EVERETT HARRIS & CO /CA/
CIK 1009254 · Holdings on Jun 30, 2025 · First reported Aug 8, 2025
Top ten holdings
Q2 2025- BRK.A13.25%
- AAPL11.11%
- COST10.05%
- MSFT9.54%
- NVO5.66%
- GOOG4.63%
- BRK.B4.23%
- AMZN2.92%
- ABT2.60%
- VHT2.35%
Share classes counted separately66.34%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +2.28 pp7.26% → 9.54%Shares -10.21K (-0.68%)
- AAPLWeight decreased · -1.18 pp12.29% → 11.11%Shares -87.20K (-2.02%)
- BRK.AWeight decreased · -1.16 pp14.41% → 13.25%Shares +12 (+0.85%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.ABERKSHIRE HATHAWAY INC-CL A View history and evidence | $1.03B | 13.25% | 1.42K shares | 14.41% → 13.25%-1.16 pp +12 (+0.85%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $865.83M | 11.11% | 4.22M shares | 12.29% → 11.11%-1.18 pp -87.20K (-2.02%) | Reduced | ↗▾ |
| 03 | COSTCOSTCO WHOLESALE CORP View history and evidence | $783.20M | 10.05% | 791.16K shares | 10.29% → 10.05%-0.24 pp -56.03K (-6.61%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $743.73M | 9.54% | 1.50M shares | 7.26% → 9.54%+2.28 pp -10.21K (-0.68%) | Reduced | ↗▾ |
| 05 | NVONOVO-NORDISK A/S-SPONS ADR View history and evidence | $441.33M | 5.66% | 6.39M shares | 5.71% → 5.66%-0.05 pp -13.84K (-0.22%) | Reduced | ↗▾ |
| 06 | GOOGALPHABET INC-CL C View history and evidence | $360.80M | 4.63% | 2.03M shares | 4.12% → 4.63%+0.51 pp -18.72K (-0.91%) | Reduced | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $329.30M | 4.23% | 677.89K shares | 4.65% → 4.23%-0.42 pp -1.61K (-0.24%) | Reduced | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $227.20M | 2.92% | 1.04M shares | 2.54% → 2.92%+0.38 pp -5.51K (-0.53%) | Reduced | ↗▾ |
| 09 | ABTABBOTT LABORATORIES View history and evidence | $202.84M | 2.60% | 1.49M shares | 2.58% → 2.60%+0.02 pp -21.46K (-1.42%) | Reduced | ↗▾ |
| 10 | VHTVANGUARD HEALTH CARE ETF View history and evidence | $183.28M | 2.35% | 738.00K shares | 2.53% → 2.35%-0.18 pp -6.00K (-0.81%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ENZL ISHARES MSCI NEW ZEALAND ETF | Non-derivative | -1,000,000 | -$2.07M | SEC filing ↗ | SEC filing ↗ |
| AOS SMITH (A.O.) CORP | Non-derivative | -6,100 | -$398.70K | SEC filing ↗ | SEC filing ↗ |
| FELV FIDELITY ENH LRG CAP VAL ETF | Non-derivative | -11,575 | -$355.81K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1009254 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 7793248227
}Research all 332 reported holdings.
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