Fiduciary Management Inc Portfolio Holdings by Sector
Fiduciary Management Inc
- $9.3 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Building Products & Equipment | Industrials
CARR MAS CSL FBHS LPX 5 stocks |
$840,582
9.04% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW HLI 2 stocks |
$555,187
5.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
FCFS OMF COF EDNMY 4 stocks |
$521,941
5.61% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
ARMK SDXAY 2 stocks |
$476,328
5.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$433,102
4.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DCI GTES WEIR.L 3 stocks |
$386,383
4.16% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ATR 2 stocks |
$375,525
4.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW NSIT RXEEY 3 stocks |
$362,620
3.9% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CDW G 2 stocks |
$329,494
3.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WTM PGR 2 stocks |
$266,401
2.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX ICLR 2 stocks |
$255,479
2.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE MSA 2 stocks |
$249,009
2.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$244,179
2.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
PLXS CTS 2 stocks |
$242,568
2.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$211,032
2.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$207,904
2.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM AIT 2 stocks |
$207,549
2.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PHG 1 stocks |
$195,705
2.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DLTR BJ BMRRY 3 stocks |
$194,098
2.09% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$189,224
2.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$187,218
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$186,738
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI 1 stocks |
$177,728
1.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
SONY 1 stocks |
$174,382
1.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ZION 1 stocks |
$171,397
1.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HAYW NVT 2 stocks |
$170,812
1.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$170,634
1.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$170,401
1.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$163,917
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC 1 stocks |
$161,965
1.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$148,903
1.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$145,807
1.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
FMS 1 stocks |
$143,693
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$108,063
1.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CCEP 1 stocks |
$104,887
1.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO 1 stocks |
$99,435
1.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
RHI 1 stocks |
$63,565
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
URTH IWM IVV 3 stocks |
$2,573
0.03% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
ASHTY 1 stocks |
$1,757
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
IFJPY 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|