Harvey Investment CO LLC Portfolio Holdings

Harvey Investment CO LLC

  • $910 Million
  • Q2 2025

Harvey Investment CO LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $910 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $87.7M, Berkshire Hathaway Inc Class B with a value of $50.1M, Tjx Companies Inc with a value of $43.9M, Fastenal CO with a value of $42.8M, and Verisk Analytics, Inc. with a value of $40.8M.

Examining the 13F form we can see an increase of $9.22M in the current position value, from $901M to 910M.

Below you can find more details about Harvey Investment CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $910 Million
Industrials: $237 Million
Healthcare: $200 Million
Consumer Cyclical: $160 Million
Financial Services: $120 Million
Technology: $78.2 Million
Consumer Defensive: $67.4 Million
Communication Services: $20.6 Million
Energy: $14.6 Million
Other: $7.95 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$87.7 Million 9.63% of portfolio
972,715
Q2 2025 Added 1,348.14%
$621B
$50.1 Million 5.5% of portfolio
103,112
Q2 2025 Reduced 2.6%
$155B
$43.9 Million 4.82% of portfolio
355,242
Q2 2025 Reduced 2.6%
$27.8B
$42.8 Million 4.71% of portfolio
1,019,406
Q2 2025 Added 93.95%
$40.8B
$40.8 Million 4.48% of portfolio
130,870
Q2 2025 Reduced 3.73%
$229B
$33.1 Million 3.64% of portfolio
243,467
Q4 2024 Reduced 0.07%
$439B
$32 Million 3.52% of portfolio
32,317
Q2 2025 Reduced 0.89%
$452B
$30.9 Million 3.39% of portfolio
202,130
Q2 2025 Reduced 0.72%
$48.2B
$29.9 Million 3.29% of portfolio
160,095
Q2 2025 Reduced 0.11%
$54.3B
$28.2 Million 3.1% of portfolio
52,643
Q2 2025 Added 0.29%
$32.6B
$26.9 Million 2.96% of portfolio
76,719
Q2 2025 Reduced 19.27%
$34.7B
$26.5 Million 2.91% of portfolio
224,457
Q2 2025 Added 5.19%
$48.7B
$26.2 Million 2.88% of portfolio
180,221
Q2 2025 Reduced 0.51%
$548B
$25.2 Million 2.77% of portfolio
44,865
Q2 2025 Added 0.83%
$66.5B
$25.1 Million 2.76% of portfolio
253,985
Q2 2025 Reduced 2.81%
$26.4B
$23.5 Million 2.58% of portfolio
50,262
Q2 2025 Reduced 0.13%
$423B
$21.9 Million 2.4% of portfolio
30
Q4 2023 Reduced 3.23%
$1.24T
$19.2 Million 2.11% of portfolio
108,411
Q2 2025 Added 0.31%
$24.4B
$19.1 Million 2.1% of portfolio
79,525
Q2 2025 Added 19.3%
$29.1B
$15.8 Million 1.74% of portfolio
13,489
Q2 2025 Added 0.26%
$12.3B
$15.4 Million 1.69% of portfolio
87,736
Q2 2025 Added 7.35%
$351B
$14.7 Million 1.61% of portfolio
79,136
Q4 2024 Reduced 1.22%
$442B
$12.6 Million 1.38% of portfolio
116,709
Q1 2025 Reduced 0.13%
$202B
$11.9 Million 1.31% of portfolio
90,415
Q2 2025 Reduced 0.79%
$6.87B
$11.2 Million 1.23% of portfolio
252,564
Q2 2025 Reduced 11.34%
$17.1B
$11.1 Million 1.22% of portfolio
31,742
Q2 2025 Added 1.07%
$87.3B
$9.4 Million 1.03% of portfolio
61,722
Q2 2025 Reduced 6.33%
$80B
$8.65 Million 0.95% of portfolio
34,979
Q4 2024 Reduced 0.82%
$157B
$8.55 Million 0.94% of portfolio
22,101
Q2 2025 Added 14.03%
$608B
$8.4 Million 0.92% of portfolio
10,775
Q2 2025 Reduced 3.13%
$42.5B
$7.37 Million 0.81% of portfolio
40,722
Q2 2025 Added 48.72%
$3.95T
$7.4 Million 0.81% of portfolio
14,870
Q1 2025 Added 0.72%
$77.3B
$7.26 Million 0.8% of portfolio
38,942
Q4 2024 Reduced 2.5%
$368B
$7.07 Million 0.78% of portfolio
44,376
Q2 2025 Reduced 3.39%
$70.1B
$5.74 Million 0.63% of portfolio
36,813
Q2 2025 Added 13.24%
$859B
$5.59 Million 0.61% of portfolio
19,266
Q1 2023 Reduced 0.93%
$306B
$5.21 Million 0.57% of portfolio
73,588
Q2 2025 Reduced 0.18%
$9.01B
$4.9 Million 0.54% of portfolio
70,684
Q2 2025 Reduced 2.75%
$8.95B
$4.12 Million 0.45% of portfolio
61,303
Q2 2025 Reduced 2.67%
$17.3B
$3.94 Million 0.43% of portfolio
51,996
Q2 2024 Reduced 0.42%
$64.2B
$3.55 Million 0.39% of portfolio
12,586
Q2 2025 Reduced 3.64%
$14.4B
$3.24 Million 0.36% of portfolio
37,720
Q2 2025 Added 0.37%
$8.61B
$3.01 Million 0.33% of portfolio
14,875
Q2 2025 New
$3.69T
$2.73 Million 0.3% of portfolio
13,327
Q1 2025 Reduced 1.63%
$551B
$2.6 Million 0.29% of portfolio
7,319
Q4 2024 Reduced 0.68%
$9.05B
$2.43 Million 0.27% of portfolio
37,095
Q2 2025 Added 66.53%
-
$2.35 Million 0.26% of portfolio
-
Q4 2024 Reduced 16.17%
$2.25B
$2.24 Million 0.25% of portfolio
28,307
Q2 2025 Reduced 1.26%
$203B
$2.32 Million 0.25% of portfolio
29,254
Q2 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $910 Million
  • Prior Value $901 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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