Institutional manager
EVERETT HARRIS & CO /CA/
Holds positions in 164 of the S&P 500, worth $6.90bn as reported for the quarter ended 31-mar-2026.
Positions held164of 488 index companies covered
Reported value$6.90bnS&P 500 positions only
Top ten weight75%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 164 held. The rest are smaller than every one of these.
Berkshire HathawayBRK.B640,448$1.32bnFinancialsApple Inc.AAPL4.1m$1.04bnInformation TechnologyCostcoCOST777,695$775mConsumer StaplesAlphabet Inc. (Class A)GOOGL2.5m$715mCommunication ServicesMicrosoftMSFT1.5m$539mInformation TechnologyAmazonAMZN1.0m$213mConsumer DiscretionaryTJX CompaniesTJX1.1m$180mConsumer DiscretionaryAbbott LaboratoriesABT1.5m$149mHealth CareBank of AmericaBAC2.8m$135mFinancialsMcDonald'sMCD390,714$121mConsumer DiscretionaryJohnson & JohnsonJNJ469,924$115mHealth CareChevron CorporationCVX540,496$112mEnergyAbbVieABBV513,391$112mHealth CareWalt Disney Company (The)DIS1.2m$111mCommunication ServicesWalmartWMT741,737$92mConsumer StaplesBecton DickinsonBDX553,962$87mHealth CareStarbucksSBUX959,017$86mConsumer DiscretionaryAccentureACN368,124$73mInformation TechnologyColgate-PalmoliveCL779,877$66mConsumer StaplesPepsiCoPEP368,214$57mConsumer StaplesNike, Inc.NKE1.0m$55mConsumer DiscretionaryComcastCMCSA1.5m$44mCommunication ServicesAmerican Water WorksAWK307,236$42mUtilitiesHome Depot (The)HD104,684$34mConsumer DiscretionaryLockheed MartinLMT49,741$30mIndustrialsExpeditors InternationalEXPD200,645$29mIndustrialsVerizonVZ544,196$27mCommunication ServicesMerck & Co.MRK221,455$27mHealth CareProgressive CorporationPGR131,246$26mFinancialsExxonMobilXOM136,796$23mEnergyRTX CorporationRTX113,162$22mIndustrialsUnion Pacific CorporationUNP89,880$22mIndustrialsWaters CorporationWAT71,970$21mHealth CareCharles Schwab CorporationSCHW226,355$21mFinancialsMastercardMA42,161$21mFinancialsEcolabECL73,557$20mMaterialsJacobs SolutionsJ150,363$19mIndustrialsLabcorpLH55,940$15mHealth CareHenry ScheinHSIC183,262$14mHealth CareInvescoIVZ21,850$13mFinancialsNextEra EnergyNEE130,693$12mUtilitiesOneokOKE103,755$9mEnergyDominion EnergyD150,408$9mUtilitiesJPMorgan ChaseJPM27,949$8mFinancialsAmgenAMGN23,122$8mHealth CareLilly (Eli)LLY8,822$8mHealth CareMeta PlatformsMETA14,119$8mCommunication ServicesProcter & GamblePG55,309$8mConsumer StaplesPfizerPFE280,174$8mHealth CareCoca-Cola Company (The)KO100,578$8mConsumer StaplesThermo Fisher ScientificTMO15,469$8mHealth CareState Street CorporationSTT30,845$7mFinancialsSimon Property GroupSPG39,303$7mReal EstateNvidiaNVDA39,267$7mInformation TechnologyEdwards LifesciencesEW78,272$6mHealth CareUnited Parcel ServiceUPS60,150$6mIndustrialsZimmer BiometZBH60,970$6mHealth CareEmerson ElectricEMR36,067$5mIndustrialsMedtronicMDT53,993$5mHealth CareLas Vegas SandsLVS82,547$4mConsumer Discretionary
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.