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Michael Balboa

Fenimore Asset Management Inc

Assets Managed
$4.484B
Holdings
92
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-6.62%(2Q avg: -5.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fenimore Asset Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Fenimore Asset Management Inc 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 4.484B in assets, with a quarterly growth rate of -6.62% and a 2-quarter average growth rate of -5.17%. The portfolio is managed by Michael Balboa, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ROST
Ross Stores Inc
Recent Activity
Decreased -10.98%
6.59%
$295.402M
1.364M shares@ $216.64 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -6.91%
4.37%
$195.917M
1.551M shares@ $126.35 avg price
VMC
Vulcan Materials Co
Recent Activity
Decreased -1.51%
3.99%
$178.781M
656,558 shares@ $272.3 avg price
SYK
Stryker Corp
Recent Activity
Decreased -1.11%
3.81%
$170.707M
519,513 shares@ $328.59 avg price
FAST
Fastenal Co
Recent Activity
Decreased -2.5%
3.79%
$169.753M
3.658M shares@ $46.41 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -1.88%
3.7%
$165.77M
86,606 shares@ $1914.07 avg price
KEYS
Keysight Technologies In
Recent Activity
Decreased -15.15%
3.39%
$151.844M
537,750 shares@ $282.38 avg price
IEX
Idex Corp
Recent Activity
Decreased -2.57%
3.38%
$151.281M
798,106 shares@ $189.55 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -4.07%
3.37%
$150.921M
474,387 shares@ $318.15 avg price
TT
Trane Technologies Plc
Recent Activity
Decreased -11.14%
3.27%
$146.504M
351,548 shares@ $416.75 avg price

1-10 of 92