Everett Harris & Co /ca/
Everett Harris & Co /ca/ reported 282 stocks worth $8.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (16.0%), BRK.A (12.5%) and MSFT (8.8%). Compared with Q2 2026, the fund opened new positions in XOM and OKE, added to VHT, BDX and UL, trimmed AAPL, MSFT and COST and sold out of OKE, EEM and VWO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $1.4B | 16.0% | 4.1M | −27K (−1%) | 8 of 8 | |
| 2 |  BRK.A Berkshire Hathaway Inc Dclass A | $1.1B | 12.5% | 1,416 | No change | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $744M | 8.8% | 1.5M | −5,025 (−0%) | 8 of 8 | |
| 4 |  COST Costco Whsl Corp New | $666M | 7.9% | 732K | −2,595 (−0%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $647M | 7.7% | 1.9M | −15K (−1%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $315M | 3.7% | 632K | −3,655 (−1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $254M | 3.0% | 1M | −1,449 (−0%) | 8 of 8 | |
| 8 |  NVO Novo-Nordisk A S F | $245M | 2.9% | 6.5M | −7,128 (−0%) | 8 of 8 | |
| 9 |  VHT Vanguard World FD | $233M | 2.8% | 738K | +4,069 (+1%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $188M | 2.2% | 546K | −4,167 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $9M | 104K |
 EEM Ishares Msci Emerging | $1.1M | 16K |
 VWO Vanguard Intl Equity Index F | $961K | 16K |
 SCHF Schwab International | $564K | 20K |
 GIS General Mills Inc | $502K | 14K |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Everett Harris & Co /ca/ 13F FAQ
What does Everett Harris & Co /ca/ own?
Everett Harris & Co /ca/ reported 282 stocks worth $8.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (16.0%), BRK.A (12.5%) and MSFT (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Everett Harris & Co /ca/ buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 64 added to, 107 trimmed and 15 sold out. New positions include XOM and OKE. It sold all of OKE, EEM and VWO.
When will Everett Harris & Co /ca/ file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Everett Harris & Co /ca/'s portfolio worth?
The Q3 2026 filing reports $8.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.