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) 273

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

Sector Weighting

Basic Materials 1.1%
Capital Goods 3.85%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.46%
Energy 17.38%
Financial 6.05%
Healthcare 33.51%
Services 12.02%
Technology 22.83%
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
3M CO COM 793 New 5,500
ACADIA PHARMACEUTICALS COM 13,050 450 3.57 578,200
APPLE INC COM 18,138 -13 (0.07) 180,419
AT&T INC COM 5,552 -1,286 (18.81) 161,007
BAIDU INC SPON ADR REP A 1,091 New 5,000
BERKSHIRE HATHAWAY INC DEL CL A 810 New 4
BERKSHIRE HATHAWAY INC DEL CL B NEW 762 New 5,650
BHP BILLITON PLC SPONSORED ADR 326 New 5,000
BLACKROCK MUNI INTER DR FD INC COM 2,102 545 35.02 146,500
BOEING CO COM 2,675 New 21,300
BUNGE LIMITED COM 497 New 6,000
CABOT OIL & GAS CORP COM 5,277 5,277 New 159,950
CARRIZO OIL & GAS INC COM 1,990 -88 (4.24) 33,900
CATERPILLAR INC DEL COM 376 New 3,500
CBS CORP (CLASS B) CL B 6,416 6,416 New 105,625
CELGENE CORP COM 14,161 2,659 23.11 155,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 781 New 5,000
CHECK POINT SOFTWARE TECH LTD ORD 7,246 -20 (0.28) 107,310
CHEGG INC COM 2,179 2 .10 296,100
CHICAGO BRIDGE & IRON CO N V COM 5,890 3,914 198.15 97,126