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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$50.1 Million 5.5% of portfolio
103,112
Q2 2025 Reduced 2.6%
$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%
$548B
$25.2 Million 2.77% of portfolio
44,865
Q2 2025 Added 0.83%
$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%
$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%
$608B
$8.4 Million 0.92% of portfolio
10,775
Q2 2025 Reduced 3.13%
$3.95T
$7.4 Million 0.81% of portfolio
14,870
Q1 2025 Added 0.72%
$368B
$7.07 Million 0.78% of portfolio
44,376
Q2 2025 Reduced 3.39%
$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%
$3.69T
$2.73 Million 0.3% of portfolio
13,327
Q1 2025 Reduced 1.63%
$203B
$2.32 Million 0.25% of portfolio
29,254
Q2 2025 Reduced 0.12%
$306B
$1.9 Million 0.21% of portfolio
7,391
Q1 2023 Reduced 0.32%
$302B
$1.6 Million 0.18% of portfolio
11,152
Q4 2024 Reduced 1.33%
$261B
$1.67 Million 0.18% of portfolio
9,182
Q2 2023 Reduced 9.22%
$245B
$1.63 Million 0.18% of portfolio
5,226
Q2 2025 Added 7.84%
$210B
$850,000 0.09% of portfolio
2,882
Q1 2024 Reduced 1.71%
$207B
$694,000 0.08% of portfolio
5,593
Q2 2025 Reduced 2.36%
$1.21T
$657,000 0.07% of portfolio
3,730
Q2 2024 Reduced 4.11%
$381B
$567,000 0.06% of portfolio
11,980
Q1 2025 Reduced 23.63%
$2.26T
$344,000 0.04% of portfolio
1,569
Q4 2023 New
$405B
$306,000 0.03% of portfolio
834
Q4 2022 Reduced 6.92%
$254B
$248,000 0.03% of portfolio
350
Q2 2025 New
$684B
$219,000 0.02% of portfolio
1,000
Q2 2025 New

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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