Everett Harris & Co holds a focused book of 292 stocks worth $7.8B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened WATERS CORP and trimmed Berkshire Hathaway Class A. Their largest long position is Berkshire Hathaway Class A at 17% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1009254/holdings"
Use Arkolith to show EVERETT HARRIS & CO /CA/'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple, Inc. COM | $1.0B | 4.11M | 13.4% | ▼−0.7% Reduced · −29K sh | |
| 2 | Berkshire Hathaway Class A COM | $1.0B | 1.4K | 13.1% | ▼−0.1% Reduced · −1 sh | |
| 3 | Costco Companies Inc. COM | $774.9M | 777.7K | 10.0% | ▼−0.8% Reduced · −6K sh | |
| 4 | Alphabet, Class C COM | $555.1M | 1.93M | 7.1% | ▼−2.3% Reduced · −46K sh | |
| 5 | Microsoft Corp. COM | $538.7M | 1.46M | 6.9% | ▼−0.7% Reduced · −10K sh | |
| 6 | Berkshire Hathaway Class B COM | $306.2M | 639.0K | 3.9% | ▼−2.9% Reduced · −19K sh | |
| 7 | Novo Nordisk ADR COM | $236.1M | 6.42M | 3.0% | ▲+0.3% Added · +17K sh | |
| 8 | Amazon.com COM | $213.0M | 1.02M | 2.7% | ▼−0.4% Reduced · −4K sh | |
| 9 | Vanguard Health Care ETF COM | $197.8M | 726.2K | 2.5% | ▼−0.8% Reduced · −6K sh | |
| 10 | TJX Companies, Inc. COM | $179.8M | 1.13M | 2.3% | ▼−1.2% Reduced · −14K sh | |
| 11 | Alphabet, Class A COM | $159.9M | 556.1K | 2.1% | ▼−1.3% Reduced · −7K sh | |
| 12 | Abbott Laboratories COM | $149.2M | 1.45M | 1.9% | ▼−0.4% Reduced · −6K sh | |
| 13 | Bank of America Corp. COM | $134.5M | 2.76M | 1.7% | ▼−1.4% Reduced · −41K sh | |
| 14 | McDonalds Corp. COM | $121.4M | 390.7K | 1.6% | ▼−1.3% Reduced · −5K sh | |
| 15 | Johnson & Johnson COM | $114.9M | 469.9K | 1.5% | ▼−1.5% Reduced · −7K sh | |
| 16 | Chevron Corporation COM | $111.8M | 540.5K | 1.4% | ▼−1.5% Reduced · −8K sh | |
| 17 | AbbVie Inc. COM | $111.7M | 513.4K | 1.4% | ▼−0.7% Reduced · −4K sh | |
| 18 | Walt Disney Company COM | $111.4M | 1.16M | 1.4% | ▼−0.6% Reduced · −7K sh | |
| 19 | Wal Mart Stores, Inc. COM | $92.2M | 741.7K | 1.2% | ▼−5.3% Reduced · −42K sh | |
| 20 | Becton Dickinson & Co COM | $87.1M | 554.0K | 1.1% | ▲+0.6% Added · +3K sh | |
| 21 | Starbucks Corp. COM | $85.9M | 959.0K | 1.1% | ▼−1.3% Reduced · −13K sh | |
| 22 | Unilever Plc ADR COM | $80.2M | 1.41M | 1.0% | ▼−0.9% Reduced · −12K sh | |
| 23 | Accenture Ltd. - Cl A COM | $73.0M | 368.1K | 0.9% | ▲+0.5% Added · +2K sh | |
| 24 | Colgate-Palmolive Co. COM | $66.5M | 779.9K | 0.9% | ▼−0.2% Reduced · −1K sh | |
| 25 | Pepsico Incorporated COM | $57.2M | 368.2K | 0.7% | ▼−4.3% Reduced · −17K sh | |
| 26 | Nike Inc Class B COM | $54.7M | 1.04M | 0.7% | ▼~0% Reduced · −257 sh | |
| 27 | Comcast Corp CL A COM | $44.0M | 1.53M | 0.6% | ▲+3.8% Added · +56K sh | |
| 28 | American Water Works COM | $41.8M | 307.2K | 0.5% | ▲+0.1% Added · +275 sh | |
| 29 | Shell PLC COM | $40.2M | 432.6K | 0.5% | ▲+3.2% Added · +13K sh | |
| 30 | Home Depot COM | $34.4M | 104.7K | 0.4% | ▲~0% Added · +41 sh | |
| 31 | FactSet Research Systems, Inc. COM | $33.1M | 152.7K | 0.4% | ▲+5.0% Added · +7K sh | |
| 32 | Lockheed Martin Corp. COM | $30.1M | 49.7K | 0.4% | ▼−3.3% Reduced · −2K sh | |
| 33 | Taiwan Semiconductor - Spons A COM | $28.8M | 85.3K | 0.4% | ▼−0.6% Reduced · −531 sh | |
| 34 | Vanguard Growth ETF COM | $28.7M | 65.8K | 0.4% | ▼−3.0% Reduced · −2K sh | |
| 35 | Expeditors International of Wa COM | $28.7M | 200.6K | 0.4% | ▼−1.4% Reduced · −3K sh | |
| 36 | Verizon Communications COM | $27.3M | 544.2K | 0.4% | ▼−2.8% Reduced · −16K sh | |
| 37 | Merck & Company Inc. COM | $26.6M | 221.5K | 0.3% | ▼−1.6% Reduced · −4K sh | |
| 38 | Progressive Corp COM | $26.0M | 131.2K | 0.3% | ▼−1.1% Reduced · −1K sh | |
| 39 | Exxon Mobil COM | $23.2M | 136.8K | 0.3% | ▼−2.1% Reduced · −3K sh | |
| 40 | RTX Corporation COM | $21.8M | 113.2K | 0.3% | ▼−1.7% Reduced · −2K sh | |
| 41 | Union Pacific Corp. COM | $21.8M | 89.9K | 0.3% | ▲+21% Added · +16K sh | |
| 42 | Waters Corporation COM | $21.4M | 72.0K | 0.3% | ▲New New position | |
| 43 | Charles Schwab Corp. COM | $21.3M | 226.4K | 0.3% | ▲+6.9% Added · +15K sh | |
| 44 | Mastercard Inc COM | $21.1M | 42.2K | 0.3% | ▼−2.5% Reduced · −1K sh | |
| 45 | Ecolab, Inc. COM | $19.6M | 73.6K | 0.3% | ▼−0.5% Reduced · −400 sh | |
| 46 | Jacobs Solutions Inc COM | $19.1M | 150.4K | 0.2% | ▲+5.1% Added · +7K sh | |
| 47 | Bank of America Corp. CONV PFD | $16.9M | 14.2K | 0.2% | ▼−4.5% Reduced · −665 sh | |
| 48 | Anheuser-Busch InBev NV - Spon COM | $16.5M | 238.5K | 0.2% | ▼−3.0% Reduced · −7K sh | |
| 49 | Labcorp Holdings Inc COM | $14.9M | 55.9K | 0.2% | ▲+47% Added · +18K sh | |
| 50 | Henry Schein Inc COM | $13.5M | 183.3K | 0.2% | ▲+8.9% Added · +15K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 325 | $7.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 334 | $8.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 329 | $8.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 332 | $7.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 320 | $7.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 283 | $7.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 270 | $8.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 272 | $7.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 19, 2024 | 268 | $7.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 267 | $7.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 250 | $6.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 254 | $6.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 252 | $6.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 20, 2023 | 255 | $5.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 21, 2022 | 257 | $5.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 261 | $5.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 22, 2022 | 268 | $7.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 268 | $7.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 266 | $6.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 264 | $6.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 258 | $5.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 253 | $5.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 3, 2020 | 246 | $5.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 29, 2020 | 239 | $4.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.