Everett Harris & CO has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $7.77 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $928M, Novo Nordisk A S with a value of $926M, Berkshire Hathaway Inc with a value of $866M, Costco Wholesale Corp with a value of $730M, and Microsoft Corp with a value of $685M.
Examining the 13F form we can see an increase of $264M in the current position value, from $7.5B to 7.77B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.77 Billion
Technology: $1.76 Billion
Healthcare: $1.5 Billion
Financial Services: $1.41 Billion
Consumer Defensive: $1.07 Billion
Communication Services: $710 Million
Consumer Cyclical: $644 Million
ETFs: $293 Million
Energy: $156 Million
Other: $216 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions