Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $8 Billion
- Q3 2025
Everett Harris & CO has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8 Billion distributed in 329 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.07B, Berkshire Hathaway Inc with a value of $1.07B, Microsoft Corp with a value of $768M, Costco Wholesale Corp with a value of $729M, and Alphabet Inc. with a value of $490M.
Examining the 13F form we can see an increase of $315M in the current position value, from $7.69B to 8B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Portfolio value
$8 Billion
Technology: $1.98 Billion
Financial Services: $1.71 Billion
Consumer Defensive: $1.07 Billion
Healthcare: $965 Million
Communication Services: $847 Million
Consumer Cyclical: $732 Million
ETFs: $307 Million
Energy: $165 Million
Other: $234 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 329
- Current Value $8 Billion
- Prior Value $7.69 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 8 stocks
- Additional Purchases 48 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks