HARVEY INVESTMENT CO LLC

Est. AUM

$909.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	OREILLY AUTOMOTIVE INCORPORATE	COM	$87.4M	946288	9.61%	DFND
2	TJX COS INC NEW COM	COM	$55.7M	348837	6.13%	DFND
3	JOHNSON & JOHNSON COM	COM	$48.7M	199190	5.36%	DFND
4	BERKSHIRE HATHAWAY INCORPORATE	COM	$46.9M	97801	5.16%	DFND
5	FASTENAL COMPANY	COM	$46.3M	998616	5.10%	DFND
6	COSTCO WHSL CORP NEW COM	COM	$31.6M	31747	3.48%	DFND
7	ALPHABET INC CAP STK CL C	COM	$28.3M	98814	3.12%	DFND
8	AMPHENOL CORPORATION CLASS A	COM	$28.2M	222899	3.10%	DFND
9	IDEXX LABS INC COM	COM	$28.1M	50084	3.10%	DFND
10	AGILENT TECHNOLOGIES INC COM	COM	$26.0M	227982	2.86%	DFND
11	ABBOTT LABS COM	COM	$25.8M	250807	2.83%	DFND
12	NORDSON CORPORATION	COM	$25.7M	96741	2.83%	DFND
13	WASTE CONNECTIONS INCORPORATED	COM	$25.7M	158147	2.83%	DFND
14	ULTA BEAUTY INCORPORATED	COM	$25.2M	48160	2.77%	DFND
15	VERISK ANALYTICS INCORPORATED	COM	$24.6M	129610	2.71%	DFND
16	STERIS PLC SHS USD	COM	$22.4M	101140	2.46%	DFND
17	MASTERCARD INC CL A	COM	$21.8M	43706	2.40%	DFND
18	IDEX CORPORATION	COM	$21.3M	112239	2.34%	DFND
19	BERKSHIRE HATHAWAY INC DELAWA	COM	$20.8M	29	2.29%	DFND
20	EXXON MOBIL CORPORATION	COM	$19.5M	114969	2.15%	DFND
21	PAYCHEX INC COM	COM	$17.4M	189318	1.92%	DFND
22	ABBVIE INC COM	COM	$17.2M	79086	1.89%	DFND
23	PEPSICO INC COM	COM	$13.6M	87652	1.50%	DFND
24	METTLER-TOLEDO INTL INC COM	COM	$12.2M	9644	1.34%	DFND
25	KNIGHT-SWIFT TRANSN HLDGS INCO	COM	$11.7M	203439	1.29%	DFND
26	COPART INC	COM	$11.2M	337380	1.23%	DFND
27	WATERS CORPORATION	COM	$9.8M	33074	1.08%	DFND
28	LILLY ELI & CO COM	COM	$9.0M	9775	0.99%	DFND
29	ILLINOIS TOOL WKS INCORPORATED	COM	$8.8M	33889	0.97%	DFND
30	AMETEK INCORPORATED	COM	$8.6M	39972	0.94%	DFND
31	3M COMPANY	COM	$7.9M	54671	0.87%	DFND
32	PNC FINL SVCS GROUP INC COM	COM	$7.8M	37342	0.85%	DFND
33	PROCTER & GAMBLE CO COM	COM	$6.4M	43976	0.70%	DFND
34	DONALDSON INC COM	COM	$5.8M	67984	0.63%	DFND
35	JPMORGAN CHASE & CO COM	COM	$5.6M	18906	0.61%	DFND
36	COCA COLA COMPANY	COM	$5.5M	72976	0.61%	DFND
37	MICROSOFT CORP COM	COM	$5.4M	14615	0.60%	DFND
38	ADOBE INCORPORATED	COM	$5.4M	22056	0.59%	DFND
39	ZOETIS INC COM	COM	$4.9M	41684	0.54%	DFND
40	SMITH A O CORP COM	COM	$4.9M	73650	0.53%	DFND
41	AIR PRODS & CHEMS INC COM	COM	$3.7M	12586	0.40%	DFND
42	MERCK & CO INC NEW COM	COM	$3.5M	29254	0.39%	DFND
43	VONTIER CORP COM	COM	$3.4M	95550	0.37%	DFND
44	CARLISLE COMPANIES INCORPORATE	COM	$3.3M	9935	0.36%	DFND
45	GRACO INC COM	COM	$3.1M	36955	0.34%	DFND
46	APPLE INCORPORATED	COM	$2.9M	11406	0.32%	DFND
47	EAGLE MATLS INC COM	COM	$2.6M	13945	0.29%	DFND
48	MCCORMICK & CO INC COM NON VTG	COM	$2.6M	51896	0.29%	DFND
49	BROWN FORMAN CORP CL A	COM	$2.3M	85524	0.25%	DFND
50	CHEVRON CORP NEW COM	COM	$2.3M	11012	0.25%	DFND

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.