HARVEY INVESTMENT CO LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| COPART INC | 0 | 223,740 | +223,740 | 0 | 8,759 | +8,759 |
| ALPHABET INCORPORATED CAP STK | 0 | 106,424 | +106,424 | 0 | 33,396 | +33,396 |
| JOHNSON & JOHNSON COM | 0 | 201,330 | +201,330 | 0 | 41,665 | +41,665 |
| LILLY ELI & CO COM | 0 | 10,763 | +10,763 | 0 | 11,567 | +11,567 |
| TJX COS INC NEW COM | 0 | 352,217 | +352,217 | 0 | 54,104 | +54,104 |
| ULTA BEAUTY INCORPORATED | 0 | 49,362 | +49,362 | 0 | 29,865 | +29,865 |
| WATERS CORP COM | 0 | 32,947 | +32,947 | 0 | 12,514 | +12,514 |
| KNIGHT-SWIFT TRANSN HLDGS INCO | 0 | 209,714 | +209,714 | 0 | 10,964 | +10,964 |
| CARLISLE COMPANIES INCORPORATE | 0 | 9,935 | +9,935 | 0 | 3,178 | +3,178 |
| IDEXX LABS INC COM | 0 | 52,339 | +52,339 | 0 | 35,409 | +35,409 |
| IDEX CORPORATION | 0 | 110,189 | +110,189 | 0 | 19,607 | +19,607 |
| AGILENT TECHNOLOGIES INC COM | 0 | 229,532 | +229,532 | 0 | 31,232 | +31,232 |
| AMPHENOL CORPORATION NEW CLASS | 0 | 235,521 | +235,521 | 0 | 31,828 | +31,828 |
| METTLER-TOLEDO INTL INC COM | 0 | 9,778 | +9,778 | 0 | 13,632 | +13,632 |
| NORDSON CORPORATION | 0 | 99,091 | +99,091 | 0 | 23,824 | +23,824 |
| SMITH A O CORP COM | 0 | 63,610 | +63,610 | 0 | 4,254 | +4,254 |
| EXXON MOBIL CORPORATION | 0 | 115,469 | +115,469 | 0 | 13,896 | +13,896 |
| MERCK & CO INC NEW COM | 0 | 29,254 | +29,254 | 0 | 3,079 | +3,079 |
| AMETEK INCORPORATED | 0 | 39,972 | +39,972 | 0 | 8,207 | +8,207 |
| DONALDSON INCORPORATED | 0 | 69,184 | +69,184 | 0 | 6,134 | +6,134 |
| STERIS PLC SHS USD | 0 | 92,595 | +92,595 | 0 | 23,475 | +23,475 |
| PNC FINL SVCS GROUP INC COM | 0 | 37,342 | +37,342 | 0 | 7,794 | +7,794 |
| ALPHABET INCORPORATED CAP STK | 0 | 3,730 | +3,730 | 0 | 1,167 | +1,167 |
| NVIDIA CORP COM | 0 | 1,370 | +1,370 | 0 | 256 | +256 |
| COCA COLA CO COM | 0 | 73,343 | +73,343 | 0 | 5,127 | +5,127 |
| APPLE INCORPORATED | 0 | 13,277 | +13,277 | 0 | 3,610 | +3,610 |
| DOVER CORP COM | 0 | 7,500 | +7,500 | 0 | 1,464 | +1,464 |
| 3M CO COM | 0 | 57,097 | +57,097 | 0 | 9,141 | +9,141 |
| PEPSICO INCORPORATED | 0 | 88,052 | +88,052 | 0 | 12,637 | +12,637 |
| WABTEC COM | 0 | 8,244 | +8,244 | 0 | 1,760 | +1,760 |
| JPMORGAN CHASE & CO COM | 0 | 18,906 | +18,906 | 0 | 6,092 | +6,092 |
| GE VERNOVA INC COM | 0 | 1,800 | +1,800 | 0 | 1,176 | +1,176 |
| CINCINNATI FINL CORP COM | 0 | 12,631 | +12,631 | 0 | 2,063 | +2,063 |
| VISA INCORPORATED COM CLASS A | 0 | 7,149 | +7,149 | 0 | 2,507 | +2,507 |
| KEURIG DR PEPPER INC COM | 0 | 25,334 | +25,334 | 0 | 710 | +710 |
| SLB LIMITED COM ISIN#AN8068571 | 0 | 15,580 | +15,580 | 0 | 598 | +598 |
| MCCORMICK & COMPANY INCORPORAT | 0 | 51,976 | +51,976 | 0 | 3,540 | +3,540 |
| GENERAL ELEC CO COM NEW | 0 | 7,391 | +7,391 | 0 | 2,277 | +2,277 |
| INTEL CORP COM | 0 | 17,274 | +17,274 | 0 | 637 | +637 |
| THERMO FISHER SCIENTIFIC INC C | 0 | 511 | +511 | 0 | 296 | +296 |
| BANK AMER CORP COM | 0 | 11,980 | +11,980 | 0 | 659 | +659 |
| INTERNATIONAL BUSINESS MACHS C | 0 | 2,882 | +2,882 | 0 | 854 | +854 |
| GOLDMAN SACHS GROUP INC COM | 0 | 350 | +350 | 0 | 308 | +308 |
| ROYAL GOLD INC COM | 0 | 1,300 | +1,300 | 0 | 289 | +289 |
| SOLVENTUM CORPORATION COM SHS | 0 | 4,201 | +4,201 | 0 | 333 | +333 |
| ACCENTURE PLC IRELAND SHS CL A | 0 | 1,060 | +1,060 | 0 | 284 | +284 |
| HUBBELL INCORPORATED | 0 | 3,130 | +3,130 | 0 | 1,390 | +1,390 |
| BERKSHIRE HATHAWAY INC DELAWA | 0 | 30 | +30 | 0 | 22,644 | +22,644 |
| AMAZON COM INC COM | 0 | 1,569 | +1,569 | 0 | 362 | +362 |
| NEXTERA ENERGY INC COM | 0 | 3,432 | +3,432 | 0 | 276 | +276 |
| CSX CORP COM | 0 | 13,986 | +13,986 | 0 | 507 | +507 |
| DEERE & CO COM | 0 | 1,253 | +1,253 | 0 | 583 | +583 |
| EMERSON ELEC CO COM | 0 | 6,300 | +6,300 | 0 | 836 | +836 |
| DNP SELECT INCOME FD INC COM | 0 | 26,100 | +26,100 | 0 | 261 | +261 |
| DISNEY WALT CO DISNEY COM | 0 | 5,593 | +5,593 | 0 | 636 | +636 |
| HUMANA INC COM | 0 | 1,712 | +1,712 | 0 | 438 | +438 |
| ECOLAB INC COM | 0 | 918 | +918 | 0 | 241 | +241 |
| UNION PAC CORP COM | 0 | 2,250 | +2,250 | 0 | 520 | +520 |
| PFIZER INC COM | 0 | 27,197 | +27,197 | 0 | 677 | +677 |
| PHILIP MORRIS INTL INC COM | 0 | 9,182 | +9,182 | 0 | 1,473 | +1,473 |
| BROADRIDGE FINL SOLUTIONS INC | 0 | 1,188 | +1,188 | 0 | 265 | +265 |
| HERSHEY CO COM | 0 | 3,674 | +3,674 | 0 | 669 | +669 |
| SOUTHERN CO COM | 0 | 2,926 | +2,926 | 0 | 255 | +255 |
| SHERWIN WILLIAMS COMPANY | 0 | 1,125 | +1,125 | 0 | 365 | +365 |
| CHEVRON CORP NEW COM | 0 | 11,012 | +11,012 | 0 | 1,678 | +1,678 |
| BROWN FORMAN CORP CL A | 0 | 85,524 | +85,524 | 0 | 2,250 | +2,250 |
