HARVEY INVESTMENT CO LLC
Top Portfolio Positions
93 positions ·
$809,816,047 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
946,288 | $87,351,845 | 10.79% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
348,837 | $55,709,268 | 6.88% |
| JNJ |
Johnson & Johnson
Healthcare
|
199,190 | $48,690,003 | 6.01% |
| FAST |
Fastenal Co
Industrials
|
998,616 | $46,335,782 | 5.72% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
31,747 | $31,633,663 | 3.91% |
| APH |
Amphenol Corp /De/
Technology
|
222,899 | $28,163,288 | 3.48% |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
50,084 | $28,141,698 | 3.48% |
| A |
Agilent Technologies, Inc.
Healthcare
|
227,982 | $25,985,388 | 3.21% |
| ABT |
Abbott Laboratories
Healthcare
|
250,807 | $25,750,354 | 3.18% |
| NDSN |
Nordson Corp
Industrials
|
96,741 | $25,738,910 | 3.18% |
Holdings in STE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,365,088 | 101,140 | Shares | Defined | 2026-04-21 | |
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