Top 50 Everett Harris & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.53% | 4.09M | $1.18B | -0.59%(-24.11K) | $26.70(+1043.68%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 13.03% | 1.4K | $1.06B | +0.14%(+2) | $152876.95(+388.89%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 8.44% | 734.5K | $687.1M | -5.55%(-43.17K) | $82.23(+1059.94%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.31% | 1.91M | $676.6M | -1.04%(-20.05K) | $29.62(+1056.84%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.67% | 1.46M | $542.8M | -0.02%(-242) | $45.51(+967.94%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.91% | 635.7K | $318.1M | -0.51%(-3.29K) | $107.53(+366.24%) | 2026-06-30 | |
| NVO | NOVO-NORDISK A S | 3.81% | 6.48M | $310.4M | +0.79%(+50.96K) | $10.70(+328.68%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.99% | 1.02M | $243.4M | -0.13%(-1.35K) | $51.13(+413.44%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 2.69% | 733.6K | $219.4M | +1.02%(+7.39K) | $107.16(+193.68%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.42% | 550.3K | $196.7M | -1.04%(-5.80K) | $32.13(+973.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.85% | +39.92% | +9.25% | +55.67% |
| Top 20 Holdings Unweighted | +9.98% | +33.01% | +6.54% | +37.27% |
Everett Harris & CO reports $8.14B in US-listed equity holdings across 292 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.5%), BRK.A (13.0%) and COST (8.4%). The top 20 holdings account for 81.44% of reported assets. Its disclosed equity book has returned +39.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Everett Harris & COโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1009254). View Everett Harris & COโs 13F filings on SEC