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Home > Institutional Investor > Everett Harris & Co > Profile

Instuitional Investor - Everett Harris & Co

Fund Profile
Filing Period:
Fund Name: Everett Harris & Co
Portfolio Value $7,793,248,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 1,417 $1,032,709,600 13.25%
2.
Apple Inc.
 AAPL 4,220,075 $865,832,874 11.11%
3.
Costco Wholesale Corp W
 COST 791,162 $783,203,295 10.05%
4.
Microsoft Corp
 MSFT 1,495,198 $743,726,601 9.54%
5.
Novo Nordisk A S
 NVO 6,394,182 $441,326,442 5.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)