Sponsored

The Analysis of HARVEY INVESTMENT CO LLC's Holdings & P&L

Currently, HARVEY INVESTMENT CO LLC holds 98 types of securities in its portfolio with a total value $909.5K. In the most recent quarter, they have increased their positions in CPRT (+113.6K shares, valued at $3.8K), N/A (+8.5K shares, valued at $1.9K), VNT (+33.0K shares, valued at $1.2K); decreased their positions in N/A (-7.6K shares, valued at $2.2K), APH (-12.6K shares, valued at $1.6K), IDXX (-2.3K shares, valued at $1.3K); initiated new positions in TRN (+7.3K shares, valued at $235).

1M P&L

-10.3M-1.26%

3M P&L

-45.0M-5.30%

HY P&L

-19.5M-2.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Auto Parts87.4K

10.9%

2Specialty Industrial Machinery80.3K

10.0%

3Diagnostics & Research76.4K

9.5%

Top Industries by Stock Count

1Specialty Industrial Machinery9 stocks

10.0%

2Diagnostics & Research5 stocks

5.6%

3Drug Manufacturers - General4 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORLY OREILLY AUTOMOTIVE INCORPORATE946.3K shares-1.35%2026-03-312026-04-21

TJX TJX COS INC NEW COM348.8K shares-0.96%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON COM199.2K shares-1.06%2026-03-312026-04-21

BERKSHIRE HATHAWAY INCORPORATE BERKSHIRE HATHAWAY INCORPORATE97.8K shares-2.42%2026-03-312026-04-21

FAST FASTENAL COMPANY998.6K shares-1.13%2026-03-312026-04-21

COST COSTCO WHSL CORP NEW COM31.7K shares-1.69%2026-03-312026-04-21

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C98.8K shares-7.15%2026-03-312026-04-21

APH AMPHENOL CORPORATION CLASS A222.9K shares-5.36%2026-03-312026-04-21

Sponsored

IDXX IDEXX LABS INC COM50.1K shares-4.31%2026-03-312026-04-21

A AGILENT TECHNOLOGIES INC COM228.0K shares-0.68%2026-03-312026-04-21

ABT ABBOTT LABS COM250.8K shares3.72%2026-03-312026-04-21

NDSN NORDSON CORPORATION96.7K shares-2.37%2026-03-312026-04-21

WCN WASTE CONNECTIONS INCORPORATED158.1K shares-0.35%2026-03-312026-04-21

ULTA ULTA BEAUTY INCORPORATED48.2K shares-2.44%2026-03-312026-04-21

VRSK VERISK ANALYTICS INCORPORATED129.6K shares-0.61%2026-03-312026-04-21

STERIS PLC SHS USD STERIS PLC SHS USD101.1K shares9.23%2026-03-312026-04-21

Sponsored

MA MASTERCARD INC CL A43.7K shares-1.51%2026-03-312026-04-21

IEX IDEX CORPORATION112.2K shares1.86%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DELAWA29 shares-3.33%2026-03-312026-04-21

XOM EXXON MOBIL CORPORATION115.0K shares-0.43%2026-03-312026-04-21

PAYX PAYCHEX INC COM189.3K shares5.29%2026-03-312026-04-21

ABBV ABBVIE INC COM79.1K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC COM87.7K shares-0.45%2026-03-312026-04-21

MTD METTLER-TOLEDO INTL INC COM9.6K shares-1.37%2026-03-312026-04-21

Sponsored

KNX KNIGHT-SWIFT TRANSN HLDGS INCO203.4K shares-2.99%2026-03-312026-04-21

CPRT COPART INC337.4K shares50.79%2026-03-312026-04-21

WAT WATERS CORPORATION33.1K shares0.39%2026-03-312026-04-21

LLY LILLY ELI & CO COM9.8K shares-9.18%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INCORPORATED33.9K shares-1.40%2026-03-312026-04-21

AME AMETEK INCORPORATED40.0K shares0.00%2026-03-312026-04-21

MMM 3M COMPANY54.7K shares-4.25%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC COM37.3K shares0.00%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO COM44.0K shares0.00%2026-03-312026-04-21

DCI DONALDSON INC COM68.0K shares-1.73%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO COM18.9K shares0.00%2026-03-312026-04-21

KO COCA COLA COMPANY73.0K shares-0.50%2026-03-312026-04-21

MSFT MICROSOFT CORP COM14.6K shares0.00%2026-03-312026-04-21

ADBE ADOBE INCORPORATED22.1K shares-0.85%2026-03-312026-04-21

ZTS ZOETIS INC COM41.7K shares3.72%2026-03-312026-04-21

AOS SMITH A O CORP COM73.7K shares15.78%2026-03-312026-04-21

Sponsored

APD AIR PRODS & CHEMS INC COM12.6K shares0.00%2026-03-312026-04-21

MERCK & CO INC NEW COM MERCK & CO INC NEW COM29.3K shares0.00%2026-03-312026-04-21

VNT VONTIER CORP COM95.5K shares52.73%2026-03-312026-04-21

AAPL APPLE INC COM13.3K shares0.00%2026-03-312026-04-21

CSL CARLISLE COMPANIES INCORPORATE9.9K shares0.00%2026-03-312026-04-21

GGG GRACO INC COM37.0K shares0.00%2026-03-312026-04-21

EXP EAGLE MATLS INC COM13.9K shares-6.06%2026-03-312026-04-21

MKC MCCORMICK & CO INC COM NON VTG51.9K shares-0.15%2026-03-312026-04-21

Sponsored

BF.A BROWN FORMAN CORP CL A85.5K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORP NEW COM11.0K shares0.00%2026-03-312026-04-21

V VISA INCORPORATED COM CLASS A7.1K shares0.00%2026-03-312026-04-21

GENERAL ELEC CO COM NEW GENERAL ELEC CO COM NEW7.4K shares0.00%2026-03-312026-04-21

WAB WABTEC COM8.2K shares0.00%2026-03-312026-04-21

CINF CINCINNATI FINL CORP COM12.6K shares0.00%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC CL A30.6K shares0.00%2026-03-312026-04-21

SYBT STOCK YDS BANCORP INCORPORATED25.5K shares-2.67%2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC COM1.8K shares0.00%2026-03-312026-04-21

DOV DOVER CORP COM7.5K shares0.00%2026-03-312026-04-21

HUBBELL INCORPORATED HUBBELL INCORPORATED3.1K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC COM9.2K shares0.00%2026-03-312026-04-21

PGR PROGRESSIVE CORP OH COM7.0K shares0.00%2026-03-312026-04-21

BF.B BROWN FORMAN CORP CL B51.1K shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC COM4.6K shares-0.60%2026-03-312026-04-21

ENTG ENTEGRIS INC COM10.3K shares0.00%2026-03-312026-04-21

Sponsored

ADP AUTOMATIC DATA PROCESSING INCO5.3K shares0.00%2026-03-312026-04-21

ALPHABET INC CL A ALPHABET INC CL A3.7K shares0.00%2026-03-312026-04-21

CLX CLOROX CO COM9.2K shares0.00%2026-03-312026-04-21

SLB SLB LIMITED COM ISIN#AN806857115.6K shares0.00%2026-03-312026-04-21

HSY HERSHEY CO COM3.7K shares0.00%2026-03-312026-04-21

PFE PFIZER INC COM27.2K shares0.00%2026-03-312026-04-21

DE DEERE & CO COM1.3K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS C2.9K shares0.00%2026-03-312026-04-21

Sponsored

KDP KEURIG DR PEPPER INC COM25.3K shares0.00%2026-03-312026-04-21

INTC INTEL CORP COM14.8K shares-14.47%2026-03-312026-04-21

WSO WATSCO INC COM1.8K shares-10.30%2026-03-312026-04-21

BAC BANK AMER CORP COM12.0K shares0.00%2026-03-312026-04-21

CSX CSX CORP COM14.0K shares0.00%2026-03-312026-04-21

EMR EMERSON ELEC CO COM4.3K shares-31.75%2026-03-312026-04-21

UNP UNION PAC CORP COM2.3K shares0.00%2026-03-312026-04-21

BDX BECTON DICKINSON & COMPANY3.1K shares6.31%2026-03-312026-04-21

Sponsored

KMX CARMAX INCORPORATED11.0K shares-12.11%2026-03-312026-04-21

DIS DISNEY WALT CO DISNEY COM4.6K shares-17.65%2026-03-312026-04-21

MO ALTRIA GROUP INC COM6.6K shares0.00%2026-03-312026-04-21

SHW SHERWIN WILLIAMS COMPANY1.1K shares0.00%2026-03-312026-04-21

RGLD ROYAL GOLD INC COM1.3K shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC COM1.6K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC COM3.4K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORP COM1.8K shares29.20%2026-03-312026-04-21

