Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $7.69 Billion
- Q2 2025
Everett Harris & CO has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.69 Billion distributed in 332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.03B, Apple Inc. with a value of $866M, Costco Wholesale Corp with a value of $783M, Microsoft Corp with a value of $744M, and Novo Nordisk A S with a value of $441M.
Examining the 13F form we can see an decrease of $51.4M in the current position value, from $7.74B to 7.69B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.69 Billion
Technology: $1.77 Billion
Financial Services: $1.68 Billion
Consumer Defensive: $1.13 Billion
Healthcare: $1.02 Billion
Consumer Cyclical: $715 Million
Communication Services: $703 Million
ETFs: $290 Million
Energy: $156 Million
Other: $227 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 332
- Current Value $7.69 Billion
- Prior Value $7.74 Billion
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 19 stocks
- Additional Purchases 72 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks