EVERETT HARRIS & CO /CA/

RIA/Wealth

EVERETT HARRIS & CO /CA/ is a RIA/Wealth based in Chicago, IL led by Oliver Northcote Crary, reporting $10.9B in AUM as of Q3 2025 with 67% concentrated in top 10 holdings.

CEOOliver Northcote Crary

Portfolio Value: $8.1B
Positions: 290
Top Holding: AAPL at 13.26%
Last Reported: Q3 2025

Address111 S. Wacker Drive, Suite 4600, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in EVERETT HARRIS & CO /CA/'s portfolio (67.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$1.1B	13.26%	-$6.5M Sold	0.03% 4.2M shares	≤ Q2 2013 Held for 12y 5m+
2 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$1.1B	13.26%	-$754.2K Sold	0.10% 1.4K shares	Q4 2019 Held for 5y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$767.7M	9.53%	-$6.7M Sold	0.02% 1.5M shares	≤ Q2 2013 Held for 12y 5m+
4 Costco Wholesale COST	Discount Stores Consumer Defensive	$728.9M	9.05%	-$3.4M Sold	0.18% 787.5K shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$490.3M	6.09%	-$5.0M Sold	0.02% 2.0M shares	Q1 2014 Held for 11y 8m
6 NVO Novo Nordisk NVO	Unknown Unknown	$354.8M	4.41%	-$22.3K Sold	— 6.4M shares	Q1 2023 Held for 2y 8m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$336.5M	4.18%	-$4.3M Sold	0.03% 669.4K shares	Q4 2019 Held for 5y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$224.8M	2.79%	-$2.6M Sold	0.01% 1.0M shares	≤ Q2 2013 Held for 12y 5m+
9 Abbott ABT	Medical - Devices Healthcare	$196.5M	2.44%	-$3.2M Sold	0.08% 1.5M shares	≤ Q2 2013 Held for 12y 5m+
10 Vanguard Health Care VHT	ETF ETF	$189.7M	2.36%	-$1.9M Sold	— 730.9K shares	Q3 2014 Held for 11y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EVERETT HARRIS & CO /CA/'s latest filing

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Market Value

$8.1B

Prior: $7.7B

Q/Q Change

+4.12%

+$318.5M

Net Flows % of MV

-0.867%

Turnover Ratio

0.507%

New Purchases

4 stocks

$966.7K

Added To

45 stocks

+$3.5M

Sold Out Of

8 stocks

$2.5M

Reduced Holdings

122 stocks

-$71.7M

Increased Positions

Position	Shares Δ	Change
1 News Corporation NWSA	New	0 → 8.9K +$272.2K
2 Bloom Energy BE	New	0 → 3.1K +$262.2K
3 Applovin Corporation APP	New	0 → 320.0 +$229.9K
4 ASML ASML ASML	New	0 → 209.0 +$202.3K
5 Broadcom Inc. AVGO	+27.46%	2.9K → 3.7K +$264.3K

Decreased Positions

Position	Shares Δ	Change
1 Motorola Solutions, Inc. MSI	Sold	1.6K → 0 −$660.5K
2 Eversource Energy ES	Sold	7.7K → 0 −$489.9K
3 MAG Silver MAG	Sold	11.6K → 0 −$245.1K
4 Amentum Holdings AMTM	Sold	10.1K → 0 −$238.1K
5 LPL Financial Holdings LPLA	Sold	591.0 → 0 −$221.6K