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

About Harvey Investment Co LLC

Investment Activity

Harvey Investment Co LLC has $865.84 thousand in total holdings as of December 31, 2024.
Harvey Investment Co LLC owns shares of 102 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 1.84% of the portfolio was purchased this quarter.
About 2.01% of the portfolio was sold this quarter.
This quarter, Harvey Investment Co LLC has purchased 102 new stocks and bought additional shares in 10 stocks.
Harvey Investment Co LLC sold shares of 45 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

O'Reilly Automotive: $82,660
Berkshire Hathaway: $48,778
TJX Companies: $45,161
Fastenal: $38,941
Verisk Analytics: $37,622

Largest New Holdings this Quarter

STERIS: $11,585 Holding
Adobe: $2,833 Holding
Tennant: $493 Holding
Beacon Roofing Supply: $203 Holding

Largest Purchases this Quarter

STERIS: 56,360 shares (about $11.59K)
Adobe: 6,371 shares (about $2.83K)
Tennant: 6,050 shares (about $493.00)
Beacon Roofing Supply: 2,000 shares (about $203.00)
A. O. Smith: 2,240 shares (about $152.78)

Largest Sales this Quarter

Keurig Dr Pepper: 47,505 shares (about $1.53K)
O'Reilly Automotive: 1,171 shares (about $1.39K)
Ulta Beauty: 2,665 shares (about $1.16K)
ANSYS: 2,145 shares (about $723.58)
Waters: 1,930 shares (about $716.01)

