Harvey Investment Company LLC

Harvey Investment Company LLC, a DE Limited Liability Company, employs a team of 4 who are dedicated to providing advisory services to their 2 clients. The company received approval from the SEC on October 26, 2000, and remains committed to providing financial expertise to its valued clientele.

• CASTLEMAN CORPORATION

  OWNER owns more than 10% but less than 25%

• DANIEL JEREMY BERG

  SECRETARY & TREASURER owns less than 5%

• GRACIE CORP.

  OWNER owns less than 5%

• JEVNE CORP.

  OWNER owns less than 5%

• JOSHUA STEPHEN JEVNE

  SENIOR VICE PRESIDENT owns less than 5%

• JUNIOR D, INC.

  OWNER owns more than 5% but less than 10%

• MARY LINDER HERRMANN

  SENIOR VICE PRESIDENT owns less than 5%

• SAMUEL CASTLEMAN HARVEY

  PRESIDENT owns less than 5%

• SAMUEL HUNTER NOBLE

  SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%

• WT ACQUISITION, LLC

  OWNER owns more than 50% but less than 75%

• HIGHTOWER HOLDING, LLC

  OWNER owns 75% or more

• JOHN JOHNSTON DAVIS

  OWNER owns 75% or more

• THL EQUITY FUND VII INVESTORS (HT), LLC

  OWNER owns more than 50% but less than 75%

• River ROAD Asset Management LLC
• Wealthmd Corporation
• Pillar Financial Advisors LLC
• Sortino Advisory Partners LLC
• MWM Advisory Services LLC
• Atlas Brown Inc
• KPP Advisory Services LLC
• Alexander Investment Services Co
• Centerline Wealth Advisors LLC
• Ramsey Quantitative Systems Inc

• Harvey Investment Co LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Harvey Investment Co LLC updates Q4 2022 13F holdings with cautious decision-making, reporting a decrease in O REILLY AUTOMOTIVE INC while increasing shares in TJX COMPANIES INC and IDXX LABS INC.

• O'REILLY AUTOMOTIVE $38,704k
• JOHNSON & JOHNSON $33,264k
• SENSATA TECHNOLOGIES HLDNG P $29,400k
• TJX COMPANIES INC $26,480k
• Berkshire Hathaway, Inc. $26,320k
• Verisk Analytics Inc $24,704k
• ANSYS Inc $23,347k
• FASTENAL CO $22,814k
• IDEXX LABS INC $20,813k
• ABBOTT LABS $20,517k