HARVEY INVESTMENT CO LLC

Position in AOS — Smith A O Corp

CIK 1162781 LOUISVILLE, KY

Position in AOS

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$4,856,481

+$602,245 QoQ

Shares Held

73,650

+15.8% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.81670061099797.ToString("F0")% Shared 0.ToString("F0")% None 10.183299389002038.ToString("F0")%

Industrials · as of Mar 31, 2026

HARVEY INVESTMENT CO LLC holds $81,855,680 across 10 Specialty Industrial Machinery names. AOS ranks #6 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDSN	Nordson Corp	96,741	$25,738,910
2	IEX	Idex Corp /De/	112,239	$21,274,902
3	ITW	Illinois Tool Works Inc	33,889	$8,820,967
4	AME	Ametek Inc/	39,972	$8,568,397
5	DCI	DONALDSON Co INC	67,984	$5,769,802
6	AOS	Smith A O Corp This page	73,650	$4,856,481
7	GGG	Graco Inc	36,955	$3,128,240
8	GEV	GE Vernova Inc.	1,800	$1,571,220

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,856,481	73,650	+15.8%	Shares	Defined	2026-04-21
2025-12-31	$4,254,236	63,610	+51.0%	Shares	Defined	2026-01-22
2025-09-30	$3,092,029	42,120	+13.5%	Shares	Defined	2025-10-22
2025-06-30	$2,432,319	37,095	+66.5%	Shares	Defined	2025-07-23
2025-03-31	$1,455,894	22,275	+1.8%	Shares	Defined	2025-04-22
2024-12-31	$1,492,093	21,875	+11.4%	Shares	Defined	2025-01-28
2024-09-30	$1,763,812	19,635	+0.7%	Shares	Defined	2024-10-22
2024-06-30	$1,594,301	19,495	-1.3%	Shares	Defined	2024-07-23
2024-03-31	$1,767,282	19,755	-0.4%	Shares	Defined	2024-04-24
2023-12-31	$1,634,373	19,825	-1.5%	Shares	Defined	2024-01-24
2023-09-30	$1,330,866	20,125	0.0%	Shares	Defined	2023-10-18
2023-06-30	$1,464,697	20,125	-2.7%	Shares	Defined	2023-07-25
2023-03-31	$1,430,022	20,680	-1.8%	Shares	Defined	2023-05-08
2022-12-31	$1,205,188	21,055	-0.0%	Shares	Defined	2023-01-20
2022-09-30	$1,023,094	21,060	+1.8%	Shares	Defined	2022-10-17
2022-06-30	$1,131,602	20,695	+7.6%	Shares	Defined	2022-07-19
2022-03-31	$1,228,924	19,235	-1.8%	Shares	Defined	2022-04-20
2021-12-31	$1,681,372	19,585	-9.5%	Shares	Defined	2022-01-20
2021-09-30	$1,321,249	21,635	-1.5%	Shares	Defined	2021-11-02
2021-06-30	$1,582,797	21,965	+0.6%	Shares	Defined	2021-07-23
2021-03-31	$1,476,264	21,835	-18.6%	Shares	Defined	2021-04-22
2020-12-31	$1,471,094	26,835	0.0%	Shares	Defined	2021-01-21
2020-09-30	$1,416,888	26,835	+0.3%	Shares	Defined	2020-10-29
2020-06-30	$1,260,460	26,750	+0.7%	Shares	Defined	2020-07-17
2020-03-31	$1,004,611	26,570	—	Shares	Defined	2020-04-21
No filing history on record for this holder in this stock.