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

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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