| HOME DEPOT INC COM | 0 | 834 | +834 | 0 | 287 | +287 |
| ALTRIA GROUP INC COM | 0 | 6,633 | +6,633 | 0 | 382 | +382 |
| ENTEGRIS INC COM | 0 | 10,300 | +10,300 | 0 | 868 | +868 |
| MASTERCARD INCORPORATED CLASS | 0 | 44,376 | +44,376 | 0 | 25,333 | +25,333 |
| BROWN FORMAN CORP CL B | 0 | 51,092 | +51,092 | 0 | 1,331 | +1,331 |
| VONTIER CORP COM | 0 | 62,560 | +62,560 | 0 | 2,326 | +2,326 |
| PROGRESSIVE CORP OH COM | 0 | 7,000 | +7,000 | 0 | 1,594 | +1,594 |
| GRACO INC COM | 0 | 36,955 | +36,955 | 0 | 3,029 | +3,029 |
| BECTON DICKINSON & COMPANY | 0 | 2,931 | +2,931 | 0 | 569 | +569 |
| UNITEDHEALTH GROUP INCORPORATE | 0 | 4,663 | +4,663 | 0 | 1,539 | +1,539 |
| CLOROX CO COM | 0 | 9,150 | +9,150 | 0 | 923 | +923 |
| TRINITY INDS INC COM | 0 | 0 | 0 | 0 | 0 | 0 |
| TENNANT CO COM | 0 | 0 | 0 | 0 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC | 0 | 5,297 | +5,297 | 0 | 1,363 | +1,363 |
| ABBVIE INC COM | 0 | 79,086 | +79,086 | 0 | 18,070 | +18,070 |
| STOCK YDS BANCORP INCORPORATED | 0 | 26,207 | +26,207 | 0 | 1,702 | +1,702 |
| MONDELEZ INTL INC CL A | 0 | 30,641 | +30,641 | 0 | 1,649 | +1,649 |
| WASTE CONNECTIONS INCORPORATED | 0 | 158,702 | +158,702 | 0 | 27,873 | +27,873 |
| ORACLE CORP COM | 0 | 0 | 0 | 0 | 0 | 0 |
| AIR PRODS & CHEMS INC COM | 0 | 12,586 | +12,586 | 0 | 3,109 | +3,109 |
| EAGLE MATLS INC COM | 0 | 14,845 | +14,845 | 0 | 3,068 | +3,068 |
| PROCTER & GAMBLE CO COM | 0 | 43,976 | +43,976 | 0 | 6,302 | +6,302 |
| WATSCO INC COM | 0 | 1,990 | +1,990 | 0 | 671 | +671 |
| ILLINOIS TOOL WKS INCORPORATED | 0 | 34,369 | +34,369 | 0 | 8,465 | +8,465 |
| MICROSOFT CORP COM | 0 | 14,615 | +14,615 | 0 | 7,068 | +7,068 |
| BERKSHIRE HATHAWAY INCORPORATE | 0 | 100,231 | +100,231 | 0 | 50,381 | +50,381 |
| ADOBE INCORPORATED | 0 | 22,246 | +22,246 | 0 | 7,786 | +7,786 |
| ZOETIS INCORPORATED CLASS A | 0 | 40,189 | +40,189 | 0 | 5,057 | +5,057 |
| CARMAX INCORPORATED | 0 | 12,550 | +12,550 | 0 | 485 | +485 |
| SENSATA TECHNOLOGIES HOLDING P | 0 | 0 | 0 | 0 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | 0 | 32,292 | +32,292 | 0 | 27,847 | +27,847 |
| ABBOTT LABS | 0 | 241,807 | +241,807 | 0 | 30,296 | +30,296 |
| PAYCHEX INCORPORATED | 0 | 179,806 | +179,806 | 0 | 20,171 | +20,171 |
| VERISK ANALYTICS INCORPORATED | 0 | 130,410 | +130,410 | 0 | 29,171 | +29,171 |