EVERETT HARRIS & CO /CA/
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,265,873
- Description
- Los Angeles California based planning integrated investment advisor with a manager led governance framework and a governance centered and selective investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through thesis validation discipline and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 334 | 8,265,873 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q3 2025 | 11/3/2025 | 329 | 8,110,267 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2025 | 8/8/2025 | 332 | 7,793,248 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2025 | 5/12/2025 | 320 | 7,787,404 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2024 | 1/24/2025 | 283 | 7,918,778 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q3 2024 | 10/18/2024 | 270 | 8,064,881 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2024 | 8/2/2024 | 272 | 7,818,094 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2024 | 4/19/2024 | 268 | 7,547,195 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2023 | 1/18/2024 | 267 | 6,990,315 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q3 2023 | 10/24/2023 | 250 | 6,412,354 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2023 | 7/27/2023 | 254 | 6,588,613 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2023 | 4/25/2023 | 252 | 6,168,820 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2022 | 1/20/2023 | 255 | 5,816,502 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q3 2022 | 10/21/2022 | 257 | 5,433,750 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2022 | 7/22/2022 | 261 | 5,781,534 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2022 | 4/22/2022 | 268 | 7,032,500 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2021 | 2/2/2022 | 268 | 7,208,083 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q3 2021 | 11/3/2021 | 266 | 6,326,381 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2021 | 7/29/2021 | 264 | 6,251,322 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2021 | 5/13/2021 | 258 | 5,764,116 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2020 | 2/4/2021 | 253 | 5,655,171 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q3 2020 | 11/3/2020 | 246 | 5,119,472 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2020 | 7/29/2020 | 239 | 4,533,658 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2020 | 4/29/2020 | 221 | 3,883,380 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2019 | 1/27/2020 | 261 | 4,424,309 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q2 2014 | 8/5/2014 | 230 | 2,707,779 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q1 2014 | 5/19/2014 | 229 | 2,688,618 | 13F-HR | EVERETT HARRIS & CO /CA/ |
| Q4 2013 | 2/13/2014 | 223 | 2,675,415 | 13F-HR | EVERETT HARRIS & CO /CA/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.234 M | 99.6% | 155.6 K | 0 | 155.6 K |
| Debt | 30.89 K | 0.4% | 424 | 0 | 424 |
| Other | 649 | 0.0% | 0 | 272 | -272 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
8,265,873
Holdings
334
QoQ value change ($000)
155,606
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.