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Portfolio (Quarterly) Guide ↗

EVERETT HARRIS & CO /CA/

· CIK 0001009254
13F Portfolio $7.8B AUM 325 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 62 Added 123 Reduced 22 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VSCO Victoria's Secret & Co Consumer Cyclical 105,072.0 $4.9M 0.06% +6K +6.1% $46.36 +0.9%
22 LVS Las Vegas Sands Corp Consumer Cyclical 82,547.0 $4.4M 0.06% +37K +80.7% $53.88 -6.0%
23 BLK BlackRock, Inc. Financial Services 4,516.0 $4.3M 0.06% +167.0 +3.8% $961.71 +12.5%
24 VVV Valvoline Inc Energy 113,465.0 $3.8M 0.05% +12K +11.7% $33.68 -3.9%
25 WY Weyerhaeuser Co. Real Estate 148,662.0 $3.6M 0.05% +78K +109.0% $24.43 -4.4%
26 IFF Int'l. Flavors & Fragrance Basic Materials 41,185.0 $3.0M 0.04% +7K +19.1% $72.55 +4.9%
27 GE GE Aerospace Industrials 8,462.0 $2.4M 0.03% +89.0 +1.1% $283.77 +2.7%
28 VTI Vanguard Total Stock Market ET 7,052.0 $2.3M 0.03% +470.0 +7.1% $320.81 +13.1%
29 Atlanta Braves Holdings, Inc C 47,824.0 $2.0M 0.03% +7K +18.4% $42.70
30 SYK Stryker Corp. Healthcare 5,862.0 $1.9M 0.03% +87.0 +1.5% $328.59 -7.0%
31 GEV GE Vernova Utilities 1,987.0 $1.7M 0.02% +22.0 +1.1% $873.12 +24.9%
32 ADP Automatic Data Processing Inc. Industrials 8,164.0 $1.7M 0.02% +350.0 +4.5% $203.18 +5.6%
33 UTMD Utah Medical Products Inc Healthcare 25,564.0 $1.6M 0.02% +4K +19.8% $61.99 +2.8%
34 MO Altria Group, Inc. Consumer Defensive 21,880.0 $1.4M 0.02% +154.0 +0.7% $65.99 +9.7%
35 GLW Corning Inc. Technology 10,192.0 $1.4M 0.02% +492.0 +5.1% $135.97 +53.2%
36 RGR Sturm Ruger & Co Inc Industrials 30,880.0 $1.2M 0.02% +3K +10.7% $40.09 -0.5%
37 AVGO Broadcom Ltd Technology 3,822.0 $1.2M 0.01% +186.0 +5.1% $309.51 +37.4%
38 RSP Invesco S&P 500 Equal Weight E 5,708.0 $1.1M 0.01% +314.0 +5.8% $191.93 +5.0%
39 ZTS Zoetis Inc Healthcare 9,014.0 $1.1M 0.01% +5K +115.3% $118.21 -36.1%
40 TSLA Tesla Motors Consumer Cyclical 2,769.0 $1.0M 0.01% +123.0 +4.7% $371.76 +19.2%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Consumer Defensive 17.3%
Communication Services 15.2%
Healthcare 14.1%
Consumer Cyclical 11.9%
Financial Services 4.9%
Energy 3.6%
Industrials 2.6%
Utilities 1.2%
Basic Materials 0.4%