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| Happy Holidays!! thanks for using AUM13F!! |
| Harvey Investment Company LLC
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| CRD # | 110482 |
| SEC # | 801-58031 |
| CIK # | 0001162781 |
| AUM | $941.5 M (2025-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 502-339-8270 |
| Address | 297 North Hubbards Lane Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 9.4 | ||
| Illinois Tool Works Inc | 8.6 | ||
| Adobe Systems Inc | 8.6 | ||
| Lilly Eli & Co | 8.4 | ||
| Microsoft Corp | 7.4 | ||
| Ametek INC/ | 7.4 | ||
| PNC Financial Services Group Inc | 7.3 | ||
| Procter & Gamble Co | 7.1 | ||
| Zoetis Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 7.2 |
| (b) Individuals (high net worth individuals) | 161 | 830.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 101.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 256 | 941.5 |
| By Discretionary | ||
| Discretionary | 256 | 941.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 256 | 941.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 938.4 | |
| Total | 256 | 941.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001162781] |
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|---|---|---|
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Horizon Wealth Management LLC
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IL | 0.9 |
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Guardian Wealth Strategies LLC
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MN | 0.9 |
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Goldstein Advisors LLC
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WI | 0.9 |
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Fierston Financial Group Inc
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CT | 0.9 |
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CA | 0.9 |
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Passive Capital Management LLC
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NY | 0.9 |
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Randolph Co Inc
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OH | 0.9 |
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Summit Asset Management LLC
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TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
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0.9 | |
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Accuvest Global Advisors Inc
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UT | 0.9 |