Fenimore Asset Management Inc
Cobleskill NY · SEC CIK 0000884566
$48.30亿2026Q2 申报市值
92持仓数
39.7%前十大占比 · 第一大 5.5%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TYL 新建仓+$2,685.60万
RYAN 加仓+$2,196.78万
MSI 新建仓+$1,711.41万
NDAQ 新建仓+$1,711.02万
GIL 加仓+$1,526.94万
2026Q2 卖出最多 按季末市值估算
EXLS 减仓-$2,691.89万
ROST 减仓-$2,618.20万
CDW 减仓-$2,552.50万
ENTG 减仓-$2,491.13万
FAST 减仓-$2,075.49万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE Healthcare Technologies Inc | $0 | 0.00% | 0 | -185,588 | -100.0% | -$1,321.02万 | 清仓 |
| BOC | Boston Omaha Corporation | $0 | 0.00% | 0 | -930,190 | -100.0% | -$1,086.46万 | 清仓 |
| GLW | Corning Inc | $0 | 0.00% | 0 | -2,000 | -100.0% | -$27.19万 | 清仓 |
| ZTS | Zoetis Inc. | $0 | 0.00% | 0 | -2,040 | -100.0% | -$24.11万 | 清仓 |
| — | Diamond Hill Investment Group, | $0 | 0.00% | 0 | -1,336 | -100.0% | -$22.99万 | 清仓 |
| COST | Costco Wholesale Corp | $0 | 0.00% | 0 | -210 | -100.0% | -$20.93万 | 清仓 |
| AKRE | Akre Focus Etf | $21.42万 | 0.00% | 4,027 | 0 | 0.0% | — | 不变 |
| — | Bank Of Richmondville | $22.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $26.81万 | 0.01% | 592 | 0 | 0.0% | — | 不变 |
| EOG | EOG Resources, Inc. | $27.76万 | 0.01% | 2,140 | -2,189 | -50.6% | -$28.40万 | 减仓 |
| CNMD | Conmed Corp | $29.14万 | 0.01% | 8,902 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI, Inc. | $32.03万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp. | $43.08万 | 0.01% | 1,584 | 0 | 0.0% | — | 不变 |
| USB | US Bancorp | $44.28万 | 0.01% | 7,331 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $46.18万 | 0.01% | 3,378 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $50.68万 | 0.01% | 1,359 | 0 | 0.0% | — | 不变 |
| NBTB | NBT Bancorp Inc | $65.93万 | 0.01% | 13,355 | -1,125 | -7.8% | -$5.55万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $67.40万 | 0.01% | 900 | -250 | -21.7% | -$18.72万 | 减仓 |
| IBM | International Business Machine | $72.36万 | 0.01% | 2,573 | 0 | 0.0% | — | 不变 |
| XLY | SPDR Fund Consumer | $73.60万 | 0.02% | 6,276 | 0 | 0.0% | — | 不变 |
| SPY | Spdr S&P 500 ETF Trust | $110.30万 | 0.02% | 1,477 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie, Inc. | $186.84万 | 0.04% | 7,425 | 0 | 0.0% | — | 不变 |
| LB | Landbridge Company Llc Cl A | $206.02万 | 0.04% | 26,000 | 26,000 | — | $206.02万 | 新建仓 |
| TMO | Thermo Fisher Scientific Inc. | $306.33万 | 0.06% | 6,110 | 6,110 | — | $306.33万 | 新建仓 |
| — | Invesco Large-Cap Growth | $318.64万 | 0.07% | 18,915 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $340.13万 | 0.07% | 39,486 | 0 | 0.0% | — | 不变 |
| AAPL | Apple, Inc. | $384.73万 | 0.08% | 13,296 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc. B | $529.66万 | 0.11% | 10,585 | -1,398 | -11.7% | -$69.95万 | 减仓 |
| SPSC | SPS Commerce Inc. | $1,119.42万 | 0.23% | 195,806 | -1,235 | -0.6% | -$7.06万 | 减仓 |
| DSGX | Descartes Systems Group Inc. | $1,121.54万 | 0.23% | 161,978 | 5,360 | 3.4% | $37.11万 | 加仓 |
| UNF | Unifirst Corp Ma | $1,166.45万 | 0.24% | 44,107 | 44,107 | — | $1,166.45万 | 新建仓 |
| — | Altus Group Ltd | $1,212.77万 | 0.25% | 382,577 | -433 | -0.1% | -$1.37万 | 减仓 |
