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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 5 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V Visa Inc - Class A Financial Services 14,058.0 $4.9M 0.06% NEW $350.70 -7.1%
82 Alexander & Baldwin Inc 238,535.0 $4.9M 0.06% NEW $20.64
83 EMR Emerson Electric Industrials 36,242.0 $4.8M 0.06% NEW $132.72 -0.3%
84 QCOM Qualcomm, Inc. Technology 28,015.0 $4.8M 0.06% NEW $171.05 +21.9%
85 VYM Vanguard High Dividend Yield E 32,682.0 $4.7M 0.06% NEW $143.52 +8.4%
86 BLK BlackRock, Inc. Financial Services 4,349.0 $4.7M 0.06% NEW $1070.34 +1.1%
87 VGSH Vanguard Short-Term Treasury E 70,880.0 $4.2M 0.05% NEW $58.73 -0.9%
88 KMI Kinder Morgan Inc Energy 145,990.0 $4.0M 0.05% NEW $27.49 +21.5%
89 YUM Yum! Brands Inc Consumer Cyclical 23,854.0 $3.6M 0.04% NEW $151.28 -0.3%
90 SYY Sysco Corp. Consumer Defensive 47,837.0 $3.5M 0.04% NEW $73.69 -1.1%
91 C CitiGroup Inc. Financial Services 27,969.0 $3.3M 0.04% NEW $116.69 +5.8%
92 BAX Baxter International Inc. Healthcare 166,896.0 $3.2M 0.04% NEW $19.11 -8.4%
93 Citigroup Inc Var (Call 08/15/ 3,100,000.0 $3.1M 0.04% NEW $1.00
94 AMJB Alerian MLP Index ETN Financial Services 100,890.0 $3.0M 0.04% NEW $29.91 +23.4%
95 LVS Las Vegas Sands Corp Consumer Cyclical 45,676.0 $3.0M 0.04% NEW $65.09 -21.9%
96 VVV Valvoline Inc Energy 101,590.0 $3.0M 0.04% NEW $29.06 +10.9%
97 ZBH Zimmer Biomet Holdings Inc. Healthcare 32,050.0 $2.9M 0.04% NEW $89.92 -6.1%
98 ISRG Intuitive Surgical Inc. Healthcare 5,083.0 $2.9M 0.04% NEW $566.36 -25.1%
99 BSV Vanguard Short-Term Bond ETF 35,195.0 $2.8M 0.03% NEW $78.81 -1.2%
100 NVS Novartis A.G. ADR Healthcare 19,363.0 $2.7M 0.03% NEW $137.87 +8.2%
Page 5 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%