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SEC Form 13F-HR

Everett Harris & Co

The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 3, 2026. Quarter-end snapshot, not a live trade.

Disclosed 13F value

$8.14B

sum of reported positions

Reported positions

292

Changes vs prior quarter

185

17 new · 47 exited

Filings on record

Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024

Track record

Across 34 measured positions in 7 quarters, the typical new or larger position finished +0.2 pts against the S&P 500 and 50% finished ahead of it. For scale, across all 501 funds with a result: −2.2 pts typical, 44% ahead.

Measured on each position this fund reported as new or larger, from the first close after the filing became public, against the S&P 500, 90 days later. Sales are not scored. History, not a forecast; it shows what the stocks did, not what the fund knew.

Reported portfolio · 9 quarters

+4.8% vs last quarter

Total value of the 13F each quarter. It moves with prices as well as with what the fund bought or sold, so a rise is not necessarily a purchase.

Quarter by quarter

Where the money is

top 5 = 51% · top 1 = 15%

Apple14.5%
BERKSHIRE HATHAWAY INC DEL13.0%
Costco8.4%
Alphabet8.3%

25 largest holdings · Q2 2026

weights are within the disclosed 13F portfolio

Company	Shares	Value	Weight
Apple	4.09M	$1.18B	14.5%
BERKSHIRE HATHAWAY INC DEL	1,417	$1.06B	13.0%
Costco	735K	$687M	8.4%
Alphabet	1.91M	$677M	8.3%

Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology

How this filing works

SEC Form 13F

	Q1 2026	Q2 2026
Reported value	$7.76B	$8.14B
Positions	322	292
Biggest line	—	Apple 15%