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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
CASICASI Pharmaceuticals, Inc (DE)COM10,002$24.0K<0.1%––History
CFMSConformis IncCOM38,000$38.0K<0.1%––History
HOSHornbeck Offshore Services, Inc.Stock10,000$50.0K<0.1%––History
LTRXLantronix IncCOM NEW14,000$64.0K<0.1%––History
SJTSan Juan Basin Royalty TrustUNIT BEN INT19,004$75.0K<0.1%––History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM18,952$78.0K<0.1%––History
STXSStereotaxis, Inc.COM NEW15,000$101.0K<0.1%––History
VTRSViatris IncStock10,903$152.0K<0.1%––History
DMLPDorchester Minerals, L.P.COM UNIT14,600$199.0K<0.1%––History
GDGeneral Dynamics CorpStock1,106$201.0K<0.1%––History
MACMacerich CoCOM17,390$203.0K<0.1%––History
HUBBHubbell IncCOM1,100$206.0K<0.1%––History
Vanguard World FD921910816MEGA GRWTH IND1,000$207.0K<0.1%–––
iShares Inc46434G764MSCI EMRG CHN3,500$208.0K<0.1%–––
Barrick Gold Corp067901108COM10,641$211.0K<0.1%–––
NGGNational Grid PLCSPONSORED ADR NE3,573$212.0K<0.1%––History
IDAIdacorp IncCOM2,145$214.0K<0.1%––History
HBIHanesbrands Inc.COM11,000$216.0K<0.1%––History
HUMHumana IncStock521$218.0K<0.1%––History
FRPHFRP Holdings, Inc.COM4,422$218.0K<0.1%––History
First Tr Exchange-Traded FD33739Q507SSI STRG ETF4,500$226.0K<0.1%–––
PACPacific Airport GroupSPON ADS B2,196$231.0K<0.1%––History
iShares Inc46434G772MSCI TAIWAN ETF4,000$240.0K<0.1%–––
BIIBBiogen Inc.COM863$241.0K<0.1%––History
CHKPCheck Point Software Technologies LtdORD2,150$241.0K<0.1%––History
CICigna GroupStock1,001$242.0K<0.1%––History
iShares Tr464287341GLOBAL ENERG ETF10,000$246.0K<0.1%–––
DEODiageo PLCSPON ADR NEW1,516$249.0K<0.1%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,541$259.0K<0.1%–––
NVCRNovoCure LtdORD SHS2,000$264.0K<0.1%––History
SLBSLB LimitedStock9,800$266.0K<0.1%––History
STSensata Technologies Holding plcSHS4,600$267.0K<0.1%––History
FBINFortune Brands Innovations, Inc.COM2,850$273.0K<0.1%––History
CCLCarnival Corp Ltd.UNIT 99/99/999910,385$276.0K<0.1%––History
Schwab US Aggregate Bond ETF808524839ETF5,150$278.0K<0.1%–––
Schwab U.S. Large-Cap Value ETF808524409ETF4,400$287.0K<0.1%–––
Invesco Actively Managed ETF46090C305EMGRING MKTS505,120$288.0K<0.1%–––
DDominion Energy, IncStock3,974$302.0K<0.1%––History
LOWLowes Companies IncStock1,611$306.0K<0.1%––History
AVOMission Produce, Inc.COM16,500$314.0K<0.1%––History
SNNSmith & Nephew PLCSPDN ADR NEW8,307$315.0K<0.1%––History
GISGeneral Mills IncStock5,181$318.0K<0.1%––History
WMBWilliams Companies, Inc.COM13,522$320.0K<0.1%––History
iShares Tr464288158SHRT NAT MUN ETF3,000$323.0K<0.1%–––
iShares Tr464287556ISHARES BIOTECH2,169$327.0K<0.1%–––
SPGIS&P Global Inc.Stock930$328.0K<0.1%––History
GLWCorning IncCOM7,740$337.0K<0.1%––History
ADBEAdobe Inc.Stock718$341.0K<0.1%––History
LINLinde PLCSHS1,235$346.0K<0.1%––History
SHYFShyft Group, Inc.COM9,400$350.0K<0.1%––History
TTETotalEnergies SESPONSORED ADS7,529$350.0K<0.1%––History
CHDChurch & Dwight Co IncCOM4,015$351.0K<0.1%––History
NSCNorfolk Southern CorpStock1,312$352.0K<0.1%––History
AMATApplied Materials IncStock2,717$363.0K<0.1%––History
ATOAtmos Energy CorpCOM3,725$368.0K<0.1%––History
CHTRCharter Communications, Inc.CL A601$371.0K<0.1%––History
iShares Tr464287325GLOB HLTHCRE ETF4,830$372.0K<0.1%–––
Discovery Inc25470F302COM SER C10,135$374.0K<0.1%–––
ITWIllinois Tool Works IncStock1,711$379.0K<0.1%––History
iShares Tr464288414NATIONAL MUN ETF3,303$383.0K<0.1%–––
ORCLOracle CorpStock5,510$387.0K<0.1%––History
Vanguard Consumer Discretionary ETF92204A108ETF1,350$399.0K<0.1%–––
ELVElevance Health, Inc.Stock1,120$402.0K<0.1%––History
MDLZMondelez International, Inc.Stock6,861$402.0K<0.1%––History
PCARPaccar IncCOM4,342$403.0K<0.1%––History
ELEstee Lauder Companies IncCL A1,406$409.0K<0.1%––History
NOCNorthrop Grumman CorpStock1,276$413.0K<0.1%––History
CRNCCerence Inc.COM4,625$414.0K<0.1%––History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF4,295$438.0K<0.1%–––
Royal Dutch Shell PLC780259107SPON ADR B11,887$438.0K<0.1%–––
iShares Tr464287291GLOBAL TECH ETF1,448$446.0K<0.1%–––
BABAAlibaba Group Holding LtdADR1,989$451.0K<0.1%––History
STTState Street CorpCOM5,512$463.0K<0.1%––History
First Trust Dow Jones Internet Index Fund33733E302ETF2,128$464.0K<0.1%–––
NFLXNetflix IncStock897$468.0K<0.1%––History
CBChubb LtdStock3,028$478.0K<0.1%––History
iShares Core S&P Small Cap ETF464287804ETF4,423$480.0K<0.1%–––
MTXMinerals Technologies IncCOM6,400$482.0K<0.1%––History
OTISOtis Worldwide CorpStock7,059$483.0K<0.1%––History
DANDANA IncCOM20,000$487.0K<0.1%––History
GSKGSK plcSPONSORED ADR13,665$488.0K<0.1%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,475$492.0K<0.1%–––
PSAPublic StorageCOM1,998$493.0K<0.1%––History
ALSNAllison Transmission Holdings IncStock12,105$494.0K<0.1%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF3,750$498.0K<0.1%–––
iShares S&P 100 ETF464287101ETF2,788$501.0K<0.1%–––
WPRTWestport Fuel Systems Inc.COM NEW70,000$503.0K<0.1%––History
CNPCenterpoint Energy IncCOM22,450$508.0K<0.1%––History
BF.ABrown Forman CorpCL A8,472$539.0K<0.1%––History
TSLATesla, Inc.Stock810$541.0K<0.1%––History
CSXCSX CorpStock5,628$543.0K<0.1%––History
COPConocoPhillipsStock10,578$560.0K<0.1%––History
APDAir Products & Chemicals, Inc.Stock2,014$567.0K<0.1%––History
DGXQuest Diagnostics IncCOM4,442$570.0K<0.1%––History
AEPAmerican Electric Power Co IncStock6,791$575.0K<0.1%––History
POSTPost Holdings, Inc.COM5,446$576.0K<0.1%––History
NVDANVIDIA CorpStock1,113$594.0K<0.1%––History
CARRCarrier Global CorpStock14,121$596.0K<0.1%––History
EIXEdison InternationalStock10,335$606.0K<0.1%––History
TGTTarget CorpStock3,064$607.0K<0.1%––History