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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$9.91 Million 0.12% of portfolio
131,333
Q1 2025 Reduced 0.62%
$346B
$8.57 Million 0.11% of portfolio
55,762
Q3 2025 Reduced 0.09%
$881B
$8.26 Million 0.1% of portfolio
26,174
Q3 2025 Reduced 5.94%
$31.5B
$7.69 Million 0.1% of portfolio
105,375
Q3 2025 Reduced 2.33%
$50.4B
$7.85 Million 0.1% of portfolio
128,253
Q3 2025 Reduced 1.83%
$59.8B
$7.84 Million 0.1% of portfolio
41,768
Q3 2025 Reduced 5.6%
$0
$7.42 Million 0.09% of portfolio
92,880
Q3 2025 Reduced 0.21%
$306B
$7.06 Million 0.09% of portfolio
106,428
Q3 2025 Reduced 3.43%
$53.4B
$6.81 Million 0.09% of portfolio
87,625
Q3 2025 Reduced 0.09%
$141B
$6.84 Million 0.09% of portfolio
268,380
Q3 2025 Added 0.43%
$465B
$7.2 Million 0.09% of portfolio
38,575
Q3 2025 Added 2.48%
$222B
$7.53 Million 0.09% of portfolio
15,531
Q3 2025 Added 0.49%
$183B
$6.66 Million 0.08% of portfolio
23,604
Q3 2025 Reduced 0.12%
$971B
$6.78 Million 0.08% of portfolio
8,889
Q3 2025 Reduced 0.3%
$988M
$5.3 Million 0.07% of portfolio
921,265
Q2 2025 Added 40.14%
$68.7B
$5.92 Million 0.07% of portfolio
70,854
Q3 2025 Reduced 5.36%
$0
$5.96 Million 0.07% of portfolio
111,162
Q3 2025 Reduced 3.03%
$533B
$4.78 Million 0.06% of portfolio
14,011
Q3 2025 Reduced 1.8%
$4.52B
$5.03 Million 0.06% of portfolio
17,174
Q3 2025 Reduced 1.24%
$75.4B
$4.9 Million 0.06% of portfolio
37,322
Q3 2025 Reduced 2.86%
$128B
$5.16 Million 0.06% of portfolio
54,203
Q3 2025 Added 2.33%
$187B
$4.75 Million 0.06% of portfolio
28,546
Q3 2025 Reduced 10.14%
$0
$4.29 Million 0.05% of portfolio
6,436
Q3 2025 Added 0.58%
$42.4B
$3.63 Million 0.05% of portfolio
23,874
Q3 2025 Reduced 1.93%
$0
$4.35 Million 0.05% of portfolio
30,883
Q3 2025 Reduced 1.49%
$5.57B
$4.29 Million 0.05% of portfolio
119,355
Q3 2025 Added 2.07%
$37.9B
$4.02 Million 0.05% of portfolio
48,817
Q3 2025 Reduced 4.85%
$61.6B
$4.16 Million 0.05% of portfolio
147,040
Q3 2025 Reduced 4.11%
$1.16B
$4.16 Million 0.05% of portfolio
228,645
Q3 2025 Added 3.58%
$18.9B
$3.2 Million 0.04% of portfolio
32,500
Q3 2025 Reduced 3.49%
$190B
$2.87 Million 0.04% of portfolio
28,309
Q3 2025 Reduced 3.0%
$0
$2.99 Million 0.04% of portfolio
50,800
Q3 2025 New
$0
$2.81 Million 0.04% of portfolio
35,645
Q3 2025 Reduced 2.2%
$104B
$2.34 Million 0.03% of portfolio
7,971
Q2 2025 Reduced 1.19%
$5.02B
$2.63 Million 0.03% of portfolio
101,965
Q3 2025 Added 3.93%
$255B
$2.3 Million 0.03% of portfolio
6,925
Q3 2025 Reduced 1.87%
$887M
$2.15 Million 0.03% of portfolio
83,109
Q3 2024 Reduced 4.58%
$0
$2.02 Million 0.03% of portfolio
18,214
Q3 2025 Reduced 1.62%
$193B
$2.27 Million 0.03% of portfolio
5,083
Q2 2025 Reduced 0.97%
$160B
$2.05 Million 0.03% of portfolio
10,359
Q3 2025 Reduced 3.49%
$328B
$2.52 Million 0.03% of portfolio
8,373
Q3 2025 Added 0.44%
$136B
$2.15 Million 0.03% of portfolio
5,805
Q3 2025 Reduced 4.66%
$317B
$2.18 Million 0.03% of portfolio
25,981
Q3 2025 Added 0.23%
$0
$2.7 Million 0.03% of portfolio
95,331
Q3 2025 Reduced 2.44%
$71.6B
$2.62 Million 0.03% of portfolio
39,024
Q3 2025 Reduced 4.97%
$0
$2.02 Million 0.03% of portfolio
6,148
Q2 2025 Reduced 0.4%
$283B
$2.48 Million 0.03% of portfolio
19,363
Q2 2025 Reduced 6.97%
$2.9B
$2.66 Million 0.03% of portfolio
98,121
Q3 2025 Added 0.58%
$237B
$2.46 Million 0.03% of portfolio
15,170
Q3 2025 Added 1.51%

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
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