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
98 檔
29.9%
Harvey Investment Co LLC 在 Q4 2025 季度的美股部位總計估值為 US$9.2億，分散於 98 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Harvey Investment Co LLC 採取防禦導向的調倉策略，本季減碼 34 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 ORLY, TJX, BRK-B）累計市值佔比達 29.9%，是驅動 Harvey Investment Co LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 9.32% | -0.44% | -0.76% | |
| 2 | TJX | Tjx Companies Inc | 股票-循環性消費 | 5.76% | -0.61% | -0.52% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.36% | -0.03% | -1.66% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.44% | -0.01% | -0.32% | |
| 5 | FAST | Fastenal Co | 股票-工業 | 4.32% | -0.04% | -0.51% | |
| 6 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 3.77% | -0.27% | -0.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.56% | +0.48% | -1.76% | |
| 8 | APH | Amphenol Corp-cl A | 股票-科技 | 3.39% | +0.95% | -3.75% | |
| 9 | A | Agilent Technologies Inc | 股票-醫療保健 | 3.33% | +0.33% | -0.52% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.23% | -0.22% | -0.68% | |
| 11 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 3.18% | -0.42% | -0.81% | |
| 12 | VRSK | Verisk Analytics Inc | 股票-工業 | 3.11% | -0.20% | -0.33% | |
| 13 | WCN | Waste Connections Inc | 股票-工業 | 2.97% | +0.01% | -0.87% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.96% | -0.35% | — | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.70% | -0.01% | -0.71% | |
| 16 | NDSN | Nordson CORP | 股票-工業 | 2.54% | +0.28% | +0.47% | |
| 17 | STE | STERIS plc | 股票-醫療保健 | 2.50% | +0.20% | -0.55% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.41% | -0.01% | — | |
| 19 | PAYX | Paychex Inc | 股票-科技 | 2.15% | +0.07% | -0.27% | |
| 20 | IEX | Idex CORP | 股票-工業 | 2.09% | +0.38% | +0.77% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.92% | +0.21% | -0.06% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -2.14% | EXIT | |
| 23 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.45% | +0.08% | -1.01% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.35% | -0.24% | -1.29% | |
| 25 | WAT | Waters CORP | 股票-醫療保健 | 1.33% | +0.26% | -1.61% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | +0.27% | -0.11% | |
| 27 | KNX | Knight-swift Transportation | 股票-工業 | 1.17% | -0.59% | -2.92% | |
| 28 | MMM | 3m Co | 股票-工業 | 0.97% | +0.13% | -1.23% | |
| 29 | CPRT | Copart Inc | 股票-工業 | 0.93% | -0.18% | +741.92% | |
| 30 | ITW | Illinois Tool Works | 股票-工業 | 0.90% | — | -0.61% | |
| 31 | AME | Ametek Inc | 股票-工業 | 0.87% | +0.05% | -2.20% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.83% | +0.15% | — | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.83% | -0.16% | -10.98% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | — | -1.71% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | — | -0.45% | |
| 36 | DCI | Donaldson Co Inc | 股票-工業 | 0.65% | +0.03% | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.01% | -0.58% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | +0.05% | -0.33% | |
| 39 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.54% | -0.22% | -5.71% | |
| 40 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.45% | +0.01% | +51.02% | |
| 41 | AAPL | Apple Inc | 股票-科技 | 0.38% | -0.02% | -0.38% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.38% | -0.01% | — | |
| 43 | CSL | Carlisle Cos Inc | 股票-工業 | 0.34% | +0.04% | +183.86% | |
| 44 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.33% | — | — | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.33% | +0.01% | — | |
| 46 | EXP | Eagle Materials Inc | 股票-原物料 | 0.33% | +0.08% | -0.20% | |
