Everett Harris & Co as of March 31, 2017
Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 238 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.A) | 11.7 | $358M | 1.4k | 249849.86 | |
Apple (AAPL) | 5.6 | $170M | 1.2M | 143.66 | |
Costco Wholesale Corporation (COST) | 5.0 | $153M | 910k | 167.69 | |
Berkshire Hathaway (BRK.B) | 4.7 | $144M | 867k | 166.68 | |
Walt Disney Company (DIS) | 4.2 | $130M | 1.1M | 113.39 | |
Alphabet Inc Class C cs (GOOG) | 4.2 | $127M | 153k | 829.56 | |
Johnson & Johnson (JNJ) | 3.7 | $114M | 916k | 124.55 | |
Novo Nordisk A/S (NVO) | 3.5 | $107M | 3.1M | 34.28 | |
Microsoft Corporation (MSFT) | 3.1 | $96M | 1.5M | 65.86 | |
United Parcel Service (UPS) | 3.1 | $95M | 883k | 107.30 | |
Colgate-Palmolive Company (CL) | 2.7 | $83M | 1.1M | 73.19 | |
Becton, Dickinson and (BDX) | 2.4 | $74M | 401k | 183.44 | |
Abbott Laboratories (ABT) | 2.4 | $72M | 1.6M | 44.41 | |
Unilever (UL) | 2.2 | $66M | 1.3M | 49.34 | |
Nike (NKE) | 2.1 | $63M | 1.1M | 55.73 | |
Bank of America Corporation (BAC) | 2.0 | $62M | 2.6M | 23.59 | |
Unilever | 2.0 | $61M | 1.2M | 49.68 | |
Ishares Inc core msci emkt (IEMG) | 1.7 | $53M | 1.1M | 47.79 | |
Vanguard Health Care ETF (VHT) | 1.5 | $47M | 339k | 137.82 | |
Pepsi (PEP) | 1.4 | $44M | 389k | 111.86 | |
TJX Companies (TJX) | 1.4 | $43M | 548k | 79.08 | |
McDonald's Corporation (MCD) | 1.3 | $41M | 313k | 129.61 | |
BlackRock (BLK) | 1.1 | $35M | 92k | 383.51 | |
China Mobile | 1.1 | $34M | 620k | 55.23 | |
Amazon (AMZN) | 1.1 | $32M | 36k | 886.53 | |
Zimmer Holdings (ZBH) | 1.0 | $32M | 261k | 122.11 | |
Chevron Corporation (CVX) | 1.0 | $31M | 292k | 107.37 | |
Alphabet Inc Class A cs (GOOGL) | 1.0 | $31M | 37k | 847.79 | |
Abbvie (ABBV) | 0.9 | $29M | 438k | 65.16 | |
American Water Works (AWK) | 0.9 | $28M | 355k | 77.77 | |
General Electric Company | 0.9 | $27M | 889k | 29.80 | |
Baxter International (BAX) | 0.8 | $26M | 503k | 51.86 | |
Bank Of America Corporation preferred (BAC.PL) | 0.8 | $26M | 22k | 1195.07 | |
Wal-Mart Stores (WMT) | 0.8 | $25M | 349k | 72.08 | |
Accenture (ACN) | 0.8 | $25M | 205k | 119.88 | |
3M Company (MMM) | 0.7 | $22M | 115k | 191.33 | |
V.F. Corporation (VFC) | 0.7 | $20M | 367k | 54.97 | |
Facebook Inc cl a (META) | 0.6 | $19M | 131k | 142.05 | |
Exxon Mobil Corporation (XOM) | 0.6 | $17M | 204k | 82.01 | |
Whole Foods Market | 0.5 | $16M | 530k | 29.72 | |
Anheuser-Busch InBev NV (BUD) | 0.5 | $14M | 128k | 109.76 | |
Starbucks Corporation (SBUX) | 0.5 | $14M | 236k | 58.39 | |
FactSet Research Systems (FDS) | 0.4 | $14M | 82k | 164.91 | |
Oneok Partners | 0.4 | $13M | 248k | 53.99 | |
Verizon Communications (VZ) | 0.4 | $12M | 248k | 48.75 | |
Ecolab (ECL) | 0.4 | $11M | 91k | 125.34 | |
U.S. Bancorp (USB) | 0.3 | $11M | 209k | 51.50 | |
Coca-Cola Company (KO) | 0.3 | $9.0M | 212k | 42.44 | |
