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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DE Deere & Co. Industrials 1,958.0 $1.1M 0.01% -800.0 -29.0% $563.30 +2.0%
82 AJG Arthur J Gallagher & Co. Financial Services 4,990.0 $1.1M 0.01% -42.0 -0.8% $216.58 -7.7%
83 DBS Group Holdings - Spons ADR 5,800.0 $1.0M 0.01% -2K -22.7% $179.27
84 DJCO Daily Journal Corp. Technology 2,100.0 $1.0M 0.01% -239.0 -10.2% $482.34 -1.7%
85 VWO Vanguard Emerging Market ETF 16,774.0 $907K 0.01% -308.0 -1.8% $54.05 +8.1%
86 Siemens Healthineers AG 36,785.0 $779K 0.01% -2K -5.8% $21.19
87 Coeur D'Alene Mines Corp. 39,300.0 $738K 0.01% -12K -23.4% $18.77
88 AMAT Applied Materials Technology 2,109.0 $721K 0.01% -600.0 -22.1% $341.79 +27.7%
89 J.G. Boswell Company 1,295.0 $712K 0.01% -21.0 -1.6% $550.00
90 YUMC Yum China Holdings Inc Consumer Cyclical 14,242.0 $695K 0.01% -2K -11.8% $48.78 -5.7%
91 USFR WisdomTree Floating Rate Treas 13,700.0 $690K 0.01% -15K -52.3% $50.34 +0.2%
92 ETN Eaton Corp. Industrials 1,799.0 $643K 0.01% -279.0 -13.4% $357.67 +14.1%
93 KVUE Kenvue Inc. Consumer Defensive 36,377.0 $627K 0.01% -385.0 -1.1% $17.24 -0.3%
94 SU Suncor Energy Incorporated Energy 8,675.0 $574K 0.01% -12K -58.0% $66.11 +1.0%
95 VSAT Viasat Inc. Technology 12,500.0 $572K 0.01% -22K -64.3% $45.80 +62.2%
96 LOW Lowes Cos. Inc. Consumer Cyclical 2,076.0 $491K 0.01% -100.0 -4.6% $236.28 -5.4%
97 BMY Bristol Myers Squibb Co. Healthcare 7,723.0 $468K 0.01% -3K -28.6% $60.65 -6.0%
98 Vanguard California Int-term t 40,000.0 $458K 0.01% -8K -16.8% $11.44
99 IXN iShares S&P Glbl Technology Se 4,470.0 $447K 0.01% -246.0 -5.2% $99.96 +32.1%
100 ATO Atmos Energy Corp Utilities 2,382.0 $440K 0.01% -40.0 -1.6% $184.72 -4.5%
Page 5 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%