HARVEY CAPITAL MANAGEMENT INC Information

400 ROYAL PALM WAY, PALM BEACH, Florida, 33480, (561) 804-9181

Report Date: 06/30/2014

Position Statistics

Total Positions 85
New Positions 6
Increased Positions 25
Decreased Positions 22
Positions with Activity 47
Sold Out Positions 9
Total Mkt Value (in $ millions) 271

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.06%
Capital Goods 3.88%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.47%
Energy 16.95%
Financial 6.07%
Healthcare 34.16%
Services 11.84%
Technology 22.84%
Transportation 0.23%
Utilities 0.56%

85 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GW PHARMACEUTICALS PLC ADS 171 171 New 2,000
BERKSHIRE HATHAWAY INC DEL CL A 828 New 4
COMCAST CORP NEW CL A 2,977 New 52,217
GOOGLE INC CL A 3,286 174 5.61 5,650
CHARTER COMMUNICATIONS INC DEL CL A NEW 799 New 5,000
CBS CORP (CLASS B) CL B 5,993 5,993 New 105,625
UNITED PARCEL SERVICE INC CL B 244 New 2,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 780 New 5,650
GOOGLE INC CL C 4,548 1,481 48.32 7,935
3M CO COM 795 New 5,500
ACADIA PHARMACEUTICALS COM 15,490 534 3.57 578,200
APPLE INC COM 18,336 -13 (0.07) 180,419
AT&T INC COM 5,585 -1,294 (18.81) 161,007
BLACKROCK MUNI INTER DR FD INC COM 2,077 539 35.02 146,500
BOEING CO COM 2,690 New 21,300
BUNGE LIMITED COM 516 New 6,000
CABOT OIL & GAS CORP COM 5,314 5,314 New 159,950
CARRIZO OIL & GAS INC COM 1,945 -86 (4.24) 33,900
CATERPILLAR INC DEL COM 367 New 3,500
CELGENE CORP COM 13,866 2,603 23.11 155,000