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CIK: 0001009254
Total reported value
$8.1B
$8.1B
332 檔
47.5%
At the close of Q2 2025, Everett Harris & Co /ca/ disclosed equity holdings valued at approximately $8.1B, spread across 332 reported holdings.
During Q2 2025, Everett Harris & Co /ca/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ) accounted for 47.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 13.25% | -0.05% | +0.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.11% | +1.10% | -2.02% | |
| 3 | ✓ | Stock-Other | 10.05% | — | -6.61% | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.54% | -0.27% | -0.68% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 5.66% | +0.77% | -0.22% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.63% | +1.16% | -0.91% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.23% | -0.03% | -0.24% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | +0.25% | -0.53% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.60% | -0.30% | -1.42% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.35% | +0.14% | -0.81% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.90% | -0.06% | -1.46% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.81% | -0.23% | -0.58% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.74% | +0.20% | -0.82% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | -0.26% | -0.52% | |
| 15 | ✓ | Stock-Other | 1.41% | — | -1.35% | ||
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.36% | -0.16% | |
| 17 | UL | Unilever PLC | Stock-Consumer Staples | 1.27% | — | -0.98% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.14% | -0.55% | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.23% | -0.09% | -0.16% | |
| 20 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.20% | +0.06% | -1.75% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.36% | -1.61% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.19% | -1.25% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.97% | -0.39% | -1.25% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.02% | -1.70% | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.91% | +0.02% | -0.09% | |
| 26 | FDS | Factset Research Systems Inc | Stock-Financials | 0.84% | +0.02% | -1.60% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | +0.14% | -0.44% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.15% | -1.50% | |
| 29 | AWK | American Water Works Co Inc | Stock-Utilities | 0.55% | -0.04% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.01% | -0.12% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.47% | +0.20% | -0.58% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.04% | -1.15% | |
| 33 | SHEL | Shell Plc-adr | Stock-Energy | 0.32% | -0.09% | +0.53% | |
| 34 | ✓ | Stock-Other | 0.32% | — | -0.24% | ||
| 35 | ✓ | Stock-Other | 0.32% | — | -4.15% | ||
| 36 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.31% | +0.02% | -1.41% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | -0.08% | -1.10% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.26% | — | +0.02% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | +0.12% | -0.10% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.25% | — | +0.18% | |
| 41 | ✓ | Stock-Other | 0.24% | — | +1.30% | ||
| 42 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.24% | — | -0.68% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.04% | +0.30% | |
| 44 | ✓ | Stock-Other | 0.22% | — | +4.13% | ||
| 45 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.22% | +0.03% | +1.43% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.21% | +0.05% | +6.51% | |
| 47 | BAX | Baxter International Inc | Stock-Healthcare | 0.20% | +0.01% | -3.01% | |
| 48 | ✓ | Stock-Other | 0.20% | — | -1.46% | ||
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | +0.56% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.04% | +0.01% |
According to official SEC Form 13F filings, Everett Harris & Co /ca/ reported a total U.S. public equity portfolio value of $8.1B across 332 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Everett Harris & Co /ca/'s top holdings by market value included BRK-A (13.3%)、AAPL (11.1%)、 (10.1%). The largest single position, BRK-A, represented 13.3% of total portfolio value.
In Q2 2025, Everett Harris & Co /ca/ made 0 total portfolio adjustments, initiating 0 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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