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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 13 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GS Goldman Sachs Financial Services 502.0 $425K 0.01% $845.99 +12.1%
242 PICK ETF IShares MSCI Global Select 7,377.0 $417K 0.01% +3K +84.4% $56.59 +10.7%
243 TFC Truist Financial Corporation Financial Services 9,080.0 $417K 0.01% $45.97 +2.2%
244 Brookfield Asset Management 9,149.0 $407K 0.01% $44.45
245 PSA Public Storage Inc. Real Estate 1,487.0 $403K 0.01% $270.88 +9.2%
246 NSC Norfolk Southern Corp. Industrials 1,398.0 $401K 0.01% $287.00 +11.7%
247 PAC Grupo Aeroportuario del Pacifi Industrials 1,600.0 $395K 0.01% $246.87 -2.0%
248 XLV Health Care Select SPDR 2,645.0 $388K 0.01% -3K -51.9% $146.61 -0.9%
249 VGK Vanguard European ETF 4,694.0 $387K 0.01% $82.44 +5.2%
250 First National Bank of Alaska 1,286.0 $385K 0.01% -505.0 -28.2% $299.00
251 IBB iShares Nasdaq Biotechnology I 2,235.0 $377K 0.01% $168.85 -2.7%
252 LEVI Levi Strauss & Co Consumer Cyclical 20,275.0 $375K 0.01% +7K +52.7% $18.49 +13.4%
253 IJR iShares S&P Small Cap 600 Inde 3,000.0 $373K 0.01% $124.31 +8.2%
254 AEM Agnico Eagle Mines Basic Materials 1,800.0 $365K 0.01% $202.98 -12.0%
255 CNP Centerpoint Energy Inc Utilities 8,311.0 $359K 0.01% $43.16 -4.3%
256 Hershey Creamery Co. 89.0 $352K 0.01% -1.0 -1.1% $3950.00
257 OTIS Otis Worldwide Corp Industrials 4,518.0 $348K 0.00% $77.08 -7.4%
258 MS Morgan Stanley Financial Services 2,059.0 $339K 0.00% $164.57 +16.8%
259 FSLR First Solar Inc. Energy 1,700.0 $335K 0.00% $197.26 +16.3%
260 MRNA Moderna Inc. Healthcare 6,600.0 $335K 0.00% NEW $50.80 -5.2%
Page 13 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%