| 47 | GGG | Graco Inc | 股票-工業 | 0.32% | -0.04% | -1.66% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | +0.03% | — | |
| 49 | VNT | Vontier CORP | 股票-科技 | 0.25% | -0.07% | +7.38% | |
| 50 | GE | General Electric | 股票-工業 | 0.24% | +0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CPRT | Copart Inc | +0.8% | +741.92% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -1.76% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.4% | -0.32% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | -0.11% | 減碼 |
| 5 | TJX | Tjx Companies Inc | +0.3% | -0.52% | 減碼 |
| 6 | ULTA | Ulta Beauty Inc | +0.3% | -0.81% | 減碼 |
| 7 | WAT | Waters CORP | +0.3% | -1.61% | 減碼 |
| 8 | KNX | Knight-swift Transportation | +0.3% | -2.92% | 減碼 |
| 9 | CSL | Carlisle Cos Inc | +0.2% | +183.86% | 加碼 |
| 10 | IDXX | Idexx Laboratories Inc | +0.2% | -0.11% | 減碼 |
| 11 | IEX | Idex CORP | +0.2% | +0.77% | 加碼 |
| 12 | A | Agilent Technologies Inc | +0.2% | -0.52% | 減碼 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | -3.75% | 減碼 |
| 14 | MTD | Mettler-toledo International | +0.2% | -1.01% | 減碼 |
| 15 | NDSN | Nordson CORP | +0.2% | +0.47% | 加碼 |
| 16 | AOS | Smith (a.o.) CORP | +0.1% | +51.02% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -0.12% | 減碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | — | 不變 |
| 19 | AME | Ametek Inc | +0.1% | -2.20% | 減碼 |
| 20 | DCI | Donaldson Co Inc | +0.1% | — | 不變 |
| 21 | STE | STERIS plc | 0% | -0.55% | 減碼 |
| 22 | PNC | Pnc Financial Services Group | 0% | — | 不變 |
| 23 | KO | Coca-cola Co/the | 0% | -0.33% | 減碼 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 25 | AAPL | Apple Inc | 0% | -0.38% | 減碼 |
| 26 | MDLZ | Mondelez International Inc-a | 0% | — | 不變 |
| 27 | ADP | Automatic Data Processing | 0% | -2.70% | 減碼 |
| 28 | WCN | Waste Connections Inc | 0% | -0.87% | 減碼 |
| 29 | SYBT | Stock Yards Bancorp Inc | 0% | -6.43% | 減碼 |
| 30 | EXP | Eagle Materials Inc | 0% | -0.20% | 減碼 |
| 31 | APD | Air Products & Chemicals Inc | 0% | — | 不變 |
| 32 | ABBV | Abbvie Inc | 0% | -0.06% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -0.45% | 減碼 |
| 34 | ITW | Illinois Tool Works | -0.1% | -0.61% | 減碼 |
| 35 | WSO | Watsco Inc | -0.1% | -32.88% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.1% | -1.71% | 減碼 |
| 37 | ADBE | Adobe Inc | -0.1% | -10.98% | 減碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.66% | 減碼 |
| 39 | ZTS | Zoetis Inc | -0.1% | -5.71% | 減碼 |
| 40 | KMX | Carmax Inc | -0.2% | -69.20% | 減碼 |
| 41 | COST | Costco Wholesale CORP | -0.2% | — | 不變 |
| 42 | ABT | Abbott Laboratories | -0.3% | -0.68% | 減碼 |
| 43 | PAYX | Paychex Inc | -0.3% | -0.27% | 減碼 |
| 44 | VRSK | Verisk Analytics Inc | -0.4% | -0.33% | 減碼 |
| 45 | FAST | Fastenal Co | -1% | -0.51% | 減碼 |
| 46 | ORLY | O'reilly Automotive Inc | -1.8% | -0.76% | 減碼 |
| 47 | ST | Sensata Technologies Holding plc | — | EXIT | 清倉 |
| 48 | ORCL | Oracle CORP | — | EXIT | 清倉 |
| 49 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 50 | TNC | Tennant Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Harvey Investment Co LLC 在 Q4 2025 季度的美股持倉總市值約為 US$9.2億，共申報了 98 個公開持股部位。
在 Q4 2025 季度，Harvey Investment Co LLC 按市值排列的前三大核心持股分別為：ORLY (9.3%)、TJX (5.8%)、BRK-B (5.4%)。其中最大持股部位 ORLY 佔據整體投資組合約 9.3% 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
NVDA
市值: US$25.6萬
本季最大獲利了結 / 清倉標的
ST
前期市值: US$166.4萬
在 Q4 2025 季度中，Harvey Investment Co LLC 共進行了 43 項持倉異動，包含新建倉 1 個部位、加碼 5 個部位、減碼 34 個部位以及清倉 3 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 ST。
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。