HARVEY CAPITAL MANAGEMENT INC Diversified Active

CIK: 0001119032 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 29, 2024

Total Value ($000): $301,309 (100.0% shares, 0.0% debt)

Holdings (72)

AAPL APPLE COMPUTER INC 8.0%
Value ($000) $24,128 Shares 125,319 Est. Cost $82.41 Unrealized +121.8%
MSFT MICROSOFT CORP 7.7%
Value ($000) $23,288 Shares 61,930 Est. Cost $111.37 Unrealized +214.6%
AMZN AMAZON.COM INC 6.6%
Value ($000) $20,007 Shares 131,678 Est. Cost $125.36 Unrealized +11.8%
GOOG ALPHABET INC 6.6%
Value ($000) $19,804 Shares 140,527 Est. Cost $107.85 Unrealized +24.9%
NVDA NVIDIA CORP 6.2%
Value ($000) $18,719 Shares 37,800 Est. Cost $17.68 Unrealized +162.0%
URI UNITED RENTALS INC 4.2%
Value ($000) $12,750 Shares 22,235 Est. Cost $319.96 Unrealized +44.6%
REGN REGENERON PHARMACEUTICALS 3.8%
Value ($000) $11,421 Shares 13,004 Est. Cost $510.41 Unrealized +60.5%
MLM MARTIN MARIETTA MATERIALS 2.5%
Value ($000) $7,451 Shares 14,935 Est. Cost $224.21 Unrealized +98.6%
JPM JP MORGAN CHASE 2.4%
Value ($000) $7,355 Shares 43,242 Est. Cost $91.47 Unrealized +58.4%
GOOGL ALPHABET INC CAP STK 2.4%
Value ($000) $7,317 Shares 52,380 Est. Cost $106.41 Unrealized +25.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $7,232 Shares 20,277 Est. Cost $192.47 Unrealized +82.4%
ORCL ORACLE CORPORATION 2.3%
Value ($000) $7,023 Shares 66,610 Est. Cost $94.44 Unrealized +13.0%
EXPE EXPEDIA GROUP INC 2.2%
Value ($000) $6,774 Shares 44,625 Est. Cost $98.07 Unrealized +23.9%
TTWO TAKE-TWO INTERACTIVE SOFTWRE 2.2%
Value ($000) $6,677 Shares 41,485 Est. Cost $142.49 Unrealized +4.7%
V VISA INC COM 2.2%
Value ($000) $6,641 Shares 25,508 Est. Cost $141.03 Unrealized +72.1%
ADSK AUTODESK INC 2.1%
Value ($000) $6,349 Shares 26,078 Est. Cost $233.25 Unrealized -7.4%
CF CF INDS HLDGS INC 2.0%
Value ($000) $6,162 Shares 77,505 Est. Cost $54.19 Unrealized +39.4%
BAC BANK OF AMERICA CORP 2.0%
Value ($000) $6,084 Shares 180,700 Est. Cost $26.93 Unrealized +2.5%
HALO HALOZYME THERAPEUTICS INC 2.0%
Value ($000) $5,918 Shares 160,110 Est. Cost $37.66 Unrealized 0.0%
FSLR FIRST SOLAR INC 1.9%
Value ($000) $5,792 Shares 33,619 Est. Cost $186.58 Unrealized -18.0%
GLNG GOLAR LNG LIMITED COM STK USD1 1.6%
Value ($000) $4,718 Shares 205,205 Est. Cost $21.53 Unrealized -2.9%
VMC VULCAN MATERIALS 1.5%
Value ($000) $4,623 Shares 20,365 Est. Cost $123.34 Unrealized +69.1%
EA ELECTRONIC ARTS 1.4%
Value ($000) $4,310 Shares 31,505 Est. Cost $121.01 Unrealized +8.0%
COP CONOCOPHILLIPS 1.4%
Value ($000) $4,257 Shares 36,675 Est. Cost $81.14 Unrealized +35.2%
MA MASTERCARD INC 1.4%
Value ($000) $4,182 Shares 9,805 Est. Cost $202.52 Unrealized +96.1%
HD HOME DEPOT 1.2%
Value ($000) $3,556 Shares 10,261 Est. Cost $221.63 Unrealized +32.5%
ICE INTERCONTINENTAL EXCHANGE INC 1.1%
Value ($000) $3,303 Shares 25,720 Est. Cost $125.37 Unrealized -11.9%
IVV ISHARES SP 500 INDEX ETF 1.1%
Value ($000) $3,217 Shares 6,735 Est. Cost $268.94 Unrealized
HRI HERC HOLDINGS INC 1.0%
Value ($000) $3,133 Shares 21,041 Est. Cost $124.24 Unrealized -5.8%
META META PLATFORMS INC. 1.0%
Value ($000) $2,867 Shares 8,100 Est. Cost $164.33 Unrealized +96.8%
WMT WALMART STORES INC 0.9%
Value ($000) $2,625 Shares 16,650 Est. Cost $41.33 Unrealized +25.0%
MELI MERCADOLIBRE INC COM USD0.001 0.9%
Value ($000) $2,593 Shares 1,650 Est. Cost $616.66 Unrealized +129.8%
SBUX STARBUCKS CORP 0.8%
Value ($000) $2,439 Shares 25,400 Est. Cost $81.09 Unrealized +13.7%
MTDR MATADOR RESOURCES COMPANY COM 0.8%
Value ($000) $2,358 Shares 41,465 Est. Cost $54.30 Unrealized +7.8%
NEM NEWMONT MNG CORP HLDG CO 0.8%
Value ($000) $2,350 Shares 56,780 Est. Cost $36.81 Unrealized 0.0%
CMCSA COMCAST CL A VTG 0.8%
Value ($000) $2,282 Shares 52,050 Est. Cost $26.77 Unrealized +49.8%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $2,256 Shares 8,575 Est. Cost $166.39 Unrealized +34.4%
CHTR CHARTER COMMUNICATIONS INC NEW 0.6%
Value ($000) $1,957 Shares 5,036 Est. Cost $214.89 Unrealized +89.8%
SB SAFE BULKERS INC 0.6%
Value ($000) $1,841 Shares 468,408 Est. Cost $4.13 Unrealized -14.7%
RTX RTX CORPORATION 0.6%
Value ($000) $1,792 Shares 21,295 Est. Cost $91.87 Unrealized -17.7%
FISV FISERV INC 0.5%
Value ($000) $1,590 Shares 11,970 Est. Cost $111.73 Unrealized +9.8%
SQM SOCIEDAD QUIMICA MINERA DE CH 0.5%
Value ($000) $1,499 Shares 24,899 Est. Cost $40.39 Unrealized
BMY BRISTOL MYERS SQUIBB 0.5%
Value ($000) $1,497 Shares 29,184 Est. Cost $61.50 Unrealized -23.5%
PIONEER NATURAL RESOURCES CO 0.5%
Value ($000) $1,440 Shares 6,403 Est. Cost $226.60 Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,361 Shares 8,775 Est. Cost $120.98 Unrealized +19.3%
PRU PRUDENTIAL FINANCIAL INC 0.4%
Value ($000) $1,187 Shares 11,450 Est. Cost $50.95 Unrealized +70.0%
ADBE ADOBE SYSTEMS 0.4%
Value ($000) $1,169 Shares 1,960 Est. Cost $469.68 Unrealized +22.8%
SUMMIT MATERIALS INC 0.4%
Value ($000) $1,167 Shares 30,350 Est. Cost $38.46 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,150 Shares 39,950 Est. Cost $34.04 Unrealized -22.4%
SBLK STAR BULK CARRIERS CORP COM US 0.4%
Value ($000) $1,128 Shares 53,041 Est. Cost $20.45 Unrealized -3.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,122 Shares 5,350 Est. Cost $89.72 Unrealized +92.1%
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $1,085 Shares 2 Est. Cost $169254.55 Unrealized +215.4%
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $943 Shares 17,198 Est. Cost $47.96 Unrealized 0.0%
JNJ JOHNSON JOHNSON 0.3%
Value ($000) $784 Shares 5,000 Est. Cost $76.03 Unrealized +88.8%
INMD INMODE LTD COM ILS0.01 0.2%
Value ($000) $741 Shares 33,340 Est. Cost $34.94 Unrealized -35.8%
XLK TECHNOLOGY SECTOR ETF 0.2%
Value ($000) $627 Shares 3,255 Est. Cost $115.50 Unrealized
COST COSTCO WHOLESALE 0.2%
Value ($000) $574 Shares 870 Est. Cost $306.90 Unrealized +86.9%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $561 Shares 1,066 Est. Cost $464.88 Unrealized +10.0%
LMT LOCKHEED MARTIN 0.2%
Value ($000) $544 Shares 1,200 Est. Cost $415.09 Unrealized +0.6%
IVW ISHARES SP 500/BARRA GROWTH I 0.2%
Value ($000) $526 Shares 7,000 Est. Cost $69.28 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $498 Shares 2,500 Est. Cost $152.57 Unrealized +10.8%
LIN LINDE PLC COM EUR0.001 0.1%
Value ($000) $411 Shares 1,000 Est. Cost $322.30 Unrealized +19.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $307 Shares 750 Est. Cost $320.93 Unrealized
MRK MERCK CO INC NEW 0.1%
Value ($000) $305 Shares 2,800 Est. Cost $62.87 Unrealized +54.0%
XLC COMMUNICATION SVCS SECTOR ETF 0.1%
Value ($000) $299 Shares 4,115 Est. Cost $60.10 Unrealized
MUB ISHARES NATL AMT FREE MUNI ETF 0.1%
Value ($000) $282 Shares 2,600 Est. Cost $116.00 Unrealized
COIN COINBASE GLOBAL INC COM 0.1%
Value ($000) $243 Shares 1,400 Est. Cost $109.20 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $238 Shares 3,300 Est. Cost $74.17 Unrealized
NTR NUTRIEN LTD COM NPV 0.1%
Value ($000) $213 Shares 3,775 Est. Cost $52.51 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $207 Shares 5,500 Est. Cost $31.00 Unrealized 0.0%
TELLURIAN INC NEW 0.0%
Value ($000) $53 Shares 70,000 Est. Cost $3.98 Unrealized
ATERIAN INC 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $2.13 Unrealized