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Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 22, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
261
−7 vs. Q1 2022
Portfolio value
$5.78B
−$1.25B (−17.8%) vs. Q1 2022
Filed
Jul 22, 2022
SEC
Holdings of Everett Harris & Co in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GSKGSK plcSPONSORED ADR13,546$590.0K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock7,896$596.0K<0.1%+2,460+45.3%AddedHistory
LMNRLimoneira COCOM43,110$607.0K<0.1%−2,411−5.3%ReducedHistory
PSAPublic StorageCOM1,998$625.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock6,541$628.0K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock2,306$629.0K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock4,116$632.0K<0.1%+1,125+37.6%AddedHistory
JBGSJBG Smith PropertiesCOM27,625$653.0K<0.1%+3,100+12.6%AddedHistory
EIXEdison InternationalStock10,335$654.0K<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock48,988$657.0K<0.1%+48,988NewHistory
IBMInternational Business Machines CorpStock4,833$682.0K<0.1%−109−2.2%ReducedHistory
GEGeneral Electric CoStock11,667$743.0K<0.1%−1,592−12.0%ReducedHistory
COPConocoPhillipsStock8,475$761.0K<0.1%+158+1.9%AddedHistory
WOLFWolfspeed, Inc.Stock12,000$761.0K<0.1%00.0%UnchangedHistory
BBWIBath & Body Works, Inc.COM29,019$781.0K<0.1%+6,313+27.8%AddedHistory
BABoeing CoStock5,806$794.0K<0.1%−836−12.6%ReducedHistory
KRKroger CoStock17,000$805.0K<0.1%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF2,488$812.0K<0.1%−6,975−73.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,450$839.0K<0.1%00.0%Unchanged–
HSTHost Hotels & Resorts, Inc.COM55,255$866.0K<0.1%−5,203−8.6%ReducedHistory
ZTSZoetis Inc.Stock5,089$875.0K<0.1%+261+5.4%AddedHistory
KKellanovaStock12,295$877.0K<0.1%−750−5.7%ReducedHistory
EBAYeBay IncCOM21,170$882.0K<0.1%−5,785−21.5%ReducedHistory
PCARPaccar IncCOM10,814$890.0K<0.1%−600−5.3%ReducedHistory
FMSFresenius Medical Care AGSPONSORED ADR35,876$895.0K<0.1%−400−1.1%ReducedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT23,608$902.0K<0.1%+7,867+50.0%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF7,187$922.0K<0.1%−101−1.4%Reduced–
UNHUnitedHealth Group IncStock1,864$957.0K<0.1%+85+4.8%AddedHistory
iShares Core S&P 500 ETF464287200ETF2,630$997.0K<0.1%00.0%Unchanged–
WBAWalgreens Boots Alliance, Inc.COM27,039$1.02M<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock49,610$1.04M<0.1%−1,350−2.6%ReducedHistory
OGNOrganon & Co.Stock33,123$1.12M<0.1%−916−2.7%ReducedHistory
VVVValvoline IncCOM39,545$1.14M<0.1%+11,760+42.3%AddedHistory
CAHCardinal Health IncStock22,244$1.16M<0.1%00.0%UnchangedHistory
UTMDUtah Medical Products IncCOM13,640$1.17M<0.1%+215+1.6%AddedHistory
WSTWest Pharmaceutical Services IncCOM3,907$1.18M<0.1%00.0%UnchangedHistory
SNASnap-on IncCOM6,000$1.18M<0.1%−11−0.2%ReducedHistory
WYWeyerhaeuser CoCOM NEW36,283$1.20M<0.1%−2,484−6.4%ReducedHistory
CATCaterpillar IncStock6,802$1.22M<0.1%−562−7.6%ReducedHistory
SHELShell plcADR23,483$1.23M<0.1%−3,400−12.6%ReducedHistory
WFCWells Fargo & CompanyStock31,699$1.24M<0.1%−8,487−21.1%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF31,160$1.25M<0.1%−447−1.4%Reduced–
PSXPhillips 66Stock15,261$1.25M<0.1%−1,087−6.6%ReducedHistory
SYKStryker CorpStock6,372$1.27M<0.1%−309−4.6%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS21,605$1.27M<0.1%−60−0.3%Reduced–
CSCOCisco Systems, Inc.Stock30,026$1.28M<0.1%+1,756+6.2%AddedHistory
MOAltria Group, Inc.Stock30,645$1.28M<0.1%+197+0.6%AddedHistory
SJMJ M SMUCKER CoStock10,115$1.29M<0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock13,138$1.30M<0.1%−268−2.0%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR16,051$1.31M<0.1%+206+1.3%AddedHistory
AXPAmerican Express CoStock9,517$1.32M<0.1%+964+11.3%AddedHistory
BMYBristol Myers Squibb CoStock17,419$1.34M<0.1%+854+5.2%AddedHistory
PFIEProfire Energy IncCOM957,748$1.38M<0.1%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM28,828$1.40M<0.1%−600−2.0%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF9,794$1.41M<0.1%+2,441+33.2%Added–
IFFInternational Flavors & Fragrances IncCOM11,985$1.43M<0.1%+149+1.3%AddedHistory
JPMorgan Chase & Co46625H365ALERIAN ML ETN78,811$1.49M<0.1%+41,995+114.1%Added–
KMBKimberly Clark CorpStock11,089$1.50M<0.1%−57−0.5%ReducedHistory
HONHoneywell International IncCOM9,254$1.61M<0.1%+773+9.1%AddedHistory
DEDeere & CoStock5,935$1.78M<0.1%+15+0.3%AddedHistory
BOHBank of Hawaii CorpCOM24,743$1.84M<0.1%−271−1.1%ReducedHistory
BLKBlackRock, Inc.COM3,024$1.84M<0.1%+78+2.6%AddedHistory
DDominion Energy, IncStock23,122$1.84M<0.1%+373+1.6%AddedHistory
EPDEnterprise Products Partners L.P.Stock76,304$1.86M<0.1%−300−0.4%ReducedHistory
TTITetra Technologies IncCOM468,194$1.90M<0.1%−30.0%ReducedHistory
TRPTC Energy CorpCOM37,710$1.95M<0.1%−1,855−4.7%ReducedHistory
LNTAlliant Energy CorpStock33,496$1.96M<0.1%00.0%UnchangedHistory
MMM3M CoStock15,219$1.97M<0.1%−2,295−13.1%ReducedHistory
ADPAutomatic Data Processing IncStock9,882$2.08M<0.1%−10−0.1%ReducedHistory
iShares Tr464287697U.S. UTILITS ETF24,546$2.10M<0.1%−6,000−19.6%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF51,588$2.10M<0.1%+601+1.2%Added–
FDXFedEx CorpStock9,472$2.15M<0.1%−2,775−22.7%ReducedHistory
JPMJPMorgan Chase & CoStock19,139$2.15M<0.1%+511+2.7%AddedHistory
EMREmerson Electric CoStock27,171$2.16M<0.1%−960−3.4%ReducedHistory
CSWCSW Industrials, Inc.COM21,428$2.21M<0.1%+898+4.4%AddedHistory
INTCIntel CorpStock66,101$2.47M<0.1%−369−0.6%ReducedHistory
LHLabcorp Holdings Inc.COM NEW11,025$2.58M<0.1%00.0%UnchangedHistory
ENBEnbridge IncStock62,363$2.63M<0.1%+81+0.1%AddedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A2,208$2.68M<0.1%−210−8.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW13,798$2.77M<0.1%−39−0.3%ReducedHistory
DHRDanaher CorpStock11,085$2.81M<0.1%−340−3.0%ReducedHistory
LLYEli Lilly & CoStock8,681$2.81M<0.1%+358+4.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF8,269$3.12M0.1%−1,259−13.2%ReducedHistory
ALSNAllison Transmission Holdings IncStock84,630$3.25M0.1%+6,305+8.0%AddedHistory
RCIRogers Communications IncCL B68,780$3.29M0.1%−1,480−2.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF35,212$3.58M0.1%+1,403+4.1%Added–
SPGSimon Property Group Inc.REIT39,010$3.70M0.1%+495+1.3%AddedHistory
USBUS Bancorp DECOM NEW86,255$3.97M0.1%−311−0.4%ReducedHistory
KMIKinder Morgan, Inc.Stock237,323$3.98M0.1%+22,925+10.7%AddedHistory
METAMeta Platforms, Inc.Stock24,715$3.98M0.1%−1,309−5.0%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF101,833$4.24M0.1%−19,194−15.9%Reduced–
YUMYum Brands IncStock43,705$4.96M0.1%+894+2.1%AddedHistory
AMGNAmgen IncStock20,702$5.04M0.1%−1,001−4.6%ReducedHistory
QCOMQualcomm IncStock39,663$5.07M0.1%+2,626+7.1%AddedHistory
CPCanadian Pacific Kansas City LtdCOM76,466$5.34M0.1%−3,931−4.9%ReducedHistory
PYPLPayPal Holdings, Inc.Stock77,306$5.40M0.1%−14,128−15.5%ReducedHistory
NVSNovartis AGADR64,822$5.48M0.1%−7,229−10.0%ReducedHistory
Industrias Bachoco SAB456463108SPON ADR B144,713$6.27M0.1%−6,795−4.5%Reduced–
ZBHZimmer Biomet Holdings, Inc.Stock64,606$6.79M0.1%−4,365−6.3%ReducedHistory
OKEONEOK IncCOM122,414$6.79M0.1%−4,168−3.3%ReducedHistory

Sold out since Q1 2022 (17)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Everett Harris & Co sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Invesco Exchange Traded FD T46137V407INVESCO MSCI383,250$23.5M0.3%–
Discovery Inc25470F302COM SER C31,598$789.0K<0.1%–
MTXMinerals Technologies IncCOM6,400$423.0K<0.1%History
NFLXNetflix IncStock1,007$377.0K<0.1%History
FNFFidelity National Financial, Inc.COM SHS5,366$262.0K<0.1%History
CCKCrown Holdings, Inc.COM2,000$250.0K<0.1%History
iShares Inc46434G764MSCI EMRG CHN4,275$249.0K<0.1%–
SNNSmith & Nephew PLCSPDN ADR NEW7,385$236.0K<0.1%History
Vanguard World FD921910816MEGA GRWTH IND1,000$235.0K<0.1%–
STSensata Technologies Holding plcSHS4,600$234.0K<0.1%History
TXTTextron IncCOM3,119$232.0K<0.1%History
Invesco QQQ Trust Series I46090E103ETF588$213.0K<0.1%–
Vanguard Real Estate ETF922908553ETF1,965$213.0K<0.1%–
Invesco Actively Managed ETF46090C305EMGRING MKTS504,820$212.0K<0.1%–
LBRDKLiberty Broadband CorpCOM SER C1,515$205.0K<0.1%History
HUBBHubbell IncCOM1,111$204.0K<0.1%History
CASICASI Pharmaceuticals, Inc (DE)COM10,002$8.00K<0.1%History