Top 50 Everett Harris & Co /Ca/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | 13.43% | 4.11M | $1.04B | -0.70%(-28.90K) | $26.70(+1055.85%) | 2026-03-31 | |
| BRK.A | Berkshire Hathaway Class A | 13.08% | 1.4K | $1.02B | -0.07%(-1) | $152060.13(+400.84%) | 2026-03-31 | |
| GOOG | Alphabet, Class C | 7.15% | 1.93M | $555.1M | -2.32%(-46.01K) | $29.62(+1102.52%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 6.94% | 1.46M | $538.7M | -0.67%(-9.87K) | $45.51(+757.94%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Class B | 3.94% | 639.0K | $306.2M | -2.85%(-18.78K) | $107.53(+372.24%) | 2026-03-31 | |
| NVO | Novo Nordisk ADR | 3.04% | 6.42M | $236.1M | +0.27%(+17.30K) | $10.46(+382.13%) | 2026-03-31 | |
| AMZN | Amazon.com | 2.74% | 1.02M | $213.0M | -0.42%(-4.32K) | $51.13(+374.59%) | 2026-03-31 | |
| VHT | Vanguard Health Care ETF | 2.55% | 726.2K | $197.8M | -0.83%(-6.07K) | $103.82(+197.07%) | 2026-03-31 | |
| TJX | TJX Companies, Inc. | 2.31% | 1.13M | $179.8M | -1.21%(-13.75K) | $23.72(+550.36%) | 2026-03-31 | |
| GOOGL | Alphabet, Class A | 2.06% | 556.1K | $159.9M | -1.31%(-7.39K) | $32.13(+1020.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.69% | +39.34% |
| Top 20 Holdings Unweighted | +10.06% | +33.31% |
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