HARVEY INVESTMENT CO LLC

All 13F Filings

Location
Louisville, KY
Most recent 13F
Q4 2025
Holdings value ($000)
939,235
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/22/2026 98 939,235 13F-HR HARVEY INVESTMENT CO LLC
Q3 2025 10/22/2025 101 937,181 13F-HR HARVEY INVESTMENT CO LLC
Q2 2025 7/23/2025 102 909,958 13F-HR HARVEY INVESTMENT CO LLC
Q2 2014 7/31/2014 87 401,962 13F-HR HARVEY INVESTMENT CO LLC
Q1 2014 4/29/2014 88 387,698 13F-HR HARVEY INVESTMENT CO LLC
Q4 2013 1/31/2014 89 377,103 13F-HR HARVEY INVESTMENT CO LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 939.2 K 100.0% 2.054 K 0 2.054 K
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Fund Snapshot

Q4 2025
Latest filed
1/22/2026
Total value ($000)
939,235
Holdings
98
QoQ value change ($000)
2,054 (0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.