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Jessica Taske

Fiduciary Management Inc Wi

Assets Managed
$8.057B
Holdings
62
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-11.4%(2Q avg: -9.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Management Inc Wi's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Fiduciary Management Inc Wi over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.057B in assets, with a quarterly growth rate of -11.4% and a 2-quarter average growth rate of -9.69%. The portfolio is managed by Jessica Taske, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ARMK
Aramark
Recent Activity
Decreased -7.74%
5.33%
$429.233M
10.588M shares@ $40.54 avg price
BKNG
Booking Holdings Inc
Recent Activity
Increased 28.48%
4.91%
$395.395M
93,911 shares@ $4210.33 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -10.5%
4.05%
$325.69M
3.466M shares@ $93.99 avg price
FERG
Ferguson Enterprises Inc
Recent Activity
Decreased -10.01%
3.88%
$311.946M
1.337M shares@ $233.26 avg price
AVY
Avery Dennison Corp
Recent Activity
Decreased -10.58%
2.69%
$216.287M
1.253M shares@ $172.69 avg price
CARR
Carrier Global Corp
Recent Activity
Decreased -10.18%
2.5%
$200.88M
3.567M shares@ $56.32 avg price
BDX
Becton Dickinson And Co
Recent Activity
Increased 12.36%
2.42%
$194.926M
1.24M shares@ $157.24 avg price
ACN
Accenture Plc-cl A
Recent Activity
Increased 35.2%
2.37%
$190.828M
962,367 shares@ $198.29 avg price
WTM
White Mountains Insurance Gp
Recent Activity
Decreased -5.83%
2.32%
$186.887M
85,066 shares@ $2196.96 avg price
CDW
Cdw Corp De
Recent Activity
Increased 41%
2.17%
$174.669M
1.443M shares@ $121.02 avg price

1-10 of 62