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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OTC Markets Group Inc 18,545.0 $993K 0.01% +450.0 +2.5% $53.53
42 SCHG Schwab U.S. Large-Cap Growth E 31,188.0 $909K 0.01% +1K +4.2% $29.13 +17.6%
43 WM Waste Management, Inc Industrials 3,864.0 $888K 0.01% +92.0 +2.4% $229.79 -4.8%
44 SCHV Schwab US Large Cap Value 27,994.0 $854K 0.01% +2K +6.1% $30.50 +6.8%
45 UNH UnitedHealth Group Inc. Healthcare 3,142.0 $850K 0.01% +189.0 +6.4% $270.59 +47.5%
46 CARR Carrier Global Corp Industrials 14,138.0 $796K 0.01% +986.0 +7.5% $56.31 +14.8%
47 Sodexo 72,380.0 $748K 0.01% +23K +46.5% $10.33
48 KMB Kimberly Clark Consumer Defensive 6,855.0 $661K 0.01% +50.0 +0.7% $96.47 +0.2%
49 AMD Advanced Micro Devices Inc. Technology 2,903.0 $591K 0.01% +100.0 +3.6% $203.43 +108.5%
50 CSX CSX Corp Industrials 14,159.0 $581K 0.01% +927.0 +7.0% $41.05 +11.9%
51 MDLZ Mondelez International Consumer Defensive 9,596.0 $553K 0.01% +1K +12.8% $57.64 +5.8%
52 FBTC Fidelity Wise Origin Bitcoin F Financial Services 8,639.0 $510K 0.01% +125.0 +1.5% $59.03 +20.1%
53 SCHF Schwab Intl Equity ETF 20,106.0 $498K 0.01% +2K +10.7% $24.75 +7.9%
54 SCHB Schwab US Broad Market ETF 18,775.0 $471K 0.01% +2K +11.9% $25.10 +13.2%
55 XLY Consumer Discretionary Select 4,032.0 $439K 0.01% +680.0 +20.3% $108.98 +6.9%
56 PICK ETF IShares MSCI Global Select 7,377.0 $417K 0.01% +3K +84.4% $56.59 +11.2%
57 LEVI Levi Strauss & Co Consumer Cyclical 20,275.0 $375K 0.01% +7K +52.7% $18.49 +15.8%
58 NWSA News Corp - Class A Communication Services 13,135.0 $327K 0.00% +1K +12.2% $24.93 +5.3%
59 PNC PNC Bank Corp. Financial Services 1,498.0 $312K 0.00% +416.0 +38.5% $208.08 +2.6%
60 BX The Blackstone Group Inc. Clas Financial Services 2,458.0 $283K 0.00% +26.0 +1.1% $114.99 +2.5%
Page 3 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%