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Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 3, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
329
−3 vs. Q2 2025
Portfolio value
$8.11B
+$317.0M (+4.1%) vs. Q2 2025
Filed
Nov 3, 2025
SEC
Holdings of Everett Harris & Co in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
H.E.R.C. Products Inc404165102COM15,000$00.0%00.0%Unchanged–
Kore Potash PLCG5312W112FOREIGN500,000$24.5K<0.1%00.0%Unchanged–
Nine Dragons Papers Holdings LG65318100COMMON STOCK43,000$30.3K<0.1%00.0%Unchanged–
CLNEClean Energy Fuels Corp.COM12,000$31.0K<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock26,744$62.3K<0.1%00.0%UnchangedHistory
Metropolitan West Total Return592905103BDFUND11,190$103.2K<0.1%00.0%Unchanged–
Orsted A/S RightsDK0064307RIGHT105,000$104.6K<0.1%+105,000New–
FFord Motor CoStock10,425$124.7K<0.1%00.0%UnchangedHistory
Pimco GNMA and Govt Securities693391450BOND ETF13,501$128.1K<0.1%00.0%Unchanged–
Loomis Sayles Bond Fund543495840FIXED INCOME10,805$131.6K<0.1%00.0%Unchanged–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF10,729$149.8K<0.1%+174+1.6%Added–
Sodexo833792104ADR11,950$150.4K<0.1%+11,950New–
Banco Do Brasil S A Sponsored ADR059578104COM40,000$169.6K<0.1%00.0%Unchanged–
VCVInvesco California Value Municipal Income TrustCOM16,059$170.1K<0.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN10,697$183.6K<0.1%00.0%UnchangedHistory
MSTRStrategy IncStock621$200.1K<0.1%−11−1.7%ReducedHistory
ASMLASML Holding NVADR209$202.3K<0.1%+209NewHistory
CTASCintas CorpStock996$204.4K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock845$207.6K<0.1%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock874$209.2K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM5,350$209.7K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock1,902$211.1K<0.1%−125−6.2%ReducedHistory
NOWServiceNow, Inc.Stock234$215.3K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock1,082$217.4K<0.1%00.0%UnchangedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT6,000$228.1K<0.1%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A320$229.9K<0.1%+320NewHistory
Tower Properties891852303COM10$232.0K<0.1%00.0%Unchanged–
ORIOld Republic International CorpCOM5,500$233.6K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock6,879$236.4K<0.1%00.0%UnchangedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM18,500$236.6K<0.1%00.0%UnchangedHistory
Essilor Luxottica Unsponsored ADR297284200ADR1,464$238.6K<0.1%−256−14.9%Reduced–
HRBH&R Block IncCOM5,000$252.8K<0.1%00.0%UnchangedHistory
EMBJEmbraer S.A.ADR4,200$253.9K<0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock723$255.0K<0.1%−4−0.6%ReducedHistory
OGNOrganon & Co.Stock24,052$256.9K<0.1%−2,760−10.3%ReducedHistory
iShares Russell 2000 ETF464287655ETF1,074$259.9K<0.1%00.0%Unchanged–
OXYOccidental Petroleum CorpStock5,530$261.3K<0.1%00.0%UnchangedHistory
TXTTextron IncCOM3,100$261.9K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A3,100$262.2K<0.1%+3,100NewHistory
TCW ETF Trust29287L700FLEXIBLE INCOME6,590$262.3K<0.1%00.0%Unchanged–
EFXEquifax IncCOM1,033$265.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock2,369$266.5K<0.1%00.0%UnchangedHistory
EIXEdison InternationalStock4,835$267.3K<0.1%00.0%UnchangedHistory
NGGNational Grid PLCSPONSORED ADR NE3,682$267.6K<0.1%00.0%UnchangedHistory
NWSANews CorpCL A8,865$272.2K<0.1%+8,865NewHistory
CRMSalesforce, Inc.Stock1,165$276.1K<0.1%+10+0.9%AddedHistory
iShares Tr464287556ISHARES BIOTECH1,933$279.1K<0.1%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF3,150$281.4K<0.1%−530−14.4%Reduced–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF6,585$281.6K<0.1%00.0%Unchanged–
SASeabridge Gold IncCOM11,700$282.6K<0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,423$286.8K<0.1%+6+0.4%AddedHistory
GSKGSK plcADR6,653$287.1K<0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF2,892$289.9K<0.1%00.0%Unchanged–
ELVElevance Health, Inc.Stock911$294.4K<0.1%−71−7.2%ReducedHistory
Torex Gold Resources Inc Com NPV Post Rev SPLT Isin #CA8910546032 Sedol #BD2NKY1891054603COMMON STOCK7,170$297.9K<0.1%00.0%Unchanged–
CHDChurch & Dwight Co IncCOM3,408$298.6K<0.1%00.0%UnchangedHistory
PEGPublic Service Enterprise Group IncCOM3,625$302.5K<0.1%00.0%UnchangedHistory
RNWReNew Energy Global plcCL A SHS40,000$308.0K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS732$308.9K<0.1%00.0%UnchangedHistory
LEVILevi Strauss & CoCL A COM STK13,275$309.3K<0.1%+250+1.9%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN30,515$310.3K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock6,210$313.1K<0.1%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock1,900$320.3K<0.1%00.0%UnchangedHistory
FNFFidelity National Financial, Inc.COM SHS5,295$320.3K<0.1%00.0%UnchangedHistory
iShares Tr464288158SHRT NAT MUN ETF3,000$320.3K<0.1%00.0%Unchanged–
CNPCenterpoint Energy IncCOM8,311$322.5K<0.1%−364−4.2%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,725$328.4K<0.1%00.0%Unchanged–
BXBlackstone Inc.COM1,935$330.6K<0.1%00.0%UnchangedHistory
PHMPultegroup IncCOM2,527$333.9K<0.1%−500−16.5%ReducedHistory
TGTTarget CorpStock3,729$334.5K<0.1%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock1,752$337.7K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock1,574$337.9K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock2,134$339.2K<0.1%00.0%UnchangedHistory
FMSFresenius Medical Care AGSPONSORED ADR13,259$349.1K<0.1%00.0%UnchangedHistory
Nibe Industrier ABW6S38Z126COM90,000$354.4K<0.1%00.0%Unchanged–
POSTPost Holdings, Inc.COM3,307$355.4K<0.1%00.0%UnchangedHistory
Hershey Creamery Co.427848106COM90$362.5K<0.1%00.0%Unchanged–
Tencent Holdings Ltd ADR88032Q109COM4,270$363.6K<0.1%−155−3.5%Reduced–
iShares Core S&P Small Cap ETF464287804ETF3,067$364.5K<0.1%+67+2.2%Added–
LULUlululemon athletica inc.Stock2,052$365.1K<0.1%−77−3.6%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,690$374.3K<0.1%+10.0%Added–
FSLRFirst Solar, Inc.Stock1,700$374.9K<0.1%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF506$377.8K<0.1%00.0%Unchanged–
PACPacific Airport GroupSPON ADS B1,600$379.5K<0.1%−70−4.2%ReducedHistory
LMNRLimoneira COCOM26,522$393.9K<0.1%−642−2.4%ReducedHistory
Roche Hldg Ltd ADR771195104COM9,562$399.8K<0.1%−1,628−14.5%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,676$401.6K<0.1%00.0%Unchanged–
GSGoldman Sachs Group IncStock508$404.5K<0.1%00.0%UnchangedHistory
iShares Tr464287325GLOB HLTHCRE ETF4,630$410.3K<0.1%00.0%Unchanged–
OTISOtis Worldwide CorpStock4,518$413.1K<0.1%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM2,422$413.6K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM9,080$415.1K<0.1%00.0%UnchangedHistory
iShares Tr464287341GLOBAL ENERG ETF10,000$417.5K<0.1%00.0%Unchanged–
Schwab International Equity ETF808524805ETF18,156$422.7K<0.1%00.0%Unchanged–
PSAPublic StorageCOM1,492$431.0K<0.1%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock1,300$443.3K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,476$443.4K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD2,150$444.9K<0.1%00.0%UnchangedHistory
Principal Exchange Traded FD74255Y888SPECTRUM PFD23,500$449.8K<0.1%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock2,810$454.6K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (10)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Everett Harris & Co sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
WFC.PLWells Fargo & CompanyPERP PFD CNV A1,566$1.84M<0.1%History
MSIMotorola Solutions, Inc.Stock1,571$660.5K<0.1%History
ESEversource EnergyStock7,700$489.9K<0.1%History
Orsted A/S Sedol# BYT16L4 DKK7653Q105COM7,000$299.6K<0.1%–
Mag Silver Corp55903Q104COM11,600$245.1K<0.1%–
AMTMAmentum Holdings, Inc.COM10,085$238.1K<0.1%History
LPLALPL Financial Holdings Inc.COM591$221.6K<0.1%History
BRBRBellring Brands, Inc.Stock3,758$217.7K<0.1%History
INTUIntuit Inc.Stock261$205.6K<0.1%History
CICigna GroupStock608$201.0K<0.1%History