$3.23 Billion is the total value of EVERETT HARRIS & CO /CA/'s 237 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESSYY | New | Essity Aktiebolag ADR | $1,877,000 | – | 68,645 | +100.0% | 0.06% | – |
| NGG | New | National Grid PLC - Spons ADR | $1,766,000 | – | 28,106 | +100.0% | 0.06% | – |
| TCEHY | New | Tencent Holdings Ltd - Unsp AD | $769,000 | – | 21,395 | +100.0% | 0.02% | – |
| QQQ | New | PowerShares QQQ Trust | $490,000 | – | 3,560 | +100.0% | 0.02% | – |
| UTMD | New | Utah Medical Products Inc | $210,000 | – | 2,895 | +100.0% | 0.01% | – |
| NVR | New | NVR Inc | $200,000 | – | 83 | +100.0% | 0.01% | – |
| AMT | New | American Tower Corp - Cl A | $202,000 | – | 1,523 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 12.5% |
| APPLE INC | 42 | Q3 2023 | 13.5% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 7.8% |
| NOVO-NORDISK A S | 42 | Q3 2023 | 9.3% |
| MICROSOFT CORP | 42 | Q3 2023 | 8.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 5.5% |
| Walt Disney Company | 42 | Q3 2023 | 4.2% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.1% |
| ABBOTT LABS | 42 | Q3 2023 | 3.6% |
| COLGATE PALMOLIVE CO | 42 | Q3 2023 | 3.7% |
View EVERETT HARRIS & CO /CA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-02 |
View EVERETT HARRIS & CO /CA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.