Harvey Investment Co LLC

13F filer · CIK 0001162781

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$918MU.S. long equity reported on 13F

Positions993 new · 2 closed

Net flow last quarter-$29MBuys minus sells

Top 10 positions weight47.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202699 positions
ORLYO Reilly Automotive Inc	$84.1M	9.16%	0.11%	-3.5%	Q2 2013
TJXTJX Companies Inc	$50.7M	5.52%	0.03%	-4.2%	Q2 2013
JNJJohnson & Johnson	$49M	5.34%	0.01%	-3.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$47M	5.12%	Not reported	-3.9%	Q2 2013
FASTFastenal Co	$46.4M	5.05%	0.08%	-3.3%	Q2 2013
APHAmphenol Corp	$37.1M	4.05%	0.02%	-5.5%	Q1 2019
GOOGAlphabet Inc.	$33M	3.60%	Not reported	-5.4%	Q3 2018
AAgilent Technologies, Inc.	$29.3M	3.19%	0.08%	-3.2%	Q3 2018
COSTCostco Wholesale Corp	$28.7M	3.13%	0.01%	-3.4%	Q2 2013
NDSNNordson Corp	$28.5M	3.11%	0.17%	-2.2%	Q1 2020
WCNWaste Connections, Inc.	$26M	2.83%	0.06%	-1.3%	Q4 2020
IDXXIdexx Laboratories Inc	$25.9M	2.82%	0.06%	-1.8%	Q2 2013
IEXIdex Corp	$25M	2.72%	0.15%	-2.0%	Q2 2013
STESTERIS plc	$24.4M	2.66%	0.12%	+14.7%	Q4 2024
ABTAbbott Laboratories	$24M	2.61%	0.02%	+5.4%	Q2 2013
VRSKVerisk Analytics, Inc.	$22.9M	2.50%	0.10%	-1.5%	Q2 2013
MAMastercard Inc	$21.9M	2.39%	0.00%	-2.3%	Q3 2014
ULTAUlta Beauty, Inc.	$21.6M	2.35%	0.11%	-0.7%	Q4 2017
BRK.ABerkshire Hathaway Inc	$21M	2.28%	Not reported	-3.5%	Q2 2013
ABBVAbbVie Inc.	$19.3M	2.10%	0.00%	-3.0%	Q2 2013
PAYXPaychex Inc	$18.2M	1.99%	0.05%	-2.1%	Q2 2013
XOMExxonMobil Holdings Corp	$15.3M	1.66%	0.00%	-2.8%	Q2 2013
MTDMettler Toledo International Inc/	$13.1M	1.42%	0.05%	+6.0%	Q2 2013
WATWaters Corp	$12.3M	1.34%	0.03%	-0.6%	Q2 2013
LLYELI LILLY & Co	$11.6M	1.26%	0.00%	-1.0%	Q2 2013
PEPPepsico Inc	$11.5M	1.26%	0.01%	-2.7%	Q2 2013
CPRTCopart Inc	$9.65M	1.05%	0.04%	+1.5%	Q3 2024
PNCPNC Financial Services Group, Inc.	$9.19M	1.00%	0.01%	Not reported	Q2 2013
MMM3m Co	$9.15M	1.00%	0.01%	+3.3%	Q2 2013
AMEAmetek Inc/	$9.08M	0.99%	0.02%	-6.1%	Q2 2013
ITWIllinois Tool Works Inc	$8.93M	0.97%	0.01%	-2.5%	Q2 2013
PGPROCTER & GAMBLE Co	$6.44M	0.70%	0.00%	-0.2%	Q2 2013
KNXKnight-Swift Transportation Holdings Inc.	$6.42M	0.70%	0.05%	-59.5%	Q2 2013
DCIDONALDSON Co INC	$6.09M	0.66%	0.06%	-0.2%	Q2 2013
KOCoca Cola Co	$6.03M	0.66%	0.00%	+1.7%	Q2 2013
JPMJPMorgan Chase & Co	$5.51M	0.60%	0.00%	-11.0%	Q2 2013
MSFTMicrosoft Corp	$5.4M	0.59%	0.00%	-0.9%	Q2 2013
AOSSmith A O Corp	$4.97M	0.54%	0.05%	+7.6%	Q2 2019
ADBEAdobe Inc.	$3.91M	0.43%	0.00%	-13.5%	Q4 2024
MRKMerck & Co., Inc.	$3.7M	0.40%	0.00%	-1.7%	Q2 2013
APDAir Products & Chemicals, Inc.	$3.69M	0.40%	0.01%	Not reported	Q2 2013
CSLCarlisle Companies Inc	$3.63M	0.40%	0.03%	+0.6%	Q3 2025
EXPEagle Materials Inc	$3.37M	0.37%	0.05%	+7.2%	Q2 2025
AAPLApple Inc.	$3.17M	0.35%	0.00%	-17.4%	Q3 2016
ZTSZoetis Inc.	$2.92M	0.32%	0.01%	-2.5%	Q3 2016
GGGGraco Inc	$2.79M	0.30%	0.02%	Not reported	Q3 2023
VNTVontier Corp	$2.79M	0.30%	0.07%	+0.7%	Q4 2023
GEGeneral Electric Co	$2.74M	0.30%	0.00%	-0.7%	Q3 2021
MKCMccormick & Co Inc	$2.54M	0.28%	Not reported	-2.9%	Q2 2013
VVisa Inc.	$2.5M	0.27%	0.00%	+2.1%	Q3 2016

Q1 2026Reported Apr 21, 202698 positions
ORLYO Reilly Automotive Inc	$87.4M	9.60%	0.11%	-1.4%	Q2 2013
TJXTJX Companies Inc	$55.7M	6.13%	0.03%	-1.0%	Q2 2013
JNJJohnson & Johnson	$48.7M	5.35%	0.01%	-1.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$46.9M	5.15%	Not reported	-2.4%	Q2 2013
FASTFastenal Co	$46.3M	5.09%	0.09%	-1.1%	Q2 2013
COSTCostco Wholesale Corp	$31.6M	3.48%	0.01%	-1.7%	Q2 2013
GOOGAlphabet Inc.	$28.3M	3.12%	Not reported	-7.2%	Q3 2018
APHAmphenol Corp	$28.2M	3.10%	0.02%	-5.4%	Q1 2019
IDXXIdexx Laboratories Inc	$28.1M	3.09%	0.06%	-4.3%	Q2 2013
AAgilent Technologies, Inc.	$26M	2.86%	0.08%	-0.7%	Q3 2018
ABTAbbott Laboratories	$25.8M	2.83%	0.01%	+3.7%	Q2 2013
NDSNNordson Corp	$25.7M	2.83%	0.17%	-2.4%	Q1 2020
WCNWaste Connections, Inc.	$25.7M	2.82%	0.06%	-0.4%	Q4 2020
ULTAUlta Beauty, Inc.	$25.2M	2.77%	0.11%	-2.4%	Q4 2017
VRSKVerisk Analytics, Inc.	$24.6M	2.70%	0.10%	-0.6%	Q2 2013
STESTERIS plc	$22.4M	2.46%	0.10%	+9.2%	Q4 2024
MAMastercard Inc	$21.8M	2.40%	0.00%	-1.5%	Q3 2014
IEXIdex Corp	$21.3M	2.34%	0.15%	+1.9%	Q2 2013
BRK.ABerkshire Hathaway Inc	$20.8M	2.29%	Not reported	-3.3%	Q2 2013
XOMExxonMobil Holdings Corp	$19.5M	2.14%	0.00%	-0.4%	Q2 2013
PAYXPaychex Inc	$17.4M	1.92%	0.05%	+5.3%	Q2 2013
ABBVAbbVie Inc.	$17.2M	1.89%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$13.6M	1.50%	0.01%	-0.5%	Q2 2013
MTDMettler Toledo International Inc/	$12.2M	1.34%	0.05%	-1.4%	Q2 2013
KNXKnight-Swift Transportation Holdings Inc.	$11.7M	1.29%	0.13%	-3.0%	Q2 2013
CPRTCopart Inc	$11.2M	1.23%	0.04%	+50.8%	Q3 2024
WATWaters Corp	$9.85M	1.08%	0.03%	+0.4%	Q2 2013
LLYELI LILLY & Co	$8.99M	0.99%	0.00%	-9.2%	Q2 2013
ITWIllinois Tool Works Inc	$8.82M	0.97%	0.01%	-1.4%	Q2 2013
AMEAmetek Inc/	$8.57M	0.94%	0.02%	Not reported	Q2 2013
MMM3m Co	$7.94M	0.87%	0.01%	-4.3%	Q2 2013
PNCPNC Financial Services Group, Inc.	$7.77M	0.85%	0.01%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$6.35M	0.70%	0.00%	Not reported	Q2 2013
DCIDONALDSON Co INC	$5.77M	0.63%	0.06%	-1.7%	Q2 2013
JPMJPMorgan Chase & Co	$5.56M	0.61%	0.00%	Not reported	Q2 2013
KOCoca Cola Co	$5.55M	0.61%	0.00%	-0.5%	Q2 2013
MSFTMicrosoft Corp	$5.41M	0.59%	0.00%	Not reported	Q2 2013
ADBEAdobe Inc.	$5.36M	0.59%	0.01%	-0.9%	Q4 2024
ZTSZoetis Inc.	$4.93M	0.54%	0.01%	+3.7%	Q3 2016
AOSSmith A O Corp	$4.86M	0.53%	0.05%	+15.8%	Q2 2019
APDAir Products & Chemicals, Inc.	$3.66M	0.40%	0.01%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$3.52M	0.39%	0.00%	Not reported	Q2 2013
VNTVontier Corp	$3.39M	0.37%	0.07%	+52.7%	Q4 2023
AAPLApple Inc.	$3.37M	0.37%	0.00%	Not reported	Q3 2016
CSLCarlisle Companies Inc	$3.32M	0.36%	0.02%	Not reported	Q3 2025
GGGGraco Inc	$3.13M	0.34%	0.02%	Not reported	Q3 2023
EXPEagle Materials Inc	$2.64M	0.29%	0.04%	-6.1%	Q2 2025
MKCMccormick & Co Inc	$2.62M	0.29%	Not reported	-0.2%	Q2 2013
BF.ABrown Forman Corp	$2.29M	0.25%	Not reported	Not reported	Q2 2013
CVXChevron Corp	$2.28M	0.25%	0.00%	Not reported	Q2 2013

