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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 14 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BE Bloom Energy Corp Industrials 2,460.0 $333K 0.00% $135.49 +103.7%
262 NWSA News Corp - Class A Communication Services 13,135.0 $327K 0.00% +1K +12.2% $24.93 +5.3%
263 POST Post Holdings Inc Consumer Defensive 3,307.0 $327K 0.00% $98.86 +4.0%
264 GSK GSK Plc ADR Healthcare 5,853.0 $323K 0.00% -800.0 -12.0% $55.19 -7.7%
265 ALL Allstate Corp. Financial Services 1,555.0 $322K 0.00% -19.0 -1.2% $207.34 +4.8%
266 VXUS Vanguard Total Intl Stock Inde 4,152.0 $320K 0.00% -260.0 -5.9% $77.11 +7.8%
267 PAAS Pan American Silver Corporatio Basic Materials 5,850.0 $320K 0.00% -600.0 -9.3% $54.63 +11.8%
268 SUB iShares Short Term Muni Bond E 3,000.0 $320K 0.00% $106.50 -0.3%
269 XPLR Infrastructure LP 30,000.0 $319K 0.00% $10.62
270 Torex Gold Resources Inc 6,800.0 $312K 0.00% $45.90
271 PNC PNC Bank Corp. Financial Services 1,498.0 $312K 0.00% +416.0 +38.5% $208.08 +2.6%
272 NGG National Grid PLC - Spons ADR Utilities 3,682.0 $312K 0.00% $84.61 +3.3%
273 CHD Church & Dwight Co. Consumer Defensive 3,308.0 $309K 0.00% -100.0 -2.9% $93.32 +0.8%
274 CHKP Check Point Software Technolog Technology 2,150.0 $307K 0.00% $142.85 -13.2%
275 LULU Lululemon Athletica Inc Consumer Cyclical 1,997.0 $306K 0.00% -55.0 -2.7% $153.10 -20.9%
276 TT Trane Technologies PLC Industrials 732.0 $305K 0.00% $416.74 +15.6%
277 SLB Schlumberger Limited Energy 5,879.0 $302K 0.00% -1K -18.8% $51.39 +8.5%
278 VONG Vanguard Russell 1000 Growth 2,725.0 $299K 0.00% $109.69 +16.7%
279 IWM iShares Russell 2000 Index Fun 1,192.0 $296K 0.00% $248.00 +11.9%
280 PHM Pulte Homes, Inc. Consumer Cyclical 2,500.0 $294K 0.00% -27.0 -1.1% $117.61 -3.2%
Page 14 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%