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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WAT Waters Corporation Healthcare 71,970.0 $21.4M 0.28% NEW $297.80 +11.9%
2 SUNC Sunococorp LLC Energy 17,000.0 $1.0M 0.01% NEW $61.65 +14.0%
3 ISHG iShares 1-3yr Int'l Treasury B 9,920.0 $736K 0.01% NEW $74.18 +1.3%
4 MRNA Moderna Inc. Healthcare 6,600.0 $335K 0.00% NEW $50.80 -1.5%
5 LNG Cheniere Energy Inc Energy 1,026.0 $291K 0.00% NEW $283.88 -15.1%
6 KEYS Keysight Technologies Inc. Technology 979.0 $276K 0.00% NEW $282.37 +28.0%
7 EWY iShares MSCI South Korea Index 2,000.0 $246K 0.00% NEW $123.01 +45.4%
8 OXY Occidental Petroleum Co. Delaw Energy 3,563.0 $232K 0.00% NEW $65.00 -12.6%
9 KLAC KLA Corp Technology 146.0 $215K 0.00% NEW $1472.41 +28.6%
10 HOFT Hooker Furnishings Corp Consumer Cyclical 11,400.0 $147K 0.00% NEW $12.88 -0.2%
11 CLM Cornerstone Strategic Investme Financial Services 10,205.0 $74K 0.00% NEW $7.28 +4.0%

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%