account_balance

Investment manager · 13F filer · SEC CIK 1162781

Harvey Investment Co LLC

Reported value$926Mas of Sep 30, 2026
Positions100 4 new, 3 sold out
Top 10 weight46.0%ORLY alone is 8%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ORLY O'Reilly Automotive Inc 8.3% HeldJNJ Johnson & Johnson 5.5% HeldFAST Fastenal Co 5.1% HeldBRK-B Berkshire Hathaway Inc 5.0% HeldTJX TJX Companies Inc 4.7% HeldA Agilent Technologies, Inc. 3.9% Trimmed −5%APH Amphenol Corp 3.8% HeldNDSN Nordson Corp 3.3% HeldGOOG Alphabet Inc. 3.3% Trimmed −5%COST Costco Wholesale Corp 3.0% HeldABT Abbott Laboratories 2.8% HeldULTA Ulta Beauty, Inc. 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 22, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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