Institutional Fund
Harvey Investment Co LLC
Louisville, KYCIK 11627815 filings on record
Portfolio Value
$909.5K
Q1 2026
Holdings
98
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-3.2%
from $939.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Oreilly Automotive Inc9.6%
- Tjx Cos Inc New6.1%
- Johnson & Johnson5.4%
- Berkshire Hathaway Inc Del5.2%
- Fastenal Co5.1%
- Costco Whsl Corp New3.5%
- Other65.2%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Oreilly Automotive Inc | 946.3K | $87.4K | 9.6% | −12.9K | Reduced |
| 2 | Tjx Cos Inc New | 348.8K | $55.7K | 6.1% | −3.4K | Reduced |
| 3 | Johnson & Johnson | 199.2K | $48.7K | 5.4% | −2.1K | Reduced |
| 4 | Berkshire Hathaway Inc Del | 97.8K | $46.9K | 5.2% | −2.4K | Reduced |
| 5 | Fastenal Co | 998.6K | $46.3K | 5.1% | −11.4K | Reduced |
| 6 | Costco Whsl Corp New | 31.7K | $31.6K | 3.5% | −545 | Reduced |
| 7 | Alphabet Inc | 98.8K | $28.3K | 3.1% | −7.6K | Reduced |
| 8 | Amphenol Corp New | 222.9K | $28.2K | 3.1% | −12.6K | Reduced |
| 9 | Idexx Labs Inc | 50.1K | $28.1K | 3.1% | −2.3K | Reduced |
| 10 | Agilent Technologies Inc | 228.0K | $26.0K | 2.9% | −1.6K | Reduced |
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