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Harvey Investment Co. LLC
Harvey Investment Company LLC is an independent investment advisory firm based in Louisville, Kentucky, United States. The firm manages nearly $1 billion in client assets as of March 2025 and was founded to provide personalized portfolio management for individuals (including high net worth), charitable organizations, and a small number of other accounts. With a lean team of 4 employees (all investors, no brokers), the firm offers tailored investment solutions and has an established presence in its region.
Investment Strategy
Harvey Investment Company LLC primarily provides discretionary asset management services focused on long-term growth and capital preservation for individual and high net worth clients, with some charitable assets. The firm invests predominantly in U.S. equities, emphasizing high-quality, blue chip companies with strong fundamentals, robust balance sheets, and durable competitive advantages. It takes a disciplined, research-driven approach, focusing on diversified portfolios designed to meet client-specific risk and return objectives. There is no indication the firm uses leverage, complex derivatives, or aggressive trading techniques. Its method stresses integrity, prudent risk management, and long-term capital appreciation.
Latest 13F Filing Activity
Harvey Investment Co. LLC filed their most recent 13F report on Sep 30, 2025 disclosing 101 equity positions with a total 13F market value of $937M. The fund increased holdings in Oreilly Automotive Incorporate, TJX Companies Incorporated New, Alphabet Incorporated Cap STK among other positions. Harvey Investment Co. LLC reduced exposure to Ansys Inc. C/a Eff 07/18/2025 0, Verisk Analytics Incorporated, Mettler Toledo International among others.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORLY | OREILLY AUTOMOTIVE INCORPORATE | 11.12% | $104.2M | 966,580 | $92.11 | $107.81 | +$16.5M |
| BERKSHIRE HATHAWAY INCORPORATE | 5.47% | $51.2M | 101,924 | $127.77 | $502.74 | +$1.2M | |
T TJX | TJX COMPANIES INCORPORATED NEW | 5.46% | $51.2M | 354,057 | $17.80 | $144.54 | +$7.3M |
F FAST | FASTENAL COMPANY | 5.31% | $49.8M | 1,015,196 | $29.73 | $49.04 | +$7.0M |
J JNJ | JOHNSON & JOHNSON COM | 4.00% | $37.5M | 201,980 | $79.70 | $185.42 | +$6.6M |
Industry Allocation
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