Institutions / Harvey Investment Co LLC
Harvey Investment Co LLC
CIK 1162781 · Institution · as of Mar 31, 2026
Portfolio value
$909.5K
Positions
98
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$909.5K-3.2%Positions
98+0.0%Top holdings
Mar 31, 2026View all 98 →
| Company | Value | % of portfolio |
|---|---|---|
| O Reilly Automotive Inc | $87.4K | 9.6% |
| TJX Cos Inc/The | $55.7K | 6.1% |
| Johnson & Johnson | $48.7K | 5.4% |
| Warren E. Buffett | $46.9K | 5.2% |
| Fastenal Co | $46.3K | 5.1% |
| Costco Wholesale Corp /New | $31.6K | 3.5% |
| Alphabet Inc. | $28.3K | 3.1% |
| Amphenol Corp /De | $28.2K | 3.1% |
| Idexx Laboratories Inc /De | $28.1K | 3.1% |
| Agilent Technologies Inc | $26.0K | 2.9% |
| Abbott Laboratories | $25.8K | 2.8% |
| Nordson Corp | $25.7K | 2.8% |
| Waste Connections Inc | $25.7K | 2.8% |
| Ulta Beauty, Inc. | $25.2K | 2.8% |
| Verisk Analytics, Inc. | $24.6K | 2.7% |
| STERIS plc | $22.4K | 2.5% |
| Mastercard Inc | $21.8K | 2.4% |
| Idex Corp /De | $21.3K | 2.3% |
| Berkshire Hathaway Inc Delawa | $20.8K | 2.3% |
| Exxon Mobil Corp | $19.5K | 2.1% |
| Paychex Inc | $17.4K | 1.9% |
| AbbVie Inc. | $17.2K | 1.9% |
| Pepsico Inc | $13.6K | 1.5% |
| Mettler-Toledo International Inc | $12.2K | 1.3% |
| Knight-Swift Transportation Holdings Inc. | $11.7K | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Copart Inc | $3.8K | +114K +50.79% | 337,380 1.23% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. | $-2.2K | -8K -7.15% | 98,814 3.12% of portfolio | low |
| Q1 2026 as of | Add | STERIS plc | $1.9K | +9K +9.23% | 101,140 2.46% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De | $-1.6K | -13K -5.36% | 222,899 3.10% of portfolio | low |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De | $-1.3K | -2K -4.31% | 50,084 3.09% of portfolio | low |
| Q1 2026 as of | Trim | O Reilly Automotive Inc | $-1.2K | -13K -1.35% | 946,288 9.60% of portfolio | low |
| Q1 2026 as of | Add | Vontier Corp | $1.2K | +33K +52.73% | 95,550 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett | $-1.2K | -2K -2.42% | 97,801 5.15% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories | $924 | +9K +3.72% | 250,807 2.83% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co | $-909 | -988 -9.18% | 9,775 0.99% of portfolio | low |