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Portfolio (Quarterly) Guide ↗

EVERETT HARRIS & CO /CA/

· CIK 0001009254
13F Portfolio $8.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 334 New
Page 4 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEMG iShares Core MSCI Emerging Mar 109,808.0 $7.4M 0.09% NEW $67.22 +18.1%
62 SPG Simon Property Group Real Estate 39,374.0 $7.3M 0.09% NEW $185.11 +8.1%
63 KO Coca Cola Company Consumer Defensive 103,862.0 $7.3M 0.09% NEW $69.91 +15.6%
64 EW Edwards Lifesciences Corp. Healthcare 84,658.0 $7.2M 0.09% NEW $85.25 -4.5%
65 TTI Tetra Technologies Inc Energy 765,042.0 $7.2M 0.09% NEW $9.37 +12.3%
66 NVDA Nvidia Corp Technology 38,344.0 $7.2M 0.09% NEW $186.50 +20.8%
67 Arrowhead Pharma Inc 104,993.0 $7.0M 0.08% NEW $66.39
68 VUSB Vanguard Ultra-Short Bond ETF 139,400.0 $6.9M 0.08% NEW $49.84 -0.3%
69 PFE Pfizer Inc. Healthcare 269,665.0 $6.7M 0.08% NEW $24.90 +1.7%
70 UPS United Parcel Service Industrials 66,236.0 $6.6M 0.08% NEW $99.19 -0.3%
71 ALSN Allison Transmission Holdings Consumer Cyclical 64,532.0 $6.3M 0.08% NEW $97.90 +16.5%
72 Canadian Pacific Kansas City L 77,423.0 $5.7M 0.07% NEW $73.63
73 VCSH Vanguard Short-Term Corp Bond 69,930.0 $5.6M 0.07% NEW $79.73 -1.2%
74 Cogeco Inc 118,507.0 $5.5M 0.07% NEW $46.39
75 Pason System Inc 617,463.0 $5.4M 0.07% NEW $8.74
76 VSCO Victoria's Secret & Co Consumer Cyclical 99,037.0 $5.4M 0.07% NEW $54.17 -15.2%
77 MDT Medtronic PLC Healthcare 54,275.0 $5.2M 0.06% NEW $96.06 -20.7%
78 SPY SPDR S&P 500 Index ETF Financial Services 7,387.0 $5.0M 0.06% NEW $681.93 +8.3%
79 CSW Industrials Inc 17,120.0 $5.0M 0.06% NEW $293.53
80 MICC Magnum Ice Cream Company NV Consumer Defensive 313,786.0 $5.0M 0.06% NEW $15.85 +5.1%
Page 4 of 17  ·  334 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 31.2%
Communication Services 15.8%
Healthcare 14.9%
Consumer Defensive 14.6%
Consumer Cyclical 11.7%
Financial Services 5.3%
Energy 2.6%
Industrials 2.3%
Utilities 1.0%
Basic Materials 0.4%