13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001162781
申報總市值
US$9.2億
US$9.2億
102 檔
27.6%
根據最新整理的 13F 季度數據集，Harvey Investment Co LLC 於 Q4 2024 結束時的管理資產規模為 US$9.2億。該機構在本季度申報了 102 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Harvey Investment Co LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Harvey Investment Co LLC 的前 5 大持股（包含 ORLY, BRK-B, TJX）貢獻了組合市值的 27.6%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 9.55% | -0.44% | -1.65% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.63% | -0.03% | -1.36% | |
| 3 | TJX | Tjx Companies Inc | 股票-循環性消費 | 5.22% | -0.61% | -0.90% | |
| 4 | FAST | Fastenal Co | 股票-工業 | 4.50% | -0.04% | -1.12% | |
| 5 | VRSK | Verisk Analytics Inc | 股票-工業 | 4.35% | -0.20% | -0.76% | |
| 6 | AKX | Ansys Inc | 股票-其他 | 3.81% | — | -2.14% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.47% | -0.35% | -2.31% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.43% | -0.01% | -0.24% | |
| 9 | A | Agilent Technologies Inc | 股票-醫療保健 | 3.37% | +0.33% | -0.98% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.18% | -0.22% | -0.07% | |
| 11 | WCN | Waste Connections Inc | 股票-工業 | 3.18% | +0.01% | -1.35% | |
| 12 | PAYX | Paychex Inc | 股票-科技 | 2.96% | +0.07% | +0.05% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 2.71% | -0.01% | -0.38% | |
| 14 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 2.54% | -0.42% | -5.01% | |
| 15 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.51% | -0.27% | -1.22% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.38% | +0.48% | -0.03% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.36% | -0.01% | — | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 2.12% | +0.95% | -0.33% | |
| 19 | NDSN | Nordson CORP | 股票-工業 | 2.08% | +0.28% | -1.84% | |
| 20 | MTD | Mettler-toledo International | 股票-醫療保健 | 2.01% | +0.08% | -0.07% | |
| 21 | IEX | Idex CORP | 股票-工業 | 1.98% | +0.38% | -0.02% | |
| 22 | KNX | Knight-swift Transportation | 股票-工業 | 1.90% | -0.59% | -3.34% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.64% | -0.24% | -0.42% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.62% | +0.21% | -1.22% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.45% | -2.14% | EXIT | |
| 26 | WAT | Waters CORP | 股票-醫療保健 | 1.35% | +0.26% | -5.79% | |
| 27 | STE | STERIS plc | 股票-醫療保健 | 1.34% | +0.20% | — | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 1.02% | — | -0.82% | |
| 29 | MMM | 3m Co | 股票-工業 | 1.02% | +0.13% | -4.50% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.99% | +0.27% | -0.38% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | — | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.87% | +0.15% | -2.50% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | — | — | |
| 34 | KMX | Carmax Inc | 股票-循環性消費 | 0.62% | — | -2.22% | |
| 35 | DCI | Donaldson Co Inc | 股票-工業 | 0.57% | +0.03% | — | |
| 36 | AME | Ametek Inc | 股票-工業 | 0.57% | +0.05% | +0.46% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.01% | — | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | +0.05% | -0.34% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.46% | -0.01% | — | |
| 40 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.44% | — | — | |
| 41 | AAPL | Apple Inc | 股票-科技 | 0.39% | -0.02% | — | |
| 42 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.37% | — | -16.17% | |
| 43 | GGG | Graco Inc | 股票-工業 | 0.37% | -0.04% | +3.30% | |
| 44 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.36% | -0.22% | +2.18% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | +0.01% | — | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.33% | -0.16% | — | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.28% | +0.05% | +4.09% | |
| 48 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.27% | +0.02% | -39.45% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | +0.03% | -0.68% | |
| 50 | VNT | Vontier CORP | 股票-科技 | 0.24% | -0.07% | +2.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STE | STERIS plc | +1.3% | NEW | 新建倉 |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -0.03% | 減碼 |
| 3 | ORLY | O'reilly Automotive Inc | +0.3% | -1.65% | 減碼 |
| 4 | ADBE | Adobe Inc | +0.3% | NEW | 新建倉 |
| 5 | MA | Mastercard Inc - A | +0.2% | -0.38% | 減碼 |
| 6 | TJX | Tjx Companies Inc | +0.2% | -0.90% | 減碼 |
| 7 | ULTA | Ulta Beauty Inc | +0.2% | -5.01% | 減碼 |
| 8 | AKX | Ansys Inc | +0.2% | -2.14% | 減碼 |
| 9 | PAYX | Paychex Inc | +0.2% | +0.05% | 加碼 |
| 10 | VRSK | Verisk Analytics Inc | +0.2% | -0.76% | 減碼 |
| 11 | APH | Amphenol Corp-cl A | +0.2% | -0.33% | 減碼 |
| 12 | COST | Costco Wholesale CORP | +0.1% | -2.31% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 14 | TNC | Tennant Co | +0.1% | NEW | 新建倉 |
| 15 | V | Visa Inc-class A Shares | 0% | -0.68% | 減碼 |
| 16 | SYBT | Stock Yards Bancorp Inc | 0% | -0.49% | 減碼 |
| 17 | AME | Ametek Inc | 0% | +0.46% | 加碼 |
| 18 | ABT | Abbott Laboratories | 0% | -0.07% | 減碼 |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 20 | IEX | Idex CORP | — | -0.02% | 減碼 |
| 21 | WAT | Waters CORP | 0% | -5.79% | 減碼 |
| 22 | PG | Procter & Gamble Co/the | 0% | — | 不變 |
| 23 | ITW | Illinois Tool Works | 0% | -0.82% | 減碼 |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | 0% | — | 不變 |
| 25 | BDX | Becton Dickinson And Co | 0% | -21.82% | 減碼 |
| 26 | AOS | Smith (a.o.) CORP | 0% | +11.41% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | 0% | +4.09% | 加碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.36% | 減碼 |
| 29 | DCI | Donaldson Co Inc | 0% | — | 不變 |
| 30 | MDLZ | Mondelez International Inc-a | 0% | — | 不變 |
| 31 | MRK | Merck & Co. Inc. | 0% | — | 不變 |
| 32 | KNX | Knight-swift Transportation | -0.1% | -3.34% | 減碼 |
| 33 | ZTS | Zoetis Inc | -0.1% | +2.18% | 加碼 |
| 34 | KO | Coca-cola Co/the | -0.1% | -0.34% | 減碼 |
| 35 | BF-B | Brown-forman Corp-class B | -0.1% | -5.26% | 減碼 |
| 36 | MMM | 3m Co | -0.1% | -4.50% | 減碼 |
| 37 | WCN | Waste Connections Inc | -0.1% | -1.35% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.17% | 減碼 |
| 39 | ST | Sensata Technologies Holding plc | -0.1% | -12.66% | 減碼 |
| 40 | LLY | Eli Lilly & Co | -0.1% | -0.38% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.2% | -0.42% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.22% | 減碼 |
| 43 | BF-A | Brown-forman Corp-class A | -0.2% | -16.17% | 減碼 |
| 44 | KDP | Keurig Dr Pepper Inc | -0.2% | -39.45% | 減碼 |
| 45 | A | Agilent Technologies Inc | -0.3% | -0.98% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -0.24% | 減碼 |
| 47 | MTD | Mettler-toledo International | -0.4% | -0.07% | 減碼 |
| 48 | ✓ | Croda International PLC Ord | -0.4% | EXIT | 清倉 |
| 49 | IDXX | Idexx Laboratories Inc | -0.5% | -1.22% | 減碼 |
| 50 | NDSN | Nordson CORP | -0.5% | -1.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Harvey Investment Co LLC 在 Q4 2024 季度的美股持倉總市值約為 US$9.2億，共申報了 102 個公開持股部位。
在 Q4 2024 季度，Harvey Investment Co LLC 按市值排列的前三大核心持股分別為：ORLY (9.6%)、BRK-B (5.6%)、TJX (5.2%)。其中最大持股部位 ORLY 佔據整體投資組合約 9.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
STE
市值: US$1158.5萬
本季最大獲利了結 / 清倉標的
CRODA INTERNATIONAL PLC ORD
前期市值: US$352.7萬
在 Q4 2024 季度中，Harvey Investment Co LLC 共進行了 43 項持倉異動，包含新建倉 3 個部位、加碼 5 個部位、減碼 34 個部位以及清倉 1 個部位。 其中最大新建倉標的為 STE。 本季清倉部位包含 CRODA INTERNATIONAL PLC ORD。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。