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FAM VALUE FUND (FAMWX) is an MF managed by Independent / Boutique. Its largest position is ROSS STORES, INC. (ROST), representing 8.11% of fund assets.

FAM VALUE FUND Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
FAMWX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
Jun 1, 2026
Showing 30 out of 30 holdings
Holding Weight Market Value Shares
-
ROSS STORES, INC.
8.11% $137,743,752.24 635,848
-
MARKEL GROUP INC.
6.07% $103,072,669.50 53,850
-
ANALOG DEVICES INC
5.41% $91,818,385.40 288,610
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AMPHENOL CORP /DE/
5.24% $88,961,139.75 704,085
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Keysight Technologies, Inc.
5.17% $87,780,361.90 310,870
-
BROOKFIELD Corp /ON/
4.98% $84,486,790.80 2,087,640
-
BROWN & BROWN, INC.
4.83% $81,988,011.32 1,257,292
-
IDEX CORP /DE/
4.82% $81,796,511.50 431,530
-
Vulcan Materials CO
4.78% $81,126,339.00 297,930
-
FASTENAL CO
4.27% $72,467,520.00 1,561,800
-
STRYKER CORP
4.03% $68,346,720.00 208,000
-
CDW Corp
3.98% $67,553,364.00 558,200
-
PROGRESSIVE CORP/OH/
3.97% $67,401,600.00 340,000
-
ILLINOIS TOOL WORKS INC
3.72% $63,135,942.40 242,560
-
AUTOZONE INC
3.63% $61,695,151.70 18,265
-
GRACO INC
3.34% $56,730,737.00 670,180
-
Booking Holdings Inc.
2.81% $47,787,132.00 11,350
-
ZEBRA TECHNOLOGIES CORP
2.30% $38,995,510.80 186,510
-
AMETEK INC/
2.19% $37,144,300.80 173,280
-
Pinnacle Financial Partners, Inc.
2.05% $34,884,718.78 404,977
-
AGILENT TECHNOLOGIES, INC.
1.97% $33,415,516.60 293,170
-
ExlService Holdings, Inc.
1.92% $32,669,805.00 1,072,900
-
LANDSTAR SYSTEM INC
1.84% $31,228,388.00 194,800
-
S&P Global Inc.
1.80% $30,624,480.00 72,000
-
INVESCO TREASURY PORTFOLIO
1.71% $29,101,057.34 29,101,057
-
Arthur J. Gallagher & Co.
1.52% $25,816,336.00 119,200
-
Brookfield Asset Management Ltd.
1.04% $17,688,433.00 397,940
-
MICROCHIP TECHNOLOGY INC
0.99% $16,724,944.60 258,860
-
RYAN SPECIALTY HOLDINGS, INC.
0.79% $13,496,000.00 400,000
-
BERKSHIRE HATHAWAY INC
0.76% $12,926,520.00 18
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