Q4 2025Reported Jan 22, 202698 positions
ORLYO Reilly Automotive Inc	$87.5M	9.32%	0.11%	-0.8%	Q2 2013
TJXTJX Companies Inc	$54.1M	5.76%	0.03%	-0.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$50.4M	5.36%	Not reported	-1.7%	Q2 2013
JNJJohnson & Johnson	$41.7M	4.44%	0.01%	-0.3%	Q2 2013
FASTFastenal Co	$40.5M	4.32%	0.09%	-0.5%	Q2 2013
IDXXIdexx Laboratories Inc	$35.4M	3.77%	0.07%	-0.1%	Q2 2013
GOOGAlphabet Inc.	$33.4M	3.56%	Not reported	-1.8%	Q3 2018
APHAmphenol Corp	$31.8M	3.39%	0.02%	-3.8%	Q1 2019
AAgilent Technologies, Inc.	$31.2M	3.33%	0.08%	-0.5%	Q3 2018
ABTAbbott Laboratories	$30.3M	3.23%	0.01%	-0.7%	Q2 2013
ULTAUlta Beauty, Inc.	$29.9M	3.18%	0.11%	-0.8%	Q4 2017
VRSKVerisk Analytics, Inc.	$29.2M	3.11%	0.09%	-0.3%	Q2 2013
WCNWaste Connections, Inc.	$27.9M	2.97%	0.06%	-0.9%	Q4 2020
COSTCostco Wholesale Corp	$27.8M	2.96%	0.01%	Not reported	Q2 2013
MAMastercard Inc	$25.3M	2.70%	0.00%	-0.7%	Q3 2014
NDSNNordson Corp	$23.8M	2.54%	0.18%	+0.5%	Q1 2020
STESTERIS plc	$23.5M	2.50%	0.09%	-0.6%	Q4 2024
BRK.ABerkshire Hathaway Inc	$22.6M	2.41%	Not reported	Not reported	Q2 2013
PAYXPaychex Inc	$20.2M	2.15%	0.05%	-0.3%	Q2 2013
IEXIdex Corp	$19.6M	2.09%	0.15%	+0.8%	Q2 2013
ABBVAbbVie Inc.	$18.1M	1.92%	0.00%	-0.1%	Q2 2013
XOMExxonMobil Holdings Corp	$13.9M	1.48%	0.00%	-0.1%	Q2 2013
MTDMettler Toledo International Inc/	$13.6M	1.45%	0.04%	-1.0%	Q2 2013
PEPPepsico Inc	$12.6M	1.35%	0.01%	-1.3%	Q2 2013
WATWaters Corp	$12.5M	1.33%	0.06%	-1.6%	Q2 2013
LLYELI LILLY & Co	$11.6M	1.23%	0.00%	-0.1%	Q2 2013
KNXKnight-Swift Transportation Holdings Inc.	$11M	1.17%	0.13%	-2.9%	Q2 2013
MMM3m Co	$9.14M	0.97%	0.01%	-1.2%	Q2 2013
CPRTCopart Inc	$8.76M	0.93%	0.02%	+741.9%	Q3 2024
ITWIllinois Tool Works Inc	$8.47M	0.90%	0.01%	-0.6%	Q2 2013
AMEAmetek Inc/	$8.21M	0.87%	0.02%	-2.2%	Q2 2013
PNCPNC Financial Services Group, Inc.	$7.79M	0.83%	0.01%	Not reported	Q2 2013
ADBEAdobe Inc.	$7.79M	0.83%	0.01%	-11.0%	Q4 2024
MSFTMicrosoft Corp	$7.07M	0.75%	0.00%	-1.7%	Q2 2013
PGPROCTER & GAMBLE Co	$6.3M	0.67%	0.00%	-0.5%	Q2 2013
DCIDONALDSON Co INC	$6.13M	0.65%	0.06%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$6.09M	0.65%	0.00%	-0.6%	Q2 2013
KOCoca Cola Co	$5.13M	0.55%	0.00%	-0.3%	Q2 2013
ZTSZoetis Inc.	$5.06M	0.54%	0.01%	-5.7%	Q3 2016
AOSSmith A O Corp	$4.25M	0.45%	0.04%	+51.0%	Q2 2019
AAPLApple Inc.	$3.61M	0.38%	0.00%	-0.4%	Q3 2016
MKCMccormick & Co Inc	$3.54M	0.38%	Not reported	Not reported	Q2 2013
CSLCarlisle Companies Inc	$3.18M	0.34%	0.02%	+183.9%	Q3 2025
APDAir Products & Chemicals, Inc.	$3.11M	0.33%	0.01%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$3.08M	0.33%	0.00%	Not reported	Q2 2013
EXPEagle Materials Inc	$3.07M	0.33%	0.05%	-0.2%	Q2 2025
GGGGraco Inc	$3.03M	0.32%	0.02%	-1.7%	Q3 2023
VVisa Inc.	$2.51M	0.27%	0.00%	Not reported	Q3 2016
VNTVontier Corp	$2.33M	0.25%	0.04%	+7.4%	Q4 2023
GEGeneral Electric Co	$2.28M	0.24%	0.00%	Not reported	Q3 2021

