HARVEY INVESTMENT CO LLC — 13F holdings

HARVEY INVESTMENT CO LLC reported 101 holdings worth $926M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. ORLY OREILLY AUTOMOTIVE INC — $77.1M (8.3%)
2. JNJ JOHNSON & JOHNSON — $50.8M (5.5%)
3. FAST FASTENAL CO — $47.5M (5.1%)
4. BRK.B BERKSHIRE HATHAWAY INC DEL — $46.4M (5.0%)
5. TJX TJX COS INC NEW — $43.9M (4.7%)
6. A AGILENT TECHNOLOGIES INC — $36.2M (3.9%)
7. APH AMPHENOL CORP NEW — $35.3M (3.8%)
8. NDSN NORDSON CORP — $30.8M (3.3%)
9. GOOG ALPHABET INC — $30.1M (3.3%)
10. COST COSTCO WHSL CORP NEW — $27.7M (3.0%)