§ 13F · FUND PROFILE
EVERETT HARRIS & CO /CA/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.1B (13F)Positions · 329Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | 4.11M | $1.0B | 13.4% | −1% |
| 2 | BRK/A | Berkshire Hathaway Class A | 1K | $1.0B | 13.1% | ±0% |
| 3 | COST | Costco Companies Inc. | 778K | $775M | 10.0% | −1% |
| 4 | GOOG | Alphabet, Class C | 1.93M | $555M | 7.1% | −2% |
| 5 | MSFT | Microsoft Corp. | 1.46M | $539M | 6.9% | −1% |
| 6 | BRK/B | Berkshire Hathaway Class B | 639K | $306M | 3.9% | −3% |
| 7 | NVO | Novo Nordisk ADR | 6.42M | $236M | 3.0% | ±0% |
| 8 | AMZN | Amazon.com | 1.02M | $213M | 2.7% | ±0% |
| 9 | VHT | Vanguard Health Care ETF | 726K | $198M | 2.5% | −1% |
| 10 | TJX | TJX Companies, Inc. | 1.13M | $180M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERETT SIGNAL
AC read
EVERETT HARRIS & CO /CA/ is a Other fund managing $8.1 billion in assets. The fund runs a broad portfolio of 329 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed