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CIK: 0001162781
Total reported value
$917.8M
$917.8M
101 檔
30.3%
As reported in its official Q1 2025 Form 13F filing, Harvey Investment Co LLC's tracked investment portfolio stood at $917.8M with 101 total positions.
In Q1 2025, Harvey Investment Co LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 10.68% | -0.44% | -3.64% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.26% | -0.03% | -1.62% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.93% | -0.61% | -2.43% | |
| 4 | FAST | Fastenal Co | Stock-Industrials | 4.53% | -0.04% | -2.94% | |
| 5 | VRSK | Verisk Analytics Inc | Stock-Industrials | 4.49% | -0.20% | -0.48% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.75% | -0.01% | -0.99% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 3.59% | -0.22% | — | |
| 8 | WCN | Waste Connections Inc | Stock-Industrials | 3.47% | +0.01% | — | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.42% | -0.35% | -0.69% | |
| 10 | AKX | Ansys Inc | Stock-Other | 3.34% | — | -2.91% | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 3.10% | +0.07% | -0.76% | |
| 12 | A | Agilent Technologies Inc | Stock-Healthcare | 2.77% | +0.33% | -1.73% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.71% | -0.01% | -0.04% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.66% | -0.01% | — | |
| 15 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.45% | -0.27% | — | |
| 16 | NDSN | Nordson CORP | Stock-Industrials | 2.14% | +0.28% | +10.91% | |
| 17 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 2.05% | -0.42% | -0.30% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.90% | +0.95% | -1.16% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.87% | +0.48% | -0.10% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.84% | +0.21% | — | |
| 21 | MTD | Mettler-toledo International | Stock-Healthcare | 1.76% | +0.08% | -5.34% | |
| 22 | STE | STERIS plc | Stock-Healthcare | 1.68% | +0.20% | +18.28% | |
| 23 | IEX | Idex CORP | Stock-Industrials | 1.64% | +0.38% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -2.14% | EXIT | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.52% | -0.24% | -2.48% | |
| 26 | KNX | Knight-swift Transportation | Stock-Industrials | 1.38% | -0.59% | -8.10% | |
| 27 | WAT | Waters CORP | Stock-Healthcare | 1.29% | +0.26% | -0.08% | |
| 28 | MMM | 3m Co | Stock-Industrials | 1.07% | +0.13% | -3.67% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.27% | — | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.96% | — | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | — | -2.34% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.83% | -0.16% | +204.21% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.76% | +0.15% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | — | +0.72% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.59% | -0.22% | +72.20% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | +0.05% | — | |
| 37 | KMX | Carmax Inc | Stock-Consumer Disc | 0.54% | — | -3.75% | |
| 38 | DCI | Donaldson Co Inc | Stock-Industrials | 0.54% | +0.03% | -1.14% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | — | |
| 40 | AME | Ametek Inc | Stock-Industrials | 0.52% | +0.05% | — | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.48% | -0.01% | — | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.43% | — | — | |
| 43 | GGG | Graco Inc | Stock-Industrials | 0.35% | -0.04% | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.02% | -1.63% | |
| 45 | BF-A | Brown-forman Corp-class A | Stock-Other | 0.32% | — | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | +0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.03% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | +0.05% | +0.10% | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | — | — | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.22% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 3 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 4 | FAST | Fastenal Co | — | NEW | New buy |
| 5 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 6 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 7 | ABT | Abbott Laboratories | — | NEW | New buy |
| 8 | WCN | Waste Connections Inc | — | NEW | New buy |
| 9 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 10 | AKX | Ansys Inc | — | NEW | New buy |
| 11 | PAYX | Paychex Inc | — | NEW | New buy |
| 12 | A | Agilent Technologies Inc | — | NEW | New buy |
| 13 | MA | Mastercard Inc - A | — | NEW | New buy |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 15 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 16 | NDSN | Nordson CORP | — | NEW | New buy |
| 17 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 18 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 20 | ABBV | Abbvie Inc | — | NEW | New buy |
| 21 | MTD | Mettler-toledo International | — | NEW | New buy |
| 22 | STE | STERIS plc | — | NEW | New buy |
| 23 | IEX | Idex CORP | — | NEW | New buy |
| 24 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 25 | PEP | Pepsico Inc | — | NEW | New buy |
| 26 | KNX | Knight-swift Transportation | — | NEW | New buy |
| 27 | WAT | Waters CORP | — | NEW | New buy |
| 28 | MMM | 3m Co | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | ITW | Illinois Tool Works | — | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 32 | ADBE | Adobe Inc | — | NEW | New buy |
| 33 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 34 | MSFT | Microsoft CORP | — | NEW | New buy |
| 35 | ZTS | Zoetis Inc | — | NEW | New buy |
| 36 | KO | Coca-cola Co/the | — | NEW | New buy |
| 37 | KMX | Carmax Inc | — | NEW | New buy |
| 38 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | AME | Ametek Inc | — | NEW | New buy |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 42 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 43 | GGG | Graco Inc | — | NEW | New buy |
| 44 | AAPL | Apple Inc | — | NEW | New buy |
| 45 | BF-A | Brown-forman Corp-class A | — | NEW | New buy |
| 46 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 47 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 48 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 49 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 50 | PGR | Progressive CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Harvey Investment Co LLC reported a total U.S. public equity portfolio value of $917.8M across 101 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ORLY, BRK-B, TJX) accounted for 30.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
ORLY
市值: $96.2M
During Q1 2025, Harvey Investment Co LLC's top holdings by market value included ORLY (10.7%)、BRK-B (6.3%)、TJX (4.9%). The largest single position, ORLY, represented 10.7% of total portfolio value.
In Q1 2025, Harvey Investment Co LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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