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Equibles

HARVEY INVESTMENT CO LLC

Position in AOS — Smith A O Corp

CIK 1162781 LOUISVILLE, KY
Back to AOS Full portfolio

Position in AOS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$4,968,992
+$112,511 QoQ
Shares Held
79,225
+7.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#131
of 612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

HARVEY INVESTMENT CO LLC holds $89,780,137 across 10 Specialty Industrial Machinery names. AOS ranks #6 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NDSN
Nordson Corp
 94,586 $28,535,650
2 IEX
Idex Corp /De/
 110,017 $24,968,358
3 AME
Ametek Inc/
 37,517 $9,076,862
4 ITW
Illinois Tool Works Inc
 33,031 $8,933,894
5 DCI
DONALDSON Co INC
 67,854 $6,091,253
6 AOS
Smith A O Corp
This page 		79,225 $4,968,992
7 GGG
Graco Inc
 36,955 $2,794,167
8 GEV
GE Vernova Inc.
 1,800 $2,114,748

All Filings in AOS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,968,992 79,225
2026-03-31 $4,856,481 73,650
2025-12-31 $4,254,236 63,610
2025-09-30 $3,092,029 42,120
2025-06-30 $2,432,319 37,095
2025-03-31 $1,455,894 22,275
2024-12-31 $1,492,093 21,875
2024-09-30 $1,763,812 19,635
2024-06-30 $1,594,301 19,495
2024-03-31 $1,767,282 19,755
2023-12-31 $1,634,373 19,825
2023-09-30 $1,330,866 20,125
2023-06-30 $1,464,697 20,125
2023-03-31 $1,430,022 20,680
2022-12-31 $1,205,188 21,055
2022-09-30 $1,023,094 21,060
2022-06-30 $1,131,602 20,695
2022-03-31 $1,228,924 19,235
2021-12-31 $1,681,372 19,585
2021-09-30 $1,321,249 21,635
2021-06-30 $1,582,797 21,965
2021-03-31 $1,476,264 21,835
2020-12-31 $1,471,094 26,835
2020-09-30 $1,416,888 26,835
2020-06-30 $1,260,460 26,750
2020-03-31 $1,004,611 26,570