Everett Harris & Co.
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$7.8B
Holdings
321
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
Apple, Inc.
Q1 2026: New position (1.8k shares)
13.5%
02
$BRK/A
Berkshire Hathaway Class A
Q4 2024: New position (1.4k shares)
13.1%
03
$COST
Costco Companies Inc.
Q1 2026: New position (546 shares)
10.0%
04
$GOOG
Alphabet, Class C
Q1 2026: New position (1.4k shares)
7.2%
05
$MSFT
Microsoft Corp.
Q1 2026: New position (17.7k shares)
6.9%
06
$BRK/B
Berkshire Hathaway Class B
Q1 2026: New position (100 shares)
3.9%
07
$NVO
Novo Nordisk ADR
Q1 2026: New position (1.4k shares)
3.0%
08
$AMZN
Amazon.com
Q1 2026: New position (5.0k shares)
2.7%
09
$VHT
Vanguard Health Care ETF
Q4 2024: New position (747.9k shares)
2.6%
10
$TJX
TJX Companies, Inc.
Q1 2026: New position (1.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.