§ 13F · FUND PROFILE
HARVEY INVESTMENT CO LLC.
AUM · $918K (13F)Positions · 100Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INCORPORATE | 913K | $84K | 9.2% | −4% |
| 2 | TJX | TJX COS INC NEW COM | 334K | $51K | 5.5% | −4% |
| 3 | JNJ | JOHNSON & JOHNSON COM | 193K | $49K | 5.3% | −3% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INCORPORATE | 94K | $47K | 5.1% | −4% |
| 5 | FAST | FASTENAL CO COM | 966K | $46K | 5.1% | −3% |
| 6 | APH | AMPHENOL CORPORATION CLASS A | 211K | $37K | 4.0% | −5% |
| 7 | GOOG | ALPHABET INCORPORATED CAP STK | 93K | $33K | 3.6% | −5% |
| 8 | A | AGILENT TECHNOLOGIES INC COM | 221K | $29K | 3.2% | −3% |
| 9 | COST | COSTCO WHSL CORP NEW COM | 31K | $29K | 3.1% | −3% |
| 10 | NDSN | NORDSON CORP COM | 95K | $29K | 3.1% | −2% |
§ 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 $918 thousand in assets. The fund runs a portfolio of 100 positions.
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