Everett Harris & Co as of Sept. 30, 2016
Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 232 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.A) | 11.0 | $311M | 1.4k | 216220.14 | |
Costco Wholesale Corporation (COST) | 4.9 | $138M | 906k | 152.51 | |
Apple (AAPL) | 4.7 | $133M | 1.2M | 113.05 | |
Novo Nordisk A/S (NVO) | 4.5 | $126M | 3.0M | 41.59 | |
Berkshire Hathaway (BRK.B) | 4.4 | $125M | 864k | 144.47 | |
Alphabet Inc Class C cs (GOOG) | 4.1 | $117M | 150k | 777.29 | |
Johnson & Johnson (JNJ) | 3.9 | $110M | 927k | 118.13 | |
Walt Disney Company (DIS) | 3.8 | $107M | 1.2M | 92.86 | |
United Parcel Service (UPS) | 3.4 | $95M | 866k | 109.36 | |
Colgate-Palmolive Company (CL) | 3.0 | $86M | 1.2M | 74.14 | |
Microsoft Corporation (MSFT) | 2.9 | $82M | 1.4M | 57.60 | |
Becton, Dickinson and (BDX) | 2.6 | $72M | 403k | 179.73 | |
Abbott Laboratories (ABT) | 2.5 | $72M | 1.7M | 42.29 | |
Unilever (UL) | 2.3 | $65M | 1.4M | 47.40 | |
Nike (NKE) | 2.1 | $59M | 1.1M | 52.65 | |
Unilever | 2.0 | $58M | 1.2M | 46.10 | |
Vanguard Health Care ETF (VHT) | 1.6 | $46M | 345k | 132.89 | |
Pepsi (PEP) | 1.5 | $42M | 388k | 108.77 | |
TJX Companies (TJX) | 1.4 | $40M | 535k | 74.78 | |
China Mobile | 1.4 | $39M | 633k | 61.52 | |
Bank of America Corporation (BAC) | 1.4 | $39M | 2.5M | 15.65 | |
McDonald's Corporation (MCD) | 1.4 | $39M | 336k | 115.36 | |
Ishares Inc core msci emkt (IEMG) | 1.1 | $33M | 712k | 45.61 | |
BlackRock (BLK) | 1.1 | $32M | 88k | 362.46 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $31M | 39k | 804.06 | |
Amazon (AMZN) | 1.0 | $29M | 34k | 837.31 | |
Abbvie (ABBV) | 1.0 | $28M | 446k | 63.07 | |
Wal-Mart Stores (WMT) | 1.0 | $27M | 377k | 72.12 | |
American Water Works (AWK) | 0.9 | $27M | 355k | 74.84 | |
General Electric Company | 0.9 | $26M | 887k | 29.62 | |
Chevron Corporation (CVX) | 0.9 | $26M | 249k | 102.92 | |
Bank Of America Corporation preferred (BAC.PL) | 0.9 | $26M | 21k | 1220.85 | |
Baxter International (BAX) | 0.9 | $25M | 523k | 47.60 | |
Accenture (ACN) | 0.8 | $24M | 193k | 122.17 | |
3M Company (MMM) | 0.7 | $20M | 114k | 176.23 | |
Zimmer Holdings (ZBH) | 0.7 | $19M | 145k | 130.02 | |
V.F. Corporation (VFC) | 0.7 | $18M | 327k | 56.05 | |
Exxon Mobil Corporation (XOM) | 0.6 | $18M | 209k | 87.28 | |
Oneok Partners | 0.6 | $18M | 441k | 39.95 | |
Whole Foods Market | 0.6 | $16M | 554k | 28.35 | |
Verizon Communications (VZ) | 0.5 | $14M | 275k | 51.98 | |
Anheuser-Busch InBev NV (BUD) | 0.5 | $14M | 107k | 131.41 | |
Facebook Inc cl a (META) | 0.4 | $12M | 95k | 128.27 | |
Ecolab (ECL) | 0.4 | $11M | 94k | 121.72 | |
Coca-Cola Company (KO) | 0.4 | $11M | 263k | 42.32 | |
International Business Machines (IBM) | 0.3 | $8.4M | 53k | 158.86 | |
Procter & Gamble Company (PG) | 0.3 | $8.0M | 90k | 89.75 | |
U.S. Bancorp (USB) | 0.3 | $7.6M | 177k | 42.89 | |
Enbridge Energy Management | 0.3 | $7.7M | 304k | 25.44 | |
Expeditors International of Washington (EXPD) | 0.3 | $7.4M | 144k | 51.52 | |
SYSCO Corporation (SYY) | 0.3 | $7.3M | 150k | 49.01 | |
Edwards Lifesciences (EW) | 0.2 | $6.6M | 55k | 120.56 | |
Public Storage Z 6% Pfd Call 6 p | 0.2 | $6.6M | 240k | 27.46 | |
Walgreen Boots Alliance (WBA) | 0.2 | $6.3M | 78k | 80.63 | |
TC Pipelines | 0.2 | $5.8M | 102k | 57.03 | |
Jpm 6.3 12/31/49 | 0.2 | $6.0M | 216k | 27.81 | |
Starbucks Corporation (SBUX) | 0.2 | $5.8M | 107k | 54.14 | |
Jpmorgan Chase & Co., Series Bb, 6.15% | 0.2 | $5.6M | 205k | 27.16 | |
Wells Fargo 6.625% | 0.2 | $5.4M | 180k | 29.78 | |
Medtronic (MDT) | 0.2 | $5.0M | 58k | 86.41 | |
Novartis (NVS) | 0.2 | $4.9M | 62k | 78.96 | |
United Technologies Corporation | 0.2 | $4.7M | 46k | 101.60 | |
Wells Fargo & Company (WFC) | 0.2 | $4.5M | 102k | 44.28 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $4.5M | 55k | 80.82 | |
Industrias Bachoco, S.A.B. de C.V. | 0.2 | $4.6M | 92k | 50.16 | |
Jpm 6.27 12/31/49 | 0.2 | $4.4M | 155k | 28.29 | |
Jpm 6 1/8 12/31/49 | 0.2 | $4.5M | 165k | 27.09 | |
Yum! Brands (YUM) | 0.1 | $4.4M | 48k | 90.80 | |
Fresenius Medical Care AG & Co. (FMS) | 0.1 | $4.2M | 96k | 43.77 | |
Farmers And Merchants Bank (FMBL) | 0.1 | $3.9M | 628.00 | 6229.30 | |
Merck & Co (MRK) | 0.1 | $3.7M | 60k | 62.41 | |
Nextera Energy (NEE) | 0.1 | $3.8M | 31k | 122.32 | |
Shire | 0.1 | $3.8M | 20k | 193.88 | |
Emerson Electric (EMR) | 0.1 | $3.3M | 61k | 54.51 | |
CenterPoint Energy (CNP) | 0.1 | $3.4M | 148k | 23.23 | |
Allstate Corp Pfd 6.625% Cal | 0.1 | $3.3M | 120k | 27.16 | |
Bank Of America 6.2% Pfd pfd stk | 0.1 | $3.3M | 124k | 26.36 | |
Public Storage, Series B, 5.40% (PSA.PB) | 0.1 | $3.3M | 125k | 26.41 | |
Home Depot (HD) | 0.1 | $3.1M | 24k | 128.70 | |
Roche Holding (RHHBY) | 0.1 | $3.1M | 99k | 30.97 | |
Vodafone Group New Adr F (VOD) | 0.1 | $3.1M | 106k | 29.15 | |
Paypal Holdings (PYPL) | 0.1 | $3.1M | 76k | 40.97 | |
Public Storage, Series D, 4.95% (PSA.PD) | 0.1 | $3.2M | 124k | 25.81 | |
Qualcomm (QCOM) | 0.1 | $2.8M | 41k | 68.51 | |
iShares Dow Jones US Utilities (IDU) | 0.1 | $2.9M | 24k | 122.55 | |
PowerShares Cleantech Portfolio | 0.1 | $2.8M | 84k | 33.13 | |
Kinder Morgan (KMI) | 0.1 | $2.7M | 118k | 23.13 | |
Bank America Corp Dep pfd stk | 0.1 | $2.8M | 105k | 27.07 | |
Bank Amer Corp Dep 1/1000 Pfd preferred | 0.1 | $2.7M | 100k | 26.99 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.1 | $2.5M | 1.9k | 1309.25 | |
Pfizer (PFE) | 0.1 | $2.4M | 72k | 33.88 | |
Host Hotels & Resorts (HST) | 0.1 | $2.6M | 169k | 15.57 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $2.6M | 21k | 126.16 | |
Laboratory Corp. of America Holdings | 0.1 | $2.5M | 18k | 137.50 | |
Amgen (AMGN) | 0.1 | $2.6M | 15k | 166.79 | |
Weyerhaeuser Company (WY) | 0.1 | $2.5M | 77k | 31.94 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $2.6M | 70k | 37.62 | |
Phillips 66 (PSX) | 0.1 | $2.5M | 31k | 80.54 | |
eBay (EBAY) | 0.1 | $2.2M | 68k | 32.89 | |
Royal Dutch Shell | 0.1 | $2.3M | 46k | 50.06 | |
Canadian Pacific Railway | 0.1 | $2.3M | 15k | 152.67 | |
Baidu (BIDU) | 0.1 | $2.2M | 12k | 182.08 | |
National Grid | 0.1 | $2.2M | 31k | 71.11 | |
Thermo Fisher Scientific (TMO) | 0.1 | $2.0M | 13k | 159.08 | |
Enbridge Energy Partners | 0.1 | $1.9M | 74k | 25.42 | |
Svenska Cellulosa Aktiebol | 0.1 | $2.0M | 68k | 29.65 | |
Boswell J G Co Bwel (BWEL) | 0.1 | $1.9M | 3.0k | 640.12 | |
Jpmorgan Chase & Co, Series Aa, 6.10% | 0.1 | $1.9M | 70k | 27.11 | |
Royal Dutch Shell | 0.1 | $1.7M | 33k | 52.84 | |
Brookfield Infrastructure Part (BIP) | 0.1 | $1.8M | 51k | 34.64 | |
Enterprise Products Partners (EPD) | 0.1 | $1.7M | 63k | 27.62 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.8M | 47k | 38.31 | |
Guangshen Railway | 0.1 | $1.6M | 63k | 26.14 | |
Citigroup Perp Pfd 6.875% Call preferr | 0.1 | $1.8M | 63k | 28.81 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $1.3M | 6.0k | 216.31 | |
Target Corporation (TGT) | 0.1 | $1.5M | 22k | 68.67 | |
Rogers Communications -cl B (RCI) | 0.1 | $1.3M | 31k | 42.41 | |
Limoneira Company (LMNR) | 0.1 | $1.4M | 75k | 18.89 | |
Templeton Global Income Fund | 0.1 | $1.4M | 224k | 6.24 | |
Vanguard Growth ETF (VUG) | 0.1 | $1.5M | 13k | 112.25 | |
Laaco Inc Ltd Partnship oa | 0.1 | $1.5M | 713.00 | 2150.07 | |
Wells Fargo 5.85% public | 0.1 | $1.5M | 55k | 26.75 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $998k | 27k | 37.44 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $1.0M | 15k | 66.56 | |
Cardinal Health (CAH) | 0.0 | $1.3M | 16k | 77.68 | |
Intel Corporation (INTC) | 0.0 | $1.0M | 27k | 37.76 | |
Kellogg Company (K) | 0.0 | $1.1M | 15k | 77.45 | |
Varian Medical Systems | 0.0 | $1.1M | 11k | 99.49 | |
First National Bank Alaska (FBAK) | 0.0 | $1.2M | 702.00 | 1699.43 | |
Compania Cervecerias Unidas (CCU) | 0.0 | $1.2M | 61k | 20.19 | |
Oneok (OKE) | 0.0 | $1.3M | 24k | 51.40 | |
KEYW Holding | 0.0 | $1.1M | 98k | 11.04 | |
Reckitt Benckiser- (RBGLY) | 0.0 | $1.3M | 66k | 19.17 | |
Chubb (CB) | 0.0 | $1.2M | 9.9k | 125.70 | |
Goldman Sachs Group Inc. Pfd S p | 0.0 | $1.1M | 40k | 27.10 | |
American Express Company (AXP) | 0.0 | $740k | 12k | 64.06 | |
At&t (T) | 0.0 | $825k | 20k | 40.59 | |
Snap-on Incorporated (SNA) | 0.0 | $912k | 6.0k | 152.00 | |
ConocoPhillips (COP) | 0.0 | $824k | 19k | 43.46 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $726k | 10k | 72.96 | |
Philip Morris International (PM) | 0.0 | $717k | 7.4k | 97.29 | |
Schlumberger (SLB) | 0.0 | $714k | 9.1k | 78.65 | |
Brown-Forman Corporation (BF.A) | 0.0 | $756k | 15k | 49.72 | |
Luxottica Group S.p.A. | 0.0 | $808k | 17k | 47.84 | |
Penske Automotive (PAG) | 0.0 | $961k | 20k | 48.17 | |
Aes Tr Iii pfd cv 6.75% | 0.0 | $981k | 19k | 50.97 | |
Edison International (EIX) | 0.0 | $978k | 14k | 72.26 | |
Lululemon Athletica (LULU) | 0.0 | $906k | 15k | 60.99 | |
Oaktree Cap | 0.0 | $894k | 21k | 42.42 | |
Csw Industrials (CSWI) | 0.0 | $962k | 30k | 32.39 | |
State Street Corporation (STT) | 0.0 | $548k | 7.9k | 69.59 | |
Bristol Myers Squibb (BMY) | 0.0 | $460k | 8.5k | 53.94 | |
Nuance Communications | 0.0 | $536k | 37k | 14.49 | |
Boeing Company (BA) | 0.0 | $509k | 3.9k | 131.63 | |
Air Products & Chemicals (APD) | 0.0 | $442k | 2.9k | 150.34 | |
Lockheed Martin Corporation (LMT) | 0.0 | $658k | 2.7k | 239.80 | |
American Electric Power Company (AEP) | 0.0 | $596k | 9.3k | 64.24 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $592k | 6.8k | 87.70 | |
Minerals Technologies (MTX) | 0.0 | $452k | 6.4k | 70.62 | |
Celgene Corporation | 0.0 | $462k | 4.4k | 104.52 | |
Smith & Nephew (SNN) | 0.0 | $456k | 14k | 32.82 | |
Novozymes A/s Unspons (NVZMY) | 0.0 | $596k | 13k | 44.39 | |
Pvh Corporation (PVH) | 0.0 | $503k | 4.6k | 110.43 | |
Post Holdings Inc Common (POST) | 0.0 | $468k | 6.1k | 77.15 | |
Swatch Group foreign (SWGNF) | 0.0 | $492k | 8.8k | 55.75 | |
Mondelez Int (MDLZ) | 0.0 | $447k | 10k | 43.88 | |
Samsung Electronics P | 0.0 | $673k | 575.00 | 1170.43 | |
Allstate Corp Pfd 6.25% Nonc 1 p | 0.0 | $685k | 25k | 27.40 | |
Williams Partners | 0.0 | $536k | 14k | 37.16 | |
Citigroup, Inc., 6.30% | 0.0 | $696k | 26k | 26.77 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $639k | 14k | 46.55 | |
Comcast Corporation (CMCSA) | 0.0 | $394k | 5.9k | 66.42 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $248k | 6.5k | 38.07 | |
Portland General Electric Company (POR) | 0.0 | $297k | 7.0k | 42.64 | |
MasterCard Incorporated (MA) | 0.0 | $231k | 2.3k | 101.76 | |
CSX Corporation (CSX) | 0.0 | $296k | 9.7k | 30.52 | |
Cisco Systems (CSCO) | 0.0 | $250k | 7.9k | 31.71 | |
Franklin Resources (BEN) | 0.0 | $265k | 7.5k | 35.57 | |
Northrop Grumman Corporation (NOC) | 0.0 | $285k | 1.3k | 213.80 | |
Public Storage (PSA) | 0.0 | $419k | 1.9k | 223.11 | |
Union Pacific Corporation (UNP) | 0.0 | $366k | 3.8k | 97.44 | |
Automatic Data Processing (ADP) | 0.0 | $244k | 2.8k | 88.37 | |
C.R. Bard | 0.0 | $404k | 1.8k | 224.44 | |
E.I. du Pont de Nemours & Company | 0.0 | $216k | 3.2k | 67.10 | |
International Flavors & Fragrances (IFF) | 0.0 | $407k | 2.9k | 142.81 | |
Altria (MO) | 0.0 | $353k | 5.6k | 63.16 | |
General Mills (GIS) | 0.0 | $216k | 3.4k | 63.98 | |
Honeywell International (HON) | 0.0 | $397k | 3.4k | 116.70 | |
Praxair | 0.0 | $422k | 3.5k | 120.85 | |
Sanofi-Aventis SA (SNY) | 0.0 | $402k | 11k | 38.14 | |
Danaher Corporation (DHR) | 0.0 | $213k | 2.7k | 78.54 | |
EOG Resources (EOG) | 0.0 | $258k | 2.7k | 96.70 | |
Discovery Communications | 0.0 | $236k | 9.0k | 26.31 | |
Xcel Energy (XEL) | 0.0 | $394k | 9.6k | 41.18 | |
Oracle Corporation (ORCL) | 0.0 | $226k | 5.8k | 39.24 | |
Mead Johnson Nutrition | 0.0 | $354k | 4.5k | 79.11 | |
Clean Energy Fuels (CLNE) | 0.0 | $148k | 33k | 4.48 | |
Atmos Energy Corporation (ATO) | 0.0 | $261k | 3.5k | 74.57 | |
Dorchester Minerals (DMLP) | 0.0 | $190k | 12k | 15.45 | |
Spectra Energy Partners | 0.0 | $417k | 9.6k | 43.66 | |
Cree | 0.0 | $206k | 8.0k | 25.75 | |
Ida (IDA) | 0.0 | $358k | 4.6k | 78.34 | |
Huaneng Power International | 0.0 | $221k | 8.8k | 25.16 | |
United Natural Foods (UNFI) | 0.0 | $321k | 8.0k | 40.10 | |
Dana Holding Corporation (DAN) | 0.0 | $312k | 20k | 15.60 | |
BLDRS Emerging Markets 50 ADR Index | 0.0 | $332k | 9.5k | 34.87 | |
iShares MSCI Singapore Index Fund | 0.0 | $243k | 22k | 10.87 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $329k | 3.3k | 100.73 | |
iShares S&P Global Technology Sect. (IXN) | 0.0 | $222k | 2.0k | 110.94 | |
Hershey Creamery | 0.0 | $325k | 114.00 | 2850.88 | |
Tower Properties | 0.0 | $365k | 29.00 | 12586.21 | |
Express Scripts Holding | 0.0 | $378k | 5.4k | 70.61 | |
Public Storage W 5.2% Call 1/1 p | 0.0 | $226k | 8.8k | 25.68 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $240k | 4.6k | 52.11 | |
Liberty Global Inc C | 0.0 | $312k | 9.5k | 33.02 | |
Hannon Armstrong (HASI) | 0.0 | $353k | 15k | 23.38 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $329k | 1.7k | 198.43 | |
Morgan Stanley 6.875 Pfd Cal (MS.PF) | 0.0 | $294k | 10k | 29.40 | |
Healthcare Tr Amer Inc cl a | 0.0 | $391k | 12k | 32.58 | |
Kraft Heinz (KHC) | 0.0 | $216k | 2.4k | 89.48 | |
Sk Kaken Co Ltd foreign | 0.0 | $209k | 2.0k | 104.50 | |
Chesapeake Energy Corporation | 0.0 | $63k | 10k | 6.30 | |
Helix Energy Solutions (HLX) | 0.0 | $81k | 10k | 8.10 | |
Plug Power | 0.0 | $92k | 54k | 1.70 | |
San Juan Basin Royalty Trust (SJT) | 0.0 | $66k | 11k | 5.93 | |
Westport Innovations | 0.0 | $72k | 44k | 1.62 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $64k | 13k | 5.14 | |
Pioneer Rail (PRRR) | 0.0 | $100k | 13k | 7.69 | |
Stereotaxis (STXS) | 0.0 | $11k | 13k | 0.85 | |
Casi Pharmaceuticalsinc Com Stk | 0.0 | $11k | 10k | 1.10 | |
Rbc Bluebay Absolute Return Fu bond etf | 0.0 | $96k | 10k | 9.47 | |
Copper North Mining Corp foreign | 0.0 | $2.0k | 10k | 0.20 |