Everett Harris & Co Portfolio Changes in Q2 2026
Everett Harris & Co's portfolio saw significant shifts this quarter, with notable increases across several sectors and adjustments to existing holdings.
As of June 30th, 2026, Everett Harris & Co has reported changes in its investment portfolio. The firm manages a substantial total portfolio value exceeding $8 billion.
Prominent Increases This Quarter
Everett Harris & Co demonstrated significant buying activity during the second quarter of 2026. Notably, COSTCO WHOLESALE CORPORATION (COST) experienced a massive increase in its position, growing by 100% from the previous period and now accounting for approximately $687 million of the portfolio's value.
The firm also significantly boosted its stake in COMCAST CORP NEW (CMCSA), increasing holdings by 53.99% and raising its allocation to $57.9 million, representing about 0.71% of the total portfolio.
Additionally, Everett Harris & Co made substantial purchases in several other areas:
- VERIZON COMMUNICATIONS INC (VZ): Shares increased by 100%, adding $23.2 million to the portfolio.
- MERCK & CO INC (MRK): Holdings jumped by 100%, contributing $28.4 million.
- DOMINION ENERGY INC (D): Shares increased by 100%, adding $11.1 million.
- JACOBS SOLUTIONS INC (J): Holdings jumped by 100%, contributing $2.0 million.
- KINDER MORGAN INC DEL (KMI): Shares increased by 100%, adding just over $4 million, but still represents a new position for the firm.
- VANGUARD INDEX FDS (VUG): This fund saw its stake increase by an astonishing 495.4%, adding $33.8 million.
- EDWARDS LIFESCIENCES CORP (EW): Shares increased by 100% from the prior period, boosting its allocation to $7.3 million.
- HOST HOTELS & RESORTS INC (HST): Holdings jumped by 100%, adding nearly $1.8 million to the portfolio.
Minor Adjustments and Small Increases
Beyond these large moves, Everett Harris & Co also saw some smaller changes in other sectors:
- The firm slightly increased its holdings of VANGUARD WORLD FD (VHT) by 1.02%, adding $21.9 million.
- They also made a small purchase in PROGRESSIVE CORP (PGR) ight>, increasing their stake by 54.4% to $44.3 million, representing about 0.54% of the portfolio.
- Furthermore, they added shares in ISHARES INC (EWS) ight>, a fund holding, increasing it by 100% to $2.7 million.
Decreases and Exits Observed
In contrast to the buying activity, Everett Harris & Co also reported some decreases in their portfolio during Q2:
- Their position in NIKE INC (NKE) ight> decreased by 41.3%, reducing its allocation from $50M to just under $25M.
- They also sold shares in LH, which was a new position acquired this quarter, indicating an exit strategy for that stock.
The firm's portfolio saw other minor adjustments as well:
- They sold shares in WAT, which was a significant sell according to their filing.
- In the Technology sector, they slightly reduced holdings of AAPL by 0.59% and made minor adjustments to other tech stocks like GOOGL.
- In the Financial Services sector, they sold shares in BRK-B (-0.51%) and made minor adjustments to other holdings like PGR.
- In the Energy sector, they sold shares in KMI (-100%) and made minor adjustments to other holdings like EW.
The overall portfolio turnover rate for Everett Harris & Co this quarter was high, reflecting both substantial new purchases and exits from some positions.