Q3 2025Reported Oct 22, 2025101 positions
ORLYO Reilly Automotive Inc	$104M	11.12%	0.11%	-0.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$51.2M	5.47%	Not reported	-1.2%	Q2 2013
TJXTJX Companies Inc	$51.2M	5.46%	0.03%	-0.3%	Q2 2013
FASTFastenal Co	$49.8M	5.31%	0.09%	-0.4%	Q2 2013
JNJJohnson & Johnson	$37.5M	4.00%	0.01%	-0.1%	Q2 2013
IDXXIdexx Laboratories Inc	$33.5M	3.57%	0.07%	-0.5%	Q2 2013
VRSKVerisk Analytics, Inc.	$32.9M	3.51%	0.09%	0.0%	Q2 2013
ABTAbbott Laboratories	$32.6M	3.48%	0.01%	Not reported	Q2 2013
APHAmphenol Corp	$30.3M	3.23%	0.02%	-3.7%	Q1 2019
COSTCostco Wholesale Corp	$29.9M	3.19%	0.01%	-0.1%	Q2 2013
AAgilent Technologies, Inc.	$29.6M	3.16%	0.08%	+2.8%	Q3 2018
WCNWaste Connections, Inc.	$28.1M	3.00%	0.06%	Not reported	Q4 2020
ULTAUlta Beauty, Inc.	$27.2M	2.90%	0.11%	-1.0%	Q4 2017
GOOGAlphabet Inc.	$26.4M	2.82%	Not reported	-0.1%	Q3 2018
MAMastercard Inc	$25.4M	2.71%	0.00%	-0.4%	Q3 2014
STESTERIS plc	$23M	2.46%	0.09%	+17.1%	Q4 2024
PAYXPaychex Inc	$22.9M	2.44%	0.05%	0.0%	Q2 2013
BRK.ABerkshire Hathaway Inc	$22.6M	2.41%	Not reported	Not reported	Q2 2013
NDSNNordson Corp	$22.4M	2.39%	0.18%	-4.1%	Q1 2020
ABBVAbbVie Inc.	$18.3M	1.96%	0.00%	Not reported	Q2 2013
IEXIdex Corp	$17.8M	1.90%	0.15%	+24.6%	Q2 2013
XOMExxonMobil Holdings Corp	$13M	1.39%	0.00%	-0.9%	Q2 2013
PEPPepsico Inc	$12.5M	1.34%	0.01%	-1.3%	Q2 2013
MTDMettler Toledo International Inc/	$12.1M	1.29%	0.05%	-26.8%	Q2 2013
WATWaters Corp	$10M	1.07%	0.06%	+5.5%	Q2 2013
ITWIllinois Tool Works Inc	$9.02M	0.96%	0.01%	-1.1%	Q2 2013
MMM3m Co	$8.97M	0.96%	0.01%	-6.3%	Q2 2013
ADBEAdobe Inc.	$8.82M	0.94%	0.01%	+13.1%	Q4 2024
KNXKnight-Swift Transportation Holdings Inc.	$8.54M	0.91%	0.13%	-14.5%	Q2 2013
LLYELI LILLY & Co	$8.22M	0.88%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$7.7M	0.82%	0.00%	Not reported	Q2 2013
AMEAmetek Inc/	$7.68M	0.82%	0.02%	+0.4%	Q2 2013
PNCPNC Financial Services Group, Inc.	$7.5M	0.80%	0.01%	-4.1%	Q2 2013
PGPROCTER & GAMBLE Co	$6.79M	0.72%	0.00%	-0.5%	Q2 2013
ZTSZoetis Inc.	$6.24M	0.67%	0.01%	+15.8%	Q3 2016
JPMJPMorgan Chase & Co	$6M	0.64%	0.00%	-1.3%	Q2 2013
DCIDONALDSON Co INC	$5.66M	0.60%	0.06%	-2.1%	Q2 2013
KOCoca Cola Co	$4.88M	0.52%	0.00%	Not reported	Q2 2013
MKCMccormick & Co Inc	$3.48M	0.37%	Not reported	0.0%	Q2 2013
EXPEagle Materials Inc	$3.47M	0.37%	0.05%	Not reported	Q2 2025
APDAir Products & Chemicals, Inc.	$3.43M	0.37%	0.01%	Not reported	Q2 2013
AAPLApple Inc.	$3.39M	0.36%	0.00%	Not reported	Q3 2016
GGGGraco Inc	$3.19M	0.34%	0.02%	-0.4%	Q3 2023
AOSSmith A O Corp	$3.09M	0.33%	0.03%	+13.6%	Q2 2019
MRKMerck & Co., Inc.	$2.46M	0.26%	0.00%	Not reported	Q2 2013
VNTVontier Corp	$2.45M	0.26%	0.04%	+0.7%	Q4 2023
VVisa Inc.	$2.44M	0.26%	0.00%	-2.3%	Q3 2016
BF.ABrown Forman Corp	$2.3M	0.25%	Not reported	Not reported	Q2 2013
GEGeneral Electric Co	$2.22M	0.24%	0.00%	Not reported	Q3 2021
CINFCincinnati Financial Corp	$2M	0.21%	0.01%	Not reported	Q2 2013

Premium opens every quarter this fund has filed