Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $7.74 Billion
- Q1 2025
Everett Harris & CO has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.74 Billion distributed in 320 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.12B, Apple Inc. with a value of $957M, Costco Wholesale Corp with a value of $801M, Microsoft Corp with a value of $565M, and Novo Nordisk A S with a value of $445M.
Examining the 13F form we can see an decrease of $113M in the current position value, from $7.85B to 7.74B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.74 Billion
Financial Services: $1.78 Billion
Technology: $1.67 Billion
Consumer Defensive: $1.15 Billion
Healthcare: $1.08 Billion
Consumer Cyclical: $693 Million
Communication Services: $623 Million
ETFs: $336 Million
Energy: $174 Million
Other: $227 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $7.74 Billion
- Prior Value $7.85 Billion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 98 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks