Everett Harris & Co
Latest statistics and disclosures from Everett Harris & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.A, COST, GOOG, MSFT, and represent 50.97% of Everett Harris & Co's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$28M), CMCSA (+$20M), LH (+$19M), PGR (+$16M), ACN (+$9.7M), VSAT, LVS, NVO, UNP, VHT.
- Started 17 new stock positions in FBIN, HON, TRGP, TRV, MU, Seabridge Gold, FDXF, JCI, DELL, VRT. VONE, LAMR, ALAB, HONA, MSI, WFC.PL, A.
- Reduced shares in these 10 stocks: COST (-$40M), , NKE (-$18M), WAT (-$16M), GOOG (-$7.1M), AAPL (-$7.0M), Arrowhead Research (-$6.6M), PSYTF (-$6.4M), CGECF (-$5.8M), MICC.
- Sold out of its positions in ACGBY, AEP, Arrowhead Research, BDORY, BWEL, CNP, Citigroup Inc Var, Coeur D Alene Mines Corp Idaho, CGECF, CMDXF.
- Everett Harris & Co was a net seller of stock by $-57M.
- Everett Harris & Co has $8.1B in assets under management (AUM), dropping by 4.82%.
- Central Index Key (CIK): 0001009254
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Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 292 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.5 | $1.2B | 4.1M | 289.36 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 13.0 | $1.1B | 1.4k | 748850.00 |
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| Costco Wholesale Corporation (COST) | 8.4 | $687M | -5% | 735k | 935.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $677M | 1.9M | 353.33 |
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| Microsoft Corporation (MSFT) | 6.7 | $543M | 1.5M | 373.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $318M | 636k | 500.39 |
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| Novo-nordisk A S Adr (NVO) | 3.8 | $310M | 6.5M | 47.94 |
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| Amazon (AMZN) | 3.0 | $243M | 1.0M | 238.34 |
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| Vanguard World Health Car Etf (VHT) | 2.7 | $219M | 734k | 299.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $197M | 550k | 357.37 |
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| TJX Companies (TJX) | 2.1 | $170M | 1.1M | 151.50 |
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| Bank of America Corporation (BAC) | 1.9 | $157M | 2.8M | 56.98 |
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| Abbott Laboratories (ABT) | 1.6 | $132M | 1.5M | 90.74 |
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| Abbvie (ABBV) | 1.6 | $129M | 513k | 251.64 |
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| Johnson & Johnson (JNJ) | 1.5 | $119M | 469k | 253.97 |
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| Walt Disney Company (DIS) | 1.4 | $111M | 1.2M | 96.25 |
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| McDonald's Corporation (MCD) | 1.3 | $106M | 392k | 270.31 |
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| Starbucks Corporation (SBUX) | 1.2 | $95M | -2% | 934k | 102.19 |
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| Chevron Corporation (CVX) | 1.1 | $88M | 531k | 165.76 |
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| Unilever Spon Adr New (UL) | 1.0 | $85M | 1.4M | 60.12 |
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| Becton, Dickinson and (BDX) | 1.0 | $84M | 556k | 151.33 |
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| Wal-Mart Stores (WMT) | 1.0 | $81M | -3% | 718k | 113.26 |
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| Colgate-Palmolive Company (CL) | 0.9 | $71M | 778k | 91.68 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $58M | +53% | 2.4M | 24.55 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $56M | +21% | 446k | 124.44 |
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| Pepsi (PEP) | 0.6 | $48M | -3% | 357k | 135.40 |
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| Progressive Corporation (PGR) | 0.5 | $44M | +54% | 203k | 218.45 |
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| American Water Works (AWK) | 0.5 | $40M | 307k | 131.58 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $40M | 84k | 477.57 |
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| FactSet Research Systems (FDS) | 0.5 | $37M | +5% | 161k | 230.08 |
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| Home Depot (HD) | 0.5 | $37M | 105k | 352.68 |
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| Shell Spon Ads (SHEL) | 0.4 | $35M | +4% | 452k | 77.54 |
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| Labcorp Holdings Com Shs (LH) | 0.4 | $35M | +122% | 125k | 280.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $34M | +495% | 392k | 86.14 |
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| Expeditors International of Washington (EXPD) | 0.4 | $32M | -2% | 195k | 162.98 |
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| Merck & Co (MRK) | 0.3 | $28M | 221k | 128.50 |
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| Union Pacific Corporation (UNP) | 0.3 | $27M | +9% | 98k | 272.00 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $25M | 49k | 509.46 |
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| Nike CL B (NKE) | 0.3 | $25M | -41% | 608k | 41.05 |
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| Verizon Communications (VZ) | 0.3 | $23M | 547k | 42.34 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $22M | +4% | 238k | 92.27 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $21M | 42k | 513.60 |
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| Ecolab (ECL) | 0.3 | $21M | 74k | 278.61 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $20M | -7% | 105k | 189.73 |
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| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.2 | $20M | 241k | 82.40 |
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| Jacobs Engineering Group (J) | 0.2 | $20M | +2% | 155k | 126.00 |
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| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $18M | 14k | 1254.50 |
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| Henry Schein (HSIC) | 0.2 | $17M | +8% | 198k | 83.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $16M | 22k | 736.40 |
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| Nextera Energy (NEE) | 0.1 | $12M | 132k | 87.77 |
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| Waters Corporation (WAT) | 0.1 | $11M | -58% | 30k | 375.04 |
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| Dominion Resources (D) | 0.1 | $11M | +7% | 162k | 68.29 |
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| Eli Lilly & Co. (LLY) | 0.1 | $10M | -3% | 8.6k | 1199.43 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $10M | +10% | 31k | 327.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $9.1M | 13k | 686.80 |
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| TETRA Technologies (TTI) | 0.1 | $9.1M | 804k | 11.33 |
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| Oneok (OKE) | 0.1 | $9.0M | 104k | 86.94 |
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| Victorias Secret And Common Stock (VSXY) | 0.1 | $8.9M | 107k | 83.48 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $8.8M | -3% | 106k | 82.84 |
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| Simon Property (SPG) | 0.1 | $8.6M | 39k | 223.65 |
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| Amgen (AMGN) | 0.1 | $8.4M | 23k | 362.12 |
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| Procter & Gamble Company (PG) | 0.1 | $8.1M | 55k | 146.64 |
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| Meta Platforms Cl A (META) | 0.1 | $7.9M | 14k | 563.29 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $7.9M | +2% | 16k | 501.36 |
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| NVIDIA Corporation (NVDA) | 0.1 | $7.9M | 40k | 200.09 |
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| Coca-Cola Company (KO) | 0.1 | $7.6M | -6% | 94k | 81.27 |
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| Edwards Lifesciences (EW) | 0.1 | $7.3M | +2% | 80k | 90.46 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $6.8M | -2% | 61k | 112.74 |
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| Pfizer (PFE) | 0.1 | $6.8M | 283k | 24.08 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $6.8M | +30% | 116k | 58.20 |
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| Intel Corporation (INTC) | 0.1 | $6.8M | 48k | 139.63 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $6.7M | 78k | 86.65 |
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| Las Vegas Sands (LVS) | 0.1 | $6.5M | +71% | 142k | 46.19 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $5.9M | -8% | 55k | 107.50 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $5.7M | 7.6k | 746.81 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.5M | 70k | 79.03 |
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| ViaSat (VSAT) | 0.1 | $5.4M | +383% | 60k | 89.81 |
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| Emerson Electric (EMR) | 0.1 | $5.2M | 36k | 143.15 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $4.9M | -33% | 98k | 49.78 |
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| Qualcomm (QCOM) | 0.1 | $4.9M | 26k | 184.79 |
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| Medtronic SHS (MDT) | 0.1 | $4.8M | +13% | 61k | 78.23 |
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| Visa Com Cl A (V) | 0.1 | $4.7M | 14k | 343.08 |
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| Csw Industrials (CSW) | 0.1 | $4.6M | 17k | 278.30 |
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| Blackrock (BLK) | 0.1 | $4.4M | +2% | 4.6k | 961.56 |
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| Valvoline Inc Common (VVV) | 0.1 | $4.4M | -2% | 111k | 39.54 |
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| Kinder Morgan (KMI) | 0.1 | $4.3M | 133k | 31.97 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.2M | -16% | 27k | 158.03 |
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| Caterpillar (CAT) | 0.1 | $4.1M | 3.8k | 1064.90 |
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| Weyerhaeuser Com New (WY) | 0.0 | $4.1M | +14% | 170k | 23.94 |
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| Cisco Systems (CSCO) | 0.0 | $3.9M | 34k | 117.46 |
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| Citigroup Com New (C) | 0.0 | $3.7M | 27k | 139.96 |
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| International Flavors & Fragrances (IFF) | 0.0 | $3.7M | +12% | 46k | 79.22 |
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| SYSCO Corporation (SYY) | 0.0 | $3.5M | -9% | 42k | 83.58 |
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| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $3.5M | +40% | 67k | 51.90 |
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.0 | $3.4M | 99k | 34.49 |
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| Yum! Brands (YUM) | 0.0 | $3.2M | -7% | 20k | 159.86 |
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| Ge Aerospace Com New (GE) | 0.0 | $3.2M | 8.5k | 373.73 |
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| Baxter International (BAX) | 0.0 | $3.1M | -5% | 146k | 21.32 |
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| Enterprise Products Partners (EPD) | 0.0 | $2.9M | 79k | 36.76 |
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| Philip Morris International (PM) | 0.0 | $2.8M | 15k | 180.91 |
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| Ishares Msci Singpor Etf (EWS) | 0.0 | $2.7M | 92k | 29.61 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $2.7M | 17k | 156.72 |
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| Corning Incorporated (GLW) | 0.0 | $2.6M | 10k | 255.43 |
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| Zimmer Holdings (ZBH) | 0.0 | $2.6M | -51% | 30k | 86.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $2.5M | -3% | 6.8k | 370.04 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $2.4M | 31k | 77.91 |
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| Bank of Hawaii Corporation (BOH) | 0.0 | $2.4M | 29k | 81.49 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $2.3M | 54k | 42.59 |
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| Phillips 66 (PSX) | 0.0 | $2.3M | 14k | 169.05 |
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| Ge Vernova (GEV) | 0.0 | $2.3M | -3% | 1.9k | 1175.17 |
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| Wells Fargo & Company (WFC) | 0.0 | $2.2M | +3% | 26k | 82.64 |
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| Cardinal Health (CAH) | 0.0 | $2.1M | 9.0k | 237.56 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $2.1M | 16k | 132.24 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $2.1M | 18k | 114.61 |
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| American Express Company (AXP) | 0.0 | $2.0M | 6.0k | 338.25 |
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| Enbridge (ENB) | 0.0 | $2.0M | 36k | 54.21 |
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| Dorchester Minerals Com Unit (DMLP) | 0.0 | $2.0M | 77k | 25.25 |
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| Automatic Data Processing (ADP) | 0.0 | $1.9M | +5% | 8.6k | 223.95 |
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| Danaher Corporation (DHR) | 0.0 | $1.9M | 10k | 190.48 |
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| Stryker Corporation (SYK) | 0.0 | $1.9M | 5.9k | 314.84 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.0 | $1.8M | NEW | 1.6k | 1157.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.8M | +4% | 2.4k | 748.89 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $1.8M | -63% | 104k | 17.41 |
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| International Business Machines (IBM) | 0.0 | $1.8M | 6.3k | 281.21 |
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| Host Hotels & Resorts (HST) | 0.0 | $1.8M | -7% | 74k | 23.71 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.7M | 2.9k | 580.91 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.7M | 8.8k | 190.52 |
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| Utah Medical Products (UTMD) | 0.0 | $1.7M | -6% | 24k | 68.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.6M | 6.7k | 236.62 |
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| Altria (MO) | 0.0 | $1.6M | 22k | 71.95 |
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| Par Pac Holdings Com New (PARR) | 0.0 | $1.6M | 28k | 56.08 |
