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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) |
|---|
| CIK | Period |
|---|---|
| 0001162781 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 9.4 | ||
| Illinois Tool Works Inc | 8.6 | ||
| Adobe Systems Inc | 8.6 | ||
| Lilly Eli & Co | 8.4 | ||
| Microsoft Corp | 7.4 | ||
| Ametek INC/ | 7.4 | ||
| PNC Financial Services Group Inc | 7.3 | ||
| Procter & Gamble Co | 7.1 | ||
| Zoetis Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Coca Cola Co | 5.2 | ||
| Donaldson Co Inc | 4.9 | ||
| Carmax Inc | 4.1 | ||
| McCormick & Co Inc | 3.9 | ||
| Air Products & Chemicals Inc /DE/ | 3.6 | ||
| Graco Inc | 3.2 | ||
| Eagle Materials Inc | 3.0 | ||
| Apple Inc | 2.7 | ||
| VISA Inc | 2.6 | ||
| Smith A O Corp | 2.4 | ||
| Merck & Co Inc | 2.3 | ||
| S Y Bancorp Inc | 2.2 | ||
| Kraft Foods Inc | 2.2 | ||
| Vontier Corp | 2.1 | ||
| Sensata Technologies Holding NV | 2.1 | ||
| General Electric Co | 1.9 | ||
| Cincinnati Financial Corp | 1.9 | ||
| Progressive Corp/Oh/ | 1.9 | ||
| Westinghouse Air Brake Technologies Corp | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Wealth Management LLC
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|
IL | 0.9 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.9 |
|
Goldstein Advisors LLC
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WI | 0.9 |
|
Fierston Financial Group Inc
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CT | 0.9 |
|
Ignite Planners LLC
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|
CA | 0.9 |
|
Passive Capital Management LLC
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|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
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|
0.9 | |
|
Accuvest Global Advisors Inc
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|
UT | 0.9 |