Everett Harris & Co /ca/ Holdings & Portfolio - 13F Filings Analysis - Stocknear

Everett Harris & Co /ca/

CIK Number: 0001009254

7.79B
Market Value
287
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BRK-A Berkshire Hatha...
743080.00
-0.2% 1.41K -0.07% 1.12B 127716.59 14.41% Share
2 AAPL Apple Inc.
256.87
+1.81% 4.31M -0.97% 956.77M 25.4 12.29% Share
3 COST Costco Wholesal...
943.31
-0.21% 847.19K -0.56% 801.26M 89.99 10.29% Share
4 MSFT Microsoft Corpo...
506.91
-0.64% 1.51M -0.38% 565.11M 44.45 7.26% Share
5 NVO Novo Nordisk A/...
56.03
-4.61% 6.41M -0.7% 444.97M 13.72 5.71% Share
6 BRK-B Berkshire Hatha...
495.15
-0.39% 679.5K -2.31% 361.89M 112.52 4.65% Share
7 GOOG Alphabet Inc.
246.57
-0.51% 2.05M -0.75% 320.69M 31.88 4.12% Share
8 ABT Abbott Laborato...
133.30
-0.44% 1.51M -0.97% 200.67M 35.32 2.58% Share
9 AMZN Amazon.com, Inc...
218.15
-0.94% 1.04M +0.53% 198.09M 53.1 2.54% Share
10 VHT Vanguard Health...
250.30
-1.61% 744K -0.52% 196.96M 154.03 2.53% Share
11 TJX The TJX Compani...
141.44
+0.71% 1.15M -0.43% 139.86M 30.97 1.80% Share
12 BDX Becton, Dickins...
180.65
-2.9% 557.75K -0.58% 127.76M 141.03 1.64% Share
13 MCD McDonald's Corp...
302.29
-0.67% 403.47K -0.63% 126.03M 112.67 1.62% Share
14 BAC Bank of America...
51.84
+0.27% 2.89M -0.49% 120.41M 15.95 1.55% Share
15 DIS The Walt Disney...
113.01
-0.37% 1.21M -0.9% 119.34M 65.22 1.53% Share
16 ACN Accenture plc
232.59
-2.71% 372.07K -0.77% 116.1M 132.77 1.49% Share
17 ABBV AbbVie Inc.
218.58
-0.64% 524.15K -0.74% 109.82M 68.49 1.41% Share
18 SBUX Starbucks Corpo...
83.83
-0.52% 1.04M -0.78% 102.25M 66.98 1.31% Share
19 UL Unilever PLC
59.31
-1.3% 1.64M -0.88% 97.42M 52.57 1.25% Share
20 CVX Chevron Corpora...
160.74
+0.98% 572.24K -4.41% 95.73M 100.39 1.23% Share
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