Jack Henry & Associates INC

• FA Fenimore Asset Management Q2 2026 Quarterly Investment Commentary ↗ Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $392MBR $18BEXLS $5.5B +4
• UC Upslope Capital Management 2026-Q2 Update ↗ Upslope kept long-portfolio turnover low as investors favored AI-linked momentum over defensive cash-flow businesses, while exiting Intel and Hershey after their theses played out and trimming Jack Henry to reduce AI-risk exposure. The fund added Magnum Ice Cream, citing its dominant brands, standalone margin potential, defensive market position and discounted valuation versus Froneri. Q2 2026 MICC $11B

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