StockDriftsStockDriftsTop 50 Harvey Investment Co Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INCORPORATE | 9.6% | 946.3K | $87.4M | -1.35%(-12.95K) | $5.22(+1617.94%) | 2026-03-31 | |
| TJX | TJX COS INC NEW COM | 6.13% | 348.8K | $55.7M | -0.96%(-3.38K) | $12.17(+1107.90%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 5.35% | 199.2K | $48.7M | -1.06%(-2.14K) | $81.28(+183.48%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATE | 5.15% | 97.8K | $46.9M | -2.42%(-2.43K) | $121.03(+301.14%) | 2026-03-31 | |
| FAST | FASTENAL COMPANY | 5.09% | 998.6K | $46.3M | -1.13%(-11.45K) | $9.05(+383.81%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW COM | 3.48% | 31.7K | $31.6M | -1.69%(-545) | $163.91(+530.29%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.12% | 98.8K | $28.3M | -7.15%(-7.61K) | $84.12(+374.38%) | 2026-03-31 | |
| APH | AMPHENOL CORPORATION CLASS A | 3.1% | 222.9K | $28.2M | -5.36%(-12.62K) | $34.45(+261.77%) | 2026-03-31 | |
| IDXX | IDEXX LABS INC COM | 3.09% | 50.1K | $28.1M | -4.31%(-2.25K) | $40.47(+1206.49%) | 2026-03-31 | |
| A | AGILENT TECHNOLOGIES INC COM | 2.86% | 228.0K | $26.0M | -0.68%(-1.55K) | $86.52(+30.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.94% | +32.89% |
| Top 20 Holdings Unweighted | +9.39% | +30.89% |
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