Harvey Investment Co LLC Top Holdings and 13F Report (2025)

About Harvey Investment Co LLC

Investment Activity

Harvey Investment Co LLC has $937.18 thousand in total holdings as of September 30, 2025.
Harvey Investment Co LLC owns shares of 101 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 1.37% of the portfolio was purchased this quarter.
About 4.46% of the portfolio was sold this quarter.
This quarter, Harvey Investment Co LLC has purchased 102 new stocks and bought additional shares in 14 stocks.
Harvey Investment Co LLC sold shares of 43 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

O'Reilly Automotive: $104,207
Berkshire Hathaway: $51,241
TJX Companies: $51,175
Fastenal: $49,785
Johnson & Johnson: $37,451

Largest New Holdings this Quarter

142339100 - Carlisle Companies: $1,151 Holding
896522109 - Trinity Industries: $205 Holding

Largest Purchases this Quarter

IDEX: 21,608 shares (about $3.52K)
STERIS: 13,580 shares (about $3.36K)
Carlisle Companies: 3,500 shares (about $1.15K)
Adobe: 2,890 shares (about $1.02K)
Copart: 19,000 shares (about $854.37)

Largest Sales this Quarter

Mettler-Toledo International: 3,611 shares (about $4.43K)
Knight-Swift Transportation: 36,550 shares (about $1.44K)
Amphenol: 9,300 shares (about $1.15K)
Nordson: 4,251 shares (about $964.76)
CarMax: 20,553 shares (about $921.98)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ORLY O'Reilly Automotive	$104,207	$661 ▼	-0.6%	966,580	11.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$51,241	$597 ▼	-1.2%	101,924	5.5%	Finance
TJX TJX Companies	$51,175	$171 ▼	-0.3%	354,057	5.5%	Retail/Wholesale
FAST Fastenal	$49,785	$206 ▼	-0.4%	1,015,196	5.3%	Retail/Wholesale
JNJ Johnson & Johnson	$37,451	$28 ▼	-0.1%	201,980	4.0%	Medical
IDXX IDEXX Laboratories	$33,477	$156 ▼	-0.5%	52,399	3.6%	Medical
VRSK Verisk Analytics	$32,909	$6 ▼	0.0%	130,845	3.5%	Business Services
ABT Abbott Laboratories	$32,610		0.0%	243,467	3.5%	Medical
APH Amphenol	$30,280	$1,151 ▼	-3.7%	244,685	3.2%	Computer and Technology
COST Costco Wholesale	$29,890	$23 ▼	-0.1%	32,292	3.2%	Retail/Wholesale
A Agilent Technologies	$29,614	$805 ▲	2.8%	230,732	3.2%	Medical
WCN Waste Connections	$28,145		0.0%	160,095	3.0%	Business Services
ULTA Ulta Beauty	$27,210	$271 ▼	-1.0%	49,767	2.9%	Retail/Wholesale
GOOG Alphabet	$26,384	$19 ▼	-0.1%	108,331	2.8%	Computer and Technology
MA Mastercard	$25,423	$97 ▼	-0.4%	44,695	2.7%	Business Services
STE STERIS	$23,038	$3,360 ▲	17.1%	93,105	2.5%	Medical
PAYX Paychex	$22,854	$9 ▲	0.0%	180,291	2.4%	Computer and Technology
BRK.A Berkshire Hathaway	$22,626		0.0%	30	2.4%	Finance
NDSN Nordson	$22,383	$965 ▼	-4.1%	98,626	2.4%	Industrials
