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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 15 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VXF Vanguard Extended Market Index 1,426.0 $293K 0.00% $205.80 +8.9%
282 LNG Cheniere Energy Inc Energy 1,026.0 $291K 0.00% NEW $283.88 -12.9%
283 FCVT First Trust SSI Strategic Conv 6,585.0 $291K 0.00% $44.18 +13.3%
284 Computer Modelling Group Ltd 94,110.0 $288K 0.00% -18K -16.3% $3.06
285 AGG iShares Lehman Aggregate Bond 2,892.0 $287K 0.00% $99.27 -1.2%
286 BX The Blackstone Group Inc. Clas Financial Services 2,458.0 $283K 0.00% +26.0 +1.1% $114.99 +1.8%
287 Samsung Electronics Pfd 3,750.0 $282K 0.00% $75.19
288 KEYS Keysight Technologies Inc. Technology 979.0 $276K 0.00% NEW $282.37 +20.8%
289 ASML ASML Holding NV Technology 207.0 $273K 0.00% -2.0 -1.0% $1320.83 +11.4%
290 AEP American Electric Power Utilities 2,079.0 $272K 0.00% -290.0 -12.2% $131.06 -3.8%
291 TXT Textron Inc Industrials 3,100.0 $271K 0.00% $87.56 +3.0%
292 LMNR Limoneira Co. Santa Paula Consumer Defensive 20,211.0 $271K 0.00% -4K -17.0% $13.42 -2.3%
293 ELV Elevance Health Inc Healthcare 911.0 $267K 0.00% $292.75 +34.0%
294 GILD Gilead Sciences Healthcare 1,902.0 $265K 0.00% $139.37 -6.4%
295 FLXR TCW Flexible Income ETF 6,590.0 $259K 0.00% $39.27 -0.6%
296 ADI Analog Devices, Inc. Technology 812.0 $258K 0.00% -33.0 -3.9% $318.14 +32.2%
297 SA Seabridge Gold Inc Basic Materials 9,000.0 $255K 0.00% -2K -18.2% $28.34 +1.5%
298 Tower Properties 10.0 $250K 0.00% $25000.00
299 EMBJ Embraer SA ADR Industrials 4,200.0 $249K 0.00% $59.34 -4.9%
300 Tencent Holdings Ltd - Unsp AD 3,920.0 $248K 0.00% -350.0 -8.2% $63.22
Page 15 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%