Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $7.5 Billion
- Q1 2024
Everett Harris & CO has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $7.5 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $899M, Novo Nordisk A S with a value of $834M, Apple Inc. with a value of $762M, Microsoft Corp with a value of $650M, and Costco Wholesale Corp with a value of $637M.
Examining the 13F form we can see an increase of $553M in the current position value, from $6.95B to 7.5B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 268
- Current Value $7.5 Billion
- Prior Value $6.95 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 12 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks