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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 16 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EWY iShares MSCI South Korea Index 2,000.0 $246K 0.00% NEW $123.01 +45.4%
302 FNF Fidelity National Financial, I Financial Services 5,295.0 $246K 0.00% $46.38 +3.0%
303 CNI Canadian National Railroad Co. Industrials 2,338.0 $240K 0.00% +275.0 +13.3% $102.77 +9.4%
304 OXY Occidental Petroleum Co. Delaw Energy 3,563.0 $232K 0.00% NEW $65.00 -12.6%
305 GIS General Mills Inc. Consumer Defensive 6,060.0 $226K 0.00% -991.0 -14.1% $37.22 -11.0%
306 Banco do Brasil S.A. 50,000.0 $225K 0.00% +10K +25.0% $4.50
307 MRSH Marsh & McLennan Cos Inc Financial Services 1,265.0 $219K 0.00% -158.0 -11.1% $173.45 -7.7%
308 KLAC KLA Corp Technology 146.0 $215K 0.00% NEW $1472.41 +28.6%
309 HYS Pimco 0-5 Year H/Y Corp Bond E 2,279.0 $213K 0.00% $93.27 -0.3%
310 REFI Chicago Atlantic Real Estate Real Estate 18,400.0 $208K 0.00% -100.0 -0.5% $11.32 +0.0%
311 RNW Renew Energy Global PLC Utilities 40,000.0 $183K 0.00% $4.58 +21.0%
312 VCV Invesco California Value Muni Financial Services 16,059.0 $168K 0.00% $10.44 +1.2%
313 HOFT Hooker Furnishings Corp Consumer Cyclical 11,400.0 $147K 0.00% NEW $12.88 -0.2%
314 Loomis Sayles Fds Bond Fund In 10,805.0 $130K 0.00% $12.00
315 Pimco GNMA and Govt Securities 13,501.0 $128K 0.00% $9.51
316 OGN Organon & Co. Healthcare 21,249.0 $127K 0.00% -1K -4.8% $5.99 +123.0%
317 Metropolitan West Total Return 11,190.0 $102K 0.00% $9.10
318 PCM PCM Fund Inc. Financial Services 13,076.0 $75K 0.00% $5.71 -1.2%
319 CLM Cornerstone Strategic Investme Financial Services 10,205.0 $74K 0.00% NEW $7.28 +4.0%
320 PLUG Plug Power Inc. Industrials 26,744.0 $60K 0.00% $2.26 +67.7%
Page 16 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%