Everett Harris & CO Reduced Holdings in Q2 2025

Everett Harris & CO

  • $7.69 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-87.2K
- 2.02%
$172.42 - $223.89 $15M - $19.5M
4.22M $866M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.61K
- 0.24%
$483.48 - $539.8 $779K - $870K
678K $329M
BDX
Becton Dickinson & CO

Healthcare
-915
- 0.16%
$165.15 - $226.42 $151K - $207K
557K $95.9M
COST
Costco Wholesale Corp

Consumer Defensive
-56K
- 6.61%
$908.13 - $1056.85 $50.9M - $59.2M
791K $783M
CVX
Chevron Corp

Energy
-9.22K
- 1.61%
$133.73 - $168.51 $1.23M - $1.55M
563K $80.6M
VHT
Vanguard Health Care ETF

ETFs
-6K
- 0.81%
$236.71 - $261.92 $1.42M - $1.57M
738K $183M
ABBV
Abb Vie Inc.

Healthcare
-2.89K
- 0.55%
$170.16 - $206.27 $492K - $596K
521K $96.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.08K
- 0.52%
$285.55 - $321.23 $594K - $668K
401K $117M
SBUX
Starbucks Corp

Consumer Cyclical
-18.2K
- 1.75%
$79.69 - $99.41 $1.45M - $1.81M
1.02M $93.8M
PEP
Pepsico Inc

Consumer Defensive
-6.16K
- 1.5%
$128.02 - $151.37 $788K - $932K
405K $53.5M
ACN
Accenture PLC

Technology
-5.01K
- 1.35%
$279.23 - $323.21 $1.4M - $1.62M
367K $110M
NVO
Novo Nordisk A S

Healthcare
-13.8K
- 0.22%
$58.08 - $81.05 $804K - $1.12M
6.39M $441M
BAX
Baxter International Inc

Healthcare
-15.9K
- 3.01%
$27.8 - $34.02 $441K - $540K
511K $15.5M
PGR
Progressive Corp

Financial Services
-800
- 0.58%
$255.27 - $288.74 $204K - $231K
136K $36.3M
CL
Colgate Palmolive CO

Consumer Defensive
-700
- 0.09%
$87.57 - $96.0 $61.3K - $67.2K
782K $71.1M
FDS
Factset Research Systems Inc

Financial Services
-2.38K
- 1.6%
$398.85 - $473.32 $949K - $1.13M
146K $65.3M
CMCSA
Comcast Corp

Communication Services
-6.72K
- 0.44%
$32.84 - $36.72 $221K - $247K
1.54M $54.8M
OKE
Oneok Inc

Energy
-36
- 0.03%
$78.71 - $100.37 $2.83K - $3.61K
108K $8.81M
XOM
Exxon Mobil Corp

Energy
-2.09K
- 1.46%
$99.93 - $119.04 $209K - $248K
141K $15.2M
EXPD
Expeditors International Of Washington Inc

Industrials
-3.06K
- 1.41%
$102.84 - $122.24 $314K - $374K
213K $24.4M
VZ
Verizon Communications Inc

Communication Services
-1.41K
- 0.24%
$41.67 - $45.62 $58.7K - $64.2K
575K $24.9M
UPS
United Parcel Service Inc

Industrials
-5.26K
- 6.56%
$91.92 - $110.2 $483K - $579K
74.9K $7.56M
YUM
Yum Brands Inc

Consumer Cyclical
-6.16K
- 20.18%
$138.36 - $161.45 $852K - $994K
24.3K $3.61M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-279
- 0.82%
$90.21 - $112.66 $25.2K - $31.4K
33.7K $3.07M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.03%
$157.66 - $172.39 $2.36K - $2.59K
55.8K $8.89M
UNH
Unitedhealth Group Inc

Healthcare
-76
- 2.86%
$274.35 - $599.47 $20.9K - $45.6K
2.58K $803K
LLY
Eli Lilly & CO

Healthcare
-59
- 0.66%
$713.71 - $898.95 $42.1K - $53K
8.92K $6.95M
IFF
International Flavors & Fragrances Inc

Basic Materials
-4.78K
- 20.3%
$66.85 - $79.33 $319K - $379K
18.8K $1.38M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-6.1K
- 26.62%
$41.37 - $53.28 $252K - $325K
16.8K $751K
MA
Mastercard Inc

Financial Services
-1.91K
- 4.15%
$479.92 - $590.74 $915K - $1.13M
44K $24.7M
XLE
Energy Sector Spdr

ETFs
-3.5K
- 48.75%
$76.44 - $94.13 $268K - $329K
3.68K $312K
SU
Suncor Energy Inc

Energy
-8K
- 27.9%
$31.54 - $41.04 $252K - $328K
20.7K $774K
EPD
Enterprise Products Partners L.P.

Energy
-1.61K
- 1.9%
$28.95 - $34.22 $46.6K - $55.1K
83.2K $2.58M
IEMG
Ishares Inc

ETFs
-5.57K
- 4.64%
N/A
115K $6.15M
SPG
Simon Property Group Inc

Real Estate
-308
- 0.69%
$140.37 - $171.44 $43.2K - $52.8K
44.2K $7.11M
ALEX
Alexander & Baldwin, Inc.

Real Estate
-19.6K
- 8.15%
$16.0 - $18.38 $314K - $360K
221K $3.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.64K
- 7.77%
$114.78 - $133.31 $303K - $352K
31.4K $4.18M
COP
Conocophillips

Energy
-422
- 5.0%
$82.66 - $106.1 $34.9K - $44.8K
8.02K $719K
OGN
Organon & Co.

Healthcare
-1.48K
- 5.23%
$8.04 - $14.72 $11.9K - $21.8K
26.8K $259K
WY
Weyerhaeuser CO

Real Estate
-935
- 2.7%
$24.69 - $29.48 $23.1K - $27.6K
33.7K $865K
OXY
Occidental Petroleum Corp

Energy
-1.84K
- 24.99%
$36.11 - $49.33 $66.5K - $90.9K
5.53K $232K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.86K
- 4.86%
$77.74 - $78.78 $145K - $147K
36.4K $2.87M
LNT
Alliant Energy Corp

Utilities
-830
- 4.74%
$58.79 - $64.85 $48.8K - $53.8K
16.7K $1.01M
V
Visa Inc.

Financial Services
-518
- 3.5%
$308.27 - $373.31 $160K - $193K
14.3K $5.07M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-695
- 1.07%
$84.41 - $106.28 $58.7K - $73.9K
64.2K $6.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-28
- 1.3%
$225.56 - $335.19 $6.32K - $9.39K
2.13K $505K
CSWI
Csw Industrials, Inc.

Industrials
-75
- 0.43%
$254.34 - $336.43 $19.1K - $25.2K
17.4K $4.99M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-6K
- 24.49%
$13.4 - $15.08 $80.4K - $90.5K
18.5K $258K
FDX
Fedex Corp

Industrials
-58
- 1.26%
$198.07 - $245.17 $11.5K - $14.2K
4.56K $1.04M
Activity Summary
Buys All Purchases 91 New Holdings 19 Increased Positions 72 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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