DOSSIER · 13F-HR · Q2 2026

EVERETT HARRIS & CO /CA/

$8.1B in tracked AUM across 292 positions as of Q2 2026.

EH
CIK 0001009254 · last filed Jun 30, 2026
Total AUM
$8.1B
as of Q2 2026
Holdings
292
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

EVERETT HARRIS & CO /CA/ filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$1.2B4.1M14.5%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$1.1B1K13.0%
03
COST
COSTCO WHOLESALE CORPORATION
$687M735K8.4%
04
GOOG
ALPHABET INC
$677M1.9M8.3%
05
MSFT
MICROSOFT CORP
$543M1.5M6.7%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$318M636K3.9%
07
NVO
NOVO-NORDISK A S
$310M6.5M3.8%
08
AMZN
AMAZON COM INC
$243M1.0M3.0%
09
VHT
VANGUARD WORLD FD
$219M734K2.7%
10
GOOGL
ALPHABET INC
$197M550K2.4%

Filing history

2026Q2Jun 30
$8.1B 4.8%
292 positionsView →
2026Q1Mar 31
$7.8B 6.0%
325 positionsView →
2025Q4Dec 31
$8.3B 1.9%
334 positionsView →
2025Q3Sep 30
$8.1B 4.1%
329 positionsView →
2025Q2Jun 30
$7.8B 0.1%
332 positionsLocked
2025Q1Mar 31
$7.8B 1.7%
320 positionsLocked
2024Q4Dec 31
$7.9B 1.8%
283 positionsLocked
2024Q3Sep 30
$8.1B 3.2%
270 positionsLocked
2024Q2Jun 30
$7.8B 3.6%
272 positionsLocked
2024Q1Mar 31
$7.5B 8.0%
268 positionsLocked
2023Q4Dec 31
$7.0B 9.0%
267 positionsLocked
2023Q3Sep 30
$6.4B 2.7%
250 positionsLocked
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