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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 10 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CARR Carrier Global Corp Industrials 14,138.0 $796K 0.01% +986.0 +7.5% $56.31 +14.6%
182 CB Chubb Ltd Financial Services 2,412.0 $786K 0.01% $325.93 +1.4%
183 ORA Ormat Technologies Inc. Utilities 7,000.0 $783K 0.01% $111.92 +17.5%
184 Siemens Healthineers AG 36,785.0 $779K 0.01% -2K -5.8% $21.19
185 Sodexo 72,380.0 $748K 0.01% +23K +46.5% $10.33
186 WST West Pharmaceutical Services I Healthcare 2,982.0 $747K 0.01% $250.64 +20.8%
187 Coeur D'Alene Mines Corp. 39,300.0 $738K 0.01% -12K -23.4% $18.77
188 ISHG iShares 1-3yr Int'l Treasury B 9,920.0 $736K 0.01% NEW $74.18 +1.7%
189 Agricultural Bank of China Ltd 41,000.0 $734K 0.01% $17.90
190 AMAT Applied Materials Technology 2,109.0 $721K 0.01% -600.0 -22.1% $341.79 +21.0%
191 J.G. Boswell Company 1,295.0 $712K 0.01% -21.0 -1.6% $550.00
192 AGM Federal Agricultural Mortgage Financial Services 4,772.0 $708K 0.01% $148.35 +17.8%
193 Spirax-Sarco Engineering PLC ( 8,000.0 $704K 0.01% $88.02
194 SPGI S&P Global Inc Financial Services 1,642.0 $698K 0.01% $425.34 -5.2%
195 YUMC Yum China Holdings Inc Consumer Cyclical 14,242.0 $695K 0.01% -2K -11.8% $48.78 -6.7%
196 USFR WisdomTree Floating Rate Treas 13,700.0 $690K 0.01% -15K -52.3% $50.34 +0.2%
197 ITW Illinois Tool Works Inc. Industrials 2,575.0 $670K 0.01% $260.29 -4.8%
198 KMB Kimberly Clark Consumer Defensive 6,855.0 $661K 0.01% +50.0 +0.7% $96.47 -0.6%
199 CMI Cummins Inc. Industrials 1,213.0 $653K 0.01% $538.02 +26.0%
200 RCI Rogers Communications Inc Communication Services 16,825.0 $647K 0.01% $38.45 -8.1%
Page 10 of 17  ·  323 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%