| OSW | One Spa World Holdings Ltd. | $1,283.51万 | 0.27% | 454,499 | -236,526 | -34.2% | -$667.95万 | 减仓 |
| ESAB | Esab Corporation | $1,392.04万 | 0.29% | 141,138 | 38,512 | 37.5% | $379.84万 | 加仓 |
| BIPC | Brookfield Infrastructure Corp | $1,398.24万 | 0.29% | 363,178 | 50,654 | 16.2% | $195.02万 | 加仓 |
| CHH | Choice Hotels International, I | $1,404.18万 | 0.29% | 127,340 | -61,567 | -32.6% | -$678.90万 | 减仓 |
| HOMB | Home BancShares, Inc. | $1,427.10万 | 0.30% | 499,860 | 3,039 | 0.6% | $8.68万 | 加仓 |
| FELE | Franklin Electric Co., Inc. | $1,443.21万 | 0.30% | 134,640 | -306 | -0.2% | -$3.28万 | 减仓 |
| EXPO | Exponent, Inc. | $1,554.65万 | 0.32% | 264,577 | 5,437 | 2.1% | $31.95万 | 加仓 |
| ESI | Element Solutions Inc | $1,612.79万 | 0.33% | 337,758 | -130,618 | -27.9% | -$623.70万 | 减仓 |
| CHE | Chemed Corp | $1,701.26万 | 0.35% | 36,528 | 783 | 2.2% | $36.47万 | 加仓 |
| — | Trisura Group Ltd. | $1,706.80万 | 0.35% | 548,987 | -116,976 | -17.6% | -$363.68万 | 减仓 |
| NDAQ | Nasdaq, Inc. | $1,711.02万 | 0.35% | 217,079 | 217,079 | — | $1,711.02万 | 新建仓 |
| MSI | Motorola Solutions, Inc. | $1,711.41万 | 0.35% | 41,210 | 41,210 | — | $1,711.41万 | 新建仓 |
| SITE | Siteone Landscape Supply Inc. | $1,723.83万 | 0.36% | 150,671 | 2,517 | 1.7% | $28.80万 | 加仓 |
| FSV | FirstService Corporation | $1,739.40万 | 0.36% | 122,398 | -21,779 | -15.1% | -$309.50万 | 减仓 |
| FTDR | Frontdoor, Inc. | $1,855.19万 | 0.38% | 239,102 | -107 | -0.0% | -$8,302 | 减仓 |
| CWST | Casella Waste System Inc. | $1,860.38万 | 0.39% | 191,851 | 45,317 | 30.9% | $439.44万 | 加仓 |
| NOVT | Novanta Inc | $1,881.55万 | 0.39% | 115,973 | 349 | 0.3% | $5.66万 | 加仓 |
| FND | Floor & Decor Holdings | $2,098.47万 | 0.43% | 353,516 | 63,488 | 21.9% | $376.86万 | 加仓 |
| BWIN | The Baldwin Insurance Group In | $2,114.26万 | 0.44% | 795,434 | 92,126 | 13.1% | $244.87万 | 加仓 |
| PAYX | Paychex Inc | $2,177.65万 | 0.45% | 221,463 | -682 | -0.3% | -$6.71万 | 减仓 |
| CBZ | CBIZ, Inc. | $2,186.66万 | 0.45% | 681,628 | -594 | -0.1% | -$1.91万 | 减仓 |
| AVY | Avery Dennison Corp | $2,220.10万 | 0.46% | 136,748 | -1,062 | -0.8% | -$17.24万 | 减仓 |
| HLI | Houlihan Lokey Inc. | $2,252.02万 | 0.47% | 167,898 | 29,432 | 21.3% | $394.77万 | 加仓 |
| CIGI | Colliers International Group I | $2,302.73万 | 0.48% | 245,520 | 18,577 | 8.2% | $174.23万 | 加仓 |
| GIL | Gildan Activewear Inc | $2,562.50万 | 0.53% | 496,609 | 295,918 | 147.4% | $1,526.94万 | 加仓 |
| TYL | Tyler Technologies Inc | $2,685.60万 | 0.56% | 91,828 | 91,828 | — | $2,685.60万 | 新建仓 |
| JKHY | Jack Henry & Associates Inc | $2,773.73万 | 0.57% | 201,374 | -13,727 | -6.4% | -$189.08万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. A | $3,070.28万 | 0.64% | 41 | -1 | -2.4% | -$74.89万 | 减仓 |
| WSO | Watsco, Inc. | $3,342.88万 | 0.69% | 80,217 | -754 | -0.9% | -$31.42万 | 减仓 |
| BR | Broadridge Financial Solutions | $3,484.72万 | 0.72% | 254,452 | -93,498 | -26.9% | -$1,280.46万 | 减仓 |
| VRSK | Verisk Analytics Inc. | $3,525.25万 | 0.73% | 196,360 | -10,567 | -5.1% | -$189.71万 | 减仓 |
| BAM | Brookfield Asset Management Lt | $4,072.76万 | 0.84% | 908,085 | -9,814 | -1.1% | -$44.02万 | 减仓 |
| EXLS | Exlservice Holdings Inc. | $4,440.12万 | 0.92% | 1,716,983 | -1,040,948 | -37.7% | -$2,691.89万 | 减仓 |
| CTAS | Cintas Corp | $4,825.34万 | 1.00% | 283,710 | -858 | -0.3% | -$14.59万 | 减仓 |
| SPGI | S&P Global Inc. | $4,886.80万 | 1.01% | 119,992 | 8,957 | 8.1% | $364.78万 | 加仓 |
| RYAN | Ryan Specialty Holdings, Inc | $4,933.74万 | 1.02% | 1,306,606 | 581,774 | 80.3% | $2,196.78万 | 加仓 |
| MLM | Martin Marietta Mat | $5,083.38万 | 1.05% | 88,146 | -181 | -0.2% | -$10.44万 | 减仓 |
| RSG | Republic Services, Inc. | $5,977.13万 | 1.24% | 280,511 | -4,468 | -1.6% | -$95.20万 | 减仓 |
| ENTG | Entegris, Inc. | $6,462.98万 | 1.34% | 359,334 | -138,504 | -27.8% | -$2,491.13万 | 减仓 |
| A | Agilent Technologies Inc | $7,456.75万 | 1.54% | 561,375 | 3,005 | 0.5% | $39.92万 | 加仓 |
| STE | Steris PLC | $7,479.70万 | 1.55% | 355,212 | 28,587 | 8.8% | $601.96万 | 加仓 |
| GGG | Graco Inc. | $8,387.75万 | 1.74% | 1,109,344 | 14,432 | 1.3% | $109.12万 | 加仓 |
| PNFP | Pinnacle Financial Partners In | $8,417.24万 | 1.74% | 834,382 | 8,993 | 1.1% | $90.72万 | 加仓 |
| AME | Ametek, Inc. | $8,838.30万 | 1.83% | 365,310 | 6,078 | 1.7% | $147.05万 | 加仓 |
| BKNG | Booking Holdings Inc. | $8,975.37万 | 1.86% | 503,555 | 8,430 | 1.7% | $150.26万 | 加仓 |
| ZBRA | Zebra Technologies A | $9,514.40万 | 1.97% | 361,407 | 5,931 | 1.7% | $156.14万 | 加仓 |
| CDW | CDW Corporation | $9,979.46万 | 2.07% | 709,575 | -181,492 | -20.4% | -$2,552.50万 | 减仓 |
| AZO | AutoZone, Inc. | $1.04亿 | 2.15% | 32,506 | 580 | 1.8% | $185.36万 | 加仓 |
| LSTR | Landstar System, Inc. | $1.05亿 | 2.17% | 506,585 | -59,479 | -10.5% | -$1,230.08万 | 减仓 |
| ITW | Illinois Tool Works Inc. | $1.06亿 | 2.20% | 392,941 | 3,430 | 0.9% | $92.77万 | 加仓 |
| HEI/A | HEICO Corp. Class A | $1.12亿 | 2.31% | 433,480 | 4,857 | 1.1% | $125.27万 | 加仓 |
| PGR | Progressive Corp. | $1.22亿 | 2.52% | 557,273 | 6,889 | 1.3% | $150.49万 | 加仓 |
| MCHP | Microchip Technology Incorpora | $1.26亿 | 2.61% | 1,381,598 | -34,977 | -2.5% | -$318.99万 | 减仓 |
| AJG | Arthur J. Gallagher & Co. | $1.32亿 | 2.74% | 577,158 | 10,392 | 1.8% | $238.57万 | 加仓 |
| BRO | Brown & Brown, Inc. | $1.44亿 | 2.98% | 2,243,843 | 20,707 | 0.9% | $132.84万 | 加仓 |
| BN | Brookfield Corp | $1.47亿 | 3.05% | 3,459,743 | 23,525 | 0.7% | $100.19万 | 加仓 |
| FAST | Fastenal Co | $1.55亿 | 3.21% | 3,226,348 | -432,124 | -11.8% | -$2,075.49万 | 减仓 |
| TT | Trane Technologies PLC | $1.60亿 | 3.31% | 325,912 | -25,636 | -7.3% | -$1,259.14万 | 减仓 |
| KEYS | Keysight Technologies Inc. | $1.69亿 | 3.50% | 482,322 | -55,428 | -10.3% | -$1,940.37万 | 减仓 |
| MKL | Markel Corporation | $1.70亿 | 3.53% | 87,260 | 654 | 0.8% | $127.73万 | 加仓 |
| SYK | Stryker Corporation | $1.72亿 | 3.57% | 547,340 | 27,827 | 5.4% | $876.10万 | 加仓 |
| IEX | IDEX Corporation | $1.81亿 | 3.76% | 799,639 | 1,533 | 0.2% | $34.79万 | 加仓 |
| ADI | Analog Devices Inc | $1.87亿 | 3.88% | 471,965 | -2,422 | -0.5% | -$96.19万 | 减仓 |
| VMC | Vulcan Materials | $1.95亿 | 4.03% | 660,566 | 4,008 | 0.6% | $118.24万 | 加仓 |
| APH | Amphenol Corp. | $2.62亿 | 5.42% | 1,484,406 | -66,184 | -4.3% | -$1,166.96万 | 减仓 |
| ROST | Ross Stores, Inc. | $2.64亿 | 5.47% | 1,240,618 | -123,007 | -9.0% | -$2,618.20万 | 减仓 |