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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 $7,787,404,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 1,405 $1,121,810,448 14.41%
2.
Apple Inc.
 AAPL 4,307,274 $956,774,867 12.29%
3.
Costco Wholesale Corp W
 COST 847,191 $801,256,671 10.29%
4.
Microsoft Corp
 MSFT 1,505,403 $565,113,356 7.26%
5.
Novo Nordisk A S
 NVO 6,408,022 $444,973,048 5.71%
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)