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CIK: 0001009254
Total reported value
$8.1B
$8.1B
320 檔
47.8%
The Q1 2025 SEC filing reveals that Everett Harris & Co /ca/ held a total portfolio value of $8.1B, covering 320 public equity positions.
In Q1 2025, Everett Harris & Co /ca/ displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ) accounted for 47.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 14.41% | -0.05% | -0.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.29% | +1.10% | -0.97% | |
| 3 | ✓ | Stock-Other | 10.29% | — | — | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.26% | -0.27% | -0.38% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 5.71% | +0.77% | -0.70% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.65% | -0.03% | -2.31% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.12% | +1.16% | -0.75% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 2.58% | -0.30% | -0.97% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | +0.25% | +0.53% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.53% | +0.14% | -0.52% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.80% | -0.23% | -0.43% | |
| 12 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.64% | -0.09% | -0.58% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.62% | -0.26% | -0.63% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.55% | +0.20% | -0.49% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.53% | -0.06% | -0.90% | |
| 16 | ✓ | Stock-Other | 1.49% | — | — | ||
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | +0.14% | -0.74% | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.31% | +0.06% | -0.78% | |
| 19 | UL | Unilever PLC | Stock-Consumer Staples | 1.25% | — | -0.88% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.23% | -0.36% | -4.41% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.36% | -0.85% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.02% | -5.35% | |
| 23 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.94% | +0.02% | -0.15% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.19% | -2.33% | |
| 25 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.87% | -0.39% | +0.53% | |
| 26 | FDS | Factset Research Systems Inc | Stock-Financials | 0.87% | +0.02% | -0.99% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.15% | -0.87% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.73% | +0.14% | +2.07% | |
| 29 | AWK | American Water Works Co Inc | Stock-Utilities | 0.58% | -0.04% | +0.01% | |
| 30 | PGR | Progressive CORP | Stock-Financials | 0.50% | +0.20% | -1.35% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | +0.01% | +0.06% | |
| 32 | ✓ | Stock-Other | 0.34% | — | — | ||
| 33 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.33% | +0.02% | -1.17% | |
| 34 | SHEL | Shell Plc-adr | Stock-Energy | 0.33% | -0.09% | +14.41% | |
| 35 | ✓ | Stock-Other | 0.32% | — | — | ||
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | +0.04% | +0.73% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.30% | -0.08% | -2.57% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.24% | — | -0.03% | |
| 39 | ✓ | Stock-Other | 0.24% | — | — | ||
| 40 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.24% | — | -0.26% | |
| 41 | BAX | Baxter International Inc | Stock-Healthcare | 0.23% | +0.01% | -0.86% | |
| 42 | ✓ | Stock-Other | 0.22% | — | — | ||
| 43 | ✓ | Stock-Other | 0.22% | — | — | ||
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.21% | — | +0.06% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | +0.05% | +4.27% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.20% | -0.04% | +4.85% | |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.19% | +0.03% | -3.59% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.12% | -0.17% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | -14.59% | |
| 50 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.14% | +0.03% | +2.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | ✓ | — | NEW | New buy | |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | ABT | Abbott Laboratories | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 11 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 12 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 13 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 14 | BAC | Bank Of America CORP | — | NEW | New buy |
| 15 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | ABBV | Abbvie Inc | — | NEW | New buy |
| 18 | SBUX | Starbucks CORP | — | NEW | New buy |
| 19 | UL | Unilever PLC | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 24 | WMT | Walmart Inc | — | NEW | New buy |
| 25 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 26 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 27 | PEP | Pepsico Inc | — | NEW | New buy |
| 28 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 29 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 30 | PGR | Progressive CORP | — | NEW | New buy |
| 31 | HD | Home Depot Inc | — | NEW | New buy |
| 32 | ✓ | — | NEW | New buy | |
| 33 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 34 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 37 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 38 | ECL | Ecolab Inc | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | BAC 7.25 PERP LBond | Bank Of America CORP | — | NEW | New buy |
| 41 | BAX | Baxter International Inc | — | NEW | New buy |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | — | NEW | New buy | |
| 44 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 45 | UNP | Union Pacific CORP | — | NEW | New buy |
| 46 | RTX | Rtx CORP | — | NEW | New buy |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | — | NEW | New buy |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | HSIC | Henry Schein Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Everett Harris & Co /ca/ reported a total U.S. public equity portfolio value of $8.1B across 320 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
BRK-A
市值: $1.1B
During Q1 2025, Everett Harris & Co /ca/'s top holdings by market value included BRK-A (14.4%)、AAPL (12.3%)、 (10.3%). The largest single position, BRK-A, represented 14.4% of total portfolio value.
In Q1 2025, Everett Harris & Co /ca/ made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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