HARVEY CAPITAL MANAGEMENT INC Diversified Active

CIK: 0001119032 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 29, 2020

Total Value ($000): $148,244 (100.0% shares, 0.0% debt)

Holdings (59)

GOOG ALPHABET INC 7.4%
Value ($000) $10,925 Shares 9,396 Est. Cost $36.02 Unrealized +86.9%
MSFT MICROSOFT CORP 6.6%
Value ($000) $9,761 Shares 61,895 Est. Cost $95.20 Unrealized +64.2%
AAPL APPLE COMPUTER INC 6.5%
Value ($000) $9,682 Shares 38,075 Est. Cost $17.93 Unrealized +296.3%
BMY BRISTOL MYERS SQUIBB 6.1%
Value ($000) $9,090 Shares 163,096 Est. Cost $39.53 Unrealized +22.9%
BABA ALIBABA GROUP HOLDING SP 5.3%
Value ($000) $7,885 Shares 40,545 Est. Cost $87.65 Unrealized
AMZN AMAZON.COM INC 4.4%
Value ($000) $6,560 Shares 3,365 Est. Cost $60.93 Unrealized +58.8%
T ATT INC 4.1%
Value ($000) $6,020 Shares 206,542 Est. Cost $14.91 Unrealized +21.9%
ORCL ORACLE CORPORATION 3.8%
Value ($000) $5,684 Shares 117,625 Est. Cost $46.96 Unrealized +1.2%
EA ELECTRONIC ARTS 3.8%
Value ($000) $5,565 Shares 55,560 Est. Cost $92.88 Unrealized +10.2%
COST COSTCO WHOLESALE 3.7%
Value ($000) $5,469 Shares 19,183 Est. Cost $277.78 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC 3.5%
Value ($000) $5,175 Shares 57,641 Est. Cost $102.54 Unrealized
GILD GILEAD SCIENCES 3.1%
Value ($000) $4,664 Shares 62,390 Est. Cost $40.31 Unrealized +36.3%
GOOGL ALPHABET INC CAP STK 2.6%
Value ($000) $3,879 Shares 3,339 Est. Cost $37.09 Unrealized +81.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $3,613 Shares 19,762 Est. Cost $189.86 Unrealized +12.0%
META FACEBOOK INC COM 2.3%
Value ($000) $3,450 Shares 20,685 Est. Cost $162.21 Unrealized +19.9%
ACTIVISION BLIZZARD INC 2.3%
Value ($000) $3,346 Shares 56,270 Est. Cost $59.46 Unrealized
HD HOME DEPOT 1.7%
Value ($000) $2,528 Shares 13,540 Est. Cost $173.31 Unrealized +9.7%
CLX CLOROX COMPANY 1.7%
Value ($000) $2,477 Shares 14,300 Est. Cost $138.67 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWRE 1.7%
Value ($000) $2,461 Shares 20,750 Est. Cost $118.20 Unrealized 0.0%
IVV ISHARES SP 500 INDEX ETF 1.6%
Value ($000) $2,347 Shares 9,084 Est. Cost $268.94 Unrealized
HON HONEYWELL INTL INC 1.5%
Value ($000) $2,296 Shares 17,162 Est. Cost $83.63 Unrealized +63.3%
CMCSA COMCAST CL A VTG 1.5%
Value ($000) $2,269 Shares 66,000 Est. Cost $25.18 Unrealized +43.2%
CHTR CHARTER COMMUNICATIONS INC NEW 1.5%
Value ($000) $2,222 Shares 5,093 Est. Cost $214.89 Unrealized +127.6%
V VISA INC COM 1.5%
Value ($000) $2,212 Shares 13,735 Est. Cost $105.15 Unrealized +71.8%
VMC VULCAN MATERIALS 1.4%
Value ($000) $2,123 Shares 19,650 Est. Cost $117.47 Unrealized +3.4%
MA MASTERCARD INC 1.4%
Value ($000) $2,076 Shares 8,595 Est. Cost $151.55 Unrealized +89.9%
PEP PEPSICO INC 1.4%
Value ($000) $2,012 Shares 16,759 Est. Cost $112.76 Unrealized 0.0%
VIACOMCBS INC 1.1%
Value ($000) $1,682 Shares 120,106 Est. Cost $41.97 Unrealized
NVDA NVIDIA CORP 1.1%
Value ($000) $1,581 Shares 6,000 Est. Cost $5.06 Unrealized +24.1%
ISHARES IBONDS DEC 2021 CORP E 1.0%
Value ($000) $1,516 Shares 61,528 Est. Cost $24.79 Unrealized
ABT ABBOTT LABS 0.9%
Value ($000) $1,346 Shares 17,070 Est. Cost $75.33 Unrealized 0.0%
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,082 Shares 16,470 Est. Cost $71.00 Unrealized 0.0%
OUTFRONT MEDIA INC COM ISIN #U 0.7%
Value ($000) $1,062 Shares 78,800 Est. Cost $18.68 Unrealized
C CITIGROUP INC 0.7%
Value ($000) $977 Shares 23,200 Est. Cost $47.53 Unrealized +14.0%
ISHARES IBONDS DEC 2022 CORP E 0.7%
Value ($000) $977 Shares 39,450 Est. Cost $25.10 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $864 Shares 16,575 Est. Cost $50.62 Unrealized +16.5%
BLACKROCK MUNI 2030 TARGET ETF 0.6%
Value ($000) $816 Shares 36,000 Est. Cost $21.30 Unrealized
MELI MERCADOLIBRE INC COM USD0.001 0.5%
Value ($000) $806 Shares 1,650 Est. Cost $616.66 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC C 0.5%
Value ($000) $768 Shares 16,800 Est. Cost $45.71 Unrealized
JNJ JOHNSON JOHNSON 0.5%
Value ($000) $734 Shares 5,600 Est. Cost $73.44 Unrealized +63.6%
MUB ISHARES NATL AMT FREE MUNI ETF 0.5%
Value ($000) $734 Shares 6,500 Est. Cost $111.08 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.5%
Value ($000) $708 Shares 4,850 Est. Cost $98.68 Unrealized 0.0%
MMM 3M COMPANY 0.5%
Value ($000) $688 Shares 5,040 Est. Cost $73.27 Unrealized +44.6%
ADBE ADOBE SYSTEMS 0.4%
Value ($000) $636 Shares 2,000 Est. Cost $294.23 Unrealized +16.3%
SQM SOCIEDAD QUIMICA MINERA DE CH 0.4%
Value ($000) $562 Shares 24,960 Est. Cost $40.39 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $544 Shares 2 Est. Cost $169254.55 Unrealized +88.3%
CI CIGNA CORP NEW COM 0.4%
Value ($000) $538 Shares 3,042 Est. Cost $190.77 Unrealized -7.0%
CSCO CISCO SYSTEMS 0.4%
Value ($000) $530 Shares 13,500 Est. Cost $26.69 Unrealized +37.4%
AKAM AKAMAI 0.4%
Value ($000) $521 Shares 5,700 Est. Cost $92.71 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $402 Shares 7,500 Est. Cost $31.58 Unrealized +29.9%
PG PROCTOR GAMBLE 0.2%
Value ($000) $365 Shares 3,325 Est. Cost $59.57 Unrealized +74.3%
BLACKROCK FLA MUNI 2020 ETF 0.2%
Value ($000) $363 Shares 25,200 Est. Cost $14.96 Unrealized
CRM SALESFORCE.COM INC 0.2%
Value ($000) $331 Shares 2,300 Est. Cost $154.83 Unrealized +9.4%
TEEKAY LNG PARTNERS LP PARTNER 0.2%
Value ($000) $307 Shares 31,400 Est. Cost $9.78 Unrealized
IVW ISHARES SP 500/BARRA GROWTH I 0.2%
Value ($000) $288 Shares 1,750 Est. Cost $85.98 Unrealized
SPLUNK INC COM USD0.001 0.2%
Value ($000) $252 Shares 2,000 Est. Cost $124.50 Unrealized
BRISTOL MYERS SQUIBB CO CONTNG 0.2%
Value ($000) $230 Shares 60,696 Est. Cost $3.00 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.1%
Value ($000) $201 Shares 2,000 Est. Cost $113.61 Unrealized -5.7%
BED BATH BEYOND INC COM 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $11.60 Unrealized