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| Tc Energy Corp (TRP) | 0.0 | $1.5M | 22k | 66.29 |
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| Broadcom (AVGO) | 0.0 | $1.4M | 3.8k | 377.75 |
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| Applied Materials (AMAT) | 0.0 | $1.4M | -6% | 2.0k | 723.00 |
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| Us Bancorp Com New (USB) | 0.0 | $1.4M | -4% | 23k | 60.40 |
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| Deere & Company (DE) | 0.0 | $1.4M | +11% | 2.2k | 634.33 |
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| Oracle Corporation (ORCL) | 0.0 | $1.4M | +9% | 9.4k | 146.55 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.4M | -3% | 3.4k | 397.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.3M | +10% | 6.3k | 212.77 |
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| UnitedHealth (UNH) | 0.0 | $1.3M | 3.1k | 415.63 |
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| FedEx Corporation (FDX) | 0.0 | $1.3M | -2% | 4.1k | 313.13 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.3M | 4.3k | 298.07 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.3M | +300% | 10k | 124.17 |
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| Daily Journal Corporation (DJCO) | 0.0 | $1.3M | 2.1k | 601.19 |
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| Alliant Energy Corporation (LNT) | 0.0 | $1.2M | 16k | 76.29 |
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| Paccar (PCAR) | 0.0 | $1.2M | -2% | 10k | 120.12 |
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| Williams Companies (WMB) | 0.0 | $1.2M | 17k | 74.34 |
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| Sunococorp Com Shs Llc (SUNC) | 0.0 | $1.2M | +5% | 18k | 67.67 |
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| Linde SHS (LIN) | 0.0 | $1.2M | 2.3k | 518.94 |
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| Tesla Motors (TSLA) | 0.0 | $1.2M | 2.8k | 420.62 |
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| Sturm, Ruger & Company (RGR) | 0.0 | $1.2M | 31k | 37.85 |
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| Boeing Company (BA) | 0.0 | $1.1M | 5.2k | 216.47 |
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| 3M Company (MMM) | 0.0 | $1.1M | 7.0k | 161.91 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.1M | +5% | 15k | 73.35 |
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| West Pharmaceutical Services (WST) | 0.0 | $1.1M | 3.0k | 359.00 |
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| Paypal Holdings (PYPL) | 0.0 | $1.1M | -34% | 25k | 43.18 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | 16k | 68.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.1M | 31k | 33.84 |
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| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $1.0M | 30k | 34.73 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.0M | -9% | 4.5k | 229.57 |
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| eBay (EBAY) | 0.0 | $992k | -24% | 8.9k | 111.75 |
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| Air Products & Chemicals (APD) | 0.0 | $967k | 3.3k | 293.18 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $961k | -4% | 16k | 59.69 |
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| Hannon Armstrong (HASI) | 0.0 | $961k | 25k | 39.05 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $954k | -2% | 27k | 34.81 |
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| CVS Caremark Corporation (CVS) | 0.0 | $899k | 8.7k | 103.45 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $879k | +699% | 7.4k | 119.52 |
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| Waste Management (WM) | 0.0 | $857k | 3.8k | 222.88 |
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| Cummins (CMI) | 0.0 | $835k | -3% | 1.2k | 713.21 |
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| Chubb (CB) | 0.0 | $822k | 2.4k | 340.74 |
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| At&t (T) | 0.0 | $822k | 40k | 20.70 |
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| Netflix (NFLX) | 0.0 | $818k | 12k | 71.40 |
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| ConocoPhillips (COP) | 0.0 | $811k | 7.8k | 103.96 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $780k | NEW | 5.0k | 155.98 |
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| Eaton Corp SHS (ETN) | 0.0 | $767k | 1.8k | 426.12 |
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| Ormat Technologies (ORA) | 0.0 | $762k | 7.0k | 108.90 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $753k | 6.9k | 109.77 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $745k | 2.5k | 302.70 |
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| Ishares Tr 3yrtb Etf (ISHG) | 0.0 | $737k | 9.9k | 74.25 |
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| Weatherford Intl Ord Shs (WFRD) | 0.0 | $729k | 9.0k | 81.50 |
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| Kroger (KR) | 0.0 | $722k | 13k | 55.53 |
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| Snap-on Incorporated (SNA) | 0.0 | $716k | 1.8k | 402.40 |
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| Honeywell International (HON) | 0.0 | $709k | NEW | 3.2k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.0 | $699k | NEW | 3.2k | 221.08 |
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| Illinois Tool Works (ITW) | 0.0 | $697k | 2.6k | 270.47 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $674k | 1.3k | 509.31 |
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| CSX Corporation (CSX) | 0.0 | $673k | 14k | 47.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $657k | +11% | 8.5k | 77.11 |
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| Essential Utils (WTRG) | 0.0 | $651k | +6% | 17k | 38.31 |
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| Kenvue (KVUE) | 0.0 | $637k | -8% | 33k | 19.11 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $598k | 35k | 17.35 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $594k | 16k | 37.12 |
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| S&p Global (SPGI) | 0.0 | $593k | -11% | 1.5k | 407.26 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $585k | 2.1k | 285.58 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $584k | +7% | 20k | 28.96 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $581k | -10% | 4.0k | 144.46 |
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| Hubbell (HUBB) | 0.0 | $576k | 1.1k | 523.20 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $564k | 20k | 27.70 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $558k | 46k | 12.12 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $555k | 9.6k | 57.84 |
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| Goldman Sachs (GS) | 0.0 | $548k | +7% | 542.00 | 1011.37 |
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| Rogers Communications CL B (RCI) | 0.0 | $532k | -2% | 16k | 32.50 |
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| Zoetis Cl A (ZTS) | 0.0 | $507k | -21% | 7.1k | 71.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $504k | +13% | 3.4k | 148.31 |
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| General Mills (GIS) | 0.0 | $502k | +137% | 14k | 34.80 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $499k | -27% | 9.9k | 50.35 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $491k | 10k | 49.13 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $486k | -3% | 20k | 24.83 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $485k | +20% | 2.4k | 201.90 |
|
| Rush Enterprises Cl A (RUSHA) | 0.0 | $474k | -2% | 6.5k | 72.98 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $473k | 4.0k | 117.28 |
|
|
| Target Corporation (TGT) | 0.0 | $472k | 3.6k | 130.61 |
|
|
| Public Storage (PSA) | 0.0 | $465k | 1.5k | 318.31 |
|
|
| Moderna (MRNA) | 0.0 | $462k | 6.6k | 70.03 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $461k | 1.3k | 354.24 |
|
|
| Lowe's Companies (LOW) | 0.0 | $458k | 2.1k | 220.49 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $456k | 4.6k | 98.38 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $453k | 988.00 | 458.76 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $448k | 1.8k | 255.67 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $445k | 7.7k | 57.62 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $445k | 8.7k | 51.05 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $441k | +900% | 1.5k | 301.71 |
|
| Norfolk Southern (NSC) | 0.0 | $440k | 1.4k | 314.59 |
|
|
| Anthem (ELV) | 0.0 | $436k | +23% | 1.1k | 386.73 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $433k | +5% | 8.2k | 53.11 |
|
| Morgan Stanley Com New (MS) | 0.0 | $430k | 2.1k | 209.04 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $429k | 7.4k | 58.15 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $425k | 2.2k | 190.19 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $420k | 2.6k | 158.66 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $412k | 207.00 | 1989.44 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $410k | 2.4k | 172.27 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $410k | 9.1k | 44.85 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $409k | +79% | 3.6k | 114.18 |
|
| First Solar (FSLR) | 0.0 | $401k | 1.7k | 235.96 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $398k | +42% | 3.3k | 119.24 |
|
| Yum China Holdings (YUMC) | 0.0 | $390k | -32% | 9.6k | 40.87 |
|
| Micron Technology (MU) | 0.0 | $381k | NEW | 330.00 | 1154.29 |
|
| Grupo Aeroportunario Del Pac Spon Ads B (PAC) | 0.0 | $379k | -6% | 1.5k | 253.16 |
|
| Allstate Corporation (ALL) | 0.0 | $370k | 1.6k | 237.94 |
|
|
| PNC Financial Services (PNC) | 0.0 | $366k | 1.5k | 246.21 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $360k | 732.00 | 491.16 |
|
|
| Suncor Energy (SU) | 0.0 | $358k | -23% | 6.7k | 53.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $358k | 1.2k | 300.45 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $355k | 4.2k | 85.49 |
|
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.0 | $354k | 30k | 11.81 |
|
|
| First Tr Exchange-traded Ssi Strg Etf (FCVT) | 0.0 | $354k | 6.6k | 53.78 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $349k | +7% | 4.9k | 71.60 |
|
| Keysight Technologies (KEYS) | 0.0 | $343k | 979.00 | 350.07 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $341k | NEW | 820.00 | 415.29 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $338k | +19% | 2.6k | 131.43 |
|
| News Corp Cl A (NWSA) | 0.0 | $326k | 13k | 24.83 |
|
|
| Analog Devices (ADI) | 0.0 | $321k | 808.00 | 397.17 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $319k | 3.0k | 106.47 |
|
|
| Church & Dwight (CHD) | 0.0 | $307k | -4% | 3.2k | 96.88 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $307k | 5.9k | 52.42 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $305k | 3.7k | 82.88 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $289k | 2.5k | 117.67 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $286k | 2.9k | 98.98 |
|
|
| Textron (TXT) | 0.0 | $284k | 3.1k | 91.73 |
|
|
| Agnico (AEM) | 0.0 | $279k | 1.8k | 155.13 |
|
|
| Travelers Companies (TRV) | 0.0 | $275k | NEW | 832.00 | 330.12 |
|
| Pulte (PHM) | 0.0 | $274k | -20% | 2.0k | 137.21 |
|
| SLB Com Stk (SLB) | 0.0 | $273k | 5.9k | 46.49 |
|
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $268k | 4.2k | 63.80 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $262k | 5.9k | 44.79 |
|
|
| Astera Labs (ALAB) | 0.0 | $261k | NEW | 541.00 | 483.02 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 0.0 | $258k | 6.6k | 39.21 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $256k | -26% | 2.0k | 127.81 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $250k | 40k | 6.25 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $245k | 1.0k | 239.11 |
|
|
| Gilead Sciences (GILD) | 0.0 | $240k | 1.9k | 126.34 |
|
|
| Seabridge Gold | 0.0 | $232k | NEW | 9.0k | 25.74 |
|
| Dell Technologies CL C (DELL) | 0.0 | $229k | NEW | 530.00 | 431.46 |
|
| Targa Res Corp (TRGP) | 0.0 | $213k | NEW | 795.00 | 268.14 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $213k | 2.3k | 93.52 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $212k | NEW | 625.00 | 338.72 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $211k | 1.3k | 166.67 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $208k | NEW | 1.4k | 146.11 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $206k | NEW | 1.4k | 151.00 |
|
| Fortune Brands (FBIN) | 0.0 | $205k | NEW | 3.7k | 54.90 |
|
| Post Holdings Inc Common (POST) | 0.0 | $204k | -30% | 2.3k | 88.26 |
|
| Hooker Furniture Corporation (HOFT) | 0.0 | $203k | 11k | 17.83 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $202k | NEW | 1.5k | 132.83 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $201k | NEW | 600.00 | 334.82 |
|
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $197k | 18k | 10.72 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $189k | -34% | 14k | 13.54 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $173k | 16k | 10.79 |
|
|
| Limoneira Company (LMNR) | 0.0 | $155k | -41% | 12k | 13.13 |
|
| Cornerstone Strategic Value (CLM) | 0.0 | $77k | 10k | 7.56 |
|
|
| PCM Fund (PCM) | 0.0 | $73k | 13k | 5.58 |
|
|
| Plug Pwr Com New (PLUG) | 0.0 | $73k | 27k | 2.71 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $25k | 12k | 2.05 |
|
Past Filings by Everett Harris & Co
SEC 13F filings are viewable for Everett Harris & Co going back to 2010
- Everett Harris & Co 2026 Q2 filed Aug. 3, 2026
- Everett Harris & Co 2026 Q1 filed May 11, 2026
- Everett Harris & Co 2025 Q4 filed Feb. 11, 2026
- Everett Harris & Co 2025 Q3 filed Nov. 3, 2025
- Everett Harris & Co 2025 Q2 filed Aug. 8, 2025
- Everett Harris & Co 2025 Q1 filed May 12, 2025
- Everett Harris & Co 2024 Q4 filed Jan. 24, 2025
- Everett Harris & Co 2024 Q3 filed Oct. 18, 2024
- Everett Harris & Co 2024 Q2 filed Aug. 2, 2024
- Everett Harris & Co 2024 Q1 filed April 19, 2024
- Everett Harris & Co 2023 Q4 filed Jan. 18, 2024
- Everett Harris & Co 2023 Q3 filed Oct. 24, 2023
- Everett Harris & Co 2023 Q2 filed July 27, 2023
- Everett Harris & Co 2023 Q1 filed April 25, 2023
- Everett Harris & Co 2022 Q4 filed Jan. 20, 2023
- Everett Harris & Co 2022 Q3 filed Oct. 21, 2022