% | -$417.19万 | 减仓 |
| PNFP | Pinnacle Financial Partners In | $7,109.90万 | 1.59% | 825,389 | 825,389 | — | $7,109.90万 | 新建仓 |
| STE | Steris PLC | $7,222.65万 | 1.61% | 326,625 | -1,482 | -0.5% | -$32.77万 | 减仓 |
| ZBRA | Zebra Technologies A | $7,432.29万 | 1.66% | 355,476 | -3,781 | -1.1% | -$79.05万 | 减仓 |
| AME | Ametek, Inc. | $7,700.49万 | 1.72% | 359,232 | -8,638 | -2.3% | -$185.16万 | 减仓 |
| BKNG | Booking Holdings Inc. | $8,338.55万 | 1.86% | 19,805 | -189 | -0.9% | -$79.58万 | 减仓 |
| EXLS | Exlservice Holdings Inc. | $8,397.90万 | 1.87% | 2,757,931 | -15,211 | -0.5% | -$46.32万 | 减仓 |
| HEI/A | HEICO Corp. Class A | $9,047.80万 | 2.02% | 428,623 | -8,283 | -1.9% | -$174.85万 | 减仓 |
| LSTR | Landstar System, Inc. | $9,074.58万 | 2.02% | 566,064 | 79,899 | 16.4% | $1,280.86万 | 加仓 |
| MCHP | Microchip Technology Incorpora | $9,152.49万 | 2.04% | 1,416,575 | -28,370 | -2.0% | -$183.30万 | 减仓 |
| GGG | Graco Inc. | $9,268.43万 | 2.07% | 1,094,912 | -17,838 | -1.6% | -$151.00万 | 减仓 |
| ITW | Illinois Tool Works Inc. | $1.01亿 | 2.26% | 389,511 | -6,117 | -1.5% | -$159.22万 | 减仓 |
| CDW | CDW Corporation | $1.08亿 | 2.40% | 891,067 | -259,500 | -22.6% | -$3,140.47万 | 减仓 |
| AZO | AutoZone, Inc. | $1.08亿 | 2.41% | 31,926 | -904 | -2.8% | -$305.35万 | 减仓 |
| PGR | Progressive Corp. | $1.09亿 | 2.43% | 550,384 | -9,540 | -1.7% | -$189.12万 | 减仓 |
| AJG | Arthur J. Gallagher & Co. | $1.23亿 | 2.74% | 566,766 | 212,326 | 59.9% | $4,598.56万 | 加仓 |
| BN | Brookfield Corp | $1.39亿 | 3.10% | 3,436,218 | -406,438 | -10.6% | -$1,644.85万 | 减仓 |
| BRO | Brown & Brown, Inc. | $1.45亿 | 3.23% | 2,223,136 | 39,625 | 1.8% | $258.39万 | 加仓 |
| TT | Trane Technologies PLC | $1.47亿 | 3.27% | 351,548 | -44,090 | -11.1% | -$1,837.41万 | 减仓 |
| ADI | Analog Devices Inc | $1.51亿 | 3.37% | 474,387 | -20,159 | -4.1% | -$641.34万 | 减仓 |
| IEX | IDEX Corporation | $1.51亿 | 3.37% | 798,106 | -21,097 | -2.6% | -$399.89万 | 减仓 |
| KEYS | Keysight Technologies Inc. | $1.52亿 | 3.39% | 537,750 | -96,023 | -15.2% | -$2,711.40万 | 减仓 |
| MKL | Markel Corporation | $1.66亿 | 3.70% | 86,606 | -1,660 | -1.9% | -$317.74万 | 减仓 |
| FAST | Fastenal Co | $1.70亿 | 3.79% | 3,658,472 | -94,171 | -2.5% | -$436.95万 | 减仓 |
| SYK | Stryker Corporation | $1.71亿 | 3.81% | 519,513 | -5,865 | -1.1% | -$192.72万 | 减仓 |
| VMC | Vulcan Materials | $1.79亿 | 3.99% | 656,558 | -10,112 | -1.5% | -$275.35万 | 减仓 |
| APH | Amphenol Corp. | $1.96亿 | 4.37% | 1,550,590 | -115,219 | -6.9% | -$1,455.79万 | 减仓 |
| ROST | Ross Stores, Inc. | $2.95亿 | 6.59% | 1,363,625 | -168,341 | -11.0% | -$3,646.77万 | 减仓 |