EVERETT HARRIS & CO /CA/

$7.8B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1009254 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $7.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 325
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 11
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 22

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$82.1M	−28,897	$1.1B	$1.0B	4,140,002	4,111,105
position key `pos:11020` · issuer key `iss:255` COM	TRIM	−$52.6M	−1	$1.1B	$1.0B	1,416	1,415
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$98.7M	−6,443	$676M	$775M	784,138	777,695
position key `pos:17821` · issuer key `iss:89` COM	TRIM	−$66.6M	−46,006	$622M	$555M	1,980,958	1,934,952
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$170M	−9,873	$709M	$539M	1,465,184	1,455,311
position key `pos:11205` · issuer key `iss:255` COM	TRIM	−$24.4M	−18,778	$331M	$306M	657,811	639,033
position key `pos:16839` · issuer key `iss:1330` COM	ADD	−$89.9M	+17,295	$326M	$236M	6,407,366	6,424,661
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$24.1M	−4,316	$237M	$213M	1,026,862	1,022,546
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` COM	TRIM	−$13.0M	−6,073	$211M	$198M	732,278	726,205
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$4.7M	−13,754	$175M	$180M	1,139,561	1,125,807
position key `pos:15142` · issuer key `iss:89` COM	TRIM	−$16.5M	−7,389	$176M	$160M	563,513	556,124
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$33.6M	−5,645	$183M	$149M	1,458,381	1,452,736
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$19.5M	−40,695	$154M	$135M	2,800,178	2,759,483
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	+$412K	−5,247	$121M	$121M	395,961	390,714
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$16.1M	−7,297	$98.8M	$115M	477,221	469,924
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$28.2M	−8,026	$83.6M	$112M	548,522	540,496
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$6.5M	−3,575	$118M	$112M	516,966	513,391
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$20.9M	−6,770	$132M	$111M	1,162,497	1,155,727
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$4.9M	−41,774	$87.3M	$92.2M	783,511	741,737
position key `pos:15545` · issuer key `iss:247` COM	ADD	−$19.8M	+3,068	$107M	$87.1M	550,894	553,962
position key `pos:16012` · issuer key `iss:1713` COM	TRIM	+$4.1M	−12,560	$81.8M	$85.9M	971,577	959,017
position key `pos:11556` · issuer key `iss:1854` COM	TRIM	−$12.7M	−12,366	$92.9M	$80.2M	1,419,887	1,407,521
position key `pos:17429` · issuer key `iss:2052` COM	ADD	−$25.3M	+1,803	$98.3M	$73.0M	366,321	368,124
position key `pos:10434` · issuer key `iss:482` COM	TRIM	+$4.7M	−1,264	$61.7M	$66.5M	781,141	779,877
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$2.0M	−16,500	$55.2M	$57.2M	384,714	368,214
position key `pos:13891` · issuer key `iss:1313` COM	TRIM	−$11.3M	−257	$66.0M	$54.7M	1,036,087	1,035,830
position key `pos:15119` · issuer key `iss:489` COM	ADD	−$129K	+56,163	$44.1M	$44.0M	1,475,918	1,532,081
position key `pos:12693` · issuer key `iss:114` COM	ADD	+$1.8M	+275	$40.1M	$41.8M	306,961	307,236
position key `pos:14503` · issuer key `iss:1578` COM	ADD	+$9.4M	+13,299	$30.8M	$40.2M	419,347	432,646
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$1.6M	+41	$36.0M	$34.4M	104,643	104,684
position key `pos:16294` · issuer key `iss:721` COM	ADD	−$9.0M	+7,353	$42.2M	$33.1M	145,384	152,737
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$5.2M	−1,710	$24.9M	$30.1M	51,451	49,741
position key `pos:17467` · issuer key `iss:1751` COM	TRIM	+$2.7M	−531	$26.1M	$28.8M	85,873	85,342
position key `pos:11209` · issuer key `cusip6:922908` COM	TRIM	−$4.4M	−2,029	$33.1M	$28.7M	67,839	65,810
position key `pos:17708` · issuer key `iss:707` COM	TRIM	−$1.6M	−2,883	$30.3M	$28.7M	203,528	200,645
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$4.5M	−15,633	$22.8M	$27.3M	559,829	544,196
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$2.9M	−3,728	$23.7M	$26.6M	225,183	221,455
position key `pos:11683` · issuer key `iss:1491` COM	TRIM	−$4.2M	−1,409	$30.2M	$26.0M	132,655	131,246
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$6.4M	−2,892	$16.8M	$23.2M	139,688	136,796
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$719K	−1,939	$21.1M	$21.8M	115,101	113,162
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$4.7M	+15,732	$17.2M	$21.8M	74,148	89,880
position key `pos:11276` · issuer key `iss:1947` COM	NEW	+$21.4M	+71,970	$0	$21.4M	—	71,970
position key `pos:16131` · issuer key `iss:1632` COM	ADD	+$114K	+14,575	$21.2M	$21.3M	211,780	226,355
position key `pos:14206` · issuer key `iss:1193` COM	TRIM	−$3.6M	−1,104	$24.7M	$21.1M	43,265	42,161
position key `pos:16716` · issuer key `iss:633` COM	TRIM	+$152K	−400	$19.4M	$19.6M	73,957	73,557
position key `pos:12752` · issuer key `iss:1028` COM	ADD	+$189K	+7,304	$18.9M	$19.1M	143,059	150,363
position key `pos:13332` · issuer key `iss:230` CONV PFD	TRIM	−$1.7M	−665	$18.6M	$16.9M	14,890	14,225
position key `pos:13004` · issuer key `iss:132` COM	TRIM	+$801K	−7,342	$15.7M	$16.5M	245,815	238,473
position key `pos:11064` · issuer key `iss:1089` COM	ADD	+$5.4M	+17,937	$9.5M	$14.9M	38,003	55,940
