HARVEY INVESTMENT CO LLC
•CIK: 1162781•Filing: Q4 2025
**HARVEY INVESTMENT CO LLC** manages $939M across a diversified portfolio of 98 positions. The firm maintains significant exposure to consumer staples and industrials, highlighted by a $87.5M holding in ORLY and $54.1M in TJX. Key allocations also include $50.4M in BRK/B, $41.7M in JNJ, and $40.5M in FAST, demonstrating a focus on established, resilient market leaders.
Total AUM
$939.2M
QoQ Performance
+0.2%
Positions
97
Top 10 Concentration
46.5%
Latest Filing
Q4 2025
Top Holdings Allocation
ORLY
TJX
BRK/B
ORLY9.3%
TJX5.8%
BRK/B5.4%
JNJ4.4%
FAST4.3%
IDXX3.8%
GOOG3.6%
APH3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Financial11.5%
Healthcare11.5%
Technology5.9%
Consumer3.0%
Consumer Staples2.1%
Energy1.5%
Industrial1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑6 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023