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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 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Cogeco Inc 117,077.0 $5.8M 0.07% -1K -1.2% $49.45
42 VYM Vanguard High Dividend Yield E 31,901.0 $4.7M 0.06% -781.0 -2.4% $148.10 +5.2%
43 MDT Medtronic PLC Healthcare 53,993.0 $4.7M 0.06% -282.0 -0.5% $86.65 -11.2%
44 KMI Kinder Morgan Inc Energy 131,779.0 $4.4M 0.06% -14K -9.7% $33.53 -0.4%
45 CSW Industrials Inc 16,905.0 $4.4M 0.06% -215.0 -1.3% $260.58
46 MICC Magnum Ice Cream Company NV Consumer Defensive 284,985.0 $4.3M 0.06% -29K -9.2% $14.95 +0.5%
47 V Visa Inc - Class A Financial Services 13,531.0 $4.1M 0.05% -527.0 -3.8% $302.23 +6.7%
48 AMJB Alerian MLP Index ETN Financial Services 98,745.0 $3.4M 0.04% -2K -2.1% $34.57 +6.8%
49 QCOM Qualcomm, Inc. Technology 26,210.0 $3.4M 0.04% -2K -6.4% $128.78 +55.4%
50 YUM Yum! Brands Inc Consumer Cyclical 21,594.0 $3.4M 0.04% -2K -9.5% $155.48 -3.1%
51 SYY Sysco Corp. Consumer Defensive 46,337.0 $3.3M 0.04% -2K -3.1% $71.33 +2.4%
52 C CitiGroup Inc. Financial Services 26,729.0 $3.0M 0.04% -1K -4.4% $113.41 +8.8%
53 EPD Enterprise Products Partners Energy 79,533.0 $3.0M 0.04% -2K -2.2% $37.84 +3.7%
54 CAT Caterpillar Industrials 3,902.0 $2.8M 0.04% -70.0 -1.8% $708.46 +25.4%
55 NVS Novartis A.G. ADR Healthcare 17,363.0 $2.7M 0.03% -2K -10.3% $152.75 -2.0%
56 EWS iShares MSCI Singapore Index F 93,156.0 $2.6M 0.03% -2K -1.8% $28.22 +2.6%
57 BAX Baxter International Inc. Healthcare 154,753.0 $2.6M 0.03% -12K -7.3% $16.80 +3.0%
58 CSCO Cisco Systems Inc. Technology 33,477.0 $2.6M 0.03% -200.0 -0.6% $77.59 +48.9%
59 BSV Vanguard Short-Term Bond ETF 31,494.0 $2.5M 0.03% -4K -10.5% $78.41 -0.8%
60 PSX Phillips 66 Energy 13,440.0 $2.4M 0.03% -180.0 -1.3% $182.18 -5.9%
Page 3 of 7  ·  123 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%