Titelia

Holdings of EVERETT HARRIS & CO /CA/

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
268 in 15 countries
Top ten
66.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Roche Holding AG 8,962445.5K $
202Rush Enterprises Inc 6,700442.9K $
203Ameriprise Financial Inc 991440.4K $
204Atmos Energy Corp 2,382440K $
205Select Sector Spdr Trust 4,032439.4K $
206Target Corp 3,613437.9K $
207iShares Trust 4,630433.1K $
208Marathon Petroleum Corp 1,752427.8K $
209FIDELITY COVINGTON TRUST 2,050426.5K $
210Goldman Sachs Group Inc/The 502424.7K $
211iShares MSCI Global Metals & M 7,377417.5K $
212Truist Financial Corp 9,080417.4K $
213Public Storage 1,487402.8K $
214Norfolk Southern Corp 1,398401.2K $
215Grupo Aeroportuario del Pacifico SAB de CV 1,600395K $
216State Street Health Care Select Sector SPDR ETF 2,645387.8K $
217Vanguard FTSE Europe ETF 4,694387K $
218iShares Biotechnology ETF 2,235377.4K $
219Levi Strauss & Co 20,275374.9K $
220iShares Core S&P Small-Cap ETF 3,000372.9K $
221CenterPoint Energy Inc 8,311358.7K $
222Otis Worldwide Corp 4,518348.2K $
223Morgan Stanley 2,059338.9K $
224First Solar Inc 1,700335.3K $
225Moderna Inc 6,600335.3K $
226Bloom Energy Corp 2,460333.3K $
227News Corp 13,135327.5K $
228Post Holdings Inc 3,307326.9K $
229GSK PLC 5,853323K $
230Allstate Corp/The 1,555322.4K $
231Vanguard Total International S 4,152320.2K $
232iShares Short-Term National Muni Bond ETF 3,000319.5K $
233XPLR Infrastructure LP 30,000318.6K $
234PNC Financial Services Group Inc/The 1,498311.7K $
235National Grid PLC 3,682311.5K $
236Church & Dwight Co Inc 3,308308.7K $
237Lululemon Athletica Inc 1,997305.7K $
238Vanguard Russell 1000 Growth ETF 2,725298.9K $
239iShares Russell 2000 ETF 1,192295.6K $
240PulteGroup Inc 2,500294K $
241Vanguard Extended Market ETF 1,426293.5K $
242Cheniere Energy Inc 1,026291.3K $
243iShares Core U.S. Aggregate Bond ETF 2,892287.1K $
244Blackstone Inc 2,458282.6K $
245Keysight Technologies Inc 979276.4K $
246ASML Holding NV 207273.4K $
247American Electric Power Co Inc 2,079272.5K $
248Textron Inc 3,100271.4K $
249Limoneira Co 20,211271.2K $
250Elevance Health Inc 911266.7K $
251Gilead Sciences Inc 1,902265.1K $
252TCW Flexible Income ETF 6,590258.8K $
253Analog Devices Inc 812258.3K $
254Embraer SA 4,200249.2K $
255Tencent Holdings Ltd 3,920247.8K $
256iShares MSCI South Korea ETF 2,000246K $
257Fidelity National Financial Inc 5,295245.6K $
258Occidental Petroleum Corp 3,563231.6K $
259General Mills, Inc. 6,060225.6K $
260Banco do Brasil SA 50,000225K $
261Marsh & McLennan Cos Inc 1,265219.4K $
262KLA Corp 146215K $
263PIMCO 0-5 Year High Yield Corp 2,279212.6K $
264Chicago Atlantic Real Estate Finance Inc 18,400208.3K $
265Hooker Furnishings Corp 11,400146.8K $
266Organon & Co 21,249127.3K $
267Plug Power Inc 26,74460.4K $
268Clean Energy Fuels Corp 12,00029.8K $

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Sector breakdown

  • Technology 21.5 %
  • Financials 20.5 %
  • Consumer staples 14.6 %
  • Communication 11.9 %
  • Health care 10.6 %
  • Consumer discretionary 9.1 %
  • Industrials 1.8 %
  • Energy 1.1 %
  • Utilities 0.9 %
  • Materials 0.4 %
  • Funds 0.2 %
  • Real estate 0.1 %
  • Unattributed 7.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 95.7 %
  • Denmark 3.1 %
  • United Kingdom 0.5 %
  • Taiwan 0.4 %
  • Belgium 0.2 %
  • France 0.0 %
  • Germany 0.0 %
  • Japan 0.0 %
  • Singapore 0.0 %
  • China 0.0 %
  • Switzerland 0.0 %
  • Mexico 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2507.3B $95.67 %
2Denmark1236.1M $3.10 %
3United Kingdom340.9M $0.54 %
4Taiwan128.8M $0.38 %
5Belgium116.5M $0.22 %
6France21.4M $0.02 %
7Germany21.4M $0.02 %
8Japan11.3M $0.02 %
9Singapore11M $0.01 %
10China1733.9K $0.01 %
11Switzerland1445.5K $0.01 %
12Mexico1395K $0.01 %
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Titelia. "Holdings of EVERETT HARRIS & CO /CA/". https://titelia.com/en/funds/US13F1009254