Long-term investor
Everett Harris & Co. @everettharriscoca
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001009254).
Record
- Tracked since 2025-06-30 (448 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +7.4% · all +7.4%
- Max drawdown n/a · win rate 47% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 14.5% · long · since 2025-06-30
- 084670108 · 13.0% · long · since 2025-06-30
- COST · 8.4% · long · since 2025-06-30
- 02079K107 · 8.3% · long · since 2025-06-30
- MSFT · 6.7% · long · since 2025-06-30
- BRK-B · 3.9% · long · since 2025-06-30
- NVO · 3.8% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- 92204A504 · 2.7% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- TJX · 2.1% · long · since 2025-06-30
- BAC · 1.9% · long · since 2025-06-30