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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 12 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IJH iShares S&P Mid-Cap 400 ETF 7,650.0 $517K 0.01% $67.53 +6.9%
222 FBTC Fidelity Wise Origin Bitcoin F Financial Services 8,639.0 $510K 0.01% +125.0 +1.5% $59.03 +12.7%
223 SCHF Schwab Intl Equity ETF 20,106.0 $498K 0.01% +2K +10.7% $24.75 +8.1%
224 LOW Lowes Cos. Inc. Consumer Cyclical 2,076.0 $491K 0.01% -100.0 -4.6% $236.28 -7.1%
225 XLE Energy Select SPDR 7,728.0 $473K 0.01% $61.26 -1.3%
226 SCHB Schwab US Broad Market ETF 18,775.0 $471K 0.01% +2K +11.9% $25.10 +12.7%
227 BMY Bristol Myers Squibb Co. Healthcare 7,723.0 $468K 0.01% -3K -28.6% $60.65 -5.2%
228 Vanguard California Int-term t 40,000.0 $458K 0.01% -8K -16.8% $11.44
229 IXN iShares S&P Glbl Technology Se 4,470.0 $447K 0.01% -246.0 -5.2% $99.96 +30.4%
230 GD General Dynamics Corp Industrials 1,300.0 $446K 0.01% $343.22 -1.3%
231 Nibe Industrier AB ORDF-SWEDEN 110,000.0 $446K 0.01% $4.05
232 Roche Holding Ltd. 8,962.0 $446K 0.01% $49.71
233 RUSHA Rush Enterprises Class A Consumer Cyclical 6,700.0 $443K 0.01% $66.11 +3.9%
234 AMP Ameriprise Financial Inc Financial Services 991.0 $440K 0.01% $444.40 +6.7%
235 ATO Atmos Energy Corp Utilities 2,382.0 $440K 0.01% -40.0 -1.6% $184.72 -3.6%
236 XLY Consumer Discretionary Select 4,032.0 $439K 0.01% +680.0 +20.3% $108.98 +6.7%
237 TGT Target Corp. Consumer Defensive 3,613.0 $438K 0.01% -132.0 -3.5% $121.20 +0.5%
238 IXJ iShares S&P Glbl Healthcare In 4,630.0 $433K 0.01% $93.54 -1.4%
239 MPC Marathon Petroleum Corp Energy 1,752.0 $428K 0.01% $244.18 +5.7%
240 FTEC Fidelity MSCI Info Tech Index 2,050.0 $427K 0.01% $208.05 +27.8%
Page 12 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%