Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $7.77 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $7.77 Billion
- Prior Value $7.5 Billion
- Filing
- Period Q2 2024
- Filing Date August 01, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks