Everett Harris & Co. /ca/
Everett Harris & Co. is a fee-only investment adviser based in Los Angeles, California, founded in 1937. The firm manages investment portfolios for high-net-worth individuals, families, charitable organizations, foundations, endowments, pension plans, and other institutions. With an employee count of approximately 18, Everett Harris & Co. manages over $10 billion in assets across more than 1,700 client accounts, providing discretionary and non-discretionary portfolio management services. Its clients are primarily individuals (including high-net-worth), charitable organizations, and select institutions.
Investment Strategy
Everett Harris & Co. primarily uses a long-term, buy-and-hold approach focused on portfolio customization for each client. The firm invests in a diverse range of securities, including U.S. and foreign equities, fixed-income securities, and options. It applies fundamental analysis augmented by internal research, financial modeling, and selective third-party research. Portfolios are tailored to fit each client’s financial objectives and tax situation, and the investment team maintains a model portfolio updated through regular internal meetings. For fixed income, securities are typically held until maturity unless called.
Latest 13F Filing Activity
Everett Harris & Co. /ca/ filed their most recent 13F report on Jun 30, 2025 disclosing 308 equity positions with a total 13F market value of $8B. The fund increased holdings in Microsoft Corp., Alphabet, Class C, Amazon.com among other positions. Everett Harris & Co. /ca/ reduced exposure to Apple, Inc., Berkshire Hathaway Class A, Berkshire Hathaway Class B among others.
Top Holdings
Equity Positions (308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Class A | 13.25% | $1.03B | 1,417 | $132806.92 | $728800.00 | -$89.1M | |
A AAPL | Apple, Inc. | 11.11% | $865.8M | 4,220,075 | $25.40 | $205.17 | -$90.9M |
C COST | Costco Companies Inc. | 10.05% | $783.2M | 791,162 | $89.99 | $989.94 | -$18.1M |
M MSFT | Microsoft Corp. | 9.54% | $743.7M | 1,495,198 | $44.45 | $497.41 | +$178.6M |
N NVO | Novo Nordisk ADR | 5.66% | $441.3M | 6,394,182 | $13.72 | $69.02 | -$3.6M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | Los Angeles, CA , United States | |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Charlotte, NC , United States | |
J Jim Ward | chief investment officer | Santa Monica, CA , United States | |
 | Portfolio Manager | San Diego, CA , United States | |
M Melanie Santos | Analyst | Los Angeles, CA , United States |
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