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Portfolio (Quarterly) Guide ↗

EVERETT HARRIS & CO /CA/

· CIK 0001009254
13F Portfolio $8.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 334 New
Page 13 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SCHF Schwab Intl Equity ETF 18,156.0 $436K 0.01% NEW $24.04 +11.3%
242 Computer Modelling Group Ltd 112,485.0 $428K 0.01% NEW $3.81
243 LULU Lululemon Athletica Inc Consumer Cyclical 2,052.0 $426K 0.01% NEW $207.81 -42.6%
244 Nibe Industrier AB ORDF-SWEDEN 110,000.0 $425K 0.01% NEW $3.86
245 Oersted A/S ORDF - DENMARK 22,000.0 $423K 0.01% NEW $19.24
246 PAC Grupo Aeroportuario del Pacifi Industrials 1,600.0 $422K 0.01% NEW $263.63 -8.2%
247 IXC iShares S&P Glbl Energy ETF 10,000.0 $419K 0.01% NEW $41.93 +36.1%
248 ATO Atmos Energy Corp Utilities 2,422.0 $406K 0.01% NEW $167.63 +6.3%
249 NSC Norfolk Southern Corp. Industrials 1,392.0 $402K 0.01% NEW $288.72 +11.0%
250 XLY Consumer Discretionary Select 3,352.0 $400K 0.01% NEW $119.41 -2.6%
251 CHKP Check Point Software Technolog Technology 2,150.0 $399K 0.01% NEW $185.56 -31.4%
252 OTIS Otis Worldwide Corp Industrials 4,518.0 $395K 0.01% NEW $87.35 -18.3%
253 VGK Vanguard European ETF 4,693.0 $392K 0.01% NEW $83.61 +3.8%
254 PSA Public Storage Inc. Real Estate 1,492.0 $387K 0.01% NEW $259.50 +14.0%
255 IBB iShares Nasdaq Biotechnology I 2,235.0 $377K 0.01% NEW $168.77 -2.6%
256 BX The Blackstone Group Inc. Clas Financial Services 2,432.0 $375K 0.01% NEW $154.14 -24.1%
257 TGT Target Corp. Consumer Defensive 3,745.0 $366K 0.00% NEW $97.75 +24.6%
258 MS Morgan Stanley Financial Services 2,059.0 $366K 0.00% NEW $177.53 +8.2%
259 Hershey Creamery Co. 90.0 $363K 0.00% NEW $4028.00
260 RUSHA Rush Enterprises Class A Consumer Cyclical 6,700.0 $361K 0.00% NEW $53.94 +27.3%
Page 13 of 17  ·  334 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 31.2%
Communication Services 15.8%
Healthcare 14.9%
Consumer Defensive 14.6%
Consumer Cyclical 11.7%
Financial Services 5.3%
Energy 2.6%
Industrials 2.3%
Utilities 1.0%
Basic Materials 0.4%