Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EVERETT HARRIS & CO /CA/ (CIK 1009254) reported $7.77B across 319 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($1.04B, 13.43%), BRK/A ($1.02B, 13.08%), COST ($774.9M, 9.98%), GOOG ($555.1M, 7.15%), MSFT ($538.7M, 6.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | $1.04B | 13.43% | 4.1M | Trimmed |
| 2 | BRK/A | Berkshire Hathaway Class A | $1.02B | 13.08% | 1,415 | Trimmed |
| 3 | COST | Costco Companies Inc. | $774.9M | 9.98% | 777,695 | Trimmed |
| 4 | GOOG | Alphabet, Class C | $555.1M | 7.15% | 1.9M | Trimmed |
| 5 | MSFT | Microsoft Corp. | $538.7M | 6.94% | 1.5M | Trimmed |
| 6 | BRK/B | Berkshire Hathaway Class B | $306.2M | 3.94% | 639,033 | Trimmed |
| 7 | NVO | Novo Nordisk ADR | $236.1M | 3.04% | 6.4M | Added |
| 8 | AMZN | Amazon.com | $213.0M | 2.74% | 1.0M | Trimmed |
| 9 | VHT | Vanguard Health Care ETF | $197.8M | 2.55% | 726,205 | Trimmed |
| 10 | TJX | TJX Companies, Inc. | $179.8M | 2.31% | 1.1M | Trimmed |
| 11 | GOOGL | Alphabet, Class A | $159.9M | 2.06% | 556,124 | Trimmed |
| 12 | ABT | Abbott Laboratories | $149.2M | 1.92% | 1.5M | Trimmed |
| 13 | BAC | Bank of America Corp. | $134.5M | 1.73% | 2.8M | Trimmed |
| 14 | MCD | McDonalds Corp. | $121.4M | 1.56% | 390,714 | Trimmed |
| 15 | JNJ | Johnson & Johnson | $114.9M | 1.48% | 469,924 | Trimmed |
| 16 | ABBV | AbbVie Inc. | $111.7M | 1.44% | 513,391 | Trimmed |
| 17 | CVX | Chevron Corporation | $111.8M | 1.44% | 540,496 | Trimmed |
| 18 | DIS | Walt Disney Company | $111.4M | 1.43% | 1.2M | Trimmed |
| 19 | WMT | Wal Mart Stores, Inc. | $92.2M | 1.19% | 741,737 | Trimmed |
| 20 | BDX | Becton Dickinson & Co | $87.1M | 1.12% | 553,962 | Added |
| 21 | SBUX | Starbucks Corp. | $85.9M | 1.11% | 959,017 | Trimmed |
| 22 | UL | Unilever Plc ADR | $80.2M | 1.03% | 1.4M | Trimmed |
| 23 | ACN | Accenture Ltd. - Cl A | $73.0M | 0.94% | 368,124 | Added |
| 24 | CL | Colgate-Palmolive Co. | $66.5M | 0.86% | 779,877 | Trimmed |
| 25 | PEP | Pepsico Incorporated | $57.2M | 0.74% | 368,214 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31