Harvey Investment Co Llc Activity Report: Q2 2026 Portfolio Changes

As of June 30th, 2026, Harvey Investment Co Llc's portfolio has seen a mix of buying and selling activities during the quarter. The total value remains substantial at $902,561.

One of the most significant actions taken by Harvey Investment Co Llc this quarter was the exit from Knight-Swift Transportation Holdings Inc (KNX). The position saw a dramatic reduction, with shares decreasing by 59.48%, indicating a major divestment strategy focused on Industrial stocks.

In contrast to the KNX exit, Harvey Investment Co Llc significantly increased its stake in Apple Inc (AAPL). The tech giant saw a substantial +486.16% increase in holdings, suggesting strong confidence or alignment with the company's growth trajectory within their Technology sector allocation.

The investor also initiated new positions during Q2 2026. Notably, they added shares of Steris PLC (G8473T100) and Abbott Laboratories (ABT). The former is a relatively small addition but signals interest in the Medical Technology sector, while the latter represents a significant new investment, adding considerable weight to their Healthcare allocation.

Furthermore, Harvey Investment Co Llc made moderate adjustments to existing positions. They sold shares of TJX Cos Inc (TJX) at a -4.16% change, while reducing their stake in O'Reilly Automotive Inc (ORLY) by 3.51%. These actions show selective management within established holdings.

On the buying side beyond AAPL, smaller but noteworthy increases occurred for companies like Smith & Wesson Corp (AOS), Copart Inc (CPRT), and Paychex Inc (PAYX). While these additions are less significant than the major buys or sells, they reflect ongoing portfolio optimization by Harvey Investment Co Llc. Overall, this quarter highlights both strategic exits and targeted acquisitions within specific sectors.