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Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
334
+5 vs. Q3 2025
Portfolio value
$8.27B
+$155.6M (+1.9%) vs. Q3 2025
Filed
Feb 11, 2026
SEC
Holdings of Everett Harris & Co in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MDLZMondelez International, Inc.Stock8,507$457.9K<0.1%+194+2.3%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF2,050$460.6K<0.1%00.0%Unchanged–
Roche Hldg Ltd ADR771195104COM8,962$462.2K<0.1%−600−6.3%Reduced–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS9,149$479.3K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock13,232$479.7K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM991$485.9K<0.1%00.0%UnchangedHistory
HUBBHubbell IncCOM1,100$488.5K<0.1%00.0%UnchangedHistory
iShares Tr464287291GLOBAL TECH ETF4,716$495.1K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF7,650$504.9K<0.1%00.0%Unchanged–
Sodexo833792104ADR49,410$507.2K<0.1%+37,460+313.5%Added–
LOWLowes Companies IncStock2,176$524.8K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock4,187$526.8K<0.1%−770−15.5%ReducedHistory
First Natl Ak32112J106COM1,791$536.9K<0.1%00.0%Unchanged–
NACNuveen California Quality Municipal Income FundCOM46,000$543.3K<0.1%00.0%UnchangedHistory
Vanguard Ca Interm-Term922021407BOND48,083$555.8K<0.1%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF7,547$559.0K<0.1%+7,547New–
Vanguard Total International Bond ETF92203J407ETF11,756$568.0K<0.1%+11,756New–
Franklin Ca TX Fredd Inc Fund352518401FUND84,362$569.4K<0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock10,813$583.3K<0.1%−3,000−21.7%ReducedHistory
AMDAdvanced Micro Devices IncStock2,803$600.3K<0.1%−7−0.2%ReducedHistory
Boswell J G Co Com101205102COM1,316$603.6K<0.1%−76−5.5%Reduced–
SNASnap-on IncCOM1,780$613.4K<0.1%−220−11.0%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG16,000$613.4K<0.1%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM16,000$613.8K<0.1%+1,000+6.7%AddedHistory
CMICummins IncStock1,213$619.2K<0.1%−300−19.8%ReducedHistory
Schneider Electric SE80687P106COM11,530$633.4K<0.1%00.0%Unchanged–
KVUEKenvue Inc.Stock36,762$634.1K<0.1%+791+2.2%AddedHistory
ITWIllinois Tool Works IncStock2,575$634.2K<0.1%−140−5.2%ReducedHistory
RCIRogers Communications IncCL B16,865$636.3K<0.1%−1,250−6.9%ReducedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS8,514$649.0K<0.1%+1,575+22.7%AddedHistory
Siemens A G Sponsored ADR826197501COM4,726$661.4K<0.1%00.0%Unchanged–
ETNEaton Corp plcStock2,078$661.9K<0.1%+428+25.9%AddedHistory
RIVNRivian Automotive, Inc.Stock34,395$677.9K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock6,805$686.6K<0.1%+170+2.6%AddedHistory
CVSCVS Health CorpStock8,694$690.0K<0.1%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF919$692.7K<0.1%+413+81.6%Added–
CARRCarrier Global CorpStock13,152$695.0K<0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock2,709$696.2K<0.1%00.0%UnchangedHistory
WFRDWeatherford International plcORD SHS8,950$700.4K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock7,816$731.7K<0.1%00.0%UnchangedHistory
SPXSFSpirax-Sarco Engineering PLCCOM8,000$733.9K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock4,319$749.3K<0.1%00.0%UnchangedHistory
CBChubb LtdStock2,412$752.8K<0.1%−167−6.5%ReducedHistory
NOCNorthrop Grumman CorpStock1,324$755.0K<0.1%00.0%UnchangedHistory
Agricultural BK China ADR00850M102ADR41,000$757.1K<0.1%00.0%Unchanged–
YUMCYum China Holdings, Inc.COM16,142$770.6K<0.1%00.0%UnchangedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM24,600$773.2K<0.1%00.0%UnchangedHistory
ORAOrmat Technologies, Inc.COM7,000$773.3K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF12,450$777.7K<0.1%+968+8.4%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF26,394$781.5K<0.1%+400+1.5%Added–
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT30,000$809.1K<0.1%00.0%UnchangedHistory
KRKroger CoStock13,000$812.2K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock3,298$814.7K<0.1%+164+5.2%AddedHistory
WSTWest Pharmaceutical Services IncCOM2,982$820.5K<0.1%−275−8.4%ReducedHistory
Nassau Companies of New York71902E208COM45,000$822.1K<0.1%00.0%Unchanged–
WMWaste Management IncStock3,772$828.7K<0.1%−41−1.1%ReducedHistory
AGMFederal Agricultural Mortgage CorpCL C4,772$837.8K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM9,700$849.3K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,502$851.7K<0.1%+627+12.9%Added–
SPGIS&P Global Inc.Stock1,642$858.1K<0.1%−363−18.1%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF15,691$858.4K<0.1%+50.0%Added–
PIMCO72201F490BOND82,252$904.0K<0.1%00.0%Unchanged–
RGRSturm Ruger & Co IncStock27,890$910.6K<0.1%+27,890NewHistory
Coeur D Alene Mines Cp192108108COM51,300$914.7K<0.1%−2,741−5.1%Reduced–
SUSuncor Energy IncStock20,675$917.1K<0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF17,082$918.3K<0.1%+845+5.2%Added–
Otc Markets Group Inc67106F108COM18,095$928.3K<0.1%−470−2.5%Reduced–
UNHUnitedHealth Group IncStock2,953$974.8K<0.1%+440+17.5%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF29,938$976.6K<0.1%00.0%Unchanged–
PARRPar Pacific Holdings, Inc.COM NEW27,839$978.3K<0.1%00.0%UnchangedHistory
LINLinde PLCStock2,310$985.0K<0.1%−150−6.1%ReducedHistory
TAT&T Inc.Stock39,687$985.8K<0.1%+160.0%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR20,000$1.01M<0.1%00.0%Unchanged–
LRCXLam Research CorpStock5,913$1.01M<0.1%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM16,962$1.02M<0.1%−83−0.5%ReducedHistory
Siemens Healthineers AG Unsponsored ADR82622J104ADR39,035$1.02M<0.1%−2,175−5.3%Reduced–
EBAYeBay IncCOM11,838$1.03M<0.1%−63−0.5%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,394$1.03M<0.1%+372+7.4%Added–
LNTAlliant Energy CorpStock16,272$1.06M<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock11,490$1.08M<0.1%+3,130+37.4%AddedConverted for a 10-for-1 splitHistory
MMM3M CoStock6,971$1.12M<0.1%00.0%UnchangedHistory
BABoeing CoStock5,246$1.14M<0.1%+8+0.2%AddedHistory
DJCODaily Journal CorpCOM2,339$1.14M<0.1%00.0%UnchangedHistory
PCARPaccar IncCOM10,733$1.18M<0.1%−332−3.0%ReducedHistory
TSLATesla, Inc.Stock2,646$1.19M<0.1%00.0%UnchangedHistory
UTMDUtah Medical Products IncCOM21,344$1.19M<0.1%+4,151+24.1%AddedHistory
VSATViasat IncCOM35,000$1.21M<0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF2,573$1.22M<0.1%00.0%Unchanged–
HONHoneywell International IncCOM6,254$1.22M<0.1%−267−4.1%ReducedHistory
FDXFedEx CorpStock4,234$1.22M<0.1%−57−1.3%ReducedHistory
MOAltria Group, Inc.Stock21,726$1.25M<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock3,636$1.26M<0.1%−82−2.2%ReducedHistory
TRPTC Energy CorpCOM23,334$1.28M<0.1%−385−1.6%ReducedHistory
DEDeere & CoStock2,758$1.28M<0.1%−18−0.6%ReducedHistory
GEVGE Vernova Inc.Stock1,965$1.28M<0.1%+73+3.9%AddedHistory
Komatsu Ltd500458401ADR40,900$1.30M<0.1%00.0%Unchanged–
AJGArthur J. Gallagher & Co.COM5,032$1.30M<0.1%+864+20.7%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF9,144$1.32M<0.1%+94+1.0%AddedConverted for a 2-for-1 split–
DBS Group Holdings Ltd23304Y100COM7,500$1.32M<0.1%00.0%Unchanged–
USBUS Bancorp DECOM NEW25,059$1.34M<0.1%+317+1.3%AddedHistory

Sold out since Q3 2025 (17)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Everett Harris & Co sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ULUnilever PLCSPON ADR NEW1,596,472$94.6M1.2%History
Baird Ultra Short Bond Inst057071722Com396,528$4.02M<0.1%–
Baird FDS Inc SHRT Tr057071409MUTUAL319,844$3.06M<0.1%–
KKellanovaStock11,746$963.4K<0.1%History
EIXEdison InternationalStock4,835$267.3K<0.1%History
OXYOccidental Petroleum CorpStock5,530$261.3K<0.1%History
ORIOld Republic International CorpCOM5,500$233.6K<0.1%History
ARKBArk 21Shares Bitcoin ETFSHS BEN INT6,000$228.1K<0.1%History
NOWServiceNow, Inc.Stock234$215.3K<0.1%History
CMGChipotle Mexican Grill IncCOM5,350$209.7K<0.1%History
TMUST-Mobile US, Inc.Stock874$209.2K<0.1%History
CTASCintas CorpStock996$204.4K<0.1%History
MSTRStrategy IncStock621$200.1K<0.1%History
ETEnergy Transfer LPCOM UT LTD PTN10,697$183.6K<0.1%History
Yieldmax MSTR Option Income Strategy ETF88634T493ETF10,729$149.8K<0.1%–
Orsted A/S RightsDK0064307RIGHT105,000$104.6K<0.1%–
Nine Dragons Papers Holdings LG65318100COMMON STOCK43,000$30.3K<0.1%–