Harvey Investment
$909M 13F equity value
99 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INCORPORATE | 946,288 | $87M | 9.6% |
| TJX | TJX COS INC NEW COM | 348,837 | $56M | 6.1% |
| JNJ | JOHNSON & JOHNSON COM | 199,190 | $49M | 5.4% |
| BRKB | BERKSHIRE HATHAWAY INCORPORATE | 97,801 | $47M | 5.2% |
| FAST | FASTENAL COMPANY | 998,616 | $46M | 5.1% |
| COST | COSTCO WHSL CORP NEW COM | 31,747 | $32M | 3.5% |
| GOOG | ALPHABET INC CAP STK CL C | 98,814 | $28M | 3.1% |
| APH | AMPHENOL CORPORATION CLASS A | 222,899 | $28M | 3.1% |
| IDXX | IDEXX LABS INC COM | 50,084 | $28M | 3.1% |
| A | AGILENT TECHNOLOGIES INC COM | 227,982 | $26M | 2.9% |
Track Harvey Investment's 13F portfolio: $909M in reported holdings, 99 positions. Top holdings and quarterly changes on SentiSense.