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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 3 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX Corporation Industrials 115,101.0 $21.1M 0.26% NEW $183.40 -6.7%
42 ECL Ecolab, Inc. Basic Materials 73,957.0 $19.4M 0.23% NEW $262.52 -5.7%
43 J Jacobs Solutions Inc Industrials 143,059.0 $18.9M 0.23% NEW $132.46 -16.6%
44 Bank of America Corp. 14,890.0 $18.6M 0.23% NEW $1252.00
45 UNP Union Pacific Corp. Industrials 74,148.0 $17.2M 0.21% NEW $231.32 +17.0%
46 XOM Exxon Mobil Energy 139,688.0 $16.8M 0.20% NEW $120.34 +31.2%
47 VOO Vanguard S&P 500 26,030.0 $16.3M 0.20% NEW $627.12 +8.3%
48 BUD Anheuser-Busch InBev NV - Spon Consumer Defensive 245,815.0 $15.7M 0.19% NEW $64.04 +27.0%
49 QQQ Invesco PowerShares QQQ Trust Financial Services 21,550.0 $13.2M 0.16% NEW $614.31 +14.9%
50 HSIC Henry Schein Inc Healthcare 168,218.0 $12.7M 0.15% NEW $75.58 -3.8%
51 NEE NextEra Energy, Inc Utilities 130,783.0 $10.5M 0.13% NEW $80.28 +16.3%
52 LLY Eli Lilly & Co Healthcare 8,939.0 $9.6M 0.12% NEW $1074.68 -6.3%
53 LH Labcorp Holdings Inc Healthcare 38,003.0 $9.5M 0.12% NEW $250.88 -0.2%
54 META Meta Platforms Inc Communication Services 14,105.0 $9.3M 0.11% NEW $660.09 -6.9%
55 TMO Thermo Fisher Scientific Inc Healthcare 15,498.0 $9.0M 0.11% NEW $579.45 -24.4%
56 JPM J.P. Morgan Chase & Co. Financial Services 26,815.0 $8.6M 0.10% NEW $322.22 -7.6%
57 D Dominion Energy Inc Utilities 137,934.0 $8.1M 0.10% NEW $58.59 +5.4%
58 PG Procter & Gamble Co. Consumer Defensive 56,009.0 $8.0M 0.10% NEW $143.31 -1.2%
59 OKE Oneok, Inc. Energy 105,230.0 $7.7M 0.09% NEW $73.50 +25.6%
60 AMGN Amgen Inc. Healthcare 23,539.0 $7.7M 0.09% NEW $327.31 -0.9%
Page 3 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%