position key `pos:14310` · issuer key `iss:1626` COM	ADD	+$792K	+15,044	$12.7M	$13.5M	168,218	183,262
position key `pos:11173` · issuer key `iss:995` COM	ADD	−$627K	+300	$13.2M	$12.6M	21,550	21,850
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$1.6M	−90	$10.5M	$12.1M	130,783	130,693
position key `pos:13079` · issuer key `iss:1364` COM	TRIM	+$1.6M	−1,475	$7.7M	$9.4M	105,230	103,755
position key `pos:17765` · issuer key `iss:595` COM	ADD	+$1.2M	+12,474	$8.1M	$9.3M	137,934	150,408
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$419K	+1,134	$8.6M	$8.2M	26,815	27,949
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$431K	−417	$7.7M	$8.1M	23,539	23,122
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$1.5M	−117	$9.6M	$8.1M	8,939	8,822
position key `pos:11390` · issuer key `iss:720` COM	ADD	−$1.2M	+14	$9.3M	$8.1M	14,105	14,119
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` COM	TRIM	−$8.3M	−12,653	$16.3M	$8.0M	26,030	13,377
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$37.8K	−700	$8.0M	$8.0M	56,009	55,309
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$1.2M	+10,509	$6.7M	$7.9M	269,665	280,174
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$388K	−3,284	$7.3M	$7.6M	103,862	100,578
position key `pos:13905` · issuer key `iss:1016` FOREIGN	TRIM	+$251K	−379	$7.4M	$7.6M	109,808	109,429
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$1.4M	−29	$9.0M	$7.6M	15,498	15,469
position key `pos:16708` · issuer key `iss:1661` COM	TRIM	+$42.7K	−71	$7.3M	$7.3M	39,374	39,303
position key `sid:sec:prov:e9816c09242bb3bdb355e72e237e1170` · issuer key `cusip6:92203C` BOND ETF	ADD	+$383K	+7,850	$6.9M	$7.3M	139,400	147,250
position key `pos:17453` · issuer key `iss:83` COM	TRIM	+$957K	−2,385	$6.3M	$7.3M	64,532	62,147
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$303K	+923	$7.2M	$6.8M	38,344	39,267
position key `pos:15226` · issuer key `iss:1788` COM	ADD	−$321K	+38,635	$7.2M	$6.8M	765,042	803,677
position key `cusip:042797209` · issuer key `cusip6:042797` COM	TRIM	−$393K	−85	$7.0M	$6.6M	104,993	104,908
position key `cusip:702925108` · issuer key `cusip6:702925` COM	ADD	+$958K	+50,026	$5.4M	$6.4M	617,463	667,489
position key `pos:16440` · issuer key `iss:637` COM	TRIM	−$949K	−6,386	$7.2M	$6.3M	84,658	78,272
position key `pos:10423` · issuer key `iss:387` COM	TRIM	+$366K	−298	$5.7M	$6.1M	77,423	77,125
position key `pos:10156` · issuer key `iss:1861` COM	TRIM	−$652K	−6,086	$6.6M	$5.9M	66,236	60,150
position key `cusip:19238T100` · issuer key `cusip6:19238T` COM	TRIM	+$292K	−1,430	$5.5M	$5.8M	118,507	117,077
position key `pos:12417` · issuer key `iss:2008` COM	ADD	+$2.6M	+28,920	$2.9M	$5.5M	32,050	60,970
position key `sid:sec:prov:5c0159d8e365eac662fab857eba96ecb` · issuer key `cusip6:92206C` BOND ETF	ADD	+$1.1M	+18,500	$4.2M	$5.2M	70,880	89,380
position key `pos:11570` · issuer key `iss:1599` COM	ADD	−$73.9K	+245	$5.0M	$5.0M	7,387	7,632
position key `sid:sec:prov:b0c9ed3789a39a6ab89969a02e73c665` · issuer key `cusip6:926400` COM	ADD	−$494K	+6,035	$5.4M	$4.9M	99,037	105,072
position key `pos:16185` · issuer key `iss:647` COM	TRIM	−$84.5K	−175	$4.8M	$4.7M	36,242	36,067
position key `pos:12412` · issuer key `cusip6:921946` COM	TRIM	+$33.9K	−781	$4.7M	$4.7M	32,682	31,901
position key `pos:13406` · issuer key `iss:2156` COM	TRIM	−$535K	−282	$5.2M	$4.7M	54,275	53,993
position key `pos:10468` · issuer key `iss:1097` COM	ADD	+$1.5M	+36,871	$3.0M	$4.4M	45,676	82,547
position key `pos:14135` · issuer key `iss:1060` COM	TRIM	+$405K	−14,211	$4.0M	$4.4M	145,990	131,779
position key `pos:11044` · issuer key `iss:361` COM	TRIM	−$620K	−215	$5.0M	$4.4M	17,120	16,905
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$312K	+167	$4.7M	$4.3M	4,349	4,516
position key `pos:14381` · issuer key `iss:2293` COM	TRIM	−$713K	−28,801	$5.0M	$4.3M	313,786	284,985
position key `pos:12848` · issuer key `iss:1921` COM	TRIM	−$841K	−527	$4.9M	$4.1M	14,058	13,531
position key `pos:12118` · issuer key `iss:1890` COM	ADD	+$869K	+11,875	$3.0M	$3.8M	101,590	113,465
position key `pos:14929` · issuer key `iss:1967` COM	ADD	+$1.9M	+77,550	$1.7M	$3.6M	71,112	148,662
position key `sid:sec:prov:fbc6e18f02e2e6512b1a246a8c757cc8` · issuer key `cusip6:48133Q` COM	TRIM	+$396K	−2,145	$3.0M	$3.4M	100,890	98,745
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$1.4M	−1,805	$4.8M	$3.4M	28,015	26,210
position key `pos:13408` · issuer key `iss:2003` COM	TRIM	−$251K	−2,260	$3.6M	$3.4M	23,854	21,594
position key `pos:15818` · issuer key `iss:1742` COM	TRIM	−$220K	−1,500	$3.5M	$3.3M	47,837	46,337
position key `pos:15168` · issuer key `iss:456` COM	TRIM	−$232K	−1,240	$3.3M	$3.0M	27,969	26,729
position key `pos:13340` · issuer key `iss:666` COM	TRIM	+$403K	−1,778	$2.6M	$3.0M	81,311	79,533
position key `pos:16727` · issuer key `iss:991` COM	ADD	+$658K	+6,615	$2.3M	$3.0M	34,570	41,185
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$489K	−70	$2.3M	$2.8M	3,972	3,902
position key `pos:14360` · issuer key `iss:1327` COM	TRIM	−$17.4K	−2,000	$2.7M	$2.7M	19,363	17,363
position key `pos:14902` · issuer key `iss:1016` FOREIGN	TRIM	+$19.4K	−1,700	$2.6M	$2.6M	94,856	93,156

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 100

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` BOND ETF	NO CHANGE	−$32.2K	$5.6M	$5.5M	69,930	69,930
position key `pos:2085` · issuer key `iss:456` COM PRN	NO CHANGE	−$10.8K	$3.1M	$3.1M	3,100,000	3,100,000
position key `pos:14637` · issuer key `iss:326` FOREIGN	NO CHANGE	−$295K	$2.5M	$2.2M	54,342	54,342
position key `sid:sec:prov:a04aaeb27e349a597164f36b98c17a06` · issuer key `cusip6:25820R` COM	NO CHANGE	+$367K	$1.7M	$2.1M	77,389	77,389
position key `pos:17988` · issuer key `iss:1012` COM	NO CHANGE	+$140K	$2.0M	$2.1M	18,039	18,039
position key `cusip:70422T208` · issuer key `cusip6:70422T` COM	NO CHANGE	−$92.0K	$2.2M	$2.1M	62,565	62,565
position key `sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6` · issuer key `cusip6:921910` COM	NO CHANGE	−$139K	$1.9M	$1.8M	16,000	16,000
position key `pos:16178` · issuer key `iss:1409` COM	NO CHANGE	+$766K	$978K	$1.7M	27,839	27,839
position key `pos:10307` · issuer key `iss:1012` COM	NO CHANGE	−$74.4K	$1.6M	$1.5M	2,344	2,344
position key `pos:17674` · issuer key `iss:728` COM	NO CHANGE	+$285K	$1.2M	$1.5M	4,234	4,234
position key `cusip:Y14965100` · issuer key `cusip6:Y14965` COM	NO CHANGE	−$51.7K	$1.4M	$1.3M	129,000	129,000
position key `pos:10213` · issuer key `iss:82` COM	NO CHANGE	+$110K	$1.1M	$1.2M	16,272	16,272
position key `pos:16441` · issuer key `iss:16` COM	NO CHANGE	+$165K	$986K	$1.2M	39,687	39,687
position key `pos:11528` · issuer key `iss:1012` COM	NO CHANGE	−$121K	$1.2M	$1.1M	2,573	2,573
position key `pos:17214` · issuer key `iss:298` COM	NO CHANGE	−$94.9K	$1.1M	$1.0M	5,246	5,246
position key `pos:10856` · issuer key `iss:1801` COM	NO CHANGE	−$104K	$1.1M	$1.0M	6,971	6,971
position key `pos:12868` · issuer key `iss:2060` COM	NO CHANGE	+$170K	$809K	$979K	30,000	30,000
position key `pos:16525` · issuer key `iss:58` COM	NO CHANGE	+$143K	$815K	$958K	3,298	3,298
position key `pos:10263` · issuer key `iss:1078` COM	NO CHANGE	+$128K	$812K	$941K	13,000	13,000
position key `pos:13114` · issuer key `iss:877` COM	NO CHANGE	+$131K	$773K	$904K	24,600	24,600
position key `pos:17928` · issuer key `iss:1322` COM	NO CHANGE	+$148K	$755K	$903K	1,324	1,324
position key `cusip:72201F490` · issuer key `cusip6:72201F` BOND ETF	NO CHANGE	−$17.3K	$904K	$887K	82,252	82,252
position key `pos:14462` · issuer key `iss:2138` COM	NO CHANGE	+$146K	$700K	$846K	8,950	8,950
position key `pos:16841` · issuer key `iss:1791` COM	NO CHANGE	+$89.2K	$749K	$838K	4,319	4,319
position key `cusip:71902E208` · issuer key `cusip6:71902E` PFD	NO CHANGE	−$18.9K	$822K	$803K	45,000	45,000
position key `pos:11267` · issuer key `iss:2257` COM	NO CHANGE	+$33.3K	$753K	$786K	2,412	2,412
position key `pos:15816` · issuer key `iss:1377` COM	NO CHANGE	+$10.2K	$773K	$783K	7,000	7,000
position key `pos:10317` · issuer key `iss:1960` COM	NO CHANGE	−$73.1K	$820K	$747K	2,982	2,982
position key `cusip:00850M102` · issuer key `cusip6:00850M` FOREIGN	NO CHANGE	−$23.2K	$757K	$734K	41,000	41,000
position key `sid:sec:prov:fee9e520045dd7f6fb0bcf78a9b6b2f4` · issuer key `cusip6:313148` COM	NO CHANGE	−$130K	$838K	$708K	4,772	4,772
position key `cusip:G83561129` · issuer key `cusip6:G83561` FOREIGN	NO CHANGE	−$29.7K	$734K	$704K	8,000	8,000
position key `pos:15495` · issuer key `iss:1590` COM	NO CHANGE	−$160K	$858K	$698K	1,642	1,642
position key `pos:15592` · issuer key `iss:954` COM	NO CHANGE	+$36.0K	$634K	$670K	2,575	2,575
position key `pos:11393` · issuer key `iss:545` COM	NO CHANGE	+$33.4K	$619K	$653K	1,213	1,213
position key `pos:16114` · issuer key `iss:1682` COM	NO CHANGE	+$33.1K	$613K	$647K	1,780	1,780
position key `pos:12666` · issuer key `iss:688` COM	NO CHANGE	+$30.6K	$614K	$644K	16,000	16,000
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` COM	NO CHANGE	−$51.5K	$693K	$641K	919	919
position key `pos:14066` · issuer key `iss:328` COM	NO CHANGE	+$23.8K	$613K	$637K	16,000	16,000
position key `cusip:80687P106` · issuer key `cusip6:80687P` COM	NO CHANGE	−$5.8K	$633K	$628K	11,530	11,530
position key `pos:13354` · issuer key `iss:367` COM	NO CHANGE	−$65.6K	$690K	$624K	8,694	8,694
position key `pos:11909` · issuer key `iss:1012` COM	NO CHANGE	+$157K	$419K	$576K	10,000	10,000
position key `cusip:826197501` · issuer key `cusip6:826197` COM	NO CHANGE	−$85.4K	$661K	$576K	4,726	4,726
position key `cusip:352518401` · issuer key `cusip6:352518` BOND ETF	NO CHANGE	−$5.9K	$569K	$564K	84,362	84,362
position key `pos:13049` · issuer key `iss:926` COM	NO CHANGE	+$51.3K	$489K	$540K	1,100	1,100
position key `sid:sec:prov:1ff462b0f5216bba1a9ca6e2a779c156` · issuer key `cusip6:67066Y` BOND ETF	NO CHANGE	−$7.4K	$543K	$536K	46,000	46,000
position key `cusip:K7653Q105` · issuer key `cusip6:K7653Q` FOREIGN	NO CHANGE	+$106K	$423K	$529K	22,000	22,000
position key `pos:13980` · issuer key `iss:1561` COM	NO CHANGE	−$160K	$678K	$518K	34,395	34,395
position key `pos:16868` · issuer key `iss:1012` COM	NO CHANGE	+$11.7K	$505K	$517K	7,650	7,650
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` COM	NO CHANGE	+$128K	$346K	$473K	7,728	7,728
position key `pos:17281` · issuer key `iss:809` COM	NO CHANGE	+$8.5K	$438K	$446K	1,300	1,300
position key `cusip:W6S38Z126` · issuer key `cusip6:W6S38Z` FOREIGN	NO CHANGE	+$20.6K	$425K	$446K	110,000	110,000
position key `cusip:771195104` · issuer key `cusip6:771195` COM	NO CHANGE	−$16.7K	$462K	$446K	8,962	8,962
position key `pos:17006` · issuer key `iss:1582` COM	NO CHANGE	+$81.5K	$361K	$443K	6,700	6,700
position key `pos:16809` · issuer key `iss:119` COM	NO CHANGE	−$45.5K	$486K	$440K	991	991
position key `pos:17268` · issuer key `iss:1012` COM	NO CHANGE	−$17.9K	$451K	$433K	4,630	4,630
position key `pos:14787` · issuer key `iss:1180` COM	NO CHANGE	+$143K	$285K	$428K	1,752	1,752
position key `sid:sec:prov:0ae5bcd0e444522ea4393d660bd28246` · issuer key `cusip6:316092` COM	NO CHANGE	−$34.1K	$461K	$427K	2,050	2,050
position key `pos:11938` · issuer key `iss:834` COM	NO CHANGE	−$16.6K	$441K	$425K	502	502
position key `pos:14885` · issuer key `iss:1830` COM	NO CHANGE	−$29.4K	$447K	$417K	9,080	9,080
position key `pos:10732` · issuer key `iss:329` FOREIGN	NO CHANGE	−$72.6K	$479K	$407K	9,149	9,149
position key `sid:sec:prov:d21b4046ace77c2d5fa897337fbd617b` · issuer key `cusip6:400506` FOREIGN	NO CHANGE	−$26.8K	$422K	$395K	1,600	1,600
position key `pos:13874` · issuer key `iss:1012` COM	NO CHANGE	+$179	$377K	$377K	2,235	2,235
position key `pos:14033` · issuer key `iss:1012` COM	NO CHANGE	+$12.4K	$361K	$373K	3,000	3,000
position key `pos:17250` · issuer key `iss:54` COM	NO CHANGE	+$60.2K	$305K	$365K	1,800	1,800
position key `pos:11170` · issuer key `iss:421` COM	NO CHANGE	+$40.1K	$319K	$359K	8,311	8,311
position key `pos:14318` · issuer key `iss:1382` COM	NO CHANGE	−$46.4K	$395K	$348K	4,518	4,518
position key `pos:11621` · issuer key `iss:1253` COM	NO CHANGE	−$26.7K	$366K	$339K	2,059	2,059
position key `pos:13214` · issuer key `iss:745` COM	NO CHANGE	−$109K	$444K	$335K	1,700	1,700
position key `pos:18254` · issuer key `iss:289` COM	NO CHANGE	+$120K	$214K	$333K	2,460	2,460
position key `pos:13923` · issuer key `iss:1472` COM	NO CHANGE	−$628	$328K	$327K	3,307	3,307
position key `pos:17598` · issuer key `iss:1013` BOND ETF	NO CHANGE	−$600	$320K	$320K	3,000	3,000
position key `sid:sec:prov:bc3c31fe978eb22879d8603625d5e3d2` · issuer key `cusip6:65341B` COM	NO CHANGE	+$18.6K	$300K	$319K	30,000	30,000
position key `cusip:891054603` · issuer key `cusip6:891054` COM	NO CHANGE	−$12.6K	$325K	$312K	6,800	6,800
position key `pos:16803` · issuer key `iss:1277` COM	NO CHANGE	+$26.7K	$285K	$312K	3,682	3,682
position key `pos:17394` · issuer key `iss:2271` COM	NO CHANGE	−$91.8K	$399K	$307K	2,150	2,150
position key `pos:14081` · issuer key `iss:2235` COM	NO CHANGE	+$20.2K	$285K	$305K	732	732
position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `cusip6:92206C` COM	NO CHANGE	−$32.9K	$332K	$299K	2,725	2,725
position key `pos:15702` · issuer key `iss:1012` COM	NO CHANGE	+$2.2K	$293K	$296K	1,192	1,192
position key `pos:13780` · issuer key `cusip6:922908` COM	NO CHANGE	−$4.7K	$298K	$293K	1,426	1,426
position key `sid:sec:prov:a056c82115e6bb8131d7cb992f8bcd5d` · issuer key `cusip6:33739Q` BOND ETF	NO CHANGE	+$7.5K	$283K	$291K	6,585	6,585
position key `pos:14737` · issuer key `iss:1012` BOND ETF	NO CHANGE	−$1.8K	$289K	$287K	2,892	2,892
position key `cusip:Y74718118` · issuer key `cusip6:Y74718` COM	NO CHANGE	+$49.8K	$232K	$282K	3,750	3,750
position key `pos:14456` · issuer key `iss:1794` COM	NO CHANGE	+$1.2K	$270K	$271K	3,100	3,100
position key `pos:15047` · issuer key `iss:135` COM	NO CHANGE	−$52.7K	$319K	$267K	911	911
position key `pos:10600` · issuer key `iss:821` COM	NO CHANGE	+$31.6K	$233K	$265K	1,902	1,902
position key `sid:sec:prov:9261a4f328f616ec4697a80d84ca8837` · issuer key `cusip6:29287L` BOND ETF	NO CHANGE	−$2.2K	$261K	$259K	6,590	6,590
position key `cusip:891852303` · issuer key `cusip6:891852` COM	NO CHANGE	+$5.0K	$245K	$250K	10	10
position key `pos:15728` · issuer key `iss:643` FOREIGN	NO CHANGE	−$21.1K	$270K	$249K	4,200	4,200
position key `pos:15426` · issuer key `iss:733` COM	NO CHANGE	−$43.5K	$289K	$246K	5,295	5,295
position key `sid:sec:prov:4573af69d5c6ef46d60a2b205f388fe3` · issuer key `cusip6:72201R` BOND ETF	NO CHANGE	−$3.5K	$216K	$213K	2,279	2,279
position key `pos:11828` · issuer key `cusip6:G7500M` FOREIGN	NO CHANGE	−$42.8K	$226K	$183K	40,000	40,000
position key `sid:sec:prov:4f66cde9811c542526d44a84eec30f32` · issuer key `cusip6:46132H` BOND ETF	NO CHANGE	−$11.1K	$179K	$168K	16,059	16,059
position key `cusip:543495840` · issuer key `cusip6:543495` BOND ETF	NO CHANGE	−$2.6K	$132K	$130K	10,805	10,805
position key `cusip:693391450` · issuer key `cusip6:693391` BOND ETF	NO CHANGE	−$135	$129K	$128K	13,501	13,501
position key `cusip:592905103` · issuer key `cusip6:592905` BOND ETF	NO CHANGE	−$783	$103K	$102K	11,190	11,190
position key `sid:sec:prov:48a9ac42524f0691945bb7d0b1aa13e6` · issuer key `cusip6:69323T` COM	NO CHANGE	−$5.6K	$80.3K	$74.7K	13,076	13,076
position key `pos:12066` · issuer key `iss:1464` COM	NO CHANGE	+$7.8K	$52.7K	$60.4K	26,744	26,744
position key `pos:10871` · issuer key `iss:461` COM	NO CHANGE	+$4.6K	$25.2K	$29.8K	12,000	12,000
position key `cusip:G5312W112` · issuer key `cusip6:G5312W` FOREIGN	NO CHANGE	−$5	$20.2K	$20.2K	500,000	500,000
position key `cusip:404165102` · issuer key `cusip6:404165` COM	NO CHANGE	$0	$0	$0	15,000	15,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 292 issuers · $7.8B disclosed value over 325 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

Berkshire Hathaway Class A

2 positions · 2 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Berkshire Hathaway Class A, as it reported them
Berkshire Hathaway Class A · COM CUSIP — src ↗	$1.0B	1,415
Berkshire Hathaway Class B · COM CUSIP — src ↗	$306M	639,033

ticker not yet mapped

$1.3B

640,448

17.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Apple, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$1.0B

4,111,105

13.4%

—

Costco Companies Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$775M

777,695

10.0%

—

Alphabet, Class C

2 positions · 2 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Alphabet, Class C, as it reported them
Alphabet, Class C · COM CUSIP — src ↗	$555M	1,934,952
Alphabet, Class A · COM CUSIP — src ↗	$160M	556,124

ticker not yet mapped

$715M

2,491,076

9.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Microsoft Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$539M

1,455,311

6.9%

—

Novo Nordisk ADR · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$236M

6,424,661

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amazon.com · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$213M

1,022,546

2.7%

—

Vanguard Health Care ETF

2 positions · 2 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Vanguard Health Care ETF, as it reported them
Vanguard Health Care ETF · COM CUSIP 92204A504 src ↗	$198M	726,205
Vanguard Info Tech Index Fund · COM CUSIP 92204A702 src ↗	$641K	919

ticker not yet mapped

$198M

727,124

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX Companies, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$180M

1,125,807

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Bank of America Corp.

2 positions · 2 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Bank of America Corp., as it reported them
Bank of America Corp. · COM CUSIP — src ↗	$135M	2,759,483
Bank of America Corp. · CONV PFD CUSIP — src ↗	$16.9M	14,225

$151M

2,773,708

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Abbott Laboratories · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$149M

1,452,736

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

McDonalds Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$121M

390,714

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Johnson & Johnson · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$115M

469,924

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Chevron Corporation · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$112M

540,496

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AbbVie Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$112M

513,391

1.4%

—

Walt Disney Company · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$111M

1,155,727

1.4%

—

Wal Mart Stores, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$92.2M

741,737

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Becton Dickinson & Co · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$87.1M

553,962

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Starbucks Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$85.9M

959,017

1.1%

—

Unilever Plc ADR · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$80.2M

1,407,521

1.0%

—

Accenture Ltd. - Cl A · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$73.0M

368,124

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Colgate-Palmolive Co. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$66.5M

779,877

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Pepsico Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$57.2M

368,214

0.7%

—

Nike Inc Class B · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$54.7M

1,035,830

0.7%

—

Comcast Corp CL A · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$44.0M

1,532,081

0.6%

—

American Water Works · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$41.8M

307,236

0.5%

—

Shell PLC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$40.2M

432,646

0.5%

—

Vanguard Growth ETF

4 positions · 4 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Vanguard Growth ETF, as it reported them
Vanguard Growth ETF · COM CUSIP — src ↗	$28.7M	65,810
Vanguard S&P 500 · COM CUSIP 922908363 src ↗	$8.0M	13,377
Vanguard Total Stock Market ET · COM CUSIP — src ↗	$2.3M	7,052
Vanguard Extended Market Index · COM CUSIP — src ↗	$293K	1,426

ticker not yet mapped

$39.3M

87,665

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Home Depot · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$34.4M

104,684

0.4%

—

FactSet Research Systems, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$33.1M

152,737

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Lockheed Martin Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$30.1M

49,741

0.4%

—

Taiwan Semiconductor - Spons A · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$28.8M

85,342

0.4%

—

Expeditors International of Wa · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$28.7M

200,645

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Verizon Communications · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$27.3M

544,196

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Merck & Company Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$26.6M

221,455

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Progressive Corp · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$26.0M

131,246

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Exxon Mobil · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.2M

136,796

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX Corporation · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.8M

113,162

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Union Pacific Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.8M

89,880

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waters Corporation · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.4M

71,970

0.3%

—

Charles Schwab Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$21.3M

226,355

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Mastercard Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.1M

42,161

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Ecolab, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.6M

73,557

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Jacobs Solutions Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.1M

150,363

0.2%

—

Anheuser-Busch InBev NV - Spon · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$16.5M

238,473

0.2%

—

Labcorp Holdings Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$14.9M

55,940

0.2%

—

Henry Schein Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$13.5M

183,262

0.2%

—

Invesco PowerShares QQQ Trust · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$12.6M

21,850

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NextEra Energy, Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.1M

130,693

0.2%

—

Vanguard Short-Term Corp Bond

3 positions · 3 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Vanguard Short-Term Corp Bond, as it reported them
Vanguard Short-Term Corp Bond · BOND ETF CUSIP 92206C409 src ↗	$5.5M	69,930
Vanguard Short-Term Treasury E · BOND ETF CUSIP 92206C102 src ↗	$5.2M	89,380
Vanguard Russell 1000 Growth · COM CUSIP 92206C680 src ↗	$299K	2,725

ticker not yet mapped

$11.1M

162,035

0.1%

—

iShares Core MSCI Emerging Mar

3 positions · 3 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for iShares Core MSCI Emerging Mar, as it reported them
iShares Core MSCI Emerging Mar · FOREIGN CUSIP — src ↗	$7.6M	109,429
iShares MSCI Singapore Index F · FOREIGN CUSIP — src ↗	$2.6M	93,156
ETF IShares MSCI Global Select · COM CUSIP — src ↗	$417K	7,377

ticker not yet mapped

$10.7M

209,962

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Oneok, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.4M

103,755

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Dominion Energy Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.3M

150,408

0.1%

—

iShares Dow Jones US Utilities

12 positions · 12 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for iShares Dow Jones US Utilities, as it reported them
iShares Dow Jones US Utilities · COM CUSIP — src ↗	$2.1M	18,039
iShares S&P 500 Index Fund · COM CUSIP — src ↗	$1.5M	2,344
iShares Russell 1000 Growth In · COM CUSIP — src ↗	$1.1M	2,573
iShares MSCI Emerging Markets · FOREIGN CUSIP — src ↗	$891K	15,693
iShares S&P Glbl Energy ETF · COM CUSIP — src ↗	$576K	10,000
iShares S&P Mid-Cap 400 ETF · COM CUSIP — src ↗	$517K	7,650
iShares S&P Glbl Technology Se · COM CUSIP — src ↗	$447K	4,470
iShares S&P Glbl Healthcare In · COM CUSIP — src ↗	$433K	4,630
iShares Nasdaq Biotechnology I · COM CUSIP — src ↗	$377K	2,235
iShares S&P Small Cap 600 Inde · COM CUSIP — src ↗	$373K	3,000
iShares Russell 2000 Index Fun · COM CUSIP — src ↗	$296K	1,192
iShares Lehman Aggregate Bond · BOND ETF CUSIP — src ↗	$287K	2,892

ticker not yet mapped

$8.9M

74,718

0.1%

—

J.P. Morgan Chase & Co. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$8.2M

27,949

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amgen Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.1M

23,122

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Eli Lilly & Co · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.1M

8,822

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Meta Platforms Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.1M

14,119

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Procter & Gamble Co. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.0M

55,309

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Pfizer Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.9M

280,174

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Coca Cola Company · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.6M

100,578

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Thermo Fisher Scientific Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.6M

15,469

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Simon Property Group · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.3M

39,303

0.1%

—

Vanguard Ultra-Short Bond ETF · BOND ETF CUSIP 92203C303
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$7.3M

147,250

0.1%

—

Allison Transmission Holdings · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$7.3M

62,147

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Nvidia Corp · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.8M

39,267

0.1%

—

Tetra Technologies Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$6.8M

803,677

0.1%

—

Arrowhead Pharma Inc · COM CUSIP 042797209
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$6.6M

104,908

0.1%

—

Pason System Inc · COM CUSIP 702925108
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$6.4M

667,489

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Edwards Lifesciences Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

78,272

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Citigroup Inc Var (Call 08/15/

2 positions · 2 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Citigroup Inc Var (Call 08/15/, as it reported them
Citigroup Inc Var (Call 08/15/ · COM CUSIP — src ↗	$3.1M	3,100,000 PRN
CitiGroup Inc. · COM CUSIP — src ↗	$3.0M	26,729

$6.1M

—

0.1%

—

Canadian Pacific Kansas City L · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$6.1M

77,125

0.1%

—

United Parcel Service · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$5.9M

60,150

0.1%

—

Cogeco Inc · COM CUSIP 19238T100
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$5.8M

117,077

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Zimmer Biomet Holdings Inc.

1 position · 2 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Zimmer Biomet Holdings Inc., as it reported them
Zimmer Biomet Holdings Inc. · COM CUSIP — src ↗	$2.8M	30,485
Zimmer Biomet Holdings Inc. · COM CUSIP — src ↗	$2.8M	30,485

$5.5M

60,970

0.1%

—

SPDR S&P 500 Index ETF · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$5.0M

7,632

0.1%

—

Victoria's Secret & Co · COM CUSIP 926400102
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$4.9M

105,072

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Emerson Electric · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.7M

36,067

0.1%

—

Vanguard High Dividend Yield E · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$4.7M

31,901

0.1%

—

Medtronic PLC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$4.7M

53,993

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Las Vegas Sands Corp · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.4M

82,547

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Kinder Morgan Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.4M

131,779

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CSW Industrials Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.4M

16,905

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BlackRock, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.3M

4,516

0.1%

—

Magnum Ice Cream Company NV · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$4.3M

284,985

0.1%

—

Visa Inc - Class A · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$4.1M

13,531

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Valvoline Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.8M

113,465

0.0%

—

Weyerhaeuser Co. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$3.6M

148,662

0.0%

—

Alerian MLP Index ETN · COM CUSIP 48133Q309
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$3.4M

98,745

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Qualcomm, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.4M

26,210

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Yum! Brands Inc · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.4M

21,594

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Sysco Corp. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.3M

46,337

0.0%

—

Enterprise Products Partners · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$3.0M

79,533

0.0%

—

Int'l. Flavors & Fragrance · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$3.0M

41,185

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Caterpillar · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$2.8M

3,902

0.0%

—

Schwab U.S. Large-Cap Growth E

4 positions · 4 reported rows

Rows EVERETT HARRIS & CO /CA/ reported for Schwab U.S. Large-Cap Growth E, as it reported them
Schwab U.S. Large-Cap Growth E · COM CUSIP — src ↗	$909K	31,188
Schwab US Large Cap Value · COM CUSIP — src ↗	$854K	27,994
Schwab Intl Equity ETF · FOREIGN CUSIP — src ↗	$498K	20,106
Schwab US Broad Market ETF · COM CUSIP — src ↗	$471K	18,775

ticker not yet mapped

$2.7M

98,063

0.0%

—

Novartis A.G. ADR · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$2.7M

17,363

0.0%

—

Baxter International Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$2.6M

154,753

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cisco Systems Inc. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$2.6M

33,477

0.0%

—

Philip Morris International In · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$2.5M

15,243

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 85.2%above median 80.0%
Concentration index: 627 bpsabove median 446 bps
Positions with value: 325 / 325median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 85.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 627 · QoQ moves: 345

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open EVERETT HARRIS & CO /CA/'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).