EVERETT HARRIS & CO /CA/
Top Portfolio Positions
183 positions ·
$4,471,479,770 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,111,105 | $1,043,357,337 | 23.33% |
| MSFT |
Microsoft Corp
Technology
|
1,455,311 | $538,712,472 | 12.05% |
| NVO |
Novo Nordisk A S
Healthcare
|
6,424,661 | $236,106,291 | 5.28% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,022,546 | $212,965,655 | 4.76% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
1,125,807 | $179,791,377 | 4.02% |
| GOOGL |
Alphabet Inc.
Communication Services
|
556,124 | $159,919,017 | 3.58% |
| ABT |
Abbott Laboratories
Healthcare
|
1,452,736 | $149,152,405 | 3.34% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
2,759,483 | $134,524,796 | 3.01% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
390,714 | $121,430,004 | 2.72% |
| JNJ |
Johnson & Johnson
Healthcare
|
469,924 | $114,868,222 | 2.57% |
Portfolio Trend
Holdings in J
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $18,949,595 | 143,059 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,854,367 | 139,159 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $18,858,342 | 143,464 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,951,056 | 141,621 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $17,681,626 | 133,651 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,218,700 | 101,993 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,916,604 | 94,466 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,986,657 | 94,266 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,996,682 | 83,796 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,140,852 | 63,246 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,683,554 | 57,795 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,196,054 | 43,170 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,359,360 | 33,825 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $202,447 | 2,256 | Shares | Sole | 2022-10-21 | |
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