Sponsored

HUM HUMANA INC COM1.7K shares0.00%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC COM350 shares0.00%2026-03-312026-04-21

SO SOUTHERN CO COM2.9K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC COM834 shares0.00%2026-03-312026-04-21

DNP DNP SELECT INCOME FD INC COM26.1K shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC C511 shares0.00%2026-03-312026-04-21

ECL ECOLAB INC COM918 shares0.00%2026-03-312026-04-21

TRN TRINITY INDS INC COM7.3K sharesnew addition2026-03-312026-04-21

Sponsored

ACCENTURE PLC IRELAND SHS CL A ACCENTURE PLC IRELAND SHS CL A1.1K shares0.00%2026-03-312026-04-21

SOLV SOLVENTUM CORPORATION COM SHS3.1K shares-26.47%2026-03-312026-04-21

ORLY

OREILLY AUTOMOTIVE INCORPORATE

-1.35%

Shares946.3K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW COM

-0.96%

Shares348.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON COM

-1.06%

Shares199.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INCORPORATE

-2.42%

Shares97.8K

Event2026-03-31

Filed2026-04-21

FAST

FASTENAL COMPANY

-1.13%

Shares998.6K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHSL CORP NEW COM

-1.69%

Shares31.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC CAP STK CL C

-7.15%

Shares98.8K

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORPORATION CLASS A

-5.36%

Shares222.9K

Event2026-03-31

Filed2026-04-21

IDXX

IDEXX LABS INC COM

-4.31%

Shares50.1K

Event2026-03-31

Filed2026-04-21

AGILENT TECHNOLOGIES INC COM

-0.68%

Shares228.0K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABS COM

3.72%

Shares250.8K

Event2026-03-31

Filed2026-04-21

NDSN

NORDSON CORPORATION

-2.37%

Shares96.7K

Event2026-03-31

Filed2026-04-21

WCN

WASTE CONNECTIONS INCORPORATED

-0.35%

Shares158.1K

Event2026-03-31

Filed2026-04-21

ULTA

ULTA BEAUTY INCORPORATED

-2.44%

Shares48.2K

Event2026-03-31

Filed2026-04-21

VRSK

VERISK ANALYTICS INCORPORATED

-0.61%

Shares129.6K

Event2026-03-31

Filed2026-04-21

STERIS PLC SHS USD

9.23%

Shares101.1K

Event2026-03-31

Filed2026-04-21

MASTERCARD INC CL A

-1.51%

Shares43.7K

Event2026-03-31

Filed2026-04-21

IEX

IDEX CORPORATION

1.86%

Shares112.2K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DELAWA

-3.33%

Shares29

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORPORATION

-0.43%

Shares115.0K

Event2026-03-31

Filed2026-04-21

PAYX

PAYCHEX INC COM

5.29%

Shares189.3K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC COM

0.00%

Shares79.1K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC COM

-0.45%

Shares87.7K

Event2026-03-31

Filed2026-04-21

MTD

METTLER-TOLEDO INTL INC COM

-1.37%

Shares9.6K

Event2026-03-31

Filed2026-04-21

KNX

KNIGHT-SWIFT TRANSN HLDGS INCO

-2.99%

Shares203.4K

Event2026-03-31

Filed2026-04-21

CPRT

COPART INC

50.79%

Shares337.4K

Event2026-03-31

Filed2026-04-21

WAT

WATERS CORPORATION

0.39%

Shares33.1K

Event2026-03-31

Filed2026-04-21

LLY

LILLY ELI & CO COM

-9.18%

Shares9.8K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INCORPORATED

-1.40%

Shares33.9K

Event2026-03-31

Filed2026-04-21

AME

AMETEK INCORPORATED

0.00%

Shares40.0K

Event2026-03-31

Filed2026-04-21

MMM

3M COMPANY

-4.25%

Shares54.7K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC COM

0.00%

Shares37.3K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO COM

0.00%

Shares44.0K

Event2026-03-31

Filed2026-04-21

DCI

DONALDSON INC COM

-1.73%

Shares68.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO COM

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-21

COCA COLA COMPANY

-0.50%

Shares73.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP COM

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INCORPORATED

-0.85%

Shares22.1K

Event2026-03-31

Filed2026-04-21

ZTS

ZOETIS INC COM

3.72%

Shares41.7K

Event2026-03-31

Filed2026-04-21

AOS

SMITH A O CORP COM

15.78%

Shares73.7K

Event2026-03-31

Filed2026-04-21

APD

AIR PRODS & CHEMS INC COM

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC NEW COM

0.00%

Shares29.3K

Event2026-03-31

Filed2026-04-21

VNT

VONTIER CORP COM

52.73%

Shares95.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC COM

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-21

CSL

CARLISLE COMPANIES INCORPORATE

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-21

GGG

GRACO INC COM

0.00%

Shares37.0K

Event2026-03-31

Filed2026-04-21

EXP

EAGLE MATLS INC COM

-6.06%

Shares13.9K

Event2026-03-31

Filed2026-04-21

MKC

MCCORMICK & CO INC COM NON VTG

-0.15%

Shares51.9K

Event2026-03-31

Filed2026-04-21

BF.A

BROWN FORMAN CORP CL A

0.00%

Shares85.5K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORP NEW COM

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

VISA INCORPORATED COM CLASS A

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-21

GENERAL ELEC CO COM NEW

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-21

WAB

WABTEC COM

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-21

CINF

CINCINNATI FINL CORP COM

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC CL A

0.00%

Shares30.6K

Event2026-03-31

Filed2026-04-21

SYBT

STOCK YDS BANCORP INCORPORATED

-2.67%

Shares25.5K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DOV

DOVER CORP COM

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-21

HUBBELL INCORPORATED

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC COM

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-21

PGR

PROGRESSIVE CORP OH COM

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

BF.B

BROWN FORMAN CORP CL B

0.00%

Shares51.1K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC COM

-0.60%

Shares4.6K

Event2026-03-31

Filed2026-04-21

ENTG

ENTEGRIS INC COM

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING INCO

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC CL A

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

CLX

CLOROX CO COM

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-21

SLB

SLB LIMITED COM ISIN#AN8068571

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-21

HSY

HERSHEY CO COM

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC COM

0.00%

Shares27.2K

Event2026-03-31

Filed2026-04-21

DEERE & CO COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS C

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

KDP

KEURIG DR PEPPER INC COM

0.00%

Shares25.3K

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP COM

-14.47%

Shares14.8K

Event2026-03-31

Filed2026-04-21

WSO

WATSCO INC COM

-10.30%

Shares1.8K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMER CORP COM

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP COM

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO COM

-31.75%

Shares4.3K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP COM

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

BDX

BECTON DICKINSON & COMPANY

6.31%

Shares3.1K

Event2026-03-31

Filed2026-04-21

KMX

CARMAX INCORPORATED

-12.11%

Shares11.0K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO DISNEY COM

-17.65%

Shares4.6K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC COM

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS COMPANY

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

RGLD

ROYAL GOLD INC COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC COM

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORP COM

29.20%

Shares1.8K

Event2026-03-31

Filed2026-04-21

HUM

HUMANA INC COM

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC COM

0.00%

Shares350

Event2026-03-31

Filed2026-04-21

SOUTHERN CO COM

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC COM

0.00%

Shares834

Event2026-03-31

Filed2026-04-21

DNP

DNP SELECT INCOME FD INC COM

0.00%

Shares26.1K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC C

0.00%

Shares511

Event2026-03-31

Filed2026-04-21

ECL

ECOLAB INC COM

0.00%

Shares918

Event2026-03-31

Filed2026-04-21

TRN

TRINITY INDS INC COM

New

Shares7.3K

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND SHS CL A

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SOLV

SOLVENTUM CORPORATION COM SHS

-26.47%

Shares3.1K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available