Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HARVEY INVESTMENT CO LLC (CIK 1162781) reported $909.5M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ORLY ($87.4M, 9.60%), TJX ($55.7M, 6.13%), JNJ ($48.7M, 5.35%), BRK/B ($46.9M, 5.15%), FAST ($46.3M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INCORPORATE | $87.4M | 9.60% | 946,288 | Trimmed |
| 2 | TJX | TJX COS INC NEW COM | $55.7M | 6.13% | 348,837 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON COM | $48.7M | 5.35% | 199,190 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INCORPORATE | $46.9M | 5.15% | 97,801 | Trimmed |
| 5 | FAST | FASTENAL COMPANY | $46.3M | 5.09% | 998,616 | Trimmed |
| 6 | COST | COSTCO WHSL CORP NEW COM | $31.6M | 3.48% | 31,747 | Trimmed |
| 7 | GOOG | ALPHABET INC CAP STK CL C | $28.3M | 3.12% | 98,814 | Trimmed |
| 8 | APH | AMPHENOL CORPORATION CLASS A | $28.2M | 3.10% | 222,899 | Trimmed |
| 9 | IDXX | IDEXX LABS INC COM | $28.1M | 3.09% | 50,084 | Trimmed |
| 10 | A | AGILENT TECHNOLOGIES INC COM | $26.0M | 2.86% | 227,982 | Trimmed |
| 11 | ABT | ABBOTT LABS COM | $25.8M | 2.83% | 250,807 | Added |
| 12 | NDSN | NORDSON CORPORATION | $25.7M | 2.83% | 96,741 | Trimmed |
| 13 | WCN | WASTE CONNECTIONS INCORPORATED | $25.7M | 2.82% | 158,147 | Trimmed |
| 14 | ULTA | ULTA BEAUTY INCORPORATED | $25.2M | 2.77% | 48,160 | Trimmed |
| 15 | VRSK | VERISK ANALYTICS INCORPORATED | $24.6M | 2.70% | 129,610 | Trimmed |
| 16 | STE | STERIS PLC SHS USD | $22.4M | 2.46% | 101,140 | Added |
| 17 | MA | MASTERCARD INC CL A | $21.8M | 2.40% | 43,706 | Trimmed |
| 18 | IEX | IDEX CORPORATION | $21.3M | 2.34% | 112,239 | Added |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DELAWA | $20.8M | 2.29% | 29 | Trimmed |
| 20 | XOM | EXXON MOBIL CORPORATION | $19.5M | 2.14% | 114,969 | Trimmed |
| 21 | PAYX | PAYCHEX INC COM | $17.4M | 1.92% | 189,318 | Added |
| 22 | ABBV | ABBVIE INC COM | $17.2M | 1.89% | 79,086 | Hold |
| 23 | PEP | PEPSICO INC COM | $13.6M | 1.50% | 87,652 | Trimmed |
| 24 | MTD | METTLER-TOLEDO INTL INC COM | $12.2M | 1.34% | 9,644 | Trimmed |
| 25 | KNX | KNIGHT-SWIFT TRANSN HLDGS INCO | $11.7M | 1.29% | 203,439 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31