Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $7.85 Billion
- Q4 2024
Everett Harris & CO has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.85 Billion distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.09B, Berkshire Hathaway Inc with a value of $957M, Costco Wholesale Corp with a value of $781M, Microsoft Corp with a value of $637M, and Novo Nordisk A S with a value of $555M.
Examining the 13F form we can see an decrease of $150M in the current position value, from $8B to 7.85B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.85 Billion
Technology: $1.9 Billion
Financial Services: $1.58 Billion
Healthcare: $1.13 Billion
Consumer Defensive: $1.13 Billion
Communication Services: $730 Million
Consumer Cyclical: $722 Million
ETFs: $295 Million
Energy: $157 Million
Other: $218 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 283
- Current Value $7.85 Billion
- Prior Value $8 Billion
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks