13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001162781
申报总市值
US$9.2亿
US$9.2亿
101 檔
32.0%
根据最新整理的 13F 季度数据集，Harvey Investment Co LLC 于 Q3 2025 结束时的管理资产规模为 US$9.2亿。该机构在本季度申报了 101 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Harvey Investment Co LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Harvey Investment Co LLC 的前 5 大核心持股（包含 ORLY, BRK-B, TJX 等）合计占整体申报市值的 32.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 11.12% | -0.44% | -0.63% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.47% | -0.03% | -1.15% | |
| 3 | TJX | Tjx Companies Inc | 股票-周期性消费 | 5.46% | -0.61% | -0.33% | |
| 4 | FAST | Fastenal Co | 股票-工业 | 5.31% | -0.04% | -0.41% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.00% | -0.01% | -0.07% | |
| 6 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 3.57% | -0.27% | -0.46% | |
| 7 | VRSK | Verisk Analytics Inc | 股票-工业 | 3.51% | -0.20% | -0.02% | |
| 8 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.48% | -0.22% | — | |
| 9 | APH | Amphenol Corp-cl A | 股票-科技 | 3.23% | +0.95% | -3.66% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.19% | -0.35% | -0.08% | |
| 11 | A | Agilent Technologies Inc | 股票-医疗保健 | 3.16% | +0.33% | +2.80% | |
| 12 | WCN | Waste Connections Inc | 股票-工业 | 3.00% | +0.01% | — | |
| 13 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.90% | -0.42% | -0.98% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.82% | +0.48% | -0.07% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.71% | -0.01% | -0.38% | |
| 16 | STE | STERIS plc | 股票-医疗保健 | 2.46% | +0.20% | +17.08% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 2.44% | +0.07% | +0.04% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.41% | -0.01% | — | |
| 19 | NDSN | Nordson CORP | 股票-工业 | 2.39% | +0.28% | -4.13% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.96% | +0.21% | — | |
| 21 | IEX | Idex CORP | 股票-工业 | 1.90% | +0.38% | +24.63% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -2.14% | EXIT | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.34% | -0.24% | -1.34% | |
| 24 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.29% | +0.08% | -26.77% | |
| 25 | WAT | Waters CORP | 股票-医疗保健 | 1.07% | +0.26% | +5.50% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 0.96% | — | -1.14% | |
| 27 | MMM | 3m Co | 股票-工业 | 0.96% | +0.13% | -6.34% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.94% | -0.16% | +13.08% | |
| 29 | KNX | Knight-swift Transportation | 股票-工业 | 0.91% | -0.59% | -14.47% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | +0.27% | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | — | |
| 32 | AME | Ametek Inc | 股票-工业 | 0.82% | +0.05% | +0.37% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.80% | +0.15% | -4.11% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | -0.45% | |
| 35 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.67% | -0.22% | +15.78% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.01% | -1.30% | |
| 37 | DCI | Donaldson Co Inc | 股票-工业 | 0.60% | +0.03% | -2.12% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.52% | +0.05% | — | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.37% | -0.01% | -0.04% | |
| 40 | EXP | Eagle Materials Inc | 股票-原材料 | 0.37% | +0.08% | — | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.37% | — | — | |
| 42 | AAPL | Apple Inc | 股票-科技 | 0.36% | -0.02% | — | |
| 43 | GGG | Graco Inc | 股票-工业 | 0.34% | -0.04% | -0.37% | |
| 44 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.33% | +0.01% | +13.55% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.26% | +0.01% | — | |
| 46 | VNT | Vontier CORP | 股票-科技 | 0.26% | -0.07% | +0.69% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | +0.03% | -2.32% | |
| 48 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.25% | — | — | |
| 49 | GE | General Electric | 股票-工业 | 0.24% | +0.07% | — | |
| 50 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.21% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +1.3% | -3.66% | 减仓 |
| 2 | IDXX | Idexx Laboratories Inc | +1.1% | -0.46% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +1% | -0.07% | 加仓 |
| 4 | ULTA | Ulta Beauty Inc | +0.9% | -0.98% | 减仓 |
| 5 | FAST | Fastenal Co | +0.8% | -0.41% | 加仓 |
| 6 | STE | STERIS plc | +0.8% | +17.08% | 加仓 |
| 7 | TJX | Tjx Companies Inc | +0.5% | -0.33% | 减仓 |
| 8 | ORLY | O'reilly Automotive Inc | +0.4% | -0.63% | 加仓 |
| 9 | A | Agilent Technologies Inc | +0.4% | +2.80% | 加仓 |
| 10 | AME | Ametek Inc | +0.3% | +0.37% | 加仓 |
| 11 | IEX | Idex CORP | +0.3% | +24.63% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.3% | -0.07% | 减仓 |
| 13 | NDSN | Nordson CORP | +0.3% | -4.13% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | — | 不变 |
| 15 | AOS | Smith (a.o.) CORP | +0.2% | +13.55% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.1% | — | 不变 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -1.30% | 减仓 |
| 18 | ADBE | Adobe Inc | +0.1% | +13.08% | 加仓 |
| 19 | ZTS | Zoetis Inc | +0.1% | +15.78% | 加仓 |
| 20 | CPRT | Copart Inc | +0.1% | +250.83% | 加仓 |
| 21 | GE | General Electric | +0.1% | — | 不变 |
| 22 | DCI | Donaldson Co Inc | +0.1% | -2.12% | 减仓 |
| 23 | GEV | GE Vernova Inc | +0.1% | — | 不变 |
| 24 | VNT | Vontier CORP | +0.1% | +0.69% | 加仓 |
| 25 | PNC | Pnc Financial Services Group | 0% | -4.11% | 减仓 |
| 26 | AAPL | Apple Inc | 0% | — | 不变 |
| 27 | MA | Mastercard Inc - A | — | -0.38% | 加仓 |
| 28 | BF-A | Brown-forman Corp-class A | -0.1% | — | 不变 |
| 29 | KDP | Keurig Dr Pepper Inc | -0.1% | -33.04% | 减仓 |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -4.94% | 加仓 |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -0.04% | 减仓 |
| 32 | MMM | 3m Co | -0.1% | -6.34% | 减仓 |
| 33 | LLY | Eli Lilly & Co | -0.1% | — | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.2% | -0.45% | 减仓 |
| 35 | XOM | Exxon Mobil CORP | -0.2% | -0.94% | 减仓 |
| 36 | PEP | Pepsico Inc | -0.2% | -1.34% | 减仓 |
| 37 | WAT | Waters CORP | -0.2% | +5.50% | 加仓 |
| 38 | COST | Costco Wholesale CORP | -0.2% | -0.08% | 减仓 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | 不变 |
| 40 | KMX | Carmax Inc | -0.3% | -33.53% | 减仓 |
| 41 | KNX | Knight-swift Transportation | -0.5% | -14.47% | 减仓 |
| 42 | MTD | Mettler-toledo International | -0.5% | -26.77% | 减仓 |
| 43 | WCN | Waste Connections Inc | -0.5% | — | 减仓 |
| 44 | PAYX | Paychex Inc | -0.7% | +0.04% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -1.15% | 减仓 |
| 46 | VRSK | Verisk Analytics Inc | -1% | -0.02% | 减仓 |
| 47 | AKX | Ansys Inc | — | EXIT | 清仓 |
| 48 | EXP | Eagle Materials Inc | — | NEW | 新建仓 |
| 49 | CSL | Carlisle Cos Inc | — | NEW | 新建仓 |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Harvey Investment Co LLC 在 Q3 2025 季度的美股持仓总市值约为 US$9.2亿，共申报了 101 个公开持股仓位。
在 Q3 2025 季度，Harvey Investment Co LLC 按市值排列的前三大核心持股分别为：ORLY (11.1%)、BRK-B (5.5%)、TJX (5.5%)。其中最大持股仓位 ORLY 占据整体投资组合约 11.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
EXP
市值: US$346.6万
本季最大获利了结 / 清仓标的
AKX
前期市值: US$3008.5万
在 Q3 2025 季度中，Harvey Investment Co LLC 共进行了 43 项持仓异动，包含新建仓 2 个仓位、加仓 16 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 EXP。 本季清仓仓位包含 AKX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。