Institutions / Everett Harris & Co /Ca
Everett Harris & Co /Ca
CIK 1009254 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$7.77B
Positions
323
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$7.77B-6.0%Positions
323-3.3%Top holdings
Mar 31, 2026View all 323 โ
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.04B | 13.4% |
| Berkshire Hathaway Class A | $1.02B | 13.1% |
| Costco Companies Inc. | $774.92M | 10.0% |
| Alphabet Inc. | $555.06M | 7.1% |
| Microsoft Corp | $538.71M | 6.9% |
| Warren E. Buffett | $306.22M | 3.9% |
| Novo Nordisk ADR | $236.11M | 3.0% |
| Amazon.com Inc | $212.97M | 2.7% |
| Vanguard Health Care ETF | $197.77M | 2.5% |
| TJX Cos Inc/The | $179.79M | 2.3% |
| Alphabet Inc. | $159.92M | 2.1% |
| Abbott Laboratories | $149.15M | 1.9% |
| Bank of America Corp /De | $134.52M | 1.7% |
| Mcdonald'S Corp | $121.43M | 1.6% |
| Johnson & Johnson | $114.87M | 1.5% |
| Chevron Corp | $111.83M | 1.4% |
| AbbVie Inc. | $111.66M | 1.4% |
| Walt Disney Co | $111.39M | 1.4% |
| Walmart Inc. | $92.18M | 1.2% |
| Becton Dickinson & Co | $87.10M | 1.1% |
| Starbucks Corp | $85.92M | 1.1% |
| Unilever Plc ADR | $80.19M | 1.0% |
| Accenture Ltd. - Cl A | $73.00M | 0.9% |
| Colgate Palmolive Co | $66.47M | 0.9% |
| Pepsico Inc | $57.18M | 0.7% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Waters Corp Common stock | $21.43M | +72K | 71,970 0.28% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-13.20M | -46K -2.32% | 1,934,952 7.15% of portfolio | medium |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-9.00M | -19K -2.85% | 639,033 3.94% of portfolio | medium |
| Q1 2026 as of | Trim | 922908363 Common stock | $-7.56M | -13K -48.61% | 13,377 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-7.33M | -29K -0.70% | 4,111,105 13.43% of portfolio | medium |
| Q1 2026 as of | Trim | 22160k105 Common stock | $-6.42M | -6K -0.82% | 777,695 9.98% of portfolio | medium |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-5.19M | -42K -5.33% | 741,737 1.19% of portfolio | medium |
| Q1 2026 as of | Exit | 014491104 Common stock | $-4.92M | -239K -100.00% | 0 | low |
| Q1 2026 as of | Add | Labcorp Holdings Inc. Common stock | $4.79M | +18K +47.20% | 55,940 0.19% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $3.82M | +16K +21.22% | 89,880 0.28% of portfolio | low |