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| Harvey Investment Company LLC
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| CRD # | 110482 |
| SEC # | 801-58031 |
| CIK # | 0001162781 |
| AUM | 1,028.6 M (2026-05-12) |
| 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) | |
|---|---|---|---|
| Procter & Gamble Co | 6.4 | ||
| Donaldson Co Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Coca Cola Co | 5.5 | ||
| Microsoft Corp | 5.4 | ||
| Adobe Systems Inc | 5.4 | ||
| Zoetis Inc | 4.9 | ||
| Smith A O Corp | 4.9 | ||
| Air Products & Chemicals Inc /DE/ | 3.7 | ||
| Merck & Co Inc | 3.5 | ||
| Vontier Corp | 3.4 | ||
| Apple Inc | 3.4 | ||
| Carlisle Companies Inc | 3.3 | ||
| Graco Inc | 3.1 | ||
| Eagle Materials Inc | 2.6 | ||
| McCormick & Co Inc | 2.6 | ||
| Chevron Corp | 2.3 | ||
| Visa Inc | 2.2 | ||
| General Electric Co | 2.1 | ||
| Westinghouse Air Brake Technologies Corp | 2.1 | ||
| Cincinnati Financial Corp | 2.0 | ||
| Kraft Foods Inc | 1.8 | ||
| S Y Bancorp Inc | 1.7 | ||
| GE Vernova Inc | 1.6 | ||
| Dover Corp | 1.6 | ||
| Hubbell Inc | 1.5 | ||
| Philip Morris International Inc | 1.5 | ||
| Progressive Corp/Oh/ | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 9.1 |
| (b) Individuals (high net worth individuals) | 163 | 902.0 |
| (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 | 8 | 114.7 |
| (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 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 1,028.6 |
| By Discretionary | ||
| Discretionary | 264 | 1,028.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 1,028.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 1,025.7 | |
| Total | 264 | 1,028.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001162781] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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