Everett Harris & CO Portfolio Holdings
Everett Harris & CO
- $8 Billion
- Q3 2024
Everett Harris & CO has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8 Billion distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.02B, Berkshire Hathaway Inc with a value of $972M, Novo Nordisk A S with a value of $767M, Costco Wholesale Corp with a value of $758M, and Microsoft Corp with a value of $654M.
Examining the 13F form we can see an increase of $236M in the current position value, from $7.77B to 8B.
Below you can find more details about Everett Harris & CO portfolio as well as his latest detailed transactions.
Portfolio value
$8 Billion
Technology: $1.84 Billion
Financial Services: $1.57 Billion
Healthcare: $1.38 Billion
Consumer Defensive: $1.14 Billion
Consumer Cyclical: $705 Million
Communication Services: $667 Million
ETFs: $308 Million
Energy: $155 Million
Other: $235 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 270
- Current Value $8 Billion
- Prior Value $7.77 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 74 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks