HARVEY INVESTMENT CO LLC: 13F holdings
CIK 11627812026Q2
| Positions | 99 |
|---|
| Reported value | $917.8m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 99 (+1 vs prior quarter) |
|---|
| Reported value | $917.8m (+0.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ORLY OREILLY AUTOMOTIVE INCORPORATE | 913,063 | $84.1m | 9.2% |
| TJX TJX COS INC NEW COM | 334,339 | $50.7m | 5.5% |
| JNJ JOHNSON & JOHNSON COM | 193,019 | $49.0m | 5.3% |
| BRK-B BERKSHIRE HATHAWAY INCORPORATE | 93,994 | $47.0m | 5.1% |
| FAST FASTENAL CO COM | 965,547 | $46.4m | 5.1% |
| APH AMPHENOL CORPORATION CLASS A | 210,669 | $37.1m | 4.0% |
| GOOG ALPHABET INCORPORATED CAP STK | 93,469 | $33.0m | 3.6% |
| A AGILENT TECHNOLOGIES INC COM | 220,677 | $29.3m | 3.2% |
| COST COSTCO WHSL CORP NEW COM | 30,681 | $28.7m | 3.1% |
| NDSN NORDSON CORP COM | 94,586 | $28.5m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1162781")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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