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Harvey Investment Co LLC

All holdings · as of Mar 31, 2026

98 positions

CompanyClassValueShares% of portfolio
Visa Inc—$2.2K7,1490.2%
GENERAL ELECTRIC CO—$2.1K7,3910.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$2.1K8,2440.2%
CINCINNATI FINANCIAL CORP—$2.0K12,6310.2%
Mondelez International, Inc.—$1.8K30,6410.2%
Stock Yards Bancorp, Inc.—$1.7K25,5070.2%
GE Vernova Inc.—$1.6K1,8000.2%
DOVER Corp—$1.6K7,5000.2%
HUBBELL INC—$1.5K3,1300.2%
Philip Morris International Inc.—$1.5K9,1820.2%
PROGRESSIVE CORP/OH—$1.4K7,0000.2%
BROWN FORMAN CORP—$1.4K51,0920.1%
UNITEDHEALTH GROUP INC—$1.3K4,6350.1%
Entegris, Inc.—$1.2K10,3000.1%
AUTOMATIC DATA PROCESSING INC—$1.1K5,2970.1%
Alphabet Inc.—$1.1K3,7300.1%
CLOROX CO /DE—$9489,1500.1%
SLB LIMITED/NV—$80115,5800.1%
HERSHEY CO—$7643,6740.1%
PFIZER INC—$76427,1970.1%
DEERE & CO—$7061,2530.1%
INTERNATIONAL BUSINESS MACHINES CORP—$6992,8820.1%
Keurig Dr Pepper Inc—$66725,3340.1%
INTEL CORP—$65214,7740.1%
Watsco, Inc.—$6491,7850.1%
BANK OF AMERICA CORP /DE—$58411,9800.1%
CSX CORP—$57413,9860.1%
EMERSON ELECTRIC CO—$5634,3000.1%
Union Pacific Corp—$5462,2500.1%
Becton Dickinson & Co—$4903,1160.1%
CarMax Inc—$45911,0300.1%
Walt Disney Co—$4444,6060.0%
ALTRIA GROUP, INC.—$4386,6330.0%
SHERWIN WILLIAMS CO—$3611,1250.0%
ROYAL GOLD INC—$3311,3000.0%
Amazon.com Inc—$3271,5690.0%
NEXTERA ENERGY INC—$3193,4320.0%
NVIDIA Corp—$3091,7700.0%
HUMANA INC—$2971,7120.0%
THE GOLDMAN SACHS GROUP, INC.—$2963500.0%
SOUTHERN CO—$2822,9260.0%
HOME DEPOT, INC.—$2748340.0%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$26926,1000.0%
THERMO FISHER SCIENTIFIC INC.—$2515110.0%
ECOLAB INC.—$2449180.0%
TRINITY INDUSTRIES INC—$2357,3000.0%
Accenture plc—$2101,0600.0%
Solventum Corp—$2023,0890.0%
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