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Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.

Institution overview
Positions
258
No 13F data for Q4 2020
Portfolio value
$5.76B
No 13F data for Q4 2020
Filed
May 13, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Everett Harris & Co in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock5,087,640$621.5M10.8%––History
BRK.ABerkshire Hathaway IncCL A1,436$553.9M9.6%––History
MSFTMicrosoft CorpStock1,692,948$399.1M6.9%––History
COSTCostco Wholesale CorpStock910,614$321.0M5.6%––History
GOOGAlphabet Inc.Stock118,771$245.7M4.3%––History
DISWalt Disney CoStock1,232,484$227.4M3.9%––History
NVONovo Nordisk A SADR3,260,044$219.8M3.8%––History
ABTAbbott LaboratoriesStock1,632,388$195.6M3.4%––History
BRK.BBerkshire Hathaway IncStock723,946$184.9M3.2%––History
Vanguard Health Care ETF92204A504ETF761,108$174.1M3.0%–––
AMZNAmazon Com IncStock53,610$165.9M2.9%––History
JNJJohnson & JohnsonStock889,949$146.3M2.5%––History
NKENIKE, Inc.Stock1,078,994$143.4M2.5%––History
SBUXStarbucks CorpStock1,095,825$119.7M2.1%––History
BDXBecton Dickinson & CoStock484,783$117.9M2.0%––History
BACBank of America CorpStock2,843,336$110.0M1.9%––History
ACNAccenture plcStock374,598$103.5M1.8%––History
MCDMcDonalds CorpStock408,475$91.6M1.6%––History
ULUnilever PLCSPON ADR NEW1,597,581$89.2M1.5%––History
iShares Core MSCI Emerging Markets ETF46434G103ETF1,346,746$86.7M1.5%–––
CLColgate Palmolive CoStock1,082,512$85.3M1.5%––History
TJXTJX Companies IncStock1,108,480$73.3M1.3%––History
GOOGLAlphabet Inc.Stock33,585$69.3M1.2%––History
PEPPepsiCo IncStock421,328$59.6M1.0%––History
Invesco Exchange Traded FD T46137V407INVESCO MSCI772,900$58.4M1.0%–––
AWKAmerican Water Works Company, Inc.Stock376,000$56.4M1.0%––History
BAXBaxter International IncStock647,637$54.6M0.9%––History
CVXChevron CorpStock498,293$52.2M0.9%––History
ABBVAbbVie Inc.Stock474,465$51.3M0.9%––History
HDHome Depot, Inc.Stock159,263$48.6M0.8%––History
WMTWalmart Inc.Stock352,620$47.9M0.8%––History
FDSFactset Research Systems IncStock149,181$46.0M0.8%––History
CMCSAComcast CorpStock693,286$37.5M0.7%––History
EXPDExpeditors International of Washington IncCOM345,278$37.2M0.6%––History
MAMastercard IncStock98,101$34.9M0.6%––History
PGRProgressive CorpStock363,418$34.7M0.6%––History
Vanguard Short-Term Bond ETF921937827ETF392,123$32.2M0.6%–––
NVSNovartis AGADR292,146$25.0M0.4%––History
VZVerizon Communications IncStock424,813$24.7M0.4%––History
SCHWSchwab Charles CorpStock322,279$21.0M0.4%––History
MDTMedtronic plcStock177,171$20.9M0.4%––History
PYPLPayPal Holdings, Inc.Stock84,563$20.5M0.4%––History
UPSUnited Parcel Service IncStock114,384$19.4M0.3%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD217,575$17.9M0.3%–––
VVisa Inc.Stock81,902$17.3M0.3%––History
ECLEcolab Inc.Stock78,496$16.8M0.3%––History
EWEdwards Lifesciences CorpStock190,878$16.0M0.3%––History
Vanguard Morningstar Growth ETF922908736ETF60,527$15.6M0.3%–––
BUDAnheuser-Busch InBev SA/NVADR243,143$15.3M0.3%––History
LMTLockheed Martin CorpStock31,414$11.6M0.2%––History
ZBHZimmer Biomet Holdings, Inc.Stock70,526$11.3M0.2%––History
XOMExxonMobil Holdings CorpCOM173,504$9.69M0.2%––History
METAMeta Platforms, Inc.Stock31,041$9.14M0.2%––History
PGProcter & Gamble CoStock66,754$9.04M0.2%––History
NEENextera Energy IncStock115,616$8.74M0.2%––History
Vanguard S&P 500 ETF922908363ETF21,815$7.95M0.1%–––
KOCoca Cola CoStock142,418$7.51M0.1%––History
SYYSysco CorpStock93,435$7.36M0.1%––History
OKEONEOK IncCOM136,813$6.93M0.1%––History
CVSCVS Health CorpStock90,135$6.78M0.1%––History
UNPUnion Pacific CorpStock30,428$6.71M0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF119,608$6.23M0.1%–––
RTXRTX CorpStock77,906$6.02M0.1%––History
TMOThermo Fisher Scientific Inc.Stock12,657$5.78M0.1%––History
SPGSimon Property Group Inc.REIT47,503$5.40M0.1%––History
AMGNAmgen IncStock21,315$5.30M0.1%––History
USBUS Bancorp DECOM NEW95,606$5.29M0.1%––History
Industrias Bachoco SAB456463108SPON ADR B126,043$5.01M0.1%–––
QCOMQualcomm IncStock36,333$4.82M0.1%––History
YUMYum Brands IncStock43,769$4.74M0.1%––History
CPCanadian Pacific Kansas City LtdCOM11,801$4.48M0.1%––History
MMM3M CoStock22,690$4.37M0.1%––History
PFEPfizer IncStock118,446$4.29M0.1%––History
INTCIntel CorpStock66,365$4.25M0.1%––History
MRKMerck & Co., Inc.Stock53,550$4.13M0.1%––History
FDXFedEx CorpStock13,399$3.81M0.1%––History
ISRGIntuitive Surgical IncCOM NEW4,560$3.37M0.1%––History
SPYSPDR S&P 500 ETF TrustETF8,342$3.31M0.1%––History
LHLabcorp Holdings Inc.COM NEW12,150$3.10M0.1%––History
DHRDanaher CorpStock12,346$2.78M<0.1%––History
CSWCSW Industrials, Inc.COM20,256$2.73M<0.1%––History
iShares Tr464287697U.S. UTILITS ETF34,346$2.73M<0.1%–––
JPMJPMorgan Chase & CoStock17,909$2.73M<0.1%––History
HSTHost Hotels & Resorts, Inc.COM161,447$2.72M<0.1%––History
EMREmerson Electric CoStock29,906$2.70M<0.1%––History
TRPTC Energy CorpCOM58,265$2.67M<0.1%––History
KMIKinder Morgan, Inc.Stock155,641$2.59M<0.1%––History
Vanguard Ftse Developed Markets ETF921943858ETF50,617$2.49M<0.1%–––
BLKBlackRock, Inc.COM3,206$2.42M<0.1%––History
ENBEnbridge IncStock65,665$2.39M<0.1%––History
DEDeere & CoStock5,942$2.22M<0.1%––History
EPDEnterprise Products Partners L.P.Stock100,785$2.22M<0.1%––History
KSUKansas City SouthernCOM NEW8,128$2.15M<0.1%––History
PLUGPlug Power IncStock54,000$1.94M<0.1%––History
WBAWalgreens Boots Alliance, Inc.COM34,914$1.92M<0.1%––History
FMSFresenius Medical Care AGSPONSORED ADR51,620$1.90M<0.1%––History
LNTAlliant Energy CorpStock35,090$1.90M<0.1%––History
RCIRogers Communications IncCL B40,630$1.87M<0.1%––History
ADPAutomatic Data Processing IncStock9,927$1.87M<0.1%––History
Vanguard High Dividend Yield Index ETF921946406ETF18,020$1.82M<0.1%–––