Everett Harris & CO has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $7.5 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $899M, Novo Nordisk A S with a value of $834M, Apple Inc. with a value of $762M, Microsoft Corp with a value of $650M, and Costco Wholesale Corp with a value of $637M.

Examining the 13F form we can see an increase of $553M in the current position value, from $6.95B to 7.5B.

Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.

Portfolio value $7.5 Billion
Technology: $1.57 Billion
Healthcare: $1.47 Billion
Financial Services: $1.47 Billion
Consumer Defensive: $964 Million
Consumer Cyclical: $677 Million
Communication Services: $676 Million
ETFs: $300 Million
Energy: $158 Million
Other: $217 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 268
  • Current Value $7.5 Billion
  • Prior Value $6.95 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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