Everett Harris & Co /ca/

Investment Portfolio & 13F Holdings Analysis

About

EVERETT HARRIS & CO /CA/ is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 320 holdings worth $7.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 320
Total Value: 7787404362
Accession Number: 0001009254-25-000001
Form Type: 13F-HR
CIK: 0001009254
Manager Name: Everett Harris & Co /ca/

Data Enrichment

81% identified

260 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

320 positions • $7,787,404.362K total value

320 positions

Manager:

SEC FilingSEC DataHachi Filing

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

1405(-0.1%)

Value:

$1.1T(+17.2%)

Apple Inc.

AAPL|037833100

4307274(-1.0%)

Value:

$956.8B(-12.2%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

847191(-0.6%)

Value:

$801.3B(+2.6%)

MICROSOFT CORP

MSFT|594918104

1505403(-0.4%)

Value:

$565.1B(-11.3%)

NOVO NORDISK A S

NVO|670100205

6408022(-0.7%)

Value:

$445.0B(-19.8%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

679498(-2.3%)

Value:

$361.9B(+14.8%)

Alphabet Inc.

GOOG|02079K107

2052659(-0.8%)

Value:

$320.7B(-18.6%)

ABBOTT LABORATORIES

ABT|002824100

1512800(-1.0%)

Value:

$200.7B(+16.1%)

AMAZON COM INC

AMZN|023135106

1041133(+0.5%)

Value:

$198.1B(-12.8%)

92204A504

VHT|92204A504

743999(-0.5%)

Value:

$197.0B(+3.8%)

TJX COMPANIES INC /DE/

TJX|872540109

1148293(-0.4%)

Value:

$139.9B(+0.4%)

BECTON DICKINSON & CO

BDX|075887109

557751(-0.6%)

Value:

$127.8B(+0.4%)

MCDONALDS CORP

MCD|580135101

403473(-0.6%)

Value:

$126.0B(+7.1%)

BANK OF AMERICA CORP /DE/

BAC|060505104

2885383(-0.5%)

Value:

$120.4B(-5.5%)

Walt Disney Co

DIS|254687106

1209160(-0.9%)

Value:

$119.3B(-12.2%)

Accenture plc

ACN|G1151C101

372068(-0.8%)

Value:

$116.1B(-12.0%)

AbbVie Inc.

ABBV|00287Y109

524149(-0.7%)

Value:

$109.8B(+17.0%)

STARBUCKS CORP

SBUX|855244109

1042407(-0.8%)

Value:

$102.2B(+6.7%)

UNILEVER PLC

UL|904767704

1635860(-0.9%)

Value:

$97.4B(+4.1%)

CHEVRON CORP

CVX|166764100

572235(-4.4%)

Value:

$95.7B(+10.4%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Acusip084670108)	1.4K	QoQ -0.07% (-1) YoY -0.84% (-12)	All Managers (Combined)	$1.1B	QoQ +17.17% (-$164.4M) YoY +24.78% (-$222.8M)
Apple Inc.(AAPLcusip037833100)	4.3M	QoQ -0.97% (-42.3K) YoY -3.00% (-133.6K)	All Managers (Combined)	$956.8M	QoQ -12.15% (-$132.4M) YoY +25.63% (-$195.2M)
Costco Wholesale Corp /New(COSTcusip22160K105)	847.2K	QoQ -0.55% (-4.8K) YoY -2.58% (-22.5K)	All Managers (Combined)	$801.3M	QoQ +2.64% (-$20.6M) YoY +25.75% (-$164.1M)
Microsoft Corp(MSFTcusip594918104)	1.5M	QoQ -0.38% (-5.8K) YoY -2.50% (-38.6K)	All Managers (Combined)	$565.1M	QoQ -11.28% (-$71.9M) YoY -13.00% (-$84.5M)
Novo Nordisk A S(NVOcusip670100205)	6.4M	QoQ -0.69% (-45.1K) YoY -1.37% (-89.3K)	All Managers (Combined)	$445.0M	QoQ -19.83% (-$110.1M) YoY -46.66% (-$389.3M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	679.5K	QoQ -2.30% (-16.1K) YoY -3.20% (-22.5K)	All Managers (Combined)	$361.9M	QoQ +14.78% (-$46.6M) YoY +22.59% (-$66.7M)
Alphabet Inc.(GOOGcusip02079K107)	2.1M	QoQ -0.75% (-15.6K) YoY -2.63% (-55.6K)	All Managers (Combined)	$320.7M	QoQ -18.58% (-$73.2M) YoY -0.09% (-$318.0K)
Abbott Laboratories(ABTcusip002824100)	1.5M	QoQ -0.97% (-14.9K) YoY -1.18% (-18.2K)	All Managers (Combined)	$200.7M	QoQ +16.13% (-$27.9M) YoY +15.32% (-$26.7M)
Amazon Com Inc(AMZNcusip023135106)	1.0M	QoQ +0.52% (-5.5K) YoY +1.53% (+15.8K)	All Managers (Combined)	$198.1M	QoQ -12.81% (-$29.1M) YoY +7.09% (+$13.1M)
(VHTcusip92204A504)	744.0K	QoQ -0.51% (-3.9K) YoY -0.99% (-7.5K)	All Managers (Combined)	$197.0M	QoQ +3.81% (-$7.2M) YoY -3.11% (-$6.3M)
Tjx Companies Inc /De/(TJXcusip872540109)	1.1M	QoQ -0.43% (-5.0K) YoY +0.23% (+2.7K)	All Managers (Combined)	$139.9M	QoQ +0.38% (-$532.3K) YoY +20.37% (+$23.7M)
Becton Dickinson & Co(BDXcusip075887109)	557.8K	QoQ -0.57% (-3.2K) YoY -2.29% (-13.1K)	All Managers (Combined)	$127.8M	QoQ +0.38% (-$488.7K) YoY -9.55% (-$13.5M)
Mcdonalds Corp(MCDcusip580135101)	403.5K	QoQ -0.62% (-2.5K) YoY +0.67% (+2.7K)	All Managers (Combined)	$126.0M	QoQ +7.08% (-$8.3M) YoY +11.53% (+$13.0M)
Bank Of America Corp /De/(BACcusip060505104)	2.9M	QoQ -0.49% (-14.3K) YoY -0.46% (-13.5K)	All Managers (Combined)	$120.4M	QoQ -5.52% (-$7.0M) YoY +9.53% (-$10.5M)
Walt Disney Co(DIScusip254687106)	1.2M	QoQ -0.90% (-11.0K) YoY -2.38% (-29.6K)	All Managers (Combined)	$119.3M	QoQ -12.15% (-$16.5M) YoY -21.26% (-$32.2M)
Accenture Plc(ACNcusipG1151C101)	372.1K	QoQ -0.77% (-2.9K) YoY +0.37% (-1.4K)	All Managers (Combined)	$116.1M	QoQ -11.98% (-$15.8M) YoY -9.63% (-$12.4M)
Abbvie Inc.(ABBVcusip00287Y109)	524.1K	QoQ -0.74% (-3.9K) YoY -1.78% (-9.5K)	All Managers (Combined)	$109.8M	QoQ +17.03% (-$16.0M) YoY +13.00% (-$12.6M)
Starbucks Corp(SBUXcusip855244109)	1.0M	QoQ -0.77% (-8.2K) YoY -7.24% (-81.4K)	All Managers (Combined)	$102.2M	QoQ +6.65% (-$6.4M) YoY -0.44% (-$452.9K)
Unilever Plc(ULcusip904767704)	1.6M	QoQ -0.88% (-14.6K) YoY -3.04% (-51.5K)	All Managers (Combined)	$97.4M	QoQ +4.09% (-$3.8M) YoY +15.03% (-$12.7M)
Chevron Corp(CVXcusip166764100)	572.2K	QoQ -4.41% (-26.4K) YoY -3.74% (-22.3K)	All Managers (Combined)	$95.7M	QoQ +10.40% (-$9.0M) YoY +2.08% (-$2.0M)