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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001162781

HARVEY INVESTMENT CO LLC

LOUISVILLE, KY · File #028-10009

Latest AUM
$939,235
Positions
99
Top-10 Concentration
48.5%
Filings
12

Sector Allocation

Industrials
17.8%$167,402
Healthcare
16.1%$151,629
Technology
4.7%$44,369
Financials
3.0%$28,694
Consumer Staples
2.2%$20,448
Energy
1.7%$16,172
Materials
0.1%$895
Utilities
0.0%$255

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1OREILLY AUTOMOTIVE INCORPORATE67103H107959,233$87,4929.73%
2TJX COS INC NEW COM872540109352,217$54,1046.02%
3BERKSHIRE HATHAWAY INCORPORATEBRK-A100,231$50,3815.61%
4JOHNSON & JOHNSON COMJNJ201,330$41,6654.64%
5FASTENAL COMPANYFAST1,010,061$40,5344.51%
6IDEXX LABS INC COM45168D10452,339$35,4093.94%
7ALPHABET INCORPORATED CAP STKGOOG106,424$33,3963.72%
8AMPHENOL CORPORATION NEW CLASS032095101235,521$31,8283.54%
9AGILENT TECHNOLOGIES INC COMA229,532$31,2323.47%
10ABBOTT LABSABLZF241,807$30,2963.37%
11ULTA BEAUTY INCORPORATEDULTA49,362$29,8653.32%
12VERISK ANALYTICS INCORPORATEDVRSK130,410$29,1713.25%
13WASTE CONNECTIONS INCORPORATEDWCN158,702$27,8733.10%
14COSTCO WHOLESALE CORPORATION22160K10532,292$27,8473.10%
15MASTERCARD INCORPORATED CLASSMA44,376$25,3332.82%
16NORDSON CORPORATIONNDSN99,091$23,8242.65%
17STERIS PLC SHS USDSTE92,595$23,4752.61%
18BERKSHIRE HATHAWAY INC DELAWABRK-A30$22,6442.52%
19PAYCHEX INCORPORATEDPAYX179,806$20,1712.24%
20IDEX CORPORATION45167R104110,189$19,6072.18%