Filed: 11/3/2025ACC: 0001009254-25-000008
📋 What this filing means
EVERETT HARRIS & CO /CA/ filed this quarterly 13F‑HR report disclosing 329 equity positions with a total reported market value of $8.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
329
Positions
$8.11B
Total AUM (reported)
50.65M
Total Shares
Allocation by class
COM$8.04B99.1%
BOND ETF$27.34M0.3%
FOREIGN$22.28M0.3%
7.25%CNV PFD L$19.30M0.2%
OTHER ASSET$920.7K0.0%
PFD$888.8K0.0%
RIGHT$104.6K0.0%
Portfolio Concentration
Top 3$2.90B35.8%
4–10$2.52B31.1%
11–25$1.59B19.6%
Rest$1.10B13.5%
Top 3 weight
35.8%
Top 10 weight
66.9%
Voting Authority Distribution
Total shares with voting rights: 50.65M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
50.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole329
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings329
Rows:
Apple, Inc.
SOLEShares4.19M
TypeSH
Market value$1.07B
13.17%
Sole
0.00
Shared
0.00
None
4.19M
Berkshire Hathaway Class A
SOLEShares1.42K
TypeSH
Market value$1.07B
13.17%
Sole
0.00
Shared
0.00
None
1.42K
Microsoft Corp.
SOLEShares1.48M
TypeSH
Market value$767.74M
9.47%
Sole
0.00
Shared
0.00
None
1.48M
Costco Companies Inc.
SOLEShares787.47K
TypeSH
Market value$728.91M
8.99%
Sole
0.00
Shared
0.00
None
787.47K
Alphabet, Class C
SOLEShares2.01M
TypeSH
Market value$490.32M
6.05%
Sole
0.00
Shared
0.00
None
2.01M
Novo Nordisk ADR
SOLEShares6.39M
TypeSH
Market value$354.79M
4.37%
Sole
0.00
Shared
0.00
None
6.39M
Berkshire Hathaway Class B
SOLEShares669.37K
TypeSH
Market value$336.52M
4.15%
Sole
0.00
Shared
0.00
None
669.37K
Amazon.com
SOLEShares1.02M
TypeSH
Market value$224.78M
2.77%
Sole
0.00
Shared
0.00
None
1.02M
Abbott Laboratories
SOLEShares1.47M
TypeSH
Market value$196.51M
2.42%
Sole
0.00
Shared
0.00
None
1.47M
Vanguard Health Care ETF
SOLEShares730.87K
TypeSH
Market value$189.73M
2.34%
Sole
0.00
Shared
0.00
None
730.87K
TJX Companies, Inc.
SOLEShares1.14M
TypeSH
Market value$164.76M
2.03%
Sole
0.00
Shared
0.00
None
1.14M
Bank of America Corp.
SOLEShares2.82M
TypeSH
Market value$145.48M
1.79%
Sole
0.00
Shared
0.00
None
2.82M
Alphabet, Class A
SOLEShares568.38K
TypeSH
Market value$138.17M
1.70%
Sole
0.00
Shared
0.00
None
568.38K
Walt Disney Company
SOLEShares1.17M
TypeSH
Market value$133.83M
1.65%
Sole
0.00
Shared
0.00
None
1.17M
McDonalds Corp.
SOLEShares397.83K
TypeSH
Market value$120.90M
1.49%
Sole
0.00
Shared
0.00
None
397.83K
AbbVie Inc.
SOLEShares517.83K
TypeSH
Market value$119.90M
1.48%
Sole
0.00
Shared
0.00
None
517.83K
Becton Dickinson & Co
SOLEShares549.49K
TypeSH
Market value$102.85M
1.27%
Sole
0.00
Shared
0.00
None
549.49K
Unilever Plc ADR
SOLEShares1.60M
TypeSH
Market value$94.64M
1.17%
Sole
0.00
Shared
0.00
None
1.60M
Accenture Ltd. - Cl A
SOLEShares362.46K
TypeSH
Market value$89.38M
1.10%
Sole
0.00
Shared
0.00
None
362.46K
Johnson & Johnson
SOLEShares479.46K
TypeSH
Market value$88.90M
1.10%
Sole
0.00
Shared
0.00
None
479.46K
Chevron Corporation
SOLEShares556.67K
TypeSH
Market value$86.44M
1.07%
Sole
0.00
Shared
0.00
None
556.67K
Starbucks Corp.