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	$82,660	$1,389 ▼	-1.7%	69,708	9.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$48,778	$671 ▼	-1.4%	107,612	5.6%	Finance
TJX TJX Companies	$45,161	$411 ▼	-0.9%	373,816	5.2%	Retail/Wholesale
FAST Fastenal	$38,941	$442 ▼	-1.1%	541,529	4.5%	Retail/Wholesale
VRSK Verisk Analytics	$37,622	$289 ▼	-0.8%	136,595	4.3%	Business Services
ANSS ANSYS	$33,020	$724 ▼	-2.1%	97,886	3.8%	Computer and Technology
COST Costco Wholesale	$30,084	$710 ▼	-2.3%	32,833	3.5%	Retail/Wholesale
JNJ Johnson & Johnson	$29,738	$71 ▼	-0.2%	205,629	3.4%	Medical
A Agilent Technologies	$29,170	$289 ▼	-1.0%	217,132	3.4%	Medical
ABT Abbott Laboratories	$27,539	$19 ▼	-0.1%	243,467	3.2%	Medical
WCN Waste Connections	$27,498	$377 ▼	-1.4%	160,265	3.2%	Business Services
PAYX Paychex	$25,594	$14 ▲	0.1%	182,526	3.0%	Business Services
MA Mastercard	$23,440	$90 ▼	-0.4%	44,515	2.7%	Business Services
ULTA Ulta Beauty	$21,954	$1,159 ▼	-5.0%	50,477	2.5%	Retail/Wholesale
IDXX IDEXX Laboratories	$21,703	$269 ▼	-1.2%	52,493	2.5%	Medical
GOOG Alphabet	$20,604	$6 ▼	0.0%	108,191	2.4%	Computer and Technology
BRK.A Berkshire Hathaway	$20,428		0.0%	30	2.4%	Finance
APH Amphenol	$18,364	$60 ▼	-0.3%	264,415	2.1%	Computer and Technology
NDSN Nordson	$18,041	$338 ▼	-1.8%	86,222	2.1%	Industrials
MTD Mettler-Toledo International	$17,392	$12 ▼	-0.1%	14,213	2.0%	Medical
IEX IDEX	$17,104	$4 ▼	0.0%	81,726	2.0%	Industrials
KNX Knight-Swift Transportation	$16,441	$569 ▼	-3.3%	309,967	1.9%	Transportation
PEP PepsiCo	$14,211	$59 ▼	-0.4%	93,454	1.6%	Consumer Staples
ABBV AbbVie	$14,062	$174 ▼	-1.2%	79,136	1.6%	Medical
XOM Exxon Mobil	$12,571	$22 ▼	-0.2%	116,859	1.5%	Energy
WAT Waters	$11,661	$716 ▼	-5.8%	31,432	1.3%	Medical
STE STERIS	$11,585	$11,585 ▲	New Holding	56,360	1.3%	Medical
ITW Illinois Tool Works	$8,869	$74 ▼	-0.8%	34,979	1.0%	Industrials
MMM 3M	$8,830	$416 ▼	-4.5%	68,400	1.0%	Multi-Sector Conglomerates
LLY Eli Lilly and Company	$8,587	$32 ▼	-0.4%	11,123	1.0%	Medical
PG Procter & Gamble	$7,885		0.0%	47,034	0.9%	Consumer Staples
PNC The PNC Financial Services Group	$7,510	$193 ▼	-2.5%	38,942	0.9%	Finance
MSFT Microsoft	$6,223		0.0%	14,764	0.7%	Computer and Technology
KMX CarMax	$5,350	$121 ▼	-2.2%	65,438	0.6%	Retail/Wholesale
DCI Donaldson	$4,952		0.0%	73,519	0.6%	Industrials
AME AMETEK	$4,936	$23 ▲	0.5%	27,382	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,618		0.0%	19,266	0.5%	Finance
KO Coca-Cola	$4,590	$16 ▼	-0.3%	73,718	0.5%	Consumer Staples
MKC McCormick & Company, Incorporated	$3,964		0.0%	51,996	0.5%	Consumer Staples
APD Air Products and Chemicals	$3,788		0.0%	13,061	0.4%	Basic Materials
AAPL Apple	$3,392		0.0%	13,548	0.4%	Computer and Technology
BF.A Brown-Forman	$3,223	$622 ▼	-16.2%	85,524	0.4%	Consumer Staples
GGG Graco	$3,168	$101 ▲	3.3%	37,580	0.4%	Industrials
ZTS Zoetis	$3,076	$66 ▲	2.2%	18,878	0.4%	Medical
MRK Merck & Co., Inc.	$2,914		0.0%	29,288	0.3%	Medical
ADBE Adobe	$2,833	$2,833 ▲	New Holding	6,371	0.3%	Computer and Technology
UNH UnitedHealth Group	$2,449	$96 ▲	4.1%	4,841	0.3%	Medical
KDP Keurig Dr Pepper	$2,342	$1,526 ▼	-39.5%	72,899	0.3%	Consumer Staples
V Visa	$2,313	$16 ▼	-0.7%	7,319	0.3%	Business Services
VNT Vontier	$2,092	$58 ▲	2.9%	57,360	0.2%	Business Services
ST Sensata Technologies	$2,054	$298 ▼	-12.7%	74,956	0.2%	Computer and Technology
SYBT Stock Yards Bancorp	$2,053	$10 ▼	-0.5%	28,667	0.2%	Finance
BF.B Brown-Forman	$2,016	$112 ▼	-5.3%	53,092	0.2%	Consumer Staples
MDLZ Mondelez International	$1,950		0.0%	32,641	0.2%	Consumer Staples
CINF Cincinnati Financial	$1,815		0.0%	12,631	0.2%	Finance
ADP Automatic Data Processing	$1,779		0.0%	6,076	0.2%	Business Services
PGR Progressive	$1,677		0.0%	7,000	0.2%	Finance
WAB Westinghouse Air Brake Technologies	$1,648	$112 ▼	-6.4%	8,694	0.2%	Transportation
CVX Chevron	$1,615	$22 ▼	-1.3%	11,152	0.2%	Energy
AOS A. O. Smith	$1,492	$153 ▲	11.4%	21,875	0.2%	Industrials
CLX Clorox	$1,486		0.0%	9,150	0.2%	Consumer Staples
DOV Dover	$1,407	$187 ▼	-11.7%	7,500	0.2%	Industrials
HUBB Hubbell	$1,380		0.0%	3,295	0.2%	Industrials
WSO Watsco	$1,287	$14 ▲	1.1%	2,715	0.1%	Construction
GE General Electric	$1,233		0.0%	7,391	0.1%	Transportation
PM Philip Morris International	$1,105		0.0%	9,182	0.1%	Consumer Staples
ENTG Entegris	$1,025		0.0%	10,350	0.1%	Computer and Technology
BDX Becton, Dickinson and Company	$1,004	$280 ▼	-21.8%	4,426	0.1%	Medical
PFE Pfizer	$817		0.0%	30,797	0.1%	Medical
GOOGL Alphabet	$706		0.0%	3,730	0.1%	Computer and Technology
BAC Bank of America	$689		0.0%	15,686	0.1%	Finance
DIS Walt Disney	$638		0.0%	5,728	0.1%	Consumer Discretionary
IBM International Business Machines	$634		0.0%	2,882	0.1%	Computer and Technology
HSY Hershey	$622		0.0%	3,674	0.1%	Consumer Staples
GE VERNOVA INC COM	$592	$15 ▼	-2.5%	1,800	0.1%	COM
JBHT J.B. Hunt Transport Services	$585		0.0%	3,425	0.1%	Transportation
DE Deere & Company	$551	$26 ▼	-4.5%	1,301	0.1%	Industrials
EMR Emerson Electric	$533		0.0%	4,300	0.1%	Industrials
SLB Schlumberger	$526	$80 ▼	-13.2%	13,708	0.1%	Energy
SOLVENTUM CORPORATION COM SHS	$517	$178 ▼	-25.7%	7,832	0.1%	COM
UNP Union Pacific	$513		0.0%	2,250	0.1%	Transportation
TNC Tennant	$493	$493 ▲	New Holding	6,050	0.1%	Industrials
CSX CSX	$451		0.0%	13,986	0.1%	Transportation
HUM Humana	$434		0.0%	1,712	0.1%	Medical
ACN Accenture	$424	$150 ▲	54.5%	1,205	0.0%	Computer and Technology
CPRT Copart	$419	$141 ▲	50.5%	7,305	0.0%	Business Services
MO Altria Group	$410		0.0%	7,833	0.0%	Consumer Staples
SHW Sherwin-Williams	$382		0.0%	1,125	0.0%	Basic Materials
INTC Intel	$353	$20 ▼	-5.4%	17,602	0.0%	Computer and Technology
AMZN Amazon.com	$344		0.0%	1,569	0.0%	Retail/Wholesale
HD Home Depot	$324		0.0%	834	0.0%	Retail/Wholesale
BR Broadridge Financial Solutions	$280		0.0%	1,238	0.0%	Business Services
TMO Thermo Fisher Scientific	$266		0.0%	511	0.0%	Medical
TRN Trinity Industries	$256		0.0%	7,300	0.0%	Transportation
BMY Bristol-Myers Squibb	$249		0.0%	4,405	0.0%	Medical
NEE NextEra Energy	$246		0.0%	3,432	0.0%	Utilities
GS The Goldman Sachs Group	$241		0.0%	420	0.0%	Finance
SO Southern	$241		0.0%	2,926	0.0%	Utilities
ECL Ecolab	$233		0.0%	993	0.0%	Basic Materials
DNP DNP Select Income Fund	$230		0.0%	26,100	0.0%	Finance

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

About MarketBeat

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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