The Analysis of EVERETT HARRIS & CO /CA/'s Holdings
Currently, EVERETT HARRIS & CO /CA/ holds 329 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in VGSH (+50.8K shares, valued at $3.0M), N/A (+18.6K shares, valued at $983.9K), SHEL (+6.6K shares, valued at $473.0K); decreased their positions in MSFT (-12.9K shares, valued at $6.7M), AAPL (-25.7K shares, valued at $6.5M), GOOG (-20.7K shares, valued at $5.0M); initiated new positions in VGSH (+50.8K shares, valued at $3.0M), N/A (+18.6K shares, valued at $983.9K), N/A (+8.9K shares, valued at $272.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple, Inc.4.2M shares-0.61%2025-09-302025-11-03
BRK.A Berkshire Hathaway Class A1.4K shares-0.07%2025-09-302025-11-03 MSFT Microsoft Corp.1.5M shares-0.87%2025-09-302025-11-03 GOOG Alphabet, Class C2.0M shares-1.02%2025-09-302025-11-03 NVO Novo Nordisk ADR6.4M shares-0.01%2025-09-302025-11-03 BRK.B Berkshire Hathaway Class B669.4K shares-1.26%2025-09-302025-11-03 AMZN Amazon.com1.0M shares-1.15%2025-09-302025-11-03 ABT Abbott Laboratories1.5M shares-1.62%2025-09-302025-11-03 VHT Vanguard Health Care ETF730.9K shares-0.97%2025-09-302025-11-03 TJX TJX Companies, Inc.1.1M shares-0.16%2025-09-302025-11-03 BAC Bank of America Corp.2.8M shares-1.46%2025-09-302025-11-03 GOOGL Alphabet, Class A568.4K shares-1.06%2025-09-302025-11-03 DIS Walt Disney Company1.2M shares-1.91%2025-09-302025-11-03 MCD McDonalds Corp.397.8K shares-0.89%2025-09-302025-11-03 ABBV AbbVie Inc.517.8K shares-0.66%2025-09-302025-11-03 BDX Becton Dickinson & Co549.5K shares-1.32%2025-09-302025-11-03 UL Unilever Plc ADR1.6M shares-1.44%2025-09-302025-11-03 JNJ Johnson & Johnson479.5K shares-1.04%2025-09-302025-11-03 CVX Chevron Corporation556.7K shares-1.13%2025-09-302025-11-03 SBUX Starbucks Corp.989.4K shares-3.40%2025-09-302025-11-03 WMT Wal Mart Stores, Inc.795.9K shares-1.86%2025-09-302025-11-03 NKE Nike Inc Class B1.0M shares-1.34%2025-09-302025-11-03 CL Colgate-Palmolive Co.779.1K shares-0.37%2025-09-302025-11-03 PEP Pepsico Incorporated402.7K shares-0.57%2025-09-302025-11-03 CMCSA Comcast Corp CL A1.5M shares-2.71%2025-09-302025-11-03 AWK American Water Works307.8K shares-0.06%2025-09-302025-11-03 HD Home Depot104.8K shares-0.25%2025-09-302025-11-03 FDS FactSet Research Systems, Inc.144.2K shares-1.20%2025-09-302025-11-03 PGR Progressive Corp133.9K shares-1.58%2025-09-302025-11-03 VUG Vanguard Growth ETF67.0K shares1.22%2025-09-302025-11-03 SHEL Shell PLC362.3K shares1.86%2025-09-302025-11-03 LMT Lockheed Martin Corp.51.7K shares-1.01%2025-09-302025-11-03 EXPD Expeditors International of Wa207.7K shares-2.54%2025-09-302025-11-03 TSM Taiwan Semiconductor - Spons A86.9K shares-1.26%2025-09-302025-11-03 ECL Ecolab, Inc.74.4K shares-0.44%2025-09-302025-11-03 SCHW Charles Schwab Corp.212.3K shares0.70%2025-09-302025-11-03 RTX RTX Corporation115.6K shares-3.04%2025-09-302025-11-03 BAC-PL Bank of America Corp.15.1K shares-0.22%2025-09-302025-11-03 UNP Union Pacific Corp.71.1K shares-0.68%2025-09-302025-11-03 Exxon Mobil Exxon Mobil140.8K shares-0.28%2025-09-302025-11-03 VOO Vanguard S&P 50025.4K shares1.58%2025-09-302025-11-03 BUD Anheuser-Busch InBev NV - Spon236.9K shares-2.96%2025-09-302025-11-03 QQQ Invesco PowerShares QQQ Trust21.5K shares0.25%2025-09-302025-11-03 BAX Baxter International Inc.499.5K shares-2.15%2025-09-302025-11-03 HSIC Henry Schein Inc160.7K shares1.82%2025-09-302025-11-03 NEE NextEra Energy, Inc131.3K shares0.00%2025-09-302025-11-03 LH Labcorp Holdings Inc34.3K shares-1.45%2025-09-302025-11-03 PG Procter & Gamble Co.55.8K shares-0.09%2025-09-302025-11-03 SPG Simon Property Group41.8K shares-5.60%2025-09-302025-11-03 OKE Oneok, Inc.105.4K shares-2.33%2025-09-302025-11-03 TMO Thermo Fisher Scientific Inc15.5K shares0.49%2025-09-302025-11-03 VCSH Vanguard Short-Term Corp Bond92.9K shares-0.21%2025-09-302025-11-03 IEMG iShares Core MSCI Emerging Mar111.2K shares-3.03%2025-09-302025-11-03 Nvidia Corp Nvidia Corp38.6K shares2.48%2025-09-302025-11-03 KO Coca Cola Company106.4K shares-3.43%2025-09-302025-11-03 PFE Pfizer Inc.268.4K shares0.43%2025-09-302025-11-03 LLY Eli Lilly & Co8.9K shares-0.30%2025-09-302025-11-03 AMGN Amgen Inc.23.6K shares-0.12%2025-09-302025-11-03 UPS United Parcel Service70.9K shares-5.36%2025-09-302025-11-03 CP Canadian Pacific Kansas City L78.2K shares-4.06%2025-09-302025-11-03 TTI Tetra Technologies Inc921.3K shares0.00%2025-09-302025-11-03 BLK BlackRock, Inc.4.4K shares-0.52%2025-09-302025-11-03 Cogeco Inc Cogeco Inc114.0K shares0.81%2025-09-302025-11-03 EMR Emerson Electric37.3K shares-2.86%2025-09-302025-11-03 V Visa Inc - Class A14.0K shares-1.80%2025-09-302025-11-03 QCOM Qualcomm, Inc.28.5K shares-10.14%2025-09-302025-11-03 VYM Vanguard High Dividend Yield E30.9K shares-1.49%2025-09-302025-11-03 Valvoline Inc Valvoline Inc119.4K shares2.07%2025-09-302025-11-03 CSW CSW Industrials Inc17.2K shares-1.24%2025-09-302025-11-03 ALEX Alexander & Baldwin Inc228.6K shares3.58%2025-09-302025-11-03 SYY Sysco Corp.48.8K shares-4.85%2025-09-302025-11-03 YUM Yum! Brands Inc23.9K shares-1.93%2025-09-302025-11-03 AMJB Alerian MLP Index ETN103.1K shares-4.44%2025-09-302025-11-03 VGSH Vanguard Short-Term Treasury E50.8K sharesnew addition2025-09-302025-11-03 C CitiGroup Inc.28.3K shares-3.00%2025-09-302025-11-03 ARWR Arrowhead Pharma Inc82.0K shares-12.88%2025-09-302025-11-03 BSV Vanguard Short-Term Bond ETF35.6K shares-2.20%2025-09-302025-11-03 VSCO Victoria's Secret & Co98.1K shares0.58%2025-09-302025-11-03 BBWI Bath & Body Works Inc.102.0K shares3.93%2025-09-302025-11-03 EPD Enterprise Products Partners83.9K shares0.90%2025-09-302025-11-03 PYPL PayPal Holdings Inc.39.0K shares-4.97%2025-09-302025-11-03 GE GE Aerospace8.4K shares0.44%2025-09-302025-11-03 BN Brookfield Corporation36.2K shares0.00%2025-09-302025-11-03 NVS Novartis A.G. ADR19.4K shares0.00%2025-09-302025-11-03 PM Philip Morris International In15.2K shares1.51%2025-09-302025-11-03 LVS Las Vegas Sands Corp45.4K shares0.00%2025-09-302025-11-03 ADP Automatic Data Processing Inc.8.0K shares0.00%2025-09-302025-11-03 CSCO Cisco Systems Inc.33.7K shares0.00%2025-09-302025-11-03 AXP American Express Co.6.9K shares-1.87%2025-09-302025-11-03 WFC Wells Fargo & Co.26.0K shares0.23%2025-09-302025-11-03 DMLP Dorchester Minerals LP83.1K shares0.00%2025-09-302025-11-03 SYK Stryker Corp.5.8K shares-4.66%2025-09-302025-11-03 DHR Danaher Corp10.4K shares-3.49%2025-09-302025-11-03 IDU iShares Dow Jones US Utilities18.2K shares-1.62%2025-09-302025-11-03 VTI Vanguard Total Stock Market ET6.1K shares0.00%2025-09-302025-11-03 ORCL Oracle Systems Corp.7.1K shares-19.98%2025-09-302025-11-03 IBM International Business Machine7.0K shares0.23%2025-09-302025-11-03 BOH Bank of Hawaii Corporation29.7K shares0.00%2025-09-302025-11-03 CAT Caterpillar4.0K shares2.93%2025-09-302025-11-03 ESGV Vanguard ESG US Stock ETF16.0K shares0.00%2025-09-302025-11-03 PSX Phillips 6613.6K shares-6.02%2025-09-302025-11-03 INTC Intel Corp.50.4K shares0.60%2025-09-302025-11-03 IVV iShares S&P 500 Index Fund2.4K shares-4.49%2025-09-302025-11-03 VIG Vanguard Dividend Appreciation6.8K shares0.00%2025-09-302025-11-03 Komatsu Ltd. Komatsu Ltd.40.9K shares0.31%2025-09-302025-11-03 IFF Int'l. Flavors & Fragrance22.8K shares21.35%2025-09-302025-11-03 HON Honeywell Inc.6.5K shares-2.69%2025-09-302025-11-03 USFR WisdomTree Floating Rate Treas26.7K shares17.62%2025-09-302025-11-03 AJG Arthur J Gallagher & Co.4.2K shares-0.60%2025-09-302025-11-03 TRP TC Energy Corp23.7K shares-2.47%2025-09-302025-11-03 DE Deere & Co.2.8K shares0.00%2025-09-302025-11-03 AVGO Broadcom Ltd3.7K shares27.46%2025-09-302025-11-03 IWF iShares Russell 1000 Growth In2.6K shares0.00%2025-09-302025-11-03 USB U.S. Bancorp24.7K shares-0.20%2025-09-302025-11-03 TSLA Tesla Motors2.6K shares3.00%2025-09-302025-11-03 LIN Linde PLC2.5K shares1.65%2025-09-302025-11-03 GEV GE Vernova1.9K shares0.48%2025-09-302025-11-03 BA Boeing Company5.2K shares3.25%2025-09-302025-11-03 AT&T AT&T39.7K shares4.15%2025-09-302025-11-03 LNT Alliant Energy Corp16.3K shares-2.40%2025-09-302025-11-03 DJCO Daily Journal Corp.2.3K shares0.00%2025-09-302025-11-03 PCAR PACCAR Inc11.1K shares-5.42%2025-09-302025-11-03 UTMD Utah Medical Products Inc17.2K shares-1.63%2025-09-302025-11-03 EBAY eBay Inc11.9K shares0.00%2025-09-302025-11-03 3M Company 3M Company7.0K shares0.00%2025-09-302025-11-03 WMB Williams Corp.17.0K shares0.00%2025-09-302025-11-03 Viasat Inc. Viasat Inc.35.0K shares-73.18%2025-09-302025-11-03 ICSH iShares Ultra Short Dur Bond A20.0K shares0.00%2025-09-302025-11-03 CDE Coeur D'Alene Mines Corp.54.0K shares0.00%2025-09-302025-11-03 PARR Par Pacific Holdings Inc27.8K shares0.00%2025-09-302025-11-03 K Kellanova11.7K shares0.00%2025-09-302025-11-03 SCHG Schwab U.S. Large-Cap Growth E29.9K shares3.46%2025-09-302025-11-03 RSP Invesco S&P 500 Equal Weight E5.0K shares3.29%2025-09-302025-11-03 VWO Vanguard Emerging Market ETF16.2K shares-1.03%2025-09-302025-11-03 KR Kroger Co.13.0K shares0.00%2025-09-302025-11-03 SU Suncor Energy Incorporated20.7K shares0.00%2025-09-302025-11-03 APD Air Products & Chemicals Inc3.1K shares-0.48%2025-09-302025-11-03 WST West Pharmaceutical Services I3.3K shares0.00%2025-09-302025-11-03 EEM iShares MSCI Emerging Markets15.7K shares0.00%2025-09-302025-11-03 KMB Kimberly Clark6.6K shares-7.72%2025-09-302025-11-03 NOC Northrop Grumman Corporation1.3K shares0.00%2025-09-302025-11-03 AGM Federal Agricultural Mortgage4.8K shares0.00%2025-09-302025-11-03 GLW Corning Inc.9.7K shares0.00%2025-09-302025-11-03 TXN Texas Instruments Inc.4.3K shares0.00%2025-09-302025-11-03 LRCX Lam Research Corporation5.9K shares0.24%2025-09-302025-11-03 CARR Carrier Global Corp13.2K shares0.00%2025-09-302025-11-03 BEP Brookfield Renewable Energy30.0K shares-0.99%2025-09-302025-11-03 SCHV Schwab US Large Cap Value26.0K shares0.78%2025-09-302025-11-03 HASI Hannon Armstrong Sustainable I24.6K shares0.00%2025-09-302025-11-03 CB Chubb Ltd2.6K shares0.00%2025-09-302025-11-03 ZTS Zoetis Inc5.0K shares0.00%2025-09-302025-11-03 ITW Illinois Tool Works Inc.2.7K shares0.00%2025-09-302025-11-03 WY Weyerhaeuser Co.28.1K shares-16.58%2025-09-302025-11-03 SNA Snap On Tools Corp.2.0K shares0.00%2025-09-302025-11-03 YUMC Yum China Holdings Inc16.1K shares-4.01%2025-09-302025-11-03 FBTC Fidelity Wise Origin Bitcoin F6.9K shares2.30%2025-09-302025-11-03 VEA Vanguard FTSE Developed Market11.5K shares0.01%2025-09-302025-11-03 ORA Ormat Technologies Inc.7.0K shares0.00%2025-09-302025-11-03 CVS CVS Corp.8.7K shares-2.52%2025-09-302025-11-03 CMI Cummins Inc.1.5K shares-13.30%2025-09-302025-11-03 SIEGY Siemens AG - Spons ADR4.7K shares-1.66%2025-09-302025-11-03 RCI Rogers Communications Inc18.1K shares-5.36%2025-09-302025-11-03 BMY Bristol Myers Squibb Co.13.8K shares0.00%2025-09-302025-11-03 Eaton Corp. Eaton Corp.1.6K shares0.00%2025-09-302025-11-03 WFRD Weatherford International PLC8.9K shares0.00%2025-09-302025-11-03 WTRG Essential Utilities Inc15.0K shares0.00%2025-09-302025-11-03 KVUE Kenvue Inc.36.0K shares0.00%2025-09-302025-11-03 AMAT Applied Materials2.7K shares0.00%2025-09-302025-11-03 LOW Lowes Cos. Inc.2.2K shares0.00%2025-09-302025-11-03 NAC Nuveen CA Quality Muni Income46.0K shares0.00%2025-09-302025-11-03 BAM Brookfield Asset Management9.1K shares0.00%2025-09-302025-11-03 MDLZ Mondelez International8.3K shares-2.35%2025-09-302025-11-03 RIVN Rivian Automotive Inc.34.4K shares0.22%2025-09-302025-11-03 IJH iShares S&P Mid-Cap 400 ETF7.7K shares-1.42%2025-09-302025-11-03 IXN iShares S&P Glbl Technology Se4.7K shares-16.77%2025-09-302025-11-03 HUBB Hubbell Inc. Class B1.1K shares0.00%2025-09-302025-11-03 CSX CSX Corp13.2K shares0.00%2025-09-302025-11-03 SCHB Schwab US Broad Market ETF18.1K shares-15.75%2025-09-302025-11-03 FTEC Fidelity MSCI Information Tech2.0K shares0.00%2025-09-302025-11-03 AMD Advanced Micro Devices Inc.2.8K shares0.00%2025-09-302025-11-03 PREF Principal Spectrum Pfd Sec Act23.5K shares0.00%2025-09-302025-11-03 CHKP Check Point Software Technolog2.1K shares0.00%2025-09-302025-11-03 NSC Norfolk Southern Corp.1.5K shares0.00%2025-09-302025-11-03 GD General Dynamics Corp1.3K shares0.00%2025-09-302025-11-03 SCHF Schwab Intl Equity ETF18.2K shares0.00%2025-09-302025-11-03 IXC iShares S&P Glbl Energy ETF10.0K shares0.00%2025-09-302025-11-03 TFC Truist Financial Corporation9.1K shares0.00%2025-09-302025-11-03 ATO Atmos Energy Corp2.4K shares0.00%2025-09-302025-11-03 OTIS Otis Worldwide Corp4.5K shares0.00%2025-09-302025-11-03 IXJ iShares S&P Glbl Healthcare In4.6K shares0.00%2025-09-302025-11-03 LMNR Limoneira Co. Santa Paula26.5K shares-2.36%2025-09-302025-11-03 PAC Grupo Aeroportuario del Pacifi1.6K shares-4.19%2025-09-302025-11-03 FSLR First Solar Inc.1.7K shares0.00%2025-09-302025-11-03 VGK Vanguard European ETF4.7K shares0.02%2025-09-302025-11-03 LULU Lululemon Athletica Inc2.1K shares-3.62%2025-09-302025-11-03 IJR iShares S&P Small Cap 600 Inde3.1K shares2.23%2025-09-302025-11-03 POST Post Holdings Inc3.3K shares0.00%2025-09-302025-11-03 FMS Fresenius Medical Care13.3K shares0.00%2025-09-302025-11-03 MS Morgan Stanley2.1K shares0.00%2025-09-302025-11-03 ALL Allstate Corp.1.6K shares0.00%2025-09-302025-11-03 MPC Marathon Petroleum Corp1.8K shares0.00%2025-09-302025-11-03 Target Corp. Target Corp.3.7K shares0.00%2025-09-302025-11-03 PHM Pulte Homes, Inc.2.5K shares-16.52%2025-09-302025-11-03 VONG Vanguard Russell 1000 Growth2.7K shares0.00%2025-09-302025-11-03 SUB iShares Short Term Muni Bond E3.0K shares0.00%2025-09-302025-11-03 FNF Fidelity National Financial, I5.3K shares0.00%2025-09-302025-11-03 AEM Agnico Eagle Mines1.9K shares0.00%2025-09-302025-11-03 GIS General Mills Inc.6.2K shares0.00%2025-09-302025-11-03 XIFR XPLR Infrastructure LP30.5K shares0.00%2025-09-302025-11-03 RNW Renew Energy Global PLC40.0K shares0.00%2025-09-302025-11-03 PEG Public Service Enterprise Grp3.6K shares0.00%2025-09-302025-11-03 CHD Church & Dwight Co.3.4K shares0.00%2025-09-302025-11-03 ELV Elevance Health Inc911 shares-7.23%2025-09-302025-11-03 AGG iShares Lehman Aggregate Bond2.9K shares0.00%2025-09-302025-11-03 GSK GSK Plc ADR6.7K shares0.00%2025-09-302025-11-03 MMC Marsh & McLennan Cos.1.4K shares0.42%2025-09-302025-11-03 SA Seabridge Gold Inc11.7K shares0.00%2025-09-302025-11-03 FCVT First Trust SSI Strategic Conv6.6K shares0.00%2025-09-302025-11-03 IBB iShares Nasdaq Biotechnology I1.9K shares0.00%2025-09-302025-11-03 CRM Salesforce.com, Inc.1.2K shares0.87%2025-09-302025-11-03 NGG National Grid PLC - Spons ADR3.7K shares0.00%2025-09-302025-11-03 EIX Edison International4.8K shares0.00%2025-09-302025-11-03 AEP American Electric Power2.4K shares0.00%2025-09-302025-11-03 EFX Equifax Inc.1.0K shares0.00%2025-09-302025-11-03 FLXR TCW Flexible Income ETF6.6K shares0.00%2025-09-302025-11-03 BE Bloom Energy Corp3.1K sharesnew addition2025-09-302025-11-03 TXT Textron Inc3.1K shares0.00%2025-09-302025-11-03 OXY Occidental Petroleum Co. Delaw5.5K shares0.00%2025-09-302025-11-03 IWM iShares Russell 2000 Index Fun1.1K shares0.00%2025-09-302025-11-03 Organon & Co. Organon & Co.24.1K shares-10.29%2025-09-302025-11-03 EMBJ Embraer SA-SPON ADR4.2K shares0.00%2025-09-302025-11-03 HRB H & R Block Inc.5.0K shares0.00%2025-09-302025-11-03 REFI Chicago Atlantic Real Estate18.5K shares0.00%2025-09-302025-11-03 SLB Schlumberger Limited6.9K shares0.00%2025-09-302025-11-03 ORI Old Republic International Cor5.5K shares0.00%2025-09-302025-11-03 Applovin Corp Applovin Corp320 sharesnew addition2025-09-302025-11-03 ARKB ARK 21Shares Bitcoin ETF6.0K shares0.00%2025-09-302025-11-03 PNC PNC Bank Corp.1.1K shares0.00%2025-09-302025-11-03 GILD Gilead Sciences1.9K shares-6.17%2025-09-302025-11-03 CMG Chipotle Mexican Grill, Inc.5.3K shares0.00%2025-09-302025-11-03 TMUS T-Mobile US Inc874 shares0.00%2025-09-302025-11-03 ADI Analog Devices, Inc.845 shares0.00%2025-09-302025-11-03 CTAS Cintas Corp996 shares0.00%2025-09-302025-11-03 ASML ASML Holding NV209 sharesnew addition2025-09-302025-11-03 MSTR MicroStrategy Inc621 shares-1.74%2025-09-302025-11-03 ET Energy Transfer LP10.7K shares0.00%2025-09-302025-11-03 VCV Invesco California Value Muni16.1K shares0.00%2025-09-302025-11-03 Sodexo Sodexo11.9K sharesnew addition2025-09-302025-11-03 MSTY Yieldmax MSTR Option Income St10.7K shares1.65%2025-09-302025-11-03 F Ford Motor Company10.4K shares0.00%2025-09-302025-11-03 CLNE Clean Energy Fuels Corp12.0K shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available