SOLEShares989.37K
TypeSH
Market value$83.70M
1.03%
Sole
0.00
Shared
0.00
None
989.37K
Wal Mart Stores, Inc.
SOLEShares795.93K
TypeSH
Market value$82.03M
1.01%
Sole
0.00
Shared
0.00
None
795.93K
Nike Inc Class B
SOLEShares1.05M
TypeSH
Market value$72.89M
0.90%
Sole
0.00
Shared
0.00
None
1.05M
Colgate-Palmolive Co.
SOLEShares779.08K
TypeSH
Market value$62.28M
0.77%
Sole
0.00
Shared
0.00
None
779.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple, Inc.SOLE | COM | 4.19M | SH | $1.07B 13.17% | 0.00 | 0.00 | 4.19M |
Berkshire Hathaway Class ASOLE | COM | 1.42K | SH | $1.07B 13.17% | 0.00 | 0.00 | 1.42K |
Microsoft Corp.SOLE | COM | 1.48M | SH | $767.74M 9.47% | 0.00 | 0.00 | 1.48M |
Costco Companies Inc.SOLE | COM | 787.47K | SH | $728.91M 8.99% | 0.00 | 0.00 | 787.47K |
Alphabet, Class CSOLE | COM | 2.01M | SH | $490.32M 6.05% | 0.00 | 0.00 | 2.01M |
Novo Nordisk ADRSOLE | COM | 6.39M | SH | $354.79M 4.37% | 0.00 | 0.00 | 6.39M |
Berkshire Hathaway Class BSOLE | COM | 669.37K | SH | $336.52M 4.15% | 0.00 | 0.00 | 669.37K |
Amazon.comSOLE | COM | 1.02M | SH | $224.78M 2.77% | 0.00 | 0.00 | 1.02M |
Abbott LaboratoriesSOLE | COM | 1.47M | SH | $196.51M 2.42% | 0.00 | 0.00 | 1.47M |
Vanguard Health Care ETFSOLE | COM | 730.87K | SH | $189.73M 2.34% | 0.00 | 0.00 | 730.87K |
TJX Companies, Inc.SOLE | COM | 1.14M | SH | $164.76M 2.03% | 0.00 | 0.00 | 1.14M |
Bank of America Corp.SOLE | COM | 2.82M | SH | $145.48M 1.79% | 0.00 | 0.00 | 2.82M |
Alphabet, Class ASOLE | COM | 568.38K | SH | $138.17M 1.70% | 0.00 | 0.00 | 568.38K |
Walt Disney CompanySOLE | COM | 1.17M | SH | $133.83M 1.65% | 0.00 | 0.00 | 1.17M |
McDonalds Corp.SOLE | COM | 397.83K | SH | $120.90M 1.49% | 0.00 | 0.00 | 397.83K |
AbbVie Inc.SOLE | COM | 517.83K | SH | $119.90M 1.48% | 0.00 | 0.00 | 517.83K |
Becton Dickinson & CoSOLE | COM | 549.49K | SH | $102.85M 1.27% | 0.00 | 0.00 | 549.49K |
Unilever Plc ADRSOLE | COM | 1.60M | SH | $94.64M 1.17% | 0.00 | 0.00 | 1.60M |
Accenture Ltd. - Cl ASOLE | COM | 362.46K | SH | $89.38M 1.10% | 0.00 | 0.00 | 362.46K |
Johnson & JohnsonSOLE | COM | 479.46K | SH | $88.90M 1.10% | 0.00 | 0.00 | 479.46K |
Chevron CorporationSOLE | COM | 556.67K | SH | $86.44M 1.07% | 0.00 | 0.00 | 556.67K |
Starbucks Corp.SOLE | COM | 989.37K | SH | $83.70M 1.03% | 0.00 | 0.00 | 989.37K |
Wal Mart Stores, Inc.SOLE | COM | 795.93K | SH | $82.03M 1.01% | 0.00 | 0.00 | 795.93K |
Nike Inc Class BSOLE | COM | 1.05M | SH | $72.89M 0.90% | 0.00 | 0.00 | 1.05M |
Colgate-Palmolive Co.SOLE | COM | 779.08K | SH | $62.28M 0.77% | 0.00 | 0.00 | 779.08K |
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