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

About Harvey Investment Co LLC

Investment Activity

Harvey Investment Co LLC has $900.74 thousand in total holdings as of March 31, 2025.
Harvey Investment Co LLC owns shares of 102 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 1.33% of the portfolio was purchased this quarter.
About 2.00% of the portfolio was sold this quarter.
This quarter, Harvey Investment Co LLC has purchased 103 new stocks and bought additional shares in 8 stocks.
Harvey Investment Co LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

O'Reilly Automotive: $96,226
Berkshire Hathaway: $56,382
TJX Companies: $44,423
Fastenal: $40,759
Verisk Analytics: $40,460

Largest New Holdings this Quarter

780287108 - Royal Gold: $213 Holding

Largest Purchases this Quarter

Adobe: 13,010 shares (about $4.99K)
STERIS: 10,300 shares (about $2.33K)
Zoetis: 13,630 shares (about $2.24K)
Nordson: 9,405 shares (about $1.90K)
Emerson Electric: 2,400 shares (about $263.28)

Largest Sales this Quarter

O'Reilly Automotive: 2,538 shares (about $3.64K)
Apple: 11,677 shares (about $2.60K)
Fastenal: 15,940 shares (about $1.24K)
Keurig Dr Pepper: 33,315 shares (about $1.14K)
TJX Companies: 9,095 shares (about $1.11K)

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	$96,226	$3,636 ▼	-3.6%	67,170	10.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$56,382	$930 ▼	-1.6%	105,865	6.3%	Finance
TJX TJX Companies	$44,423	$1,108 ▼	-2.4%	364,721	4.9%	Retail/Wholesale
FAST Fastenal	$40,759	$1,236 ▼	-2.9%	525,589	4.5%	Retail/Wholesale
VRSK Verisk Analytics	$40,460	$193 ▼	-0.5%	135,945	4.5%	Business Services
JNJ Johnson & Johnson	$33,764	$337 ▼	-1.0%	203,595	3.7%	Medical
ABT Abbott Laboratories	$32,296		0.0%	243,467	3.6%	Medical
WCN Waste Connections	$31,237		0.0%	160,265	3.5%	Business Services
COST Costco Wholesale	$30,839	$214 ▼	-0.7%	32,607	3.4%	Retail/Wholesale
ANSS ANSYS	$30,085	$902 ▼	-2.9%	95,036	3.3%	Computer and Technology
PAYX Paychex	$27,946	$214 ▼	-0.8%	181,141	3.1%	Business Services
A Agilent Technologies	$24,961	$439 ▼	-1.7%	213,377	2.8%	Medical
MA Mastercard	$24,389	$11 ▼	0.0%	44,495	2.7%	Business Services
BRK.A Berkshire Hathaway	$23,953		0.0%	30	2.7%	Finance
IDXX IDEXX Laboratories	$22,044		0.0%	52,493	2.4%	Medical
NDSN Nordson	$19,290	$1,897 ▲	10.9%	95,627	2.1%	Industrials
ULTA Ulta Beauty	$18,447	$55 ▼	-0.3%	50,327	2.0%	Retail/Wholesale
APH Amphenol	$17,141	$202 ▼	-1.2%	261,335	1.9%	Computer and Technology
GOOG Alphabet	$16,885	$17 ▼	-0.1%	108,081	1.9%	Computer and Technology
ABBV AbbVie	$16,581		0.0%	79,136	1.8%	Medical
MTD Mettler-Toledo International	$15,888	$896 ▼	-5.3%	13,454	1.8%	Medical
STE STERIS	$15,108	$2,334 ▲	18.3%	66,660	1.7%	Medical
IEX IDEX	$14,790		0.0%	81,726	1.6%	Industrials
XOM Exxon Mobil	$13,880	$18 ▼	-0.1%	116,709	1.5%	Energy
PEP PepsiCo	$13,665	$348 ▼	-2.5%	91,134	1.5%	Consumer Staples
KNX Knight-Swift Transportation	$12,388	$1,092 ▼	-8.1%	284,857	1.4%	Transportation
WAT Waters	$11,576	$9 ▼	-0.1%	31,407	1.3%	Medical
MMM 3M	$9,677	$369 ▼	-3.7%	65,890	1.1%	Multi-Sector Conglomerates
LLY Eli Lilly and Company	$9,187		0.0%	11,123	1.0%	Medical
ITW Illinois Tool Works	$8,675		0.0%	34,979	1.0%	Industrials
PG Procter & Gamble	$7,828	$187 ▼	-2.3%	45,934	0.9%	Consumer Staples
ADBE Adobe	$7,433	$4,990 ▲	204.2%	19,381	0.8%	Computer and Technology
PNC The PNC Financial Services Group	$6,845		0.0%	38,942	0.8%	Finance
MSFT Microsoft	$5,582	$40 ▲	0.7%	14,870	0.6%	Computer and Technology
ZTS Zoetis	$5,352	$2,244 ▲	72.2%	32,508	0.6%	Medical
KO Coca-Cola	$5,280		0.0%	73,718	0.6%	Consumer Staples
KMX CarMax	$4,908	$191 ▼	-3.8%	62,983	0.5%	Retail/Wholesale
DCI Donaldson	$4,874	$56 ▼	-1.1%	72,684	0.5%	Industrials
JPM JPMorgan Chase & Co.	$4,726		0.0%	19,266	0.5%	Finance
AME AMETEK	$4,714		0.0%	27,382	0.5%	Computer and Technology
MKC McCormick & Company, Incorporated	$4,280		0.0%	51,996	0.5%	Consumer Staples
APD Air Products and Chemicals	$3,852		0.0%	13,061	0.4%	Basic Materials
GGG Graco	$3,138		0.0%	37,580	0.3%	Industrials
BF.A Brown-Forman	$2,862		0.0%	85,524	0.3%	Consumer Staples
MRK Merck & Co., Inc.	$2,629		0.0%	29,288	0.3%	Medical
V Visa	$2,565		0.0%	7,319	0.3%	Business Services
AAPL Apple	$2,545	$465 ▼	-15.4%	11,456	0.3%	Computer and Technology
UNH UnitedHealth Group	$2,538	$3 ▲	0.1%	4,846	0.3%	Medical
MDLZ Mondelez International	$2,215		0.0%	32,641	0.2%	Consumer Staples
PGR Progressive	$1,981		0.0%	7,000	0.2%	Finance
SYBT Stock Yards Bancorp	$1,980		0.0%	28,667	0.2%	Finance
VNT Vontier	$1,868	$16 ▼	-0.9%	56,860	0.2%	Business Services
CVX Chevron	$1,866		0.0%	11,152	0.2%	Energy
CINF Cincinnati Financial	$1,866		0.0%	12,631	0.2%	Finance
BF.B Brown-Forman	$1,802		0.0%	53,092	0.2%	Consumer Staples
ST Sensata Technologies	$1,795	$24 ▼	-1.3%	73,956	0.2%	Computer and Technology
ADP Automatic Data Processing	$1,679	$178 ▼	-9.6%	5,494	0.2%	Business Services
WAB Westinghouse Air Brake Technologies	$1,560	$16 ▼	-1.0%	8,604	0.2%	Transportation
GE GE Aerospace	$1,479		0.0%	7,391	0.2%	Industrials
PM Philip Morris International	$1,457		0.0%	9,182	0.2%	Consumer Staples
AOS A. O. Smith	$1,456	$26 ▲	1.8%	22,275	0.2%	Industrials
WSO Watsco	$1,380		0.0%	2,715	0.2%	Construction
KDP Keurig Dr Pepper	$1,355	$1,140 ▼	-45.7%	39,584	0.2%	Consumer Staples
CLX Clorox	$1,347		0.0%	9,150	0.1%	Consumer Staples
DOV Dover	$1,318		0.0%	7,500	0.1%	Industrials
HUBB Hubbell	$1,087	$3 ▼	-0.3%	3,285	0.1%	Industrials
ENTG Entegris	$905		0.0%	10,350	0.1%	Computer and Technology
BDX Becton, Dickinson and Company	$873	$141 ▼	-13.9%	3,811	0.1%	Medical
PFE Pfizer	$780		0.0%	30,797	0.1%	Medical
EMR Emerson Electric	$735	$263 ▲	55.8%	6,700	0.1%	Industrials
IBM International Business Machines	$717		0.0%	2,882	0.1%	Computer and Technology
HSY Hershey	$628		0.0%	3,674	0.1%	Consumer Staples
DE Deere & Company	$611		0.0%	1,301	0.1%	Industrials
GOOGL Alphabet	$577		0.0%	3,730	0.1%	Computer and Technology
SLB Schlumberger	$573		0.0%	13,708	0.1%	Energy
DIS Walt Disney	$565		0.0%	5,728	0.1%	Consumer Discretionary
GE VERNOVA INC COM	$550		0.0%	1,800	0.1%	COM
UNP Union Pacific	$532		0.0%	2,250	0.1%	Transportation
SOLVENTUM CORPORATION COM SHS	$528	$68 ▼	-11.4%	6,941	0.1%	COM
JBHT J.B. Hunt Transport Services	$507		0.0%	3,425	0.1%	Transportation
BAC Bank of America	$500	$155 ▼	-23.6%	11,980	0.1%	Finance
TNC Tennant	$482		0.0%	6,050	0.1%	Industrials
HUM Humana	$453		0.0%	1,712	0.1%	Medical
AAPL Apple	$416	$2,596 ▼	-86.2%	1,871	0.0%	Computer and Technology
CPRT Copart	$413		0.0%	7,305	0.0%	Business Services
CSX CSX	$412		0.0%	13,986	0.0%	Transportation
MO Altria Group	$398	$72 ▼	-15.3%	6,633	0.0%	Consumer Staples
INTC Intel	$398	$1 ▼	-0.4%	17,536	0.0%	Computer and Technology
SHW Sherwin-Williams	$393		0.0%	1,125	0.0%	Basic Materials
ACN Accenture	$376		0.0%	1,205	0.0%	Computer and Technology
HD Home Depot	$306		0.0%	834	0.0%	Retail/Wholesale
BR Broadridge Financial Solutions	$300		0.0%	1,238	0.0%	Business Services
AMZN Amazon.com	$299		0.0%	1,569	0.0%	Retail/Wholesale
BMY Bristol-Myers Squibb	$269		0.0%	4,405	0.0%	Medical
SO Southern	$269		0.0%	2,926	0.0%	Utilities
DNP DNP Select Income Fund	$258		0.0%	26,100	0.0%	Finance
TMO Thermo Fisher Scientific	$254		0.0%	511	0.0%	Medical
ECL Ecolab	$252		0.0%	993	0.0%	Basic Materials
NEE NextEra Energy	$243		0.0%	3,432	0.0%	Utilities
RGLD Royal Gold	$213	$213 ▲	New Holding	1,300	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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