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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 9 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COP ConocoPhillips Energy 7,805.0 $1.0M 0.01% $132.00 -7.3%
162 TSLA Tesla Motors Consumer Cyclical 2,769.0 $1.0M 0.01% +123.0 +4.7% $371.76 +13.6%
163 DJCO Daily Journal Corp. Technology 2,100.0 $1.0M 0.01% -239.0 -10.2% $482.34 -4.1%
164 MMM 3M Company Industrials 6,971.0 $1.0M 0.01% $145.23 +0.7%
165 OTC Markets Group Inc 18,545.0 $993K 0.01% +450.0 +2.5% $53.53
166 BEP Brookfield Renewable Energy Utilities 30,000.0 $979K 0.01% $32.64 +5.3%
167 APD Air Products & Chemicals Inc Basic Materials 3,298.0 $958K 0.01% $290.49 +1.0%
168 KR Kroger Co. Consumer Defensive 13,000.0 $941K 0.01% $72.36 -8.8%
169 SCHG Schwab U.S. Large-Cap Growth E 31,188.0 $909K 0.01% +1K +4.2% $29.13 +17.4%
170 VWO Vanguard Emerging Market ETF 16,774.0 $907K 0.01% -308.0 -1.8% $54.05 +8.2%
171 HASI Hannon Armstrong Sustainable I Financial Services 24,600.0 $904K 0.01% $36.75 +12.1%
172 NOC Northrop Grumman Corporation Industrials 1,324.0 $903K 0.01% $682.24 -20.7%
173 EEM iShares MSCI Emerging Markets 15,693.0 $891K 0.01% $56.79 +14.4%
174 WM Waste Management, Inc Industrials 3,864.0 $888K 0.01% +92.0 +2.4% $229.79 -4.3%
175 Pimco Income Fund 82,252.0 $887K 0.01% $10.78
176 SCHV Schwab US Large Cap Value 27,994.0 $854K 0.01% +2K +6.1% $30.50 +7.0%
177 UNH UnitedHealth Group Inc. Healthcare 3,142.0 $850K 0.01% +189.0 +6.4% $270.59 +45.6%
178 WFRD Weatherford International PLC Energy 8,950.0 $846K 0.01% $94.58 +15.1%
179 TXN Texas Instruments Inc. Technology 4,319.0 $838K 0.01% $194.14 +55.9%
180 Phoenix Companies Inc 45,000.0 $803K 0.01% $17.85
Page 9 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%