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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TGT Target Corp. Consumer Defensive 3,613.0 $438K 0.01% -132.0 -3.5% $121.20 +1.6%
102 XLV Health Care Select SPDR 2,645.0 $388K 0.01% -3K -51.9% $146.61 -1.0%
103 First National Bank of Alaska 1,286.0 $385K 0.01% -505.0 -28.2% $299.00
104 Hershey Creamery Co. 89.0 $352K 0.01% -1.0 -1.1% $3950.00
105 GSK GSK Plc ADR Healthcare 5,853.0 $323K 0.00% -800.0 -12.0% $55.19 -7.7%
106 ALL Allstate Corp. Financial Services 1,555.0 $322K 0.00% -19.0 -1.2% $207.34 +4.8%
107 VXUS Vanguard Total Intl Stock Inde 4,152.0 $320K 0.00% -260.0 -5.9% $77.11 +7.8%
108 PAAS Pan American Silver Corporatio Basic Materials 5,850.0 $320K 0.00% -600.0 -9.3% $54.63 +11.8%
109 CHD Church & Dwight Co. Consumer Defensive 3,308.0 $309K 0.00% -100.0 -2.9% $93.32 +0.8%
110 LULU Lululemon Athletica Inc Consumer Cyclical 1,997.0 $306K 0.00% -55.0 -2.7% $153.10 -20.9%
111 SLB Schlumberger Limited Energy 5,879.0 $302K 0.00% -1K -18.8% $51.39 +8.5%
112 PHM Pulte Homes, Inc. Consumer Cyclical 2,500.0 $294K 0.00% -27.0 -1.1% $117.61 -3.2%
113 Computer Modelling Group Ltd 94,110.0 $288K 0.00% -18K -16.3% $3.06
114 ASML ASML Holding NV Technology 207.0 $273K 0.00% -2.0 -1.0% $1320.83 +13.7%
115 AEP American Electric Power Utilities 2,079.0 $272K 0.00% -290.0 -12.2% $131.06 -4.5%
116 LMNR Limoneira Co. Santa Paula Consumer Defensive 20,211.0 $271K 0.00% -4K -17.0% $13.42 -0.8%
117 ADI Analog Devices, Inc. Technology 812.0 $258K 0.00% -33.0 -3.9% $318.14 +31.2%
118 SA Seabridge Gold Inc Basic Materials 9,000.0 $255K 0.00% -2K -18.2% $28.34 +11.4%
119 Tencent Holdings Ltd - Unsp AD 3,920.0 $248K 0.00% -350.0 -8.2% $63.22
120 GIS General Mills Inc. Consumer Defensive 6,060.0 $226K 0.00% -991.0 -14.1% $37.22 -11.0%
Page 6 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%