Everett Harris & Co. has filed its latest 13F-HR report, revealing a total of $8,456,747,475 in holdings as of September 30, 2026. This substantial figure underscores the firm's active investment strategy and its commitment to maintaining a diverse portfolio across various sectors.

The filing, submitted on October 28, 2026, highlights the company's significant investments in major corporations, including 3M Co., Abbott Laboratories, and Apple Inc. This diverse array of holdings indicates that Everett Harris is strategically positioning itself to capitalize on opportunities across different industries.

As a key player in the financial services sector, Everett Harris & Co. is based in Los Angeles, California, and operates under the Central Index Key (CIK) 0001009254. The firm has consistently demonstrated its ability to adapt to market changes, and this recent filing is no exception.

The report includes a total of 282 entries, showcasing a wide range of investments that reflect the firm's strategic focus. Notable holdings include:

  • 3M Co. - 7,171 shares valued at $1,177,120
  • Abbott Laboratories - 1,448,683 shares valued at $143,173,352
  • Apple Inc. - 4,060,404 shares valued at $1,352,195,875

David Adair Clark, the President and Chief Compliance Officer of Everett Harris, signed the filing, which emphasizes the firm’s transparency and regulatory compliance. The filing reflects a strong commitment to maintaining high standards in asset management.

This report not only highlights the firm’s current investment strategy but also sets the stage for future developments in the financial services industry. Competitors may need to reassess their approaches as they observe Everett Harris's diverse and substantial portfolio.

Looking ahead, the filing does not specify any immediate actions or upcoming events related to these holdings. However, it is clear that Everett Harris & Co. is poised to continue its influential role in the asset management landscape.