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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 4 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE Pfizer Inc. Healthcare 280,174.0 $7.9M 0.10% +11K +3.9% $28.08 -9.8%
62 KO Coca Cola Company Consumer Defensive 100,578.0 $7.6M 0.10% -3K -3.2% $76.05 +6.3%
63 IEMG iShares Core MSCI Emerging Mar 109,429.0 $7.6M 0.10% $69.75 +13.8%
64 TMO Thermo Fisher Scientific Inc Healthcare 15,469.0 $7.6M 0.10% $491.53 -10.8%
65 SPG Simon Property Group Real Estate 39,303.0 $7.3M 0.09% $186.53 +7.2%
66 VUSB Vanguard Ultra-Short Bond ETF 147,250.0 $7.3M 0.09% +8K +5.6% $49.78 -0.2%
67 ALSN Allison Transmission Holdings Consumer Cyclical 62,147.0 $7.3M 0.09% -2K -3.7% $117.06 -2.6%
68 NVDA Nvidia Corp Technology 39,267.0 $6.8M 0.09% +923.0 +2.4% $174.40 +29.2%
69 TTI Tetra Technologies Inc Energy 803,677.0 $6.8M 0.09% +39K +5.0% $8.52 +23.5%
70 Arrowhead Pharma Inc 104,908.0 $6.6M 0.09% $62.70
71 Pason System Inc 667,489.0 $6.4M 0.08% +50K +8.1% $9.52
72 EW Edwards Lifesciences Corp. Healthcare 78,272.0 $6.3M 0.08% -6K -7.5% $80.08 +1.6%
73 Canadian Pacific Kansas City L 77,125.0 $6.1M 0.08% $78.66
74 UPS United Parcel Service Industrials 60,150.0 $5.9M 0.08% -6K -9.2% $98.38 +0.6%
75 Cogeco Inc 117,077.0 $5.8M 0.07% -1K -1.2% $49.45
76 VCSH Vanguard Short-Term Corp Bond 69,930.0 $5.5M 0.07% $79.27 -0.6%
77 ZBH Zimmer Biomet Holdings Inc. Healthcare 60,970.0 $5.5M 0.07% +29K +90.2% $90.42 -7.4%
78 VGSH Vanguard Short-Term Treasury E 89,380.0 $5.2M 0.07% +18K +26.1% $58.54 -0.6%
79 SPY SPDR S&P 500 Index ETF Financial Services 7,632.0 $5.0M 0.06% +245.0 +3.3% $650.36 +13.6%
80 VSCO Victoria's Secret & Co Consumer Cyclical 105,072.0 $4.9M 0.06% +6K +6.1% $46.36 -0.9%
Page 4 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%