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§ 13F · FUND PROFILE

HARVEY INVESTMENT CO LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $910.0B (13F)Positions · 103Turnover · · Q4Filed · Jan 22, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$256M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 22, 2026
#TickerNameShares$ value% portΔ Q4
1ORLYOREILLY AUTOMOTIVE INCORPORATE959K$87.5B9.3%−1%
2TJXTJX COS INC NEW COM352K$54.1B5.8%−1%
3BRK/BBERKSHIRE HATHAWAY INCORPORATE100K$50.4B5.4%−2%
4JNJJOHNSON & JOHNSON COM201K$41.7B4.4%±0%
5FASTFASTENAL COMPANY1.01M$40.5B4.3%−1%
6IDXXIDEXX LABS INC COM52K$35.4B3.8%±0%
7GOOGALPHABET INCORPORATED CAP STK106K$33.4B3.6%−2%
8APHAMPHENOL CORPORATION NEW CLASS236K$31.8B3.4%−4%
9AAGILENT TECHNOLOGIES INC COM230K$31.2B3.3%−1%
10ABTABBOTT LABS242K$30.3B3.2%−1%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE HARVEY SIGNAL

AC read

HARVEY INVESTMENT CO LLC is a Other fund managing $910.0 trillion in assets. The fund runs a portfolio of 103 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
HARVEY INVESTMENT CO LLC 13F Holdings & Portfolio Analysis | Acid Capitalist