account_balance

Investment manager · 13F filer · SEC CIK 1009254

Everett Harris & Co

Reported value$8.46Bas of Sep 30, 2026
Positions282 4 new, 14 sold out
Top 10 weight67.4%AAPL alone is 16%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 16.0% Held
Berkshire Hathaway Inc 12.5% Held
MSFT Microsoft Corp 8.8% HeldCOST Costco Wholesale Corp 7.9% HeldGOOG Alphabet Inc. 7.7% HeldBRK-B Berkshire Hathaway Inc 3.7% HeldAMZN Amazon.com Inc 3.0% HeldNVO Novo Nordisk A/S 2.9% Held
VHT Vanguard World Fd 2.8% Held
GOOGL Alphabet Inc. 2.2% HeldBAC Bank of America Corp 1.8% HeldTJX TJX Companies Inc 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • EEM $1.06M
  • VWO $961K
  • SCHF $564K
  • GIS $502K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist