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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 11 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SNA Snap On Tools Corp. Industrials 1,780.0 $647K 0.01% $363.22 -1.0%
202 WTRG Essential Utilities Inc Utilities 16,000.0 $644K 0.01% $40.27 -8.1%
203 ETN Eaton Corp. Industrials 1,799.0 $643K 0.01% -279.0 -13.4% $357.67 +11.7%
204 VGT Vanguard Info Tech Index Fund 919.0 $641K 0.01% $697.72 -83.9%
205 BEPC Brookfield Renewable Corp Utilities 16,000.0 $637K 0.01% $39.83 -8.7%
206 Schneider Electric SA - Unspon 11,530.0 $628K 0.01% $54.43
207 KVUE Kenvue Inc. Consumer Defensive 36,377.0 $627K 0.01% -385.0 -1.1% $17.24 -0.8%
208 CVS CVS Corp. Healthcare 8,694.0 $624K 0.01% $71.82 +33.5%
209 AMD Advanced Micro Devices Inc. Technology 2,903.0 $591K 0.01% +100.0 +3.6% $203.43 +106.9%
210 CSX CSX Corp Industrials 14,159.0 $581K 0.01% +927.0 +7.0% $41.05 +11.2%
211 IXC iShares S&P Glbl Energy ETF 10,000.0 $576K 0.01% $57.61 -0.7%
212 Siemens AG - Spons ADR 4,726.0 $576K 0.01% $121.88
213 SU Suncor Energy Incorporated Energy 8,675.0 $574K 0.01% -12K -58.0% $66.11 +3.3%
214 VSAT Viasat Inc. Technology 12,500.0 $572K 0.01% -22K -64.3% $45.80 +51.7%
215 Franklin California Tax-Free M 84,362.0 $564K 0.01% $6.68
216 MDLZ Mondelez International Consumer Defensive 9,596.0 $553K 0.01% +1K +12.8% $57.64 +4.9%
217 HUBB Hubbell Inc. Class B Industrials 1,100.0 $540K 0.01% $490.74 -2.2%
218 NAC Nuveen CA Quality Muni Income Financial Services 46,000.0 $536K 0.01% $11.65 +0.9%
219 Oersted A/S ORDF - DENMARK 22,000.0 $529K 0.01% $24.05
220 RIVN Rivian Automotive Inc. Consumer Cyclical 34,395.0 $518K 0.01% $15.05 -8.4%
Page 11 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%