EVERETT HARRIS & CO /CA/

CIK: 0001009254SEC EDGAR →

Portfolio Value

$8.3B

Holdings

334

As of

Q4 2025

New Positions

334

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AAPL

Apple, Inc.

4,140,002$1.1B
13.61%
2
BRK-B

Berkshire Hathaway Class A

1,416$1.1B
12.92%
3
MSFT

Microsoft Corp.

1,465,184$708.0M
8.57%
4
COST

Costco Companies Inc.

784,138$676.0M
8.18%
5
GOOG

Alphabet, Class C

1,980,958$621.0M
7.51%
6
BRK/B

Berkshire Hathaway Class B

657,811$330.0M
3.99%
7
NVO

Novo Nordisk ADR

6,407,366$326.0M
3.94%
8
AMZN

Amazon.com

1,026,862$237.0M
2.87%
9
VHT

Vanguard Health Care ETF

732,278$210.0M
2.54%
10
ABT

Abbott Laboratories

1,458,381$182.0M
2.20%

Quarterly Changes

Top Buys

AAPLNEW
$1.1B
BRK-BNEW
$1.1B
MSFTNEW
$708.0M
COSTNEW
$676.0M
GOOGNEW
$621.0M

Top Sells

No sells this quarter

New Positions (334)

AAPL
$1.1B · 4.1M shares
BRK-B
$1.1B · 1K shares
MSFT
$708.0M · 1.5M shares
COST
$676.0M · 784K shares
GOOG
$621.0M · 2.0M shares
BRK/B
$330.0M · 658K shares
NVO
$326.0M · 6.4M shares
AMZN
$237.0M · 1.0M shares
VHT
$210.0M · 732K shares
ABT
$182.0M · 1.5M shares
GOOGL
$176.0M · 564K shares
TJX
$175.0M · 1.1M shares
BAC
$154.0M · 2.8M shares
DIS
$132.0M · 1.2M shares
MCD
$121.0M · 396K shares
ABBV
$118.0M · 517K shares
BDX
$106.0M · 551K shares
ACN
$98.0M · 366K shares
JNJ
$98.0M · 477K shares
UL
$92.0M · 1.4M shares
WMT
$87.0M · 784K shares
CVX
$83.0M · 549K shares
SBUX
$81.0M · 972K shares
NKE
$66.0M · 1.0M shares
CL
$61.0M · 781K shares
PEP
$55.0M · 385K shares
CMCSA
$44.0M · 1.5M shares
FDS
$42.0M · 145K shares
AWC
$40.0M · 307K shares
HD
$36.0M · 105K shares
VUG
$33.0M · 68K shares
PGR
$30.0M · 133K shares
EXPD
$30.0M · 204K shares
SHEL
$30.0M · 419K shares
TSM
$26.0M · 86K shares
LMT
$24.0M · 51K shares
MA
$24.0M · 43K shares
MRK
$23.0M · 225K shares
VZ
$22.0M · 560K shares
SCHW
$21.0M · 212K shares
RTX
$21.0M · 115K shares
ECL
$19.0M · 74K shares
Jacobs Solutions Inc
$18.0M · 143K shares
BAC 7.25 PERP L
$18.0M · 15K shares
UNP
$17.0M · 74K shares
XOM
$16.0M · 140K shares
VOO
$16.0M · 26K shares
BUD
$15.0M · 246K shares
NDQ
$13.0M · 22K shares
HSIC
$12.0M · 168K shares
NEE
$10.0M · 131K shares
LLY
$9.0M · 9K shares
META
$9.0M · 14K shares
LH
$9.0M · 38K shares
J.P. Morgan Chase & Co.
$8.0M · 27K shares
PG
$8.0M · 56K shares
GJP
$8.0M · 138K shares
TMO
$8.0M · 15K shares
TTI
$7.0M · 765K shares
KO
$7.0M · 104K shares
IEMG
$7.0M · 110K shares
AMGN
$7.0M · 24K shares
SPG
$7.0M · 39K shares
OKE
$7.0M · 105K shares
NVDA
$7.0M · 38K shares
EW
$7.0M · 85K shares
Arrowhead Pharma Inc
$6.0M · 105K shares
VUSB
$6.0M · 139K shares
ALSN
$6.0M · 65K shares
PFE
$6.0M · 270K shares
UPS
$6.0M · 66K shares
CP
$5.0M · 77K shares
CSW
$5.0M · 17K shares
MDT
$5.0M · 54K shares
VSCO
$5.0M · 99K shares
VCSH
$5.0M · 70K shares
SPY
$5.0M · 7K shares
PSI
$5.0M · 617K shares
CGO
$5.0M · 119K shares
KMI
$4.0M · 146K shares
V
$4.0M · 14K shares
QCOM
$4.0M · 28K shares
VGSH
$4.0M · 71K shares
MICC
$4.0M · 314K shares
ALEX
$4.0M · 239K shares
BLK
$4.0M · 4K shares
VYM
$4.0M · 33K shares
EMR
$4.0M · 36K shares
JPM
$3.0M · 101K shares
TRVC
$3.0M · 28K shares
C V6.25 PERP T
$3.0M · 3.1M shares
SYY
$3.0M · 48K shares
BAX
$3.0M · 167K shares
YUM
$3.0M · 24K shares
BSV
$2.0M · 35K shares
WFC
$2.0M · 26K shares
PYPL
$2.0M · 38K shares
BOH
$2.0M · 30K shares
BN
$2.0M · 54K shares
ZBH
$2.0M · 32K shares
DHR
$2.0M · 10K shares
AXP
$2.0M · 7K shares
CSCO
$2.0M · 34K shares
EWS
$2.0M · 95K shares
PXWEX
$2.0M · 63K shares
VVV
$2.0M · 102K shares
EPD
$2.0M · 81K shares
ADP
$2.0M · 8K shares
VTI
$2.0M · 7K shares
IFF
$2.0M · 35K shares
LVS
$2.0M · 46K shares
GE
$2.0M · 8K shares
4I1
$2.0M · 15K shares
IBM
$2.0M · 7K shares
ISRG
$2.0M · 5K shares
CAH
$2.0M · 12K shares
CAT
$2.0M · 4K shares
SYK
$2.0M · 6K shares
NVSN
$2.0M · 19K shares
GEV
$1.0M · 2K shares
MMM
$1.0M · 7K shares
IDU
$1.0M · 18K shares
XLFI
$1.0M · 9K shares
IVV
$1.0M · 2K shares
Siemens Healthineers AG
$1.0M · 39K shares
TSLA
$1.0M · 3K shares
China Mobile Ltd. F (941 HK)
$1.0M · 129K shares
BA
$1.0M · 5K shares
USB
$1.0M · 25K shares
IWF
$1.0M · 3K shares
KMTUY
$1.0M · 41K shares
DBSDY
$1.0M · 8K shares
DMLP
$1.0M · 77K shares
MO
$1.0M · 22K shares
BATRA
$1.0M · 40K shares
WMB
$1.0M · 17K shares
VSAT
$1.0M · 35K shares
NFLX
$1.0M · 11K shares
VIG
$1.0M · 7K shares
PSX
$1.0M · 14K shares
ESGV
$1.0M · 16K shares
BBWI
$1.0M · 69K shares
Host Hotels & Resorts
$1.0M · 87K shares
ICSH
$1.0M · 20K shares
LNT
$1.0M · 16K shares
USFR
$1.0M · 29K shares
WY
$1.0M · 71K shares
AVGO
$1.0M · 4K shares
DJCO
$1.0M · 2K shares
HON
$1.0M · 6K shares
EBA
$1.0M · 12K shares
DE
$1.0M · 3K shares
TRP
$1.0M · 23K shares
ENB
$1.0M · 39K shares
PCAR
$1.0M · 11K shares
RSP
$1.0M · 5K shares
UTM
$1.0M · 21K shares
INTC
$1.0M · 51K shares
AJG
$1.0M · 5K shares
LRCX
$1.0M · 6K shares
ORCL
$1.0M · 9K shares
FDX
$1.0M · 4K shares
VXUS
$0 · 4K shares
STT
$0 · 6K shares
LIN
$0 · 2K shares
SUB
$0 · 3K shares
AG8
$0 · 2K shares
SPGI
$0 · 2K shares
SU
$0 · 21K shares
YUMC
$0 · 16K shares
BEPC
$0 · 16K shares
POST
$0 · 3K shares
TFC
$0 · 9K shares
RNW
$0 · 40K shares
AMD
$0 · 3K shares
BX
$0 · 2K shares
FTEC
$0 · 2K shares
F
$0 · 10K shares
Vanguard Info Tech Index Fund
$0 · 919 shares
TXN
$0 · 4K shares
AMAT
$0 · 3K shares
Spirax-Sarco Engineering PLC (
$0 · 8K shares
SCHB
$0 · 17K shares
PREF
$0 · 13K shares
IXJ
$0 · 5K shares
IJH
$0 · 8K shares
BE
$0 · 2K shares
PSA
$0 · 1K shares
ALS
$0 · 2K shares
VEA
$0 · 12K shares
CNR
$0 · 2K shares
SCHF
$0 · 18K shares
ELV
$0 · 911 shares
FNF
$0 · 5K shares
XLFI
$0 · 8K shares
HNM
$0 · 7K shares
FXNC
$0 · 2K shares
NWSA
$0 · 12K shares
REFI
$0 · 19K shares
MWTRX
$0 · 11K shares
KMB
$0 · 7K shares
EMBJ
$0 · 4K shares
HUBB
$0 · 1K shares
APP
$0 · 320 shares
FCVT
$0 · 7K shares
RCI/B
$0 · 17K shares
RIVN
$0 · 34K shares
SCHV
$0 · 26K shares
GLW
$0 · 10K shares
CLNE
$0 · 12K shares
AGG
$0 · 3K shares
CHD
$0 · 3K shares
PLUG
$0 · 27K shares
TCEHY
$0 · 4K shares
GSK
$0 · 7K shares
NAC
$0 · 46K shares
RHHBY
$0 · 9K shares
MRSH
$0 · 1K shares
Samsung Electronics Pfd
$0 · 4K shares
EEM
$0 · 16K shares
HRCR
$0 · 90 shares
XLFI
$0 · 3K shares
LPLA
$0 · 591 shares
LSBDX
$0 · 11K shares
WTRG
$0 · 16K shares
ATO
$0 · 2K shares
ETN
$0 · 2K shares
ASML
$0 · 209 shares
OTCM
$0 · 18K shares
MPC
$0 · 2K shares
WFRD
$0 · 9K shares
CHKP
$0 · 2K shares
PCM
$0 · 13K shares
IJR
$0 · 3K shares
WST
$0 · 3K shares
VGK
$0 · 5K shares
GIS
$0 · 7K shares
NGG
$0 · 4K shares
FSLR
$0 · 2K shares
PIMIX
$0 · 82K shares
SDXAY
$0 · 49K shares
KVUE
$0 · 37K shares
PDMIX
$0 · 14K shares
LOW
$0 · 2K shares
PICK
$0 · 4K shares
GS
$0 · 502 shares
BDORY
$0 · 40K shares
SBGSY
$0 · 12K shares
HYS
$0 · 2K shares
SCHG
$0 · 30K shares
VXF
$0 · 1K shares
IXC
$0 · 10K shares
CVS
$0 · 9K shares
XIFR
$0 · 30K shares
BMY
$0 · 11K shares
VCADX
$0 · 48K shares
LULU
$0 · 2K shares
CMG
$0 · 112K shares
LMNR
$0 · 24K shares
IWM
$0 · 1K shares
VWO
$0 · 17K shares
VONG
$0 · 3K shares
PHM
$0 · 3K shares
AMP
$0 · 991 shares
IBB
$0 · 2K shares
T
$0 · 40K shares
CMI
$0 · 1K shares
PARR
$0 · 28K shares
SNA
$0 · 2K shares
OGN
$0 · 22K shares
CARR
$0 · 13K shares
RUSHA
$0 · 7K shares
CNP
$0 · 8K shares
G9N
$0 · 2K shares
HERC
$0 · 15K shares
DWD
$0 · 2K shares
GILD
$0 · 2K shares
Nibe Industrier AB ORDF-SWEDEN
$0 · 110K shares
MDLZ
$0 · 9K shares
ACGBY
$0 · 41K shares
KR
$0 · 13K shares
BWEL
$0 · 1K shares
PRU
$0 · 2K shares
FCAVX
$0 · 84K shares
OPEN
$0 · 12K shares
TGT
$0 · 4K shares
BND
$0 · 8K shares
TXG
$0 · 7K shares
UNH
$0 · 3K shares
COP
$0 · 8K shares
CSX
$0 · 13K shares
Adobe Systems, Inc.
$0 · 587 shares
AGM
$0 · 5K shares
ITW
$0 · 3K shares
HRB
$0 · 5K shares
ESLOY
$0 · 1K shares
ADI
$0 · 845 shares
ZTS
$0 · 4K shares
Waste Management, Inc
$0 · 4K shares
COF
$0 · 836 shares
GD
$0 · 1K shares
NSC
$0 · 1K shares
CB
$0 · 2K shares
NOC
$0 · 1K shares
PNX 7.45 01/15/32
$0 · 45K shares
TPRP
$0 · 10 shares
APD
$0 · 3K shares
SEA
$0 · 11K shares
LEVI
$0 · 13K shares
SIEB
$0 · 5K shares
BEP
$0 · 30K shares
HASI
$0 · 25K shares
FBTC
$0 · 9K shares
BNDX
$0 · 12K shares
OTIS
$0 · 5K shares
EFX
$0 · 1K shares
FMS
$0 · 13K shares
VCV
$0 · 16K shares
Coeur D'Alene Mines Corp.
$0 · 51K shares
PEG
$0 · 4K shares
PNC
$0 · 1K shares
Oersted A/S ORDF - DENMARK
$0 · 22K shares
AEM
$0 · 2K shares
FLXR
$0 · 7K shares
CRM
$0 · 1K shares
TT
$0 · 732 shares
IXN
$0 · 5K shares
TXT
$0 · 3K shares
SLB
$0 · 7K shares
BAM
$0 · 9K shares
RGR
$0 · 28K shares
PAAS
$0 · 6K shares
Kore Potash PLC
$0 · 500K shares
AEP
$0 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology26$2.0B24.5%
Unknown57$1.5B18.7%
Consumer Defensive20$1.0B12.4%
Communication Services10$1.0B12.4%
Healthcare31$929.0M11.4%
Consumer Cyclical22$734.0M9.0%
Financial Services86$608.0M7.5%
Energy22$156.0M1.9%
Industrials35$124.0M1.5%
Basic Materials6$21.0M0.3%
Utilities13$12.0M0.1%
Real Estate6$12.0M0.1%