AI Portfolio Summary
In 2025 Q4, HARVEY CAPITAL MANAGEMENT INC maintained a portfolio of 93 distinct positions. They heavily accumulated shares in JP MORGAN CHASE, increasing their position by 15.4%. Conversely, HARVEY CAPITAL MANAGEMENT INC completely exited their position in NICE LTD ADR-EACH CN.
Total Positions
93
Quarter
2025 Q4
Top Holding
NVDA (15.8%)
Top 10 Concentration
56.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 93
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORP
|
Technology | 15.77% | 17.03% |
#1
Prev: #1
|
6.5 | -31,128 | -7.3% |
P
S
|
396,603 | $73,966,460 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 8.64% | 6.88% |
#2
1
Prev: #3
|
5.5 | -3,270 | -2.5% |
P
S
|
129,043 | $40,493,693 | 2008 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 7.66% | 7.29% |
#3
1
Prev: #2
|
4.6 | -10 | -0.0% |
P
S
|
155,677 | $35,933,365 | 2009 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE COMPUTER ...
|
Technology | 5.69% | 5.33% |
#4
Prev: #4
|
3.8 | no change | no change |
P
S
|
98,089 | $26,666,476 | 2006 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.73% | 5.26% |
#5
Prev: #5
|
2.9 | -1,711 | -3.6% |
P
S
|
45,878 | $22,187,518 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 3.50% | 2.72% |
#6
3
Prev: #9
|
2.4 | no change | no change |
P
S
|
52,437 | $16,412,781 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEM
NEWMONT MNG COR...
|
Basic Materials | 3.47% | 3.05% |
#7
1
Prev: #6
|
1.9 | -6,270 | -3.7% |
P
S
|
163,030 | $16,278,546 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JP MORGAN CHASE
|
Financial Services | 2.59% | 2.20% |
#8
2
Prev: #10
|
3.0 | 5,020 | 15.4% |
P
S
|
37,722 | $12,154,783 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.38% | 2.81% |
#9
2
Prev: #7
|
1.5 | -2 | -0.0% |
P
S
|
13,796 | $11,165,379 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.00% | 2.01% |
#10
1
Prev: #11
|
1.3 | -65 | -0.3% |
P
S
|
18,696 | $9,397,544 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.95% | 1.53% |
#11
4
Prev: #15
|
3.3 | 13,880 | 32.7% |
P
S
|
56,360 | $9,128,066 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 1.94% | 1.97% |
#12
Prev: #12
|
1.3 | -13 | -0.1% |
P
S
|
14,602 | $9,092,081 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORPORAT...
|
Technology | 1.85% | 2.80% |
#13
5
Prev: #8
|
1.2 | -2,075 | -4.5% |
P
S
|
44,515 | $8,676,419 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE.COM ...
|
Technology | 1.78% | 1.65% |
#14
Prev: #14
|
1.2 | -1,132 | -3.5% |
P
S
|
31,489 | $8,341,751 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC COM
|
Financial Services | 1.75% | 1.71% |
#15
2
Prev: #13
|
1.7 | no change | no change |
P
S
|
23,462 | $8,228,358 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 1.69% | 1.16% |
#16
7
Prev: #23
|
3.7 | 8,686 | 72.8% |
P
S
|
20,620 | $7,904,058 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.68% | 1.37% |
#17
1
Prev: #16
|
1.2 | -1,204 | -10.6% |
P
S
|
10,198 | $7,871,530 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
LILLY, ELI CO
|
Healthcare | 1.53% | 1.09% |
#18
6
Prev: #24
|
1.1 | -3 | -0.0% |
P
S
|
6,678 | $7,176,713 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.37% | 1.33% |
#19
2
Prev: #17
|
2.5 | 1,200 | 14.1% |
P
S
|
9,710 | $6,409,474 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 1.27% | 1.06% |
#20
5
Prev: #25
|
1.0 | -2,805 | -7.4% |
P
S
|
34,970 | $5,944,900 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 1.26% | 1.02% |
#21
9
Prev: #30
|
2.5 | 14,525 | 15.6% |
P
S
|
107,475 | $5,911,125 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 1.21% | 1.21% |
#22
2
Prev: #20
|
1.0 | -120 | -0.4% |
P
S
|
33,579 | $5,692,648 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMC
VULCAN MATERIAL...
|
Basic Materials | 1.14% | 1.23% |
#23
5
Prev: #18
|
1.5 | no change | no change |
P
S
|
18,751 | $5,348,160 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON
|
Technology | 1.12% | 0.94% |
#24
11
Prev: #35
|
0.4 | -7,832 | -29.8% |
P
S
|
18,471 | $5,271,808 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EA
ELECTRONIC ARTS
|
Communication Services | 1.12% | 1.19% |
#25
3
Prev: #22
|
0.9 | -1,960 | -7.1% |
P
S
|
25,711 | $5,253,529 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NICE
NICE LTD ADR-EA...
|
Technology | 0.00% | 1.21% |
Sold All 😨
(Was: #21) |
0.0 | -39,171 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.00% | 0.98% |
Sold All 😨
(Was: #33) |
0.0 | -54,480 | -100.0% |
CLOSED
|
— | $— | 2005 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARE
ALEXANDRIA REAL...
|
Real Estate | 0.00% | 0.81% |
Sold All 😨
(Was: #40) |
0.0 | -45,600 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FISV
FISERV INC
|
Unknown | 0.00% | 0.77% |
Sold All 😨
(Was: #41) |
0.0 | -27,995 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AQST
AQUESTIVE THERA...
|
Healthcare | 0.00% | 0.41% |
Sold All 😨
(Was: #48) |
0.0 | -343,755 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FIVN
FIVE9 INC COM U...
|
Technology | 0.00% | 0.28% |
Sold All 😨
(Was: #50) |
0.0 | -54,650 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.00% | 0.23% |
Sold All 😨
(Was: #55) |
0.0 | -16,313 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VST
VISTRA CORP
|
Utilities | 0.00% | 0.15% |
Sold All 😨
(Was: #60) |
0.0 | -3,600 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 0.00% | 0.14% |
Sold All 😨
(Was: #61) |
0.0 | -7,700 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WIX
WIX.COM LTD COM...
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #69) |
0.0 | -2,600 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
METC
RAMACO RES INC ...
|
Basic Materials | 0.00% | 0.10% |
Sold All 😨
(Was: #71) |
0.0 | -13,468 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NGD
NEW GOLD INC CO...
|
Basic Materials | 0.00% | 0.09% |
Sold All 😨
(Was: #72) |
0.0 | -62,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HRI
HERC HOLDINGS I...
|
Industrials | 0.00% | 0.09% |
Sold All 😨
(Was: #73) |
0.0 | -3,800 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GTLS
CHART INDUSTRIE...
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #77) |
0.0 | -1,550 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES NATL AM...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #80) |
0.0 | -2,510 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 93 holdings