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| Happy Holidays!! thanks for using AUM13F!! |
| Harvey Capital Management Inc
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| CRD # | 106224 |
| SEC # | 801-52027 |
| CIK # | 0001119032 |
| AUM | $523.3 M (2025-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-804-9181 |
| Address | 400 Royal Palm Way Palm Beach, FL 33480-4117 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001119032 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 74.8 | ||
| Amazon Com Inc | 34.6 | ||
| Microsoft Corp | 25.5 | ||
| Alphabet Inc | 23.9 | ||
| Apple Inc | 22.1 | ||
| United Rentals Inc /DE | 12.4 | ||
| Oracle Corp | 12.0 | ||
| Newmont Mining Corp /DE/ | 10.3 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Alphabet Inc | 9.2 | ||
| VISA Inc | 8.5 | ||
| Martin Marietta Materials Inc | 8.4 | ||
| Intercontinentalexchange Group Inc | 7.8 | ||
| Electronic Arts Inc | 7.8 | ||
| Salesforce Com Inc | 7.5 | ||
| Facebook Inc | 6.3 | ||
| Nice Systems Ltd | 6.3 | ||
| Regeneron Pharmaceuticals Inc | 6.3 | ||
| Golar LNG Ltd | 6.2 | ||
| Pinterest Inc | 5.7 | ||
| Vulcan Materials Co | 5.1 | ||
| Bank of America Corp /DE/ | 4.7 | ||
| Chart Industries Inc | 4.7 | ||
| MercadoLibre Inc | 4.6 | ||
| Wal Mart Stores Inc | 4.6 | ||
| Home Depot Inc | 4.6 | ||
| Mastercard Inc | 4.6 | ||
| Take Two Interactive Software Inc | 4.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 28.8 |
| (b) Individuals (high net worth individuals) | 94 | 453.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 6 | 31.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 523.3 |
| By Discretionary | ||
| Discretionary | 173 | 523.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 173 | 523.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.2 | |
| United States Persons | 513.1 | |
| Total | 173 | 523.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001119032] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The LUTS & Greenleigh Group Inc
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|
MD | 0.5 |
|
Alexander Labrunerie & Co Inc
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|
MO | 0.5 |
|
BBVA Global Wealth Advisors Inc
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FL | 0.5 |
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Nvest Financial LLC
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NH | 0.5 |
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Premier Wealth Advisors LLC
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NY | 0.5 |
|
BMB Advisers LLC
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CA | 0.5 |
|
Highmark Wealth Management LLC
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|
MN | 0.5 |
|
Brooklyn Investment Group LLC
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|
NY | 0.5 |
|
Signalpoint Asset Management LLC
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|
MO | 0.5 |
|
Castle Rock Wealth Management LLC
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|
CA | 0.5 |