ABBV AbbVie	$18,323		0.0%	79,136	2.0%	Medical
IEX IDEX	$17,797	$3,517 ▲	24.6%	109,344	1.9%	Industrials
XOM Exxon Mobil	$13,035	$124 ▼	-0.9%	115,609	1.4%	Energy
PEP PepsiCo	$12,528	$170 ▼	-1.3%	89,202	1.3%	Consumer Staples
MTD Mettler-Toledo International	$12,126	$4,433 ▼	-26.8%	9,878	1.3%	Medical
WAT Waters	$10,040	$523 ▲	5.5%	33,487	1.1%	Medical
ITW Illinois Tool Works	$9,017	$104 ▼	-1.1%	34,579	1.0%	Industrials
MMM 3M	$8,970	$608 ▼	-6.3%	57,806	1.0%	Multi-Sector Conglomerates
ADBE Adobe	$8,816	$1,019 ▲	13.1%	24,991	0.9%	Computer and Technology
KNX Knight-Swift Transportation	$8,535	$1,444 ▼	-14.5%	216,014	0.9%	Transportation
LLY Eli Lilly and Company	$8,221		0.0%	10,775	0.9%	Medical
MSFT Microsoft	$7,702		0.0%	14,870	0.8%	Computer and Technology
AME AMETEK	$7,684	$28 ▲	0.4%	40,872	0.8%	Computer and Technology
PNC The PNC Financial Services Group	$7,503	$321 ▼	-4.1%	37,342	0.8%	Finance
PG Procter & Gamble	$6,788	$31 ▼	-0.5%	44,176	0.7%	Consumer Staples
ZTS Zoetis	$6,237	$850 ▲	15.8%	42,623	0.7%	Medical
JPM JPMorgan Chase & Co.	$5,998	$79 ▼	-1.3%	19,016	0.6%	Finance
DCI Donaldson	$5,663	$123 ▼	-2.1%	69,184	0.6%	Industrials
KO CocaCola	$4,880		0.0%	73,588	0.5%	Consumer Staples
MKC McCormick & Company, Incorporated	$3,478	$1 ▼	0.0%	51,976	0.4%	Consumer Staples
EXP Eagle Materials	$3,466		0.0%	14,875	0.4%	Construction
APD Air Products and Chemicals	$3,432		0.0%	12,586	0.4%	Basic Materials
AAPL Apple	$3,393		0.0%	13,327	0.4%	Computer and Technology
GGG Graco	$3,193	$12 ▼	-0.4%	37,580	0.3%	Industrials
AOS A. O. Smith	$3,092	$369 ▲	13.5%	42,120	0.3%	Industrials
MRK Merck & Co., Inc.	$2,455		0.0%	29,254	0.3%	Medical
VNT Vontier	$2,445	$17 ▲	0.7%	58,260	0.3%	Business Services
V Visa	$2,441	$58 ▼	-2.3%	7,149	0.3%	Business Services
BF.A Brown Forman	$2,301		0.0%	85,524	0.2%	Consumer Staples
GE GE Aerospace	$2,223		0.0%	7,391	0.2%	Aerospace
CINF Cincinnati Financial	$1,997		0.0%	12,631	0.2%	Finance
SYBT Stock Yards Bancorp	$1,960	$21 ▼	-1.1%	28,007	0.2%	Finance
MDLZ Mondelez International	$1,914	$125 ▼	-6.1%	30,641	0.2%	Consumer Staples
KMX CarMax	$1,828	$922 ▼	-33.5%	40,750	0.2%	Retail/Wholesale
PGR Progressive	$1,729		0.0%	7,000	0.2%	Finance
UNH UnitedHealth Group	$1,715	$89 ▼	-4.9%	4,968	0.2%	Medical
CVX Chevron	$1,710	$22 ▼	-1.3%	11,012	0.2%	Energy
ST Sensata Technologies	$1,664	$472 ▼	-22.1%	54,452	0.2%	Computer and Technology
WAB Wabtec	$1,653	$72 ▼	-4.2%	8,244	0.2%	Transportation
ADP Automatic Data Processing	$1,598	$15 ▼	-0.9%	5,444	0.2%	Computer and Technology
PM Philip Morris International	$1,489		0.0%	9,182	0.2%	Consumer Staples
BF.B Brown-Forman	$1,438		0.0%	53,092	0.2%	Consumer Staples
HUBB Hubbell	$1,371		0.0%	3,185	0.1%	Industrials
DOV Dover	$1,251		0.0%	7,500	0.1%	Industrials
WSO Watsco	$1,199	$89 ▲	8.0%	2,965	0.1%	Construction
CPRT Copart	$1,195	$854 ▲	250.8%	26,575	0.1%	Business Services
CSL Carlisle Companies	$1,151	$1,151 ▲	New Holding	3,500	0.1%	Multi-Sector Conglomerates
CLX Clorox	$1,128		0.0%	9,150	0.1%	Consumer Staples
GE VERNOVA INC COM	$1,107		0.0%	1,800	0.1%	COM
ENTG Entegris	$952	$28 ▼	-2.8%	10,300	0.1%	Computer and Technology
GOOGL Alphabet	$907		0.0%	3,730	0.1%	Computer and Technology
EMR Emerson Electric	$826		0.0%	6,300	0.1%	Industrials
IBM International Business Machines	$813		0.0%	2,882	0.1%	Computer and Technology
BDX Becton, Dickinson and Company	$735	$3 ▲	0.4%	3,926	0.1%	Medical
PFE Pfizer	$693	$92 ▼	-11.7%	27,197	0.1%	Medical
HSY Hershey	$687		0.0%	3,674	0.1%	Consumer Staples
KDP Keurig Dr Pepper	$646	$319 ▼	-33.0%	25,334	0.1%	Consumer Staples
DIS Walt Disney	$640		0.0%	5,593	0.1%	Consumer Discretionary
BAC Bank of America	$618		0.0%	11,980	0.1%	Finance
INTC Intel	$588		0.0%	17,536	0.1%	Computer and Technology
DE Deere & Company	$573	$22 ▼	-3.7%	1,253	0.1%	Industrials
SLB SLB	$535	$64 ▲	13.7%	15,580	0.1%	Energy
UNP Union Pacific	$532		0.0%	2,250	0.1%	Transportation
CSX CSX	$497		0.0%	13,986	0.1%	Transportation
HUM Humana	$445		0.0%	1,712	0.0%	Medical
MO Altria Group	$438		0.0%	6,633	0.0%	Consumer Staples
SHW Sherwin-Williams	$390		0.0%	1,125	0.0%	Basic Materials
AMZN Amazon.com	$345		0.0%	1,569	0.0%	Retail/Wholesale
HD Home Depot	$338		0.0%	834	0.0%	Retail/Wholesale
SOLVENTUM CORPORATION COM SHS	$307	$21 ▼	-6.5%	4,201	0.0%	COM
BR Broadridge Financial Solutions	$283	$12 ▼	-4.0%	1,188	0.0%	Computer and Technology
ORCL Oracle	$281		0.0%	1,000	0.0%	Computer and Technology
GS The Goldman Sachs Group	$279		0.0%	350	0.0%	Finance
SO Southern	$277		0.0%	2,926	0.0%	Utilities
RGLD Royal Gold	$261		0.0%	1,300	0.0%	Basic Materials
DNP DNP Select Income Fund	$261		0.0%	26,100	0.0%	Finance
ACN Accenture	$261	$74 ▼	-22.1%	1,060	0.0%	Computer and Technology
NEE NextEra Energy	$259		0.0%	3,432	0.0%	Utilities
ECL Ecolab	$251	$21 ▼	-7.6%	918	0.0%	Basic Materials
TMO Thermo Fisher Scientific	$248		0.0%	511	0.0%	Medical
TNC Tennant	$229	$261 ▼	-53.3%	2,825	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Harvey Investment Co LLC Top Holdings and 13F Report (2025)

About Harvey Investment Co LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Harvey Investment Co LLC Top Holdings and 13F Report (2025)

About Harvey Investment Co LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHarvey Investment Co LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools