HARVEY INVESTMENT CO LLC
Top Portfolio Positions
95 positions ·
$858,973,473 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
946,288 | $87,351,845 | 10.17% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
348,837 | $55,709,268 | 6.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
199,190 | $48,690,003 | 5.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
97,801 | $46,866,239 | 5.46% | |
| FAST |
Fastenal Co
Industrials
|
998,616 | $46,335,782 | 5.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
31,747 | $31,633,663 | 3.68% | |
| APH |
Amphenol Corp /De/
Technology
|
222,899 | $28,163,288 | 3.28% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
50,084 | $28,141,698 | 3.28% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
227,982 | $25,985,388 | 3.03% | |
| ABT |
Abbott Laboratories
Healthcare
|
250,807 | $25,750,354 | 3.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BF-A
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,291,187 | 85,524 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $2,250,136 | 85,524 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,301,450 | 85,524 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $2,349,344 | 85,524 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,862,488 | 85,524 | Shares | Defined | 2025-04-22 | |
| 2024-12-31 | $3,223,399 | 85,524 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $4,905,313 | 102,024 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $4,502,319 | 102,024 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $5,402,170 | 102,024 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $6,079,610 | 102,024 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $5,927,594 | 102,024 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $6,944,773 | 102,024 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $6,650,944 | 102,024 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $6,709,098 | 102,024 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $6,892,741 | 102,024 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $6,900,903 | 102,024 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $6,400,985 | 102,024 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $6,916,206 | 102,024 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $6,393,844 | 102,024 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $7,192,692 | 102,024 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $6,639,125 | 104,274 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $7,661,010 | 104,274 | Shares | Defined | 2021-01-21 | |
| 2020-09-30 | $7,161,538 | 104,274 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $6,003,054 | 104,274 | Shares | Defined | 2020-07-17 | |
| 2020-03-31 | $5,357,598 | 104,274 | Shares | Defined | 2020-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||