Expeditors International of Washington (EXPD) | 0.3 | $8.1M | 144k | 56.49 | |
SYSCO Corporation (SYY) | 0.2 | $7.0M | 134k | 51.92 | |
Wells Fargo & Company (WFC) | 0.2 | $6.7M | 120k | 55.66 | |
International Business Machines (IBM) | 0.2 | $6.4M | 37k | 174.15 | |
Procter & Gamble Company (PG) | 0.2 | $6.4M | 71k | 89.85 | |
Walgreen Boots Alliance (WBA) | 0.2 | $6.5M | 79k | 83.05 | |
United Technologies Corporation | 0.2 | $5.9M | 53k | 112.21 | |
TC Pipelines | 0.2 | $5.9M | 99k | 59.66 | |
Edwards Lifesciences (EW) | 0.2 | $5.1M | 55k | 94.06 | |
Enbridge Energy Management | 0.2 | $5.1M | 274k | 18.42 | |
Industrias Bachoco, S.A.B. de C.V. | 0.2 | $4.9M | 90k | 54.24 | |
PowerShares Cleantech Portfolio | 0.2 | $4.7M | 134k | 35.55 | |
Farmers And Merchants Bank (FMBL) | 0.1 | $4.5M | 606.00 | 7475.25 | |
Jpm 6.3 12/31/49 | 0.1 | $4.6M | 170k | 27.04 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $4.3M | 54k | 79.72 | |
Jpm 6.27 12/31/49 | 0.1 | $4.2M | 155k | 27.41 | |
Jpm 6 1/8 12/31/49 | 0.1 | $4.4M | 165k | 26.52 | |
CenterPoint Energy (CNP) | 0.1 | $3.9M | 141k | 27.57 | |
Medtronic (MDT) | 0.1 | $4.1M | 51k | 80.56 | |
Home Depot (HD) | 0.1 | $3.6M | 24k | 146.84 | |
Merck & Co (MRK) | 0.1 | $3.8M | 59k | 63.55 | |
Nextera Energy (NEE) | 0.1 | $3.5M | 28k | 128.36 | |
Fresenius Medical Care AG & Co. (FMS) | 0.1 | $3.5M | 84k | 42.13 | |
Roche Holding (RHHBY) | 0.1 | $3.6M | 112k | 32.03 | |
Allstate Corp Pfd 6.625% Cal | 0.1 | $3.2M | 120k | 26.84 | |
Host Hotels & Resorts (HST) | 0.1 | $3.2M | 171k | 18.66 | |
Spectra Energy Partners | 0.1 | $3.2M | 73k | 43.67 | |
Paypal Holdings (PYPL) | 0.1 | $3.2M | 74k | 43.01 | |
Bank Of America 6.2% Pfd pfd stk | 0.1 | $3.1M | 120k | 25.85 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $2.7M | 20k | 131.64 | |
Yum! Brands (YUM) | 0.1 | $2.8M | 45k | 63.90 | |
Weyerhaeuser Company (WY) | 0.1 | $2.8M | 81k | 33.98 | |
iShares Dow Jones US Utilities (IDU) | 0.1 | $2.7M | 21k | 128.40 | |
Kinder Morgan (KMI) | 0.1 | $2.8M | 127k | 21.74 | |
Bank Amer Corp Dep 1/1000 Pfd preferred | 0.1 | $2.6M | 100k | 26.33 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.1 | $2.4M | 2.0k | 1238.85 | |
Pfizer (PFE) | 0.1 | $2.3M | 67k | 34.22 | |
Laboratory Corp. of America Holdings | 0.1 | $2.3M | 16k | 143.48 | |
Emerson Electric (EMR) | 0.1 | $2.5M | 41k | 59.86 | |
Amgen (AMGN) | 0.1 | $2.5M | 15k | 164.09 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $2.3M | 59k | 39.73 | |
Novartis (NVS) | 0.1 | $2.0M | 27k | 74.27 | |
eBay (EBAY) | 0.1 | $2.2M | 65k | 33.57 | |
Royal Dutch Shell | 0.1 | $2.3M | 43k | 52.72 | |
Canadian Pacific Railway | 0.1 | $2.1M | 14k | 146.95 | |
Brookfield Infrastructure Part (BIP) | 0.1 | $2.0M | 53k | 38.68 | |
Enterprise Products Partners (EPD) | 0.1 | $2.2M | 80k | 27.61 | |
Svenska Cellulosa Aktiebol | 0.1 | $2.2M | 69k | 32.31 | |
Boswell J G Co Bwel (BWEL) | 0.1 | $2.1M | 3.0k | 691.92 | |
Phillips 66 (PSX) | 0.1 | $2.1M | 27k | 79.23 | |
Bank America Corp Dep pfd stk | 0.1 | $2.0M | 75k | 26.53 | |
Public Storage, Series E, 4.90 Percent (PSA.PE) | 0.1 | $2.0M | 89k | 22.49 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | 13k | 153.62 | |
Shire | 0.1 | $1.7M | 10k | 174.19 | |
Baidu (BIDU) | 0.1 | $1.8M | 11k | 172.50 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.8M | 45k | 39.62 | |
National Grid | 0.1 | $1.9M | 31k | 63.48 | |
Guangshen Railway | 0.1 | $1.8M | 61k | 30.17 | |
Vanguard Growth ETF (VUG) | 0.1 | $1.7M | 14k | 121.67 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.7M | 8.1k | 216.41 | |
Citigroup Perp Pfd 6.875% Call preferr | 0.1 | $1.7M | 61k | 28.34 | |
Jpmorgan Chase & Co, Series Aa, 6.10% | 0.1 | $1.9M | 70k | 26.49 | |
Royal Dutch Shell | 0.1 | $1.6M | 29k | 55.82 | |
Qualcomm (QCOM) | 0.1 | $1.5M | 26k | 57.36 | |
Danaher Corporation (DHR) | 0.1 | $1.7M | 19k | 85.54 | |
Rogers Communications -cl B (RCI) | 0.1 | $1.4M | 31k | 44.21 | |
Compania Cervecerias Unidas (CCU) | 0.1 | $1.4M | 55k | 25.26 | |
Limoneira Company (LMNR) | 0.1 | $1.4M | 69k | 20.90 | |
Oneok (OKE) | 0.1 | $1.6M | 30k | 55.44 | |
Laaco Inc Ltd Partnship oa | 0.1 | $1.4M | 682.00 | 2105.57 | |
Wells Fargo 5.85% public | 0.1 | $1.4M | 54k | 26.60 | |
Vodafone Group New Adr F (VOD) | 0.1 | $1.6M | 61k | 26.44 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $1.3M | 15k | 87.82 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $1.4M | 5.8k | 235.77 | |
Cardinal Health (CAH) | 0.0 | $1.1M | 14k | 81.53 | |
First National Bank Alaska (FBAK) | 0.0 | $1.2M | 666.00 | 1800.30 | |
Templeton Global Income Fund | 0.0 | $1.3M | 189k | 6.65 | |
Wells Fargo 6.625% | 0.0 | $1.3M | 45k | 29.19 | |
Public Storage Z 6% Pfd Call 6 p | 0.0 | $1.1M | 40k | 26.75 | |
Chubb (CB) | 0.0 | $1.1M | 8.1k | 136.20 | |
Yum China Holdings (YUMC) | 0.0 | $1.1M | 42k | 27.19 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $932k | 24k | 39.39 | |
At&t (T) | 0.0 | $856k | 21k | 41.56 | |
Snap-on Incorporated (SNA) | 0.0 | $1.0M | 6.0k | 168.67 | |
Intel Corporation (INTC) | 0.0 | $939k | 26k | 36.08 | |
Philip Morris International (PM) | 0.0 | $832k | 7.4k | 112.89 | |
Luxottica Group S.p.A. | 0.0 | $781k | 14k | 55.04 | |
Kellogg Company (K) | 0.0 | $1.1M | 15k | 72.64 | |
Varian Medical Systems | 0.0 | $828k | 9.1k | 91.14 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $793k | 9.5k | 83.56 | |
Penske Automotive (PAG) | 0.0 | $996k | 21k | 46.83 | |
Aes Tr Iii pfd cv 6.75% | 0.0 | $901k | 18k | 51.09 | |
Edison International (EIX) | 0.0 | $1.1M | 13k | 79.64 | |
Enbridge Energy Partners | 0.0 | $849k | 45k | 18.99 | |
KEYW Holding | 0.0 | $921k | 98k | 9.44 | |
Oaktree Cap | 0.0 | $996k | 22k | 45.31 | |
Reckitt Benckiser- (RBGLY) | 0.0 | $1.0M | 56k | 18.60 | |
Samsung Electronics P | 0.0 | $824k | 575.00 | 1433.04 | |
Csw Industrials (CSWI) | 0.0 | $1.0M | 28k | 36.70 | |
State Street Corporation (STT) | 0.0 | $468k | 5.9k | 79.66 | |
Bristol Myers Squibb (BMY) | 0.0 | $507k | 9.3k | 54.35 | |
Nuance Communications | 0.0 | $640k | 37k | 17.30 | |
Boeing Company (BA) | 0.0 | $665k | 3.8k | 176.77 | |
Lockheed Martin Corporation (LMT) | 0.0 | $734k | 2.7k | 267.49 | |
Altria (MO) | 0.0 | $471k | 6.6k | 71.48 | |
ConocoPhillips (COP) | 0.0 | $721k | 15k | 49.89 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $630k | 10k | 63.31 | |
Schlumberger (SLB) | 0.0 | $553k | 7.1k | 78.12 | |
American Electric Power Company (AEP) | 0.0 | $589k | 8.8k | 67.10 | |
Brown-Forman Corporation (BF.A) | 0.0 | $716k | 15k | 47.09 | |
Cedar Fair | 0.0 | $475k | 7.0k | 67.86 | |
Minerals Technologies (MTX) | 0.0 | $490k | 6.4k | 76.56 | |
Celgene Corporation | 0.0 | $513k | 4.1k | 124.51 | |
Lululemon Athletica (LULU) | 0.0 | $693k | 13k | 51.87 | |
Computer Services | 0.0 | $672k | 15k | 43.71 | |
Tower Properties | 0.0 | $502k | 29.00 | 17310.34 | |
Post Holdings Inc Common (POST) | 0.0 | $531k | 6.1k | 87.54 | |
Swatch Group foreign (SWGNF) | 0.0 | $518k | 7.4k | 69.76 | |
Allstate Corp Pfd 6.25% Nonc 1 p | 0.0 | $679k | 25k | 27.16 | |
Williams Partners | 0.0 | $547k | 13k | 40.83 | |
Citigroup, Inc., 6.30% | 0.0 | $687k | 26k | 26.42 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $612k | 15k | 42.13 | |
Comcast Corporation (CMCSA) | 0.0 | $296k | 7.9k | 37.64 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $251k | 6.5k | 38.53 | |
Portland General Electric Company (POR) | 0.0 | $281k | 6.3k | 44.50 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $319k | 9.7k | 32.82 | |
MasterCard Incorporated (MA) | 0.0 | $260k | 2.3k | 112.60 | |
American Express Company (AXP) | 0.0 | $439k | 5.6k | 79.07 | |
CSX Corporation (CSX) | 0.0 | $452k | 9.7k | 46.60 | |
Carnival Corporation (CCL) | 0.0 | $239k | 4.1k | 58.85 | |
Cisco Systems (CSCO) | 0.0 | $266k | 7.9k | 33.74 | |
Franklin Resources (BEN) | 0.0 | $314k | 7.5k | 42.14 | |
Northrop Grumman Corporation (NOC) | 0.0 | $317k | 1.3k | 237.81 | |
Public Storage (PSA) | 0.0 | $411k | 1.9k | 218.85 | |
Union Pacific Corporation (UNP) | 0.0 | $375k | 3.5k | 105.87 | |
Automatic Data Processing (ADP) | 0.0 | $256k | 2.5k | 102.20 | |
C.R. Bard | 0.0 | $447k | 1.8k | 248.33 | |
E.I. du Pont de Nemours & Company | 0.0 | $259k | 3.2k | 80.46 | |
International Flavors & Fragrances (IFF) | 0.0 | $364k | 2.8k | 132.36 | |
Air Products & Chemicals (APD) | 0.0 | $262k | 1.9k | 135.05 | |
Honeywell International (HON) | 0.0 | $400k | 3.2k | 124.92 | |
Praxair | 0.0 | $414k | 3.5k | 118.56 | |
Stryker Corporation (SYK) | 0.0 | $432k | 3.3k | 131.51 | |
Target Corporation (TGT) | 0.0 | $374k | 6.8k | 55.19 | |
EOG Resources (EOG) | 0.0 | $260k | 2.7k | 97.45 | |
General Dynamics Corporation (GD) | 0.0 | $207k | 1.1k | 187.16 | |
Xcel Energy (XEL) | 0.0 | $396k | 8.9k | 44.49 | |
Oracle Corporation (ORCL) | 0.0 | $250k | 5.6k | 44.56 | |
Estee Lauder Companies (EL) | 0.0 | $360k | 4.2k | 84.91 | |
Mead Johnson Nutrition | 0.0 | $374k | 4.2k | 89.05 | |
Atmos Energy Corporation (ATO) | 0.0 | $276k | 3.5k | 78.86 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $215k | 2.2k | 98.04 | |
Dorchester Minerals (DMLP) | 0.0 | $204k | 12k | 17.18 | |
Cree | 0.0 | $214k | 8.0k | 26.75 | |
Ida (IDA) | 0.0 | $358k | 4.3k | 82.87 | |
Smith & Nephew (SNN) | 0.0 | $365k | 12k | 30.95 | |
United Natural Foods (UNFI) | 0.0 | $214k | 5.0k | 43.19 | |
Dana Holding Corporation (DAN) | 0.0 | $386k | 20k | 19.30 | |
Sensata Technologies Hldg Bv | 0.0 | $201k | 4.6k | 43.70 | |
BLDRS Emerging Markets 50 ADR Index | 0.0 | $346k | 9.4k | 36.73 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $251k | 2.8k | 89.96 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $336k | 3.3k | 102.85 | |
iShares S&P Global Technology Sect. (IXN) | 0.0 | $249k | 2.0k | 124.44 | |
Novozymes A/s Unspons (NVZMY) | 0.0 | $433k | 11k | 39.63 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $211k | 3.7k | 57.03 | |
Hershey Creamery | 0.0 | $300k | 109.00 | 2752.29 | |
Pvh Corporation (PVH) | 0.0 | $269k | 2.6k | 103.46 | |
Express Scripts Holding | 0.0 | $354k | 5.4k | 65.90 | |
Mondelez Int (MDLZ) | 0.0 | $439k | 10k | 43.09 | |
Palo Alto Networks (PANW) | 0.0 | $225k | 2.0k | 112.50 | |
Public Storage W 5.2% Call 1/1 p | 0.0 | $219k | 8.8k | 24.89 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $246k | 4.6k | 53.41 | |
Liberty Global Inc C | 0.0 | $331k | 9.5k | 35.03 | |
Liberty Global Inc Com Ser A | 0.0 | $201k | 5.6k | 35.89 | |
Hannon Armstrong (HASI) | 0.0 | $335k | 17k | 20.18 | |
Morgan Stanley 6.875 Pfd Cal (MS.PF) | 0.0 | $282k | 10k | 28.20 | |
Healthcare Tr Amer Inc cl a | 0.0 | $252k | 8.0k | 31.50 | |
Kraft Heinz (KHC) | 0.0 | $219k | 2.4k | 90.68 | |
Public Storage, Series D, 4.95% (PSA.PD) | 0.0 | $319k | 14k | 22.79 | |
Clean Energy Fuels (CLNE) | 0.0 | $103k | 40k | 2.56 | |
Helix Energy Solutions (HLX) | 0.0 | $78k | 10k | 7.80 | |
Plug Power | 0.0 | $75k | 54k | 1.39 | |
San Juan Basin Royalty Trust (SJT) | 0.0 | $152k | 21k | 7.24 | |
Westport Innovations | 0.0 | $19k | 20k | 0.95 | |
Maui Land & Pineapple (MLP) | 0.0 | $148k | 13k | 11.78 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $62k | 13k | 4.98 | |
Pioneer Rail (PRRR) | 0.0 | $107k | 13k | 8.23 | |
Stereotaxis (STXS) | 0.0 | $7.0k | 12k | 0.59 | |
Casi Pharmaceuticalsinc Com Stk | 0.0 | $14k | 10k | 1.40 | |
Copper North Mining Corp foreign | 0.0 | $1.0k | 10k | 0.10 |