Harvey Investment Co LLC 13F 持仓 · 2026年Q2

Harvey Investment Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 9.18 亿美元。前几大持仓：ORLY（9.16%）、TJX（5.52%）、JNJ（5.34%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 21 只。

排名	代码	公司	市值	占组合	股数	变动
1	ORLY	OREILLY AUTOMOTIVE INCORPORATE	$84.1M	9.16%	913,063	减持
2	TJX	TJX COS INC NEW COM	$50.7M	5.52%	334,339	减持
3	JNJ	JOHNSON & JOHNSON COM	$49.0M	5.34%	193,019	减持
4	BRKB	BERKSHIRE HATHAWAY INCORPORATE	$47.0M	5.12%	93,994	减持
5	FAST	FASTENAL CO COM	$46.4M	5.05%	965,547	减持
6	APH	AMPHENOL CORPORATION CLASS A	$37.1M	4.05%	210,669	减持
7	GOOG	ALPHABET INCORPORATED CAP STK	$33.0M	3.60%	93,469	减持
8	A	AGILENT TECHNOLOGIES INC COM	$29.3M	3.19%	220,677	减持
9	COST	COSTCO WHSL CORP NEW COM	$28.7M	3.13%	30,681	减持
10	NDSN	NORDSON CORP COM	$28.5M	3.11%	94,586	减持
11	WCN	WASTE CONNECTIONS INCORPORATED	$26.0M	2.83%	156,107	减持
12	IDXX	IDEXX LABS INC COM	$25.9M	2.82%	49,209	减持
13	IEX	IDEX CORP COM	$25.0M	2.72%	110,017	减持
14	STE	STERIS PLC REGISTERED SHS ISIN	$24.4M	2.66%	115,960	增持
15	ABT	ABBOTT LABS COM	$24.0M	2.61%	264,300	增持
16	VRSK	VERISK ANALYTICS INCORPORATED	$22.9M	2.50%	127,721	减持
17	MA	MASTERCARD INC CL A	$21.9M	2.39%	42,689	减持
18	ULTA	ULTA BEAUTY INCORPORATED	$21.6M	2.35%	47,810	减持
19	BRK/A	BERKSHIRE HATHAWAY INC DELAWA	$21.0M	2.28%	28	减持
20	ABBV	ABBVIE INC COM	$19.3M	2.10%	76,719	减持
21	PAYX	PAYCHEX INC COM	$18.2M	1.99%	185,428	减持
22	XOM	EXXONMOBIL HLDGS CORP COM	$15.3M	1.66%	111,699	新建仓
23	MTD	METTLER-TOLEDO INTL INC COM	$13.1M	1.42%	10,222	增持
24	WAT	WATERS CORPORATION	$12.3M	1.34%	32,877	减持
25	LLY	LILLY ELI & CO COM	$11.6M	1.26%	9,675	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR