EVERETT HARRIS & CO /CA/
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1009254
Institutional-grade research for retail investors
13F Reported Value
ⓘ$7.8B
Holdings
323
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
EVERETT HARRIS & CO /CA/ disclosed 323 positions worth $7.8B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 13.4% of the equity portfolio, followed by $BRK.A and $COST. During the quarter the fund opened 11 new positions and exited 22 — including a new stake in $WAT and a full exit from $ALEX. The portfolio is most concentrated in Technology (31.3% of disclosed assets). All figures are sourced directly from EVERETT HARRIS & CO /CA/’s Form 13F-HR filing with the SEC under CIK 1009254.
AI Fund Analysis
Diversifying
$AAPL13.4% weight
Held 9 quarters
$BRK-A13.1% weight
Held 9 quarters
$COST10.0% weight
Held 5 quarters
$GOOG7.2% weight
Held 9 quarters
$MSFT6.9% weight
Held 9 quarters
$SHEL8 quarters accumulating
$PFE8 quarters accumulating
Vanguard European ETF
8 quarters accumulating
$IVZ5 quarters accumulating
$QQQ4 quarters accumulating
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryHealthcareOtherIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$1.0B4,111,105 sh - 64.5#634
Quality
$1.0B1,415 sh - 67.0#489
Quality
$774.9M777,695 sh - 80.2
Quality
$555.1M1,934,952 sh - 83.7
Quality
$538.7M1,455,311 sh - 64.5
Quality
$306.2M639,033 sh - —
Quality
$236.1M6,424,661 sh - 74.6
Quality
$213.0M1,022,546 sh Vanguard Health Care ETF
—Quality
$197.8M726,205 sh- 70.7
Quality
$179.8M1,125,807 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $1.0B | 4,111,105 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $1.0B | 1,415 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0#489 | $774.9M | 777,695 |
 Alphabet Inc.$GOOGL | 80.2 | $555.1M | 1,934,952 |
| MICROSOFT CORP$MSFT | 83.7 | $538.7M | 1,455,311 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $306.2M | 639,033 |
 NOVO NORDISK A S$NVO | — | $236.1M | 6,424,661 |
 AMAZON COM INC$AMZN | 74.6 | $213.0M | 1,022,546 |
| Vanguard Health Care ETF | — | $197.8M | 726,205 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $179.8M | 1,125,807 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EVERETT HARRIS & CO /CA/'s 323 positions.
Showing top 10 of 323 holdings.
Sector Allocation
Technology
$2.4B
Financials
$1.6B
Consumer Discretionary
$1.6B
Healthcare
$817.6M
Other
$349.3M
Industrials
$234.8M
Energy
$219.1M
Communication Services
$189.6M
Full Holdings — EVERETT HARRIS & CO /CA/ (Q1 2026)
All 323 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $1.0B | 13.4% | -1% | 76.1 |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $1.0B | 13.1% | -0% | 64.5 |
| 3 | $COST | COSTCO WHOLESALE CORP /NEW | $774.9M | 10.0% | -1% | 67 |
| 4 | $GOOGL | Alphabet Inc. | $555.1M | 7.2% | -2% | 80.2 |
| 5 | $MSFT | MICROSOFT CORP | $538.7M | 6.9% | -1% | 83.7 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $306.2M | 3.9% | -3% | 64.5 |
| 7 | $NVO | NOVO NORDISK A S | $236.1M | 3.0% | +0% | — |
| 8 | $AMZN | AMAZON COM INC | $213.0M | 2.7% | -0% | 74.6 |
| 9 | — | Vanguard Health Care ETF | $197.8M | 2.5% | -1% | — |
| 10 | $TJX | TJX COMPANIES INC /DE/ | $179.8M | 2.3% | -1% | 70.7 |
| 11 | $GOOG | Alphabet Inc. | $159.9M | 2.1% | -1% | 80.2 |
| 12 |  $ABT | ABBOTT LABORATORIES | $149.2M | 1.9% | -0% | 67 |
| 13 |  $BAC | BANK OF AMERICA CORP /DE/ | $134.5M | 1.7% | -1% | 68.4 |
| 14 |  $MCD | MCDONALDS CORP | $121.4M | 1.6% | -1% | 73.9 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $114.9M | 1.5% | -2% | 72.8 |
| 16 |  $CVX | CHEVRON CORP | $111.8M | 1.4% | -1% | 54.7 |
| 17 |  $ABBV | AbbVie Inc. | $111.7M | 1.4% | -1% | 59.3 |
| 18 |  $DIS | Walt Disney Co | $111.4M | 1.4% | -1% | 68.9 |
| 19 |  $WMT | Walmart Inc. | $92.2M | 1.2% | -5% | 63.2 |
| 20 |  $BDX | BECTON DICKINSON & CO | $87.1M | 1.1% | +1% | 50.7 |
| 21 |  $SBUX | STARBUCKS CORP | $85.9M | 1.1% | -1% | 54.6 |
| 22 |  $UL | UNILEVER PLC | $80.2M | 1.0% | -1% | — |
| 23 |  $ACN | Accenture plc | $73.0M | 0.9% | +0% | — |
| 24 |  $CL | COLGATE PALMOLIVE CO | $66.5M | 0.9% | -0% | 72.4 |
| 25 |  $PEP | PEPSICO INC | $57.2M | 0.7% | -4% | 62.7 |
| 26 |  $NKE | NIKE, Inc. | $54.7M | 0.7% | -0% | 53.4 |
| 27 |  $CCZ | COMCAST CORP | $44.0M | 0.6% | +4% | 70.4 |
| 28 |  $AWK | American Water Works Company, Inc. | $41.8M | 0.5% | +0% | 61.7 |
| 29 | $SHEL | Shell plc | $40.2M | 0.5% | +3% | — |
| 30 |  $HD | HOME DEPOT, INC. | $34.4M | 0.4% | +0% | 69.2 |
| 31 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $33.1M | 0.4% | +5% | 67.9 |
| 32 |  $LMT | LOCKHEED MARTIN CORP | $30.1M | 0.4% | -3% | 65 |
| 33 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $28.8M | 0.4% | -1% | — |
| 34 | — | Vanguard Growth ETF | $28.7M | 0.4% | -3% | — |
| 35 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $28.7M | 0.4% | -1% | 71.2 |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $27.3M | 0.3% | -3% | 71.6 |
| 37 |  $MRK | Merck & Co., Inc. | $26.6M | 0.3% | -2% | 70.9 |
| 38 |  $PGR | PROGRESSIVE CORP/OH/ | $26.0M | 0.3% | -1% | 83.6 |
| 39 |  $XOM | EXXON MOBIL CORP | $23.2M | 0.3% | -2% | 61.8 |
| 40 |  $RTX | RTX Corp | $21.8M | 0.3% | -2% | 70 |
| 41 |  $UNP | UNION PACIFIC CORP | $21.8M | 0.3% | +21% | 74 |
| 42 |  $WAT | WATERS CORP /DE/ | $21.4M | 0.3% | NEW | 69.9 |
| 43 |  $SCHW | SCHWAB CHARLES CORP | $21.3M | 0.3% | +7% | 77.2 |
| 44 |  $MA | Mastercard Inc | $21.1M | 0.3% | -3% | 81.7 |
| 45 |  $ECL | ECOLAB INC. | $19.6M | 0.3% | -1% | 64.3 |
| 46 |  $J | JACOBS SOLUTIONS INC. | $19.1M | 0.3% | +5% | 47.7 |
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | $16.9M | 0.2% | -4% | 68.4 |
| 48 |  $BUD | Anheuser-Busch InBev SA/NV | $16.5M | 0.2% | -3% | — |
| 49 |  $LH | LABCORP HOLDINGS INC. | $14.9M | 0.2% | +47% | 54.8 |
| 50 |  $HSIC | HENRY SCHEIN INC | $13.5M | 0.2% | +9% | 52 |
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.6M | 0.2% | +1% | — |
| 52 |  $NEE | NEXTERA ENERGY INC | $12.1M | 0.2% | -0% | 71.7 |
| 53 |  $OKE | ONEOK INC /NEW/ | $9.4M | 0.1% | -1% | 72 |
| 54 |  $D | DOMINION ENERGY, INC | $9.3M | 0.1% | +9% | 74.9 |
| 55 |  $JPM | JPMORGAN CHASE & CO | $8.2M | 0.1% | +4% | 35.6 |
| 56 |  $AMGN | AMGEN INC | $8.1M | 0.1% | -2% | 79.5 |
| 57 |  $LLY | ELI LILLY & Co | $8.1M | 0.1% | -1% | 89.3 |
| 58 |  $META | Meta Platforms, Inc. | $8.1M | 0.1% | +0% | 80.9 |
| 59 | — | Vanguard S&P 500 | $8.0M | 0.1% | -49% | — |
| 60 |  $PG | PROCTER & GAMBLE Co | $8.0M | 0.1% | -1% | 72.9 |
| 61 | $PFE | PFIZER INC | $7.9M | 0.1% | +4% | 69 |
| 62 |  $KO | COCA COLA CO | $7.6M | 0.1% | -3% | 74 |
| 63 | — | iShares Core MSCI Emerging Mar | $7.6M | 0.1% | -0% | — |
| 64 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.6M | 0.1% | -0% | 63.7 |
| 65 |  $SPG | SIMON PROPERTY GROUP INC. | $7.3M | 0.1% | -0% | 76.9 |
| 66 | — | Vanguard Ultra-Short Bond ETF | $7.3M | 0.1% | +6% | — |
| 67 |  $ALSN | Allison Transmission Holdings Inc | $7.3M | 0.1% | -4% | 68.5 |
| 68 |  $NVDA | NVIDIA CORP | $6.8M | 0.1% | +2% | 90.2 |
| 69 |  $TTI | TETRA TECHNOLOGIES INC | $6.8M | 0.1% | +5% | 46.3 |
| 70 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $6.6M | 0.1% | -0% | 74.4 |
| 71 | — | Pason System Inc | $6.4M | 0.1% | +8% | — |
| 72 |  $EW | Edwards Lifesciences Corp | $6.3M | 0.1% | -8% | 67.6 |
| 73 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $6.1M | 0.1% | -0% | — |
| 74 |  $UPS | UNITED PARCEL SERVICE INC | $5.9M | 0.1% | -9% | 58.2 |
| 75 | — | Cogeco Inc | $5.8M | 0.1% | -1% | — |
| 76 | — | Vanguard Short-Term Corp Bond | $5.5M | 0.1% | +0% | — |
| 77 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $5.5M | 0.1% | +90% | 64.9 |
| 78 | — | Vanguard Short-Term Treasury E | $5.2M | 0.1% | +26% | — |
| 79 |  $SPY | SPDR S&P 500 ETF TRUST | $5.0M | 0.1% | +3% | — |
| 80 |  $VSXY | Victoria's Secret & Co. | $4.9M | 0.1% | +6% | 46.8 |
| 81 |  $EMR | EMERSON ELECTRIC CO | $4.7M | 0.1% | -0% | 65.9 |
| 82 | — | Vanguard High Dividend Yield E | $4.7M | 0.1% | -2% | — |
| 83 |  $MDT | Medtronic plc | $4.7M | 0.1% | -1% | — |
| 84 |  $LVS | LAS VEGAS SANDS CORP | $4.4M | 0.1% | +81% | 73.7 |
| 85 |  $KMI | KINDER MORGAN, INC. | $4.4M | 0.1% | -10% | 74.6 |
| 86 |  $CSW | CSW INDUSTRIALS, INC. | $4.4M | 0.1% | -1% | 64.1 |
| 87 |  $BLK | BlackRock, Inc. | $4.3M | 0.1% | +4% | 70.3 |
| 88 |  $MICC | Magnum Ice Cream Co N.V. | $4.3M | 0.1% | -9% | — |
| 89 |  $V | VISA INC. | $4.1M | 0.1% | -4% | 83.5 |
| 90 |  $VVV | VALVOLINE INC | $3.8M | 0.1% | +12% | 52.9 |
| 91 |  $WY | WEYERHAEUSER CO | $3.6M | 0.1% | +109% | 52.9 |
| 92 | — | Alerian MLP Index ETN | $3.4M | 0.0% | -2% | — |
| 93 |  $QCOM | QUALCOMM INC/DE | $3.4M | 0.0% | -6% | 81.9 |
| 94 |  $YUM | YUM BRANDS INC | $3.4M | 0.0% | -9% | 71.7 |
| 95 |  $SYY | SYSCO CORP | $3.3M | 0.0% | -3% | 58.4 |
| 96 | — | Citigroup Inc Var (Call 08/15/ | $3.1M | 0.0% | +0% | — |
| 97 |  $C | CITIGROUP INC | $3.0M | 0.0% | -4% | 54.8 |
| 98 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.0M | 0.0% | -2% | 66.4 |
| 99 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $3.0M | 0.0% | +19% | 42.4 |
| 100 |  $CAT | CATERPILLAR INC | $2.8M | 0.0% | -2% | 67.8 |
| 101 |  $NVS | NOVARTIS AG | $2.7M | 0.0% | -10% | — |
| 102 | — | iShares MSCI Singapore Index F | $2.6M | 0.0% | -2% | — |
| 103 |  $BAX | BAXTER INTERNATIONAL INC | $2.6M | 0.0% | -7% | 45.7 |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $2.6M | 0.0% | -1% | 72.3 |
| 105 |  $PM | Philip Morris International Inc. | $2.5M | 0.0% | +0% | 80.5 |
| 106 | $META | Meta Platforms, Inc. | $2.5M | 0.0% | -11% | 80.9 |
| 107 |  $PSX | Phillips 66 | $2.4M | 0.0% | -1% | 47.6 |
| 108 |  $GE | GENERAL ELECTRIC CO | $2.4M | 0.0% | +1% | 74.8 |
| 109 | — | Vanguard Total Stock Market ET | $2.3M | 0.0% | +7% | — |
| 110 |  $BN | BROOKFIELD Corp /ON/ | $2.2M | 0.0% | +0% | — |
| 111 |  $BOH | BANK OF HAWAII CORP | $2.2M | 0.0% | -2% | 34.7 |
| 112 |  $INTC | INTEL CORP | $2.1M | 0.0% | -4% | 41.5 |
| 113 |  $DMLP | DORCHESTER MINERALS, L.P. | $2.1M | 0.0% | +0% | 72.1 |
| 114 | — | iShares Dow Jones US Utilities | $2.1M | 0.0% | +0% | — |
| 115 | — | Pax Ellevate Global Women's In | $2.1M | 0.0% | +0% | — |
| 116 |  $BATRA | Atlanta Braves Holdings, Inc. | $2.0M | 0.0% | +18% | 30.8 |
| 117 |  $WFC | WELLS FARGO & COMPANY/MN | $2.0M | 0.0% | -3% | — |
| 118 |  $ENB | ENBRIDGE INC | $2.0M | 0.0% | -5% | — |
| 119 |  $SYK | STRYKER CORP | $1.9M | 0.0% | +2% | 69.8 |
| 120 |  $DHR | DANAHER CORP /DE/ | $1.9M | 0.0% | -2% | 63.9 |
| 121 |  $CAH | CARDINAL HEALTH INC | $1.9M | 0.0% | -27% | 58.6 |
| 122 |  $AXP | AMERICAN EXPRESS CO | $1.8M | 0.0% | -12% | 73.2 |
| 123 | — | Vanguard ESG US Stock ETF | $1.8M | 0.0% | +0% | — |
| 124 |  $PARR | PAR PACIFIC HOLDINGS, INC. | $1.7M | 0.0% | +0% | 54.3 |
| 125 |  $GEV | GE Vernova Inc. | $1.7M | 0.0% | +1% | 70.1 |
| 126 |  $PYPL | PayPal Holdings, Inc. | $1.7M | 0.0% | -1% | 70.5 |
| 127 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.7M | 0.0% | +4% | 77.9 |
| 128 |  $ISRG | INTUITIVE SURGICAL INC | $1.6M | 0.0% | -30% | 81.4 |
| 129 |  $UTMD | UTAH MEDICAL PRODUCTS INC | $1.6M | 0.0% | +20% | 55.4 |
| 130 |  $HST | HOST HOTELS & RESORTS, INC. | $1.5M | 0.0% | -8% | 72.6 |
| 131 | — | iShares S&P 500 Index Fund | $1.5M | 0.0% | +0% | — |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.0% | -9% | 66.7 |
| 133 |  $FDX | FEDEX CORP | $1.5M | 0.0% | +0% | 60.3 |
| 134 | — | Vanguard Dividend Appreciation | $1.4M | 0.0% | -0% | — |
| 135 |  $MO | ALTRIA GROUP, INC. | $1.4M | 0.0% | +1% | 72.1 |
| 136 |  $GLW | CORNING INC /NY | $1.4M | 0.0% | +5% | 72.7 |
| 137 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.0% | -2% | 65.7 |
| 138 |  $TRP | TC ENERGY CORP | $1.4M | 0.0% | -6% | — |
| 139 | — | Komatsu Ltd. | $1.3M | 0.0% | -17% | — |
| 140 | — | China Mobile Ltd. F (941 HK) | $1.3M | 0.0% | +0% | — |
| 141 |  $USB | US BANCORP DE | $1.3M | 0.0% | -3% | 71.4 |
| 142 |  $ORCL | ORACLE CORP | $1.3M | 0.0% | -5% | 67.2 |
| 143 |  $RGR | STURM RUGER & CO INC | $1.2M | 0.0% | +11% | 35.7 |
| 144 |  $WMB | WILLIAMS COMPANIES, INC. | $1.2M | 0.0% | -1% | 72.8 |
| 145 |  $PCAR | PACCAR INC | $1.2M | 0.0% | -2% | 56.5 |
| 146 |  $AVGO | Broadcom Inc. | $1.2M | 0.0% | +5% | 86.4 |
| 147 | — | US Technology SPDR | $1.2M | 0.0% | -4% | — |
| 148 |  $LNT | ALLIANT ENERGY CORP | $1.2M | 0.0% | +0% | 56.7 |
| 149 |  $T | AT&T INC. | $1.2M | 0.0% | +0% | 71.9 |
| 150 |  $LIN | LINDE PLC | $1.1M | 0.0% | -1% | — |
| 151 |  $NFLX | NETFLIX INC | $1.1M | 0.0% | +0% | 86.7 |
| 152 |  $DE | DEERE & CO | $1.1M | 0.0% | -29% | 57.4 |
| 153 | — | iShares Russell 1000 Growth In | $1.1M | 0.0% | +0% | — |
| 154 | $IVZ | Invesco Ltd. | $1.1M | 0.0% | +6% | — |
| 155 |  $AJG | Arthur J. Gallagher & Co. | $1.1M | 0.0% | -1% | 72.1 |
| 156 |  $EBAY | EBAY INC | $1.1M | 0.0% | -0% | 69.3 |
| 157 |  $ZTS | Zoetis Inc. | $1.1M | 0.0% | +115% | 72.6 |
| 158 |  $SUNC | SunocoCorp LLC | $1.0M | 0.0% | NEW | — |
| 159 |  $BA | BOEING CO | $1.0M | 0.0% | +0% | 51.8 |
| 160 | — | DBS Group Holdings - Spons ADR | $1.0M | 0.0% | -23% | — |
| 161 |  $COP | CONOCOPHILLIPS | $1.0M | 0.0% | -0% | 74.8 |
| 162 |  $TSLA | Tesla, Inc. | $1.0M | 0.0% | +5% | 50.1 |
| 163 |  $DJCO | DAILY JOURNAL CORP | $1.0M | 0.0% | -10% | 62.4 |
| 164 |  $MMM | 3M CO | $1.0M | 0.0% | +0% | 60.7 |
| 165 | — | OTC Markets Group Inc | $992,714 | 0.0% | +2% | — |
| 166 |  $BEPC | Brookfield Renewable Corp | $979,200 | 0.0% | +0% | — |
| 167 |  $APD | Air Products & Chemicals, Inc. | $958,036 | 0.0% | +0% | 41.2 |
| 168 |  $KR | KROGER CO | $940,680 | 0.0% | +0% | 51.1 |
| 169 | — | Schwab U.S. Large-Cap Growth E | $908,506 | 0.0% | +4% | — |
| 170 | — | Vanguard Emerging Market ETF | $906,654 | 0.0% | -2% | — |
| 171 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $904,050 | 0.0% | +0% | 50.1 |
| 172 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $903,286 | 0.0% | +0% | 60.5 |
| 173 | — | iShares MSCI Emerging Markets | $891,192 | 0.0% | +0% | — |
| 174 |  $WM | WASTE MANAGEMENT INC | $887,909 | 0.0% | +2% | 70.7 |
| 175 | — | Pimco Income Fund | $886,678 | 0.0% | +0% | — |
| 176 | — | Schwab US Large Cap Value | $853,817 | 0.0% | +6% | — |
| 177 |  $UNH | UNITEDHEALTH GROUP INC | $850,194 | 0.0% | +6% | 66.8 |
| 178 |  $WFRD | Weatherford International plc | $846,491 | 0.0% | +0% | — |
| 179 |  $TXN | TEXAS INSTRUMENTS INC | $838,491 | 0.0% | +0% | 70.4 |
| 180 | — | Phoenix Companies Inc | $803,250 | 0.0% | +0% | — |
| 181 |  $CARR | CARRIER GLOBAL Corp | $796,111 | 0.0% | +7% | 61.5 |
| 182 |  $CB | Chubb Ltd | $786,143 | 0.0% | +0% | — |
| 183 |  $ORA | ORMAT TECHNOLOGIES, INC. | $783,440 | 0.0% | +0% | 53.5 |
| 184 | — | Siemens Healthineers AG | $779,474 | 0.0% | -6% | — |
| 185 | — | Sodexo | $747,685 | 0.0% | +46% | — |
| 186 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $747,408 | 0.0% | +0% | 66.8 |
| 187 | — | Coeur D'Alene Mines Corp. | $737,661 | 0.0% | -23% | — |
| 188 | — | iShares 1-3yr Int'l Treasury B | $735,907 | 0.0% | NEW | — |
| 189 | — | Agricultural Bank of China Ltd | $733,900 | 0.0% | +0% | — |
| 190 |  $AMAT | APPLIED MATERIALS INC /DE | $720,835 | 0.0% | -22% | 74.8 |
| 191 | — | J.G. Boswell Company | $712,250 | 0.0% | -2% | — |
| 192 |  $AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $707,926 | 0.0% | +0% | — |
| 193 | — | Spirax-Sarco Engineering PLC ( | $704,185 | 0.0% | +0% | — |
| 194 |  $SPGI | S&P Global Inc. | $698,408 | 0.0% | +0% | 79.4 |
| 195 |  $YUMC | Yum China Holdings, Inc. | $694,725 | 0.0% | -12% | 65.2 |
| 196 |  $WT | WisdomTree, Inc. | $689,658 | 0.0% | -52% | 62.9 |
| 197 |  $ITW | ILLINOIS TOOL WORKS INC | $670,247 | 0.0% | +0% | 71.2 |
| 198 |  $KMB | KIMBERLY CLARK CORP | $661,302 | 0.0% | +1% | 61.7 |
| 199 |  $CMI | CUMMINS INC | $652,618 | 0.0% | +0% | 58.9 |
| 200 |  $RCI | ROGERS COMMUNICATIONS INC | $646,921 | 0.0% | -0% | — |
| 201 |  $SNA | Snap-on Inc | $646,532 | 0.0% | +0% | 69.3 |
| 202 |  $WTRG | Essential Utilities, Inc. | $644,320 | 0.0% | +0% | 70.9 |
| 203 |  $ETN | Eaton Corp plc | $643,448 | 0.0% | -13% | — |
| 204 | — | Vanguard Info Tech Index Fund | $641,205 | 0.0% | +0% | — |
| 205 | $BEPC | Brookfield Renewable Corp | $637,280 | 0.0% | +0% | — |
| 206 | — | Schneider Electric SA - Unspon | $627,578 | 0.0% | +0% | — |
| 207 |  $KVUE | Kenvue Inc. | $627,143 | 0.0% | -1% | 60.2 |
| 208 |  $CVS | CVS HEALTH Corp | $624,403 | 0.0% | +0% | 51.3 |
| 209 |  $AMD | ADVANCED MICRO DEVICES INC | $590,557 | 0.0% | +4% | 78.8 |
| 210 |  $CSX | CSX CORP | $581,227 | 0.0% | +7% | 66.4 |
| 211 | — | iShares S&P Glbl Energy ETF | $576,100 | 0.0% | +0% | — |
| 212 | — | Siemens AG - Spons ADR | $576,005 | 0.0% | +0% | — |
| 213 |  $SU | SUNCOR ENERGY INC | $573,504 | 0.0% | -58% | — |
| 214 |  $VSAT | VIASAT INC | $572,500 | 0.0% | -64% | 53.3 |
| 215 | — | Franklin California Tax-Free M | $563,536 | 0.0% | +0% | — |
| 216 |  $MDLZ | Mondelez International, Inc. | $553,113 | 0.0% | +13% | 53.9 |
| 217 |  $HUBB | HUBBELL INC | $539,814 | 0.0% | +0% | 68.7 |
| 218 |  $NAC | Nuveen California Quality Municipal Income Fund | $535,900 | 0.0% | +0% | — |
| 219 | — | Oersted A/S ORDF - DENMARK | $529,189 | 0.0% | +0% | — |
| 220 |  $RIVN | Rivian Automotive, Inc. / DE | $517,645 | 0.0% | +0% | 36 |
| 221 | — | iShares S&P Mid-Cap 400 ETF | $516,604 | 0.0% | +0% | — |
| 222 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $509,960 | 0.0% | +1% | — |
| 223 | — | Schwab Intl Equity ETF | $497,623 | 0.0% | +11% | — |
| 224 |  $LOW | LOWES COMPANIES INC | $490,517 | 0.0% | -5% | 63.5 |
| 225 | — | Energy Select SPDR | $473,417 | 0.0% | +0% | — |
| 226 | — | Schwab US Broad Market ETF | $471,252 | 0.0% | +12% | — |
| 227 |  $BMY | BRISTOL MYERS SQUIBB CO | $468,400 | 0.0% | -29% | 70.1 |
| 228 | — | Vanguard California Int-term t | $457,600 | 0.0% | -17% | — |
| 229 | — | iShares S&P Glbl Technology Se | $446,818 | 0.0% | -5% | — |
| 230 |  $GD | GENERAL DYNAMICS CORP | $446,186 | 0.0% | +0% | 73 |
| 231 | — | Nibe Industrier AB ORDF-SWEDEN | $445,600 | 0.0% | +0% | — |
| 232 | — | Roche Holding Ltd. | $445,501 | 0.0% | +0% | — |
| 233 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $442,937 | 0.0% | +0% | 52.7 |
| 234 |  $AMP | AMERIPRISE FINANCIAL INC | $440,400 | 0.0% | +0% | 70.2 |
| 235 |  $ATO | ATMOS ENERGY CORP | $440,003 | 0.0% | -2% | 72 |
| 236 | — | Consumer Discretionary Select | $439,407 | 0.0% | +20% | — |
| 237 |  $TGT | TARGET CORP | $437,896 | 0.0% | -4% | 53.1 |
| 238 | — | iShares S&P Glbl Healthcare In | $433,090 | 0.0% | +0% | — |
| 239 |  $MPC | Marathon Petroleum Corp | $427,803 | 0.0% | +0% | 50.7 |
| 240 | — | Fidelity MSCI Info Tech Index | $426,502 | 0.0% | +0% | — |
| 241 |  $GS | GOLDMAN SACHS GROUP INC | $424,687 | 0.0% | +0% | — |
| 242 | — | ETF IShares MSCI Global Select | $417,490 | 0.0% | +84% | — |
| 243 |  $TFC | TRUIST FINANCIAL CORP | $417,408 | 0.0% | +0% | — |
| 244 |  $BAM | Brookfield Asset Management Ltd. | $406,673 | 0.0% | +0% | — |
| 245 |  $PSA | Public Storage | $402,799 | 0.0% | -0% | 73.9 |
| 246 |  $NSC | NORFOLK SOUTHERN CORP | $401,226 | 0.0% | +0% | 70.8 |
| 247 |  $PAC | Pacific Airport Group | $394,992 | 0.0% | +0% | — |
| 248 | — | Health Care Select SPDR | $387,783 | 0.0% | -52% | — |
| 249 | — | Vanguard European ETF | $386,950 | 0.0% | +0% | — |
| 250 | — | First National Bank of Alaska | $384,514 | 0.0% | -28% | — |
| 251 | — | iShares Nasdaq Biotechnology I | $377,380 | 0.0% | +0% | — |
| 252 |  $LEVI | LEVI STRAUSS & CO | $374,885 | 0.0% | +53% | 58.8 |
| 253 | — | iShares S&P Small Cap 600 Inde | $372,930 | 0.0% | +0% | — |
| 254 |  $AEM | AGNICO EAGLE MINES LTD | $365,364 | 0.0% | +0% | — |
| 255 |  $CNP | CENTERPOINT ENERGY INC | $358,703 | 0.0% | +0% | 55.9 |
| 256 | — | Hershey Creamery Co. | $351,550 | 0.0% | -1% | — |
| 257 |  $OTIS | Otis Worldwide Corp | $348,247 | 0.0% | +0% | 60.3 |
| 258 |  $MS | MORGAN STANLEY | $338,850 | 0.0% | +0% | — |
| 259 |  $FSLR | FIRST SOLAR, INC. | $335,342 | 0.0% | +0% | 73.8 |
| 260 |  $MRNA | Moderna, Inc. | $335,280 | 0.0% | NEW | 15.9 |
| 261 |  $BE | Bloom Energy Corp | $333,305 | 0.0% | +0% | 54.4 |
| 262 |  $NWS | NEWS CORP | $327,456 | 0.0% | +12% | 62.4 |
| 263 |  $POST | Post Holdings, Inc. | $326,930 | 0.0% | +0% | 53.8 |
| 264 |  $GSK | GSK plc | $323,027 | 0.0% | -12% | — |
| 265 |  $ALL | ALLSTATE CORP | $322,414 | 0.0% | -1% | 76.6 |
| 266 | — | Vanguard Total Intl Stock Inde | $320,161 | 0.0% | -6% | — |
| 267 |  $PAAS | PAN AMERICAN SILVER CORP | $319,585 | 0.0% | -9% | — |
| 268 | — | iShares Short Term Muni Bond E | $319,500 | 0.0% | +0% | — |
| 269 |  $XIFR | XPLR Infrastructure, LP | $318,600 | 0.0% | +0% | 40.8 |
| 270 | — | Torex Gold Resources Inc | $312,113 | 0.0% | +0% | — |
| 271 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $311,707 | 0.0% | +38% | 70.9 |
| 272 |  $NGG | NATIONAL GRID PLC | $311,525 | 0.0% | +0% | — |
| 273 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $308,703 | 0.0% | -3% | 65.3 |
| 274 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $307,127 | 0.0% | +0% | — |
| 275 |  $LULU | lululemon athletica inc. | $305,741 | 0.0% | -3% | 62.9 |
| 276 |  $TT | Trane Technologies plc | $305,054 | 0.0% | +0% | — |
| 277 |  $SLB | SLB LIMITED/NV | $302,122 | 0.0% | -19% | 63.2 |
| 278 | — | Vanguard Russell 1000 Growth | $298,905 | 0.0% | +0% | — |
| 279 | — | iShares Russell 2000 Index Fun | $295,616 | 0.0% | +0% | — |
| 280 |  $PHM | PULTEGROUP INC/MI/ | $294,025 | 0.0% | -1% | 65.1 |
| 281 | — | Vanguard Extended Market Index | $293,471 | 0.0% | +0% | — |
| 282 |  $LNG | Cheniere Energy, Inc. | $291,257 | 0.0% | NEW | 48.4 |
| 283 | — | First Trust SSI Strategic Conv | $290,909 | 0.0% | +0% | — |
| 284 | — | Computer Modelling Group Ltd | $287,977 | 0.0% | -16% | — |
| 285 | — | iShares Lehman Aggregate Bond | $287,089 | 0.0% | +0% | — |
| 286 |  $BX | Blackstone Inc. | $282,645 | 0.0% | +1% | 68 |
| 287 | — | Samsung Electronics Pfd | $281,962 | 0.0% | +0% | — |
| 288 |  $KEYS | Keysight Technologies, Inc. | $276,440 | 0.0% | NEW | 72.3 |
| 289 |  $ASML | ASML HOLDING NV | $273,412 | 0.0% | -1% | — |
| 290 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $272,478 | 0.0% | -12% | 75.4 |
| 291 |  $TXT | TEXTRON INC | $271,436 | 0.0% | +0% | 58.2 |
| 292 |  $LMNR | Limoneira CO | $271,232 | 0.0% | -17% | 19.8 |
| 293 |  $ELV | Elevance Health, Inc. | $266,695 | 0.0% | +0% | 59.4 |
| 294 |  $GILD | GILEAD SCIENCES, INC. | $265,082 | 0.0% | +0% | 77.8 |
| 295 | — | TCW Flexible Income ETF | $258,789 | 0.0% | +0% | — |
| 296 |  $ADI | ANALOG DEVICES INC | $258,330 | 0.0% | -4% | 76.2 |
| 297 |  $SA | SEABRIDGE GOLD INC | $255,060 | 0.0% | -18% | — |
| 298 | — | Tower Properties | $250,000 | 0.0% | +0% | — |
| 299 |  $EMBJ | EMBRAER S.A. | $249,228 | 0.0% | +0% | — |
| 300 | — | Tencent Holdings Ltd - Unsp AD | $247,822 | 0.0% | -8% | — |
| 301 | — | iShares MSCI South Korea Index | $246,020 | 0.0% | NEW | — |
| 302 |  $FNF | Fidelity National Financial, Inc. | $245,582 | 0.0% | +0% | 69.7 |
| 303 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $240,276 | 0.0% | +13% | — |
| 304 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $231,601 | 0.0% | NEW | 66.3 |
| 305 |  $GIS | GENERAL MILLS INC | $225,553 | 0.0% | -14% | 64.1 |
| 306 | — | Banco do Brasil S.A. | $225,000 | 0.0% | +25% | — |
| 307 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $219,414 | 0.0% | -11% | 71.5 |
| 308 |  $KLAC | KLA CORP | $214,972 | 0.0% | NEW | 84.4 |
| 309 | — | Pimco 0-5 Year H/Y Corp Bond E | $212,562 | 0.0% | +0% | — |
| 310 |  $REFI | Chicago Atlantic Real Estate Finance, Inc. | $208,288 | 0.0% | -1% | — |
| 311 |  $RNW | ReNew Energy Global plc | $183,200 | 0.0% | +0% | — |
| 312 |  $VCV | Invesco California Value Municipal Income Trust | $167,656 | 0.0% | +0% | — |
| 313 |  $HOFT | HOOKER FURNISHINGS Corp | $146,832 | 0.0% | NEW | 26.4 |
| 314 | — | Loomis Sayles Fds Bond Fund In | $129,665 | 0.0% | +0% | — |
| 315 | — | Pimco GNMA and Govt Securities | $128,398 | 0.0% | +0% | — |
| 316 |  $OGN | Organon & Co. | $127,282 | 0.0% | -5% | 55.1 |
| 317 | — | Metropolitan West Total Return | $101,831 | 0.0% | +0% | — |
| 318 |  $PCM | PCM FUND, INC. | $74,664 | 0.0% | +0% | — |
| 319 | — | Cornerstone Strategic Investme | $74,290 | 0.0% | NEW | — |
| 320 |  $PLUG | PLUG POWER INC | $60,441 | 0.0% | +0% | 18.8 |
| 321 |  $CLNE | Clean Energy Fuels Corp. | $29,760 | 0.0% | +0% | 32.1 |
| 322 | — | Kore Potash PLC | $20,175 | 0.0% | +0% | — |
| 323 | — | H.E.R.C. Products Inc | $0 | 0.0% | +0% | — |
New Positions (11)
$WAT WATERS CORP /DE/$21.4M$SUNC SunocoCorp LLC$1.0M iShares 1-3yr Int'l Treasury B$735,907
$MRNA Moderna, Inc.$335,280$LNG Cheniere Energy, Inc.$291,257$KEYS Keysight Technologies, Inc.$276,440 iShares MSCI South Korea Index$246,020
$OXY OCCIDENTAL PETROLEUM CORP /DE/$231,601$KLAC KLA CORP$214,972$HOFT HOOKER FURNISHINGS Corp$146,832 Cornerstone Strategic Investme$74,290
Exited Positions (22)
$ALEX Alexander & Baldwin, Inc.
$BBWI Bath & Body Works, Inc.
$LRCX LAM RESEARCH CORP iShares Ultra Short Dur Bond A
Vanguard FTSE Developed Market
Vanguard Total Intl Bond ETF
Vanguard Total Bond Market
$CRM Salesforce, Inc.
$FMS Fresenius Medical Care AG
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC Principal Spectrum Pfd Sec Act
$EFX EQUIFAX INC EssilorLuxottica
$HRB H&R BLOCK INC
$APP AppLovin CorpBrowse Top Institutional Investors
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