Institutions / Harvey Investment Co LLC / Activity
Activity — Harvey Investment Co LLC
49 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Copart Inc Common stock | $3.8K | +114K +50.79% | 337,380 1.23% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.2K | -8K -7.15% | 98,814 3.12% of portfolio | low |
| Q1 2026 as of | Add | STERIS plc Common stock | $1.9K | +9K +9.23% | 101,140 2.46% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-1.6K | -13K -5.36% | 222,899 3.10% of portfolio | low |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De Common stock | $-1.3K | -2K -4.31% | 50,084 3.09% of portfolio | low |
| Q1 2026 as of | Trim | O Reilly Automotive Inc Common stock | $-1.2K | -13K -1.35% | 946,288 9.60% of portfolio | low |
| Q1 2026 as of | Add | Vontier Corp Common stock | $1.2K | +33K +52.73% | 95,550 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-1.2K | -2K -2.42% | 97,801 5.15% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $924 | +9K +3.72% | 250,807 2.83% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-909 | -988 -9.18% | 9,775 0.99% of portfolio | low |
| Q1 2026 as of | Add | Paychex Inc Common stock | $876 | +10K +5.29% | 189,318 1.92% of portfolio | low |
| Q1 2026 as of | Trim | 084670108 Common stock | $-718 | -1 -3.33% | 29 2.29% of portfolio | low |
| Q1 2026 as of | Add | Smith a O Corp Common stock | $662 | +10K +15.78% | 73,650 0.53% of portfolio | low |
| Q1 2026 as of | Trim | Ulta Beauty, Inc. Common stock | $-628 | -1K -2.44% | 48,160 2.77% of portfolio | low |
| Q1 2026 as of | Trim | Nordson Corp Common stock | $-625 | -2K -2.37% | 96,741 2.83% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-543 | -545 -1.69% | 31,747 3.48% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-540 | -3K -0.96% | 348,837 6.13% of portfolio | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-531 | -11K -1.13% | 998,616 5.09% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-523 | -2K -1.06% | 199,190 5.35% of portfolio | low |
| Q1 2026 as of | Add | Idex Corp /De Common stock | $389 | +2K +1.86% | 112,239 2.34% of portfolio | low |
| Q1 2026 as of | Trim | Knight-Swift Transportation Holdings Inc. Common stock | $-361 | -6K -2.99% | 203,439 1.29% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-352 | -2K -4.25% | 54,671 0.87% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-335 | -670 -1.51% | 43,706 2.40% of portfolio | low |
| Q1 2026 as of | Exit | Broadridge Financial Solutions Inc Common stock | $-265 | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-262 | -2K -31.75% | 4,300 0.06% of portfolio | low |
| Q1 2026 as of | New | Trinity Industries Inc Common stock | $235 | +7K | 7,300 0.03% of portfolio | low |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $177 | +1K +3.72% | 41,684 0.54% of portfolio | low |
| Q1 2026 as of | Trim | Agilent Technologies Inc Common stock | $-177 | -2K -0.68% | 227,982 2.86% of portfolio | low |
| Q1 2026 as of | Trim | Eagle Materials Inc Common stock | $-171 | -900 -6.06% | 13,945 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Mettler-Toledo International Inc Common stock | $-169 | -134 -1.37% | 9,644 1.34% of portfolio | low |
| Q1 2026 as of | Trim | Verisk Analytics, Inc. Common stock | $-152 | -800 -0.61% | 129,610 2.70% of portfolio | low |
| Q1 2026 as of | Trim | Illinois Tool Works Inc Common stock | $-125 | -480 -1.40% | 33,889 0.97% of portfolio | low |
| Q1 2026 as of | Trim | Intel Corp Common stock | $-110 | -3K -14.47% | 14,774 0.07% of portfolio | low |
| Q1 2026 as of | Trim | DONALDSON Co INC Common stock | $-102 | -1K -1.73% | 67,984 0.63% of portfolio | low |
| Q1 2026 as of | Trim | Walt Disney Co Common stock | $-95 | -987 -17.65% | 4,606 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Waste Connections Inc Common stock | $-90 | -555 -0.35% | 158,147 2.82% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-85 | -500 -0.43% | 114,969 2.14% of portfolio | low |
| Q1 2026 as of | Trim | Watsco, Inc. Common stock | $-75 | -205 -10.30% | 1,785 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Solventum Corp Common stock | $-73 | -1K -26.47% | 3,089 0.02% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $70 | +400 +29.20% | 1,770 0.03% of portfolio | low |
| Q1 2026 as of | Trim | CarMax Inc Common stock | $-63 | -2K -12.11% | 11,030 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-62 | -400 -0.45% | 87,652 1.50% of portfolio | low |
| Q1 2026 as of | Trim | Stock Yards Bancorp, Inc. Common stock | $-46 | -700 -2.67% | 25,507 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Adobe Inc. Common stock | $-46 | -190 -0.85% | 22,056 0.59% of portfolio | low |
| Q1 2026 as of | Add | Waters Corp Common stock | $38 | +127 +0.39% | 33,074 1.08% of portfolio | low |
| Q1 2026 as of | Add | Becton Dickinson & Co Common stock | $29 | +185 +6.31% | 3,116 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-28 | -367 -0.50% | 72,976 0.61% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-8 | -28 -0.60% | 4,635 0.14% of portfolio | low |
| Q1 2026 as of | Trim | McCormick & Co Inc Common stock | $-4 | -80 -0.15% | 51,896 0.29% of portfolio | low |