HARVEY CAPITAL MANAGEMENT INC

Q4 2025 13F-HR Holdings

Location
Palm Beach, FL
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$468,928
Net value change ($000)
+297 (0.1%)
New positions
8
Sold out positions
15
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 8,269 25.7%
INTU 4,110 NEW
GOOGL 3,666 28.8%
J 3,096 NEW
EXE 2,896 NEW
MSI 2,447 44.8%
LLY 2,079 40.8%
NEM 2,005 14.0%
ICE 1,971 27.5%
JPM 1,840 17.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -5,840 -7.3%
NICE -5,671 -100.0%
MRVL -4,580 -100.0%
ORCL -4,427 -33.8%
ARE -3,800 -100.0%
FISV -3,609 -100.0%
PINS -3,024 -61.0%
MSFT -2,461 -10.0%
URI -2,007 -15.2%